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Kadeem G

Series 66

Fort Mill, SC

LPL Financial

Kadeem Griffith is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Nuveen and TIAA affiliates, as well as J.P. Morgan Chase & Co. Outside of his advisory role, he is a commissioned notary and works part-time as a freight handler at FedEx. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew A

CFP®, Series 66

Tega Cay, SC

OSAIC

Matthew Abramo is a CFP® with three years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked at several firms including Campas Legacy Planning, Inc., Woodbury Financial Services, and the University of Texas, Austin. Outside of his advisory role, he manages Twin States Property Group LLC, a real estate investment entity. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a variety of investment platforms and third-party solutions to construct portfolios tailored to clients’ risk tolerance and investment goals.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Steven C

Series 66

Fort Mill, SC

LPL Financial

Steven Cataldo is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he held positions at Winthrop University and the College of Charleston. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kirby H

Series 66

Fort Mill, SC

LPL Financial

Kirby Horan Adams is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2006 and at Fortigent, LLC since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Justin R

Series 63, Series 66

Fort Mill, SC

LPL Financial

Justin Romero is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill from 2015 to 2023. He is based in Fort Mill, South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Alberta A

Series 66

Fort Mill, SC

LPL Financial

Alberta Ashwood is a financial advisor at LPL Financial with two years of industry experience and a Series 66 designation. She has worked at LPL Financial since 2020 and previously was with Abacus Group LLC from 2016 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advisor-facing tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Leigh S

Series 66

Fort Mill, SC

LPL Financial

Leigh Szeman is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, Szeman worked in various roles including positions at Sunbelt Rentals and Lowe's Home Improvement. Outside of financial advising, Szeman is involved with Best Impressions Catering in Charlotte, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Katrina B

Series 66

Fort Mill, SC

LPL Financial

Katrina Bamford is a Series 66-licensed financial advisor with LPL Financial, based in Fort Mill, SC. She has two years of industry experience, including four years with LPL Financial and two decades at Rosauers Supermarkets prior to her advisory career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joshua C

Series 66

Fort Mill, SC

LPL Financial

Joshua Cline is a financial advisor with LPL Financial based in Fort Mill, SC. He holds the Series 66 designation and has three years of industry experience. Prior to joining LPL Financial in 2022, he worked in various roles including positions at the South Carolina Department of Archives and History and the University of South Carolina Department of Housing. Outside of his advisory work, he is the owner of Airrington Domestic LLC, a home-based business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided mainly by investment adviser representatives using a range of strategies and tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Judith M

CFP®, Series 63, Series 65

Fort Mill, SC

LPL Financial

Judith Mohr is a CFP® certified financial advisor with 37 years of industry experience. She is currently with LPL Financial and has held prior roles at Securities America Advisors, Householder Group Financial Advisors, Woodbury Financial Services, and Equity Services. Outside of her advisory work, she serves in a fiduciary capacity for the Estate of Gregory A Lohr. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jeffrey H

Series 63, Series 65

Fort Mill, SC

LPL Financial

Jeffrey Holden is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial in multiple periods since 2011, as well as at Osaic Wealth from 2022 to 2024. He is based in Fort Mill, South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jaquam M

Series 66

Fort Mill, SC

LPL Financial

Jaquam Morris is a Series 66-licensed financial advisor with six years of industry experience, currently practicing at LPL Financial in Fort Mill, South Carolina. His career includes roles at PFM Asset Management, The Vanguard Group, Fidelity, Bank of America, Merrill, and Wells Fargo National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by technology tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Seth C

Series 65, Series 63

Fort Mill, SC

LPL Financial

Seth Condon is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 63 credentials and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at The Vanguard Group from 2022 to 2025. He is also the owner of Sebo's Painting & Art LLC, a home-based business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ryan B

Series 66

Lake Wylie, SC

Edward Jones

Ryan Brockington is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors. Edward Jones offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Robert O

Series 66

Fort Mill, SC

LPL Financial

Robert Oh is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 credential and previously worked for six years at American Funds Service Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Blaine A

CFP®, Series 66

Fort Mill, SC

LPL Financial

Blaine Andreadis is a CFP® professional with five years of industry experience, currently affiliated with LPL Financial. His prior roles include five years at UBS Financial Services Inc. and two years at Compliance.ai. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James B

Series 63, Series 65

Fort Mill, SC

LPL Financial

James Boswell is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2016. Prior to that, he was with H.D. Vest Advisory Services and H.D. Vest Investment Services from 2006 to 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Suzi L

Series 63, Series 66

Fort Mill, SC

LPL Financial

Suzi Lederer is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked previously at Ameriprise Financial Services and Raymond James Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and a broad platform of investment options.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jason B

Series 63, Series 66

Fort Mill, SC

LPL Financial

Jason Bryson is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plans, banks, trust companies, and institutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kate F

Series 66

Rock Hill, SC

LPL Financial

Kate Ferguson is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Capital Investment Advisory Services, Curian Capital, and Wells Fargo Advisors. She is also a commissioned notary public in South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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