Sean Mcandrew is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has 16 years of industry experience. He previously worked with Commonwealth Financial Network and is a co-owner of I&M Wealth Advisors, a private entity focused on securities, advisory, and insurance 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 a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Bradford Ramsey is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney for seven years before joining LPL Financial in 2018. He is based in Fort Mill, SC. 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 model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Christopher Mc Alister is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cambridge and other investment firms since 2017. Outside of his advisory role, he owns and operates small business ventures including an eBay sales enterprise and a business entity called Catapult Industries. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm employs thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Luis Martinez is a financial advisor at Edward Jones in Rock Hill, SC, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience working six years with the Citrus County Sheriff Office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Parker Touma is a financial advisor with LPL Financial in Fort Mill, SC. He holds a Series 66 designation and has recently begun his career in the financial industry. Prior to joining LPL Financial, his background includes roles at Transylvania University, Baird, and involvement with entities such as Museum Bees and Hunting Creek Country Club. 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 and model portfolio programs, supported by a large network of investment adviser representatives and technology tools for research and operations.

Shannon Munton is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and over 31 years of industry experience. Prior to joining LPL Financial in 2024, Munton worked at Charles Schwab, TD Ameritrade, and Scottrade. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

Lisa Sorrentino is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at LPL Financial since 2012, with prior roles at Scott & Stringfellow, LLC and BB&T Investment Services, Inc. Additionally, she has outside employment as a part-time seasonal associate at TJMaxx. 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, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and a broad suite of operational and research tools.

Ryan Christenson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Mass Mutual Investors Services and MSI Financial Services. Outside of finance, he was involved with the YMCA of Greater Charlotte for three years. 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 advanced research tools and a broad network of over 22,800 advisors.

Emilie Nisbet is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. She has worked at LPL Financial since 2013 and previously at Ameriprise from 2001 to 2003. Outside of her advisory role, she is an independent wine consultant. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, institutions, and banks, offering a wide range of advisory and brokerage services including financial planning and model portfolio programs.

John Sloop Jr. is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at LPL Financial and Independent Advisor Alliance, with ongoing business activities including serving as a notary public in Rock Hill, SC. He also operates several business entities related to investment and financial services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Jodene Gibbs is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 license and 11 years of industry experience. She previously worked at Vista Wealth Strategies LLC and Commonwealth Financial Network. Outside of her advisory role, she is the sole owner of a rental property in South Africa. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

Salvatore Vero is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has worked at LPL Financial since 2015 and was previously with Merrill in 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisers. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies implemented via discretionary or non-discretionary authority.

Karen Brock is a CFP® and holds a Series 66 license with three years of industry experience. She is currently affiliated with LPL Financial and has prior experience with Commonwealth Financial Network and Pathfinder Wealth Consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, utilizing a broad range of strategic and tactical investment options supported by operational and research tools.

Amelia Harmon is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at several firms including Investacorp Advisory Services, PNC Investments, and Stratos Wealth Partners. Harmon is also associated with South State 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kevin Curley II is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Clearfront Advisory, Global Wealth Advisors, LLC, and UBS Financial Services. Outside of his advisory work, he is the sole owner of Koele Capital LLC, a private entity involved in securities, advisory, and insurance business activities. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and access to multiple investment strategies.

Alexander Witten is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group. Outside of his advisory work, he has been involved with Providence Baptist Church for over a decade. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research assistance.

Carson Page is a financial advisor with LPL Financial, holding a Series 65 designation and beginning his advisory career in 2026. His prior roles include positions at Hillcrest Financial Group, Commonwealth Financial Network, and Nisa Investment Advisors LLC. He has also worked outside finance at Corbett Masonry and Mosquito Joe of Cincinnati, and studied at Washington University in St. Louis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 extensive technology and a large network of advisors.

Erin Caldwell is a financial advisor at LPL Financial with Series 66 credentials and approximately one year of industry experience. Her prior work includes roles at Commonwealth Financial Network, Wealthmark Advisors, and experience in education and retail sectors. She also operates a self-employed business called Styled & Inspired. 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 wide range of advisory and brokerage services through a large network of advisors and utilizes a variety of investment strategies supported by research and technology tools.

Brian Marsee is a Series 66 licensed financial advisor with LPL Financial, based in Fort Mill, SC. He has 16 years of industry experience, including over a decade with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, participant-level retirement advice, and institutional platforms.

James Trull is a financial advisor with LPL Financial in Fort Mill, SC, holding CFP® and ChFC® designations and industry licenses Series 63 and 65. He has 39 years of experience in the financial services industry, including roles at Commonwealth Financial Network and Keystone Financial Partners. Outside of advising, Trull founded The Senior Resource Alliance of the Triangle, a professional networking group, and is involved with a photography group called The Focus. He also teaches courses at the Osher Lifelong Learning Institute at North Carolina State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive research and technology tools.