Laura Wolfrom is a financial advisor with Equitable Advisors in Fort Mill, SC, holding a Series 66 designation and 12 years of industry experience. She has worked at Equitable Advisors since 2014, previously associated with Axa Advisors, LLC from 2014 to 2020. She is also the managing member of Wolfrom Financial Services, LLC. Equitable Advisors serves individual investors, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives. The firm relies on third-party asset managers and advisory programs and offers a variety of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives, while providing ERISA fiduciary services to qualified plans.

Fabricio Cardoso is an advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. His prior work includes roles at MWA Financial Services, Modern Woodmen of America, and various service and educational positions. 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.

Marc Zabicki is a CFA® charterholder with 27 years of industry experience. He currently works at LPL Financial and has previously held roles at Global Retirement Partners, Bower Hill Capital Management, SWS Partners, and Ameriprise. His professional background spans various advisory and wealth management positions. 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 portfolio management services, utilizing both proprietary and third-party strategies, and supports its large network of advisors with advanced research and operational tools.

Laura Silva Flores is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 16 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2009 to 2024. Outside of her advisory role, she is involved in direct sales with Young Living. LPL Enterprise provides investment advisory and brokerage services to a varied client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a wrap program through a network of investment adviser representatives.

Adam Crandall is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Equitable Advisors, TIAA-CREF, and Wells Fargo Clearing. 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 broad range of financial planning and investment management options, utilizing research-supported portfolios and customized strategies delivered through a large network of advisors.

Brandon Turner is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill, Banc of America Investment Services, Inc., and Harrisdirect LLC. Turner 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 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 advisors and comprehensive operational tools.

Robert Boyd is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, Boyd is involved in photography and photojournalism, contributing to sports media through writing and photographing sporting events. 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 financial planning and asset management services, utilizing various model portfolios and customized strategies supported by research and technology tools.

Charles Hopman is a financial advisor with LPL Financial holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Morgan Stanley and Cadaret, Grant & Co., Inc., before joining LPL Financial in 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms while supporting advisors with operational and research tools.

Jason Steiner is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Merrill and The Vanguard Group. 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 programs delivered through a large network of advisors, utilizing both proprietary research and third-party strategies.

Joann Sacco is a financial advisor with LPL Enterprise in Fort Mill, SC, holding a Series 66 designation and 13 years of industry experience. Her prior experience includes nine years at Comerica Securities, Inc., and she also works as a Mary Kay consultant in a non-investment-related role. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment strategies and offering access to third-party asset managers, financial planning, and a range of affiliated financial products and services.

Deryl Wells is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. His career includes previous roles at Prudential Annuities Distributors and Prudential Insurance Company of America, as well as Equitable Advisors. 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, supported by a network of over 22,800 advisors.

Clarence Blanton is a financial advisor with LPL Enterprise in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His prior roles include positions at Dempsey Lord Smith, LLC and Cambridge Investment Research. Outside of his advisory work, he has been involved as a sound engineer and tech director for music and church events, and he conducts educational workshops on Medicare for nonprofit organizations. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including employer-sponsored retirement plans and charitable entities. The firm emphasizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

James Xiarhos is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Pruco Securities, LLC and Prudential Insurance Company of America for 18 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Laura Ciotoli is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Haire is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with LPL Financial since 2012 and previously worked at UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michele Cahayla is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 26 years of industry experience. She previously worked for Prudential Insurance companies and Pruco Securities from 1999 to 2024. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, and institutional clients, offering investment advisory and brokerage services with a model-driven approach to portfolio management and access to third-party asset managers.

Elizabeth Leventis is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Monat and Foresters Financial Services. Outside of her advisory role, she hosts a podcast titled Butterflies & Rainbows. 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, utilizing model portfolios, third-party subadvisors, and customized strategies.

John Black III is a ChFC® credentialed financial advisor with 23 years of industry experience. He is currently with Cetera and has previously worked with LPL Financial and Independent Advisor Alliance. Black also serves as a member of the Rock Hill City Council, a position he has held since 2010. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and consulting services delivered through a large nationwide network of independent advisors.

Julia Ladson is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 and Series 63 licenses. Prior to joining LPL Financial, she worked at US Tech Solutions and Wells Fargo Clearing Services. 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 using model portfolios, third-party subadvisors, and customized strategies.

Shawn O'Brien is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, and Mutual of Omaha Investment Services. 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 institutions. The firm provides a range of financial planning and portfolio management solutions supported by extensive operational tools and a broad network of over 22,800 advisors.