Louis Merkle III is a financial advisor with LPL Financial, holding a Series 63 designation and 32 years of industry experience. He has worked at LPL Financial since 2026 and previously spent significant time at Commonwealth Financial Network and Ameriprise. Merkle is also co-owner of MFG Enterprises, LLC, an entity involved in 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 other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial activities.

Libby Ricciardi is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at Commonwealth Financial Network for 14 years before joining LPL Financial in 2026. 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 services, utilizing model portfolios, third-party subadvisors, and customized strategies alongside various operational and research tools.

Daniel Arnold is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2014, following prior roles at UBS Financial Services 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 range of financial planning and asset management solutions, including model portfolios, third-party management access, and institutional platforms.

Rebekah Cornell is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior roles include positions at Fifth Third Securities and Northwestern Mutual. Outside of advising, she has an outside employment role with Sonitrol. 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, managed portfolios, and access to institutional platforms.

Marilyn Hoyle is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 35 years of industry experience. Her prior roles include positions at International Advisory Consultants Inc., Anderson & Strudwick, Incorporated, and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions, leveraging research and analytics to support investment decisions across a broad platform of products and services.

Robert Dulskis is a financial advisor at Cetera with 43 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Summit Financial Group Inc and Summit Brokerage Services Inc. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Maurice Falls is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining LPL Financial in 2025, he worked at The Vanguard Group and has been involved with NorthGroup Realty in a real estate capacity. 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.

Ryan Mccall is a CFP® professional with 28 years of industry experience, currently serving as an advisor at LPL Financial since 2026. He has previously worked with Commonwealth Financial Network and Ameriprise, and has been associated with Clarendon Wealth Management since 2011. His other business activities include fixed insurance sales conducted at his branch location. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

John Amick is a financial advisor affiliated with LPL Financial, holding Series 63, Series 65, and Series 66 designations, with 14 years of industry experience. His prior experience includes roles at Calmwater Financial Group and Commonwealth Financial Network. Outside of advisory work, he owns and manages Amick Farms, a cattle farm located in Omaha, Nebraska, and also owns Grassroots Aviation, a holding company for a private aircraft. 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, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,900 advisors and oversight of more than $819 billion in discretionary assets.

Terrington Myles is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at Principal Securities, Inc., Principal Life Insurance Company, and The Vanguard Group, Inc. He has also been involved with youth-focused organizations such as First Tee Central Carolina, First Tee of Greater Charlotte, and Pro Skills Basketball. 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, supported by a large network of advisors and integrated technology tools.

Chase Greeson is a Planning Consultant at Fidelity Investments, where he focuses on enhancing and managing client relationships within the Financial Consultants' team. He works to effectively communicate with clients to address their concerns and complex issues, ensuring they receive priority attention and support. Chase has experience in several roles at Fidelity Investments, including Relationship Manager and Customer Relationship Advocate, positions he held prior to his current role. Before joining Fidelity, he gained experience as a Payroll Intern at Pendo.io. In his personal time, Chase has interests that include beach activities, fitness, food, golf, soccer, and traveling.

Zachary Farmer is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked with The Pinnacle Financial Group and Commonwealth Financial Network prior to joining LPL Financial. Outside of advising, he operated Farmer Painting Plus for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage solutions, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Robert Rollins is a CFP® credentialed financial advisor at LPL Enterprise with 33 years of industry experience. He worked at LPL Financial for 11 years and has served as a wrestling official since 1974. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap program.

Brendan Neibergall is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Vanguard Advisers, Wells Fargo Clearing, Wachovia Bank, and Edward Jones. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

James Dockins is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Adhesion Wealth and has experience in educational roles at the University of North Carolina at Charlotte, Appalachian State University, and Ardrey Kell High School. 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 model portfolio programs, supported by a network of over 22,800 advisors.

Bradley Mondshane is a financial advisor at LPL Financial with 41 years of industry experience. He has held previous roles at Fidelity and Fidelity Brokerage Services, totaling 24 years before joining LPL Financial in 2018. Mondshane holds Series 63 and Series 66 designations. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Grace Anne Dangerfield is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at The Vanguard Group, Inc., Linville Ridge Country Club, and First Citizens Bank. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, providing a broad range of investment and capital markets services.

Leigh Voli is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 credential and five years of industry experience. Prior to joining LPL Financial in 2026, Voli worked at Commonwealth Financial Network and V & V Financial. Outside the financial sector, Voli has experience in hospitality and freelance consulting. 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, third-party asset management, and institutional platforms, supported by a network of over 22,900 advisors and more than $819 billion in discretionary assets.

Jeffrey Davis is a financial advisor with LPL Financial based in Fort Mill, SC, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He previously worked at Commonwealth Financial Network, Isaak Bond Investments, National Asset Management, National Securities Corporation, and Winslow, Evans & Crocker. 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 extensive technology and a broad network of over 22,900 advisors.

Jason Lang is a financial advisor with LPL Financial based in Fort Mill, SC. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Dmi, and Symetra Securities, among others. Outside of his advisory work, he is involved in the resale of New England Patriots tickets. 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 retirement advice through a large network of investment adviser representatives.