Robert Futrell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 26 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from internal and third-party sources.

Erik Smith is a CFP®-certified financial advisor with 13 years of industry experience. He has worked at LPL Financial since 2017 and previously spent five years at UBS. Erik is based in Fort Mill, SC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kiairra Dixon is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Ally Bank and Heartland ECSI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by in-house and third-party research.

Andrew Capecci is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise, Merrill, Bank of America, and Morgan Stanley. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.

Kara Burkholder is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. She has been with LPL Financial since 2013 and concurrently works at South Carolina Bank and Trust since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options.

Martha Roman is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and five years of industry experience. She previously worked at Bank of America and MassMutual before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

Peter Jawidzik is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at LPL Financial in various capacities since 2007 and spent five years with Stratos Wealth Partners, LTD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Edward Watson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Sterling Capital Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Nikhil Alkari is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at Randstad Consulting, MIHIN/Interoperability Institute, TenAgile LLC, Ally Bank, and Bank of America. Outside of his advisor role, he is involved in a separate real estate business in Fort Mill, SC. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing various portfolio management approaches and platform arrangements tailored to client objectives.

Ronald Stephens is a financial advisor with LPL Financial based in Fort Mill, SC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been affiliated with LPL Financial and Uvest Financial Services Group, Inc. since 2008. Outside of his advisory work, he volunteers at the Carolina Raptor Center, assisting with the care of injured birds of prey. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple portfolio management strategies.

Nathan Peck is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he held positions in various sectors including hospitality and retail. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services with discretionary and non-discretionary management options, supported by proprietary and third-party research.

Dennis Mumford is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. In addition to his advisory role, he is involved as a managing member in multiple financial services entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a variety of portfolio management approaches across multiple platform arrangements.

John Violette is a financial advisor with LPL Financial in Fort Mill, SC. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including 16 years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of services such as financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

Michael Wentzel is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc. before joining LPL Financial. Wentzel has also operated as a self-employed advisor during his career. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Richard Spatola Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been associated with South State Bank (formerly South Carolina Bank and Trust) and LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kaiana Padilla is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She has been with LPL Financial since 2017 and previously worked at Amazon Fulfillment Warehouse. Based in Fort Mill, SC, she serves clients through LPL's national network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with access to model portfolios, research, and various investment strategies.

Elizabeth Brennan is a financial advisor with LPL Financial in Fort Mill, South Carolina. She holds the Series 66 designation and has eight years of industry experience, including four years at LPL Financial and four years at ACCSC. Outside of her advisory work, she operates an online resale business on eBay and Poshmark. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research from various sources.

Amy Longfellow is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations. She has been with Wells Fargo Bank, N.A. since 2017 and joined Wells Fargo Clearing in 2025. Prior to that, she was involved with Outlaw Enterprise from 2009 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm uses an IPS-driven approach grounded in modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Don Ferguson Jr. is a financial advisor with LPL Financial in Rock Hill, SC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with LPL Financial since 2021 and previously was affiliated with Capital Investment Advisory Services, Capital Investment Group, and has operated Ferguson Financial, LLC since 2008. Ferguson Financial offers services related to life, fixed, and immediate annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, with access to model portfolios, research, and both discretionary and non-discretionary management options.

Dahmen Lariviere is a CFP® with 24 years of industry experience, currently with LPL Enterprise since 2024. His prior roles include positions at PRUCO Securities, The Prudential Insurance Company of America, Forethought Distributor, Epoch Securities, and Global Atlantic Financial Group. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by a platform that integrates investment adviser programs with financial products and lending solutions.