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Kristian K

Series 66, Series 65

Fort Mill, SC

LPL Financial

Kristian Kerr is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and with two years of industry experience. Prior to joining LPL Financial in 2023, he worked at CitiGroup for six years and Comerica Bank for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of solutions 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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Keith S

Series 63, Series 66

Fort Mill, SC

Edward Jones

Keith Sandvoss is a financial advisor with Edward Jones in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Inheritance planning Retired Founder/Business Owner Executive
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Jamie L

Series 66

Fort Mill, SC

LPL Enterprise

Jamie Lanik is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Customer Solutions LLC, Pruco Securities, LLC, and Prudential Insurance Company of America. 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 employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap program.

Tax-loss harvesting
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Christopher G

Series 65, Series 66

Fort Mill, SC

LPL Financial

Christopher Ganoe is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 66 credentials and having 25 years of industry experience. He was previously with Truist Investment Services, Inc. for seven years before joining LPL Financial in 2013. 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, supporting advisors with various investment strategies and technology tools.

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

Series 63, Series 65

Fort Mill, SC

LPL Financial

Robert Futrell is a financial advisor with LPL Financial in Fort Mill, South Carolina. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 17 years with LPL Financial. 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.

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

CFP®, Series 66

Fort Mill, SC

LPL Financial

Erik Smith is a CFP® professional with 13 years of industry experience. He has worked at LPL Financial since 2017 and previously spent five years with UBS. 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 its network of over 22,800 advisors with research 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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Kiairra D

Series 66

Fort Mill, SC

LPL Financial

Kiairra Dixon is a Series 66 licensed financial advisor with LPL Financial, based in Fort Mill, SC, and has one year of industry experience. Prior to joining LPL Financial, she worked at Ally Bank for three years and Heartland ECSI for three years. 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 more than 22,800 advisors and extensive 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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Andrew C

Series 66

Fort Mill, SC

LPL Financial

Andrew Capecci is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Ameriprise, Merrill, Bank of America, and Morgan Stanley. 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, supporting over 22,800 advisors and 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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Kara B

Series 66

Fort Mill, SC

LPL Financial

Kara Burkholder is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2013 and also has experience with South Carolina Bank and Trust dating back to 2006. 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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Jean M

Series 63, Series 66

Charlotte, NC

Cambridge Investment Research Advisors

Jean Metayer Jr. is a financial professional at Cambridge Investment Research Advisors with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Cetera, Edward Jones, and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in financial services through ownership and professional positions at Convergent Financial Partners, LLC and Selwyn Strategic Capital LLC, as well as in fixed insurance sales and service. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory through a network of independent Financial Professionals. The firm provides a range of investment solutions across multiple platforms, combining proprietary and third-party strategies with both discretionary and non-discretionary management tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Martha R

Series 66

Fort Mill, SC

LPL Financial

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 has previously worked at Bank of America and MassMutual before joining LPL Financial. 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 access, and institutional platforms, utilizing a range of investment strategies and advisor support tools.

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

Series 63, Series 66

Fort Mill, SC

LPL Financial

Peter Jawidzik is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Stratos Wealth Partners and Osaic FS, Inc., in addition to multiple positions within LPL Financial since 2006. 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, with a platform that supports diverse investment strategies and integrates 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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Edward W

Series 65, Series 63

Fort Mill, SC

LPL Financial

Edward Watson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. He has previously worked at Wells Fargo Clearing Services and Sterling Capital Management. 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 plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs, utilizing various portfolio strategies and technology tools to support its advisers.

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

Series 65, Series 63

Fort Mill, SC

Cambridge Investment Research Advisors

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Ronald S

Series 63, Series 66

Fort Mill, SC

LPL Financial

Ronald Stephens is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has worked at LPL Financial and Uvest Financial Services Group, Inc. since 2008. Outside of his advisory work, Stephens volunteers at the Carolina Raptor Center, where he cares for injured birds of prey. 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 technology 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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Nathan P

Series 66

Fort Mill, SC

LPL Financial

Nathan Peck is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, he worked in various roles including management positions at Swim Club Management and employment at Aldi and Great Wolf Lodge. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of significant 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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John V

Series 63, Series 66

Fort Mill, SC

LPL Financial

John Violette is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 certifications and has worked at LPL Financial since 2010, following one-year roles at Alight Financial Solutions and Wells Fargo Clearing. 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, with a focus on technology-supported operational and research tools.

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

Series 63, Series 65

Fort Mill, SC

LPL Financial

Michael Wentzel is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes five years at The Vanguard Group, Inc. prior to joining LPL Financial in 2019. He has also been self-employed since 2017. 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 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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Richard S

Series 63, Series 65

Fort Mill, SC

LPL Financial

Richard Spatola Jr. is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at LPL Financial and South State Bank since 2007, following a year at Uvest Financial Services Group, Inc. 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.

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

Series 66

Fort Mill, SC

LPL Financial

Kaiana Padilla is a financial advisor at LPL Financial with one year of industry experience. She has been with LPL Financial since 2017 and previously worked at an Amazon Fulfillment Warehouse for two 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 and access to third-party asset managers, supported by extensive operational 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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