Norman Getsinger is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2020, he worked at Castlight Health and Red Ventures. 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 model portfolios, retirement plan consulting, and brokerage services.

James Hudock is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior firms include Financial Resources Group and Investment Centers of America. 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 research and model portfolios.

Tyler Rue is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group and Wonsulting. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Kevin Ramirez is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo and IGS Solutions. Outside of finance, his background includes roles at DoorDash and The Printing Press. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Samuel Zobel is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at Merrill Lynch, Bank of America, Charles Schwab, and his own consulting and financial coaching firms. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Semludin Avdic is a Series 66 licensed financial advisor at LPL Financial with one year of industry experience. He worked at CVS Pharmacy for six years prior to joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management with access to model portfolios and third-party research.

Mercedes Dockery is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and currently in her first year in the industry. Prior to her advisory role, she gained six years of experience with EXP Realty and worked with Wilkinson ERA and Citywide Realty in real estate. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

Adam Greene is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Citizens Securities, TD Ameritrade, and Scottrade. 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 retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Justin Coton is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Dorman Financial Management from 2016 to 2017. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Briggs is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Barings from 2015 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Nikolaos Peroulas is a Series 66-licensed financial advisor with LPL Financial in Fort Mill, SC, where he has worked since 2008. He has 21 years of industry experience. 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 advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Richard Johnson II is a Series 66-registered financial advisor with LPL Financial in Fort Mill, SC, bringing seven years of industry experience. His prior work includes roles at Merrill and Bank of America. 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 advisory programs and financial planning services, with access to both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Jonathan Hill is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses. He has prior experience at Maxwell Financial Management and a background that includes roles in education and business operations outside the financial industry. 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 representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing research-driven model portfolios and a variety of investment strategies.

Bryan Recca is a CFP® professional with five years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at The Vanguard Group, Inc. and Mosaic Pediatric Therapy. He is based in Fort Mill, SC. 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 advisory programs, financial planning, and consulting services supported by research and technology-driven investment strategies.

Luigi Pecorino is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple firms, including LPL Financial and Cadaret Grant & Co., Inc. Prior to joining Ameriprise in 2025, he spent seven years at LPL Financial, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Sarah Marshall is a Series 66 licensed financial advisor with 14 years of industry experience. She has worked at LPL Financial since 2020, following roles at DTCC and Raymond James & Associates. She is based in Fort Mill, South Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management options.

Serena Bachoua is a financial advisor at LPL Enterprise with a Series 66 designation and five years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at LPL Financial LLC from 2020 to 2024 and held various roles in retail and service industries. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

Ryan Collin is a financial advisor with LPL Financial in Fort Mill, SC, holding CFP® and ChFC® designations and over 20 years of industry experience. His prior roles include positions at Synovus Securities Inc., Highland Capital/Brokerage, and Investacorp Advisory Services, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios and third-party research.

Nathan Bragg is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Ameriprise Financial and has been involved with Bluestone Financial Advisors in a supporting role focused on client service and business efficiencies. Outside of his advisory work, he serves as an assistant treasurer for the Rotary Club of Gastonia and officiates youth soccer leagues in South Carolina and North Carolina. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports advisory programs and institutional consulting through a large advisor network.

Elizabeth Goins is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at TIAA and TIAA-CREF for over a decade. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.