Overwhelmed by options?
Answer a few questions to see advisors matched to you.
903 advisors near
29710
within the area shown on the map
Out of 400,000+ nationwide
Brice G
Series 66
Fort Mill, SC
LPL Financial
Brice Gibson is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Commonwealth Financial Network, Pathfinder Wealth Consulting, CAPTRUST, Fountain Financial Associates, Cetera Advisor Networks, and Edward Jones. He also engages in fixed insurance sales as a secondary business activity. 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 broad network of advisors, utilizing both proprietary and third-party strategies.
Robert O
Series 66
Fort Mill, SC
LPL Financial
Robert Oh is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 credential and previously worked for six years at American Funds Service Company. 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 both discretionary and non-discretionary investment strategies.
Jason W
CFP®, ChFC®, Series 63, Series 65
Fort Mill, SC
LPL Financial
Jason Wheeler is a financial advisor at LPL Financial in Fort Mill, SC, holding the CFP® and ChFC® designations with 26 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Pathfinder Wealth Consulting, and Morgan Stanley. He also engages in fixed insurance sales as part of his business activities. 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, portfolio management, and institutional platforms, leveraging a large network of advisors and various operational tools to support client investment strategies.
Blaine A
CFP®, Series 66
Fort Mill, SC
LPL Financial
Blaine Andreadis is a CFP® professional affiliated with LPL Financial, with six years of industry experience. Prior to joining LPL Financial in 2025, he worked at UBS Financial Services Inc. from 2019 to 2025 and held roles at Compliance.ai and Gray's Outer Banks Lifestyle Clothing Company. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
Ryan D
Series 66
Fort Mill, SC
LPL Financial
Ryan Dixon is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Ballast Wealth Partners, Commonwealth Financial Network, Harwood Advisory Group, and Mass Mutual Investors Services. He is also involved in fixed insurance sales, dedicating part of his business hours to this activity. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad network of over 22,900 advisors.
James B
Series 63, Series 65
Fort Mill, SC
LPL Financial
James Boswell is a financial advisor with LPL Financial in Fort Mill, South Carolina. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Avantax Advisory Services from 2011 to 2016. 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 investment adviser representatives.
Megan A
Series 66
Fort Mill, SC
LPL Financial
Megan Alpert is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at Merrill and Bank of America, as well as time at Commonwealth Financial Network and Joy World Wealth Partners. Outside of her advisory work, she also works as a Success and Fulfillment Coach in Scranton, PA. 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 a range of advisory and brokerage services, including financial planning and access to model portfolios, supported by a network of over 22,900 advisors.
Cody N
CFP®, Series 66
Fort Mill, SC
LPL Financial
Cody Nigh is a CFP® with eight years of industry experience currently affiliated with LPL Financial. His prior roles include positions at Powell Financial Group, Commonwealth Financial Network, CCG Wealth Management LLC, and Lincoln Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a network of over 22,900 advisors managing more than $819 billion in discretionary assets.
John W
CFP®, ChFC®, Series 63, Series 66
Fort Mill, SC
LPL Financial
John Wood Jr. is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 41 years of industry experience. His career includes lengthy tenures at Cambridge Investment Research and Commonwealth Financial Network. He is also president and owner of Strategic Planning Group, Inc., a private entity focused on securities and advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.
Suzi L
Series 63, Series 66
Fort Mill, SC
LPL Financial
Suzi Lederer is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked previously at Ameriprise Financial Services and Raymond James Financial. 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, supported by a large network of investment adviser representatives and a broad platform of investment options.
Jacob T
Series 63, Series 66
Charlotte, NC
Merrill
Jacob Tweet is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. He has previously worked with Northwestern Mutual and its affiliated entities. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Brian P
Series 63, Series 65
Fort Mill, SC
LPL Financial
Brian Price is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. He previously spent 23 years with Commonwealth Financial Network 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various portfolio programs and institutional platforms.
Martin J
Series 65
Fort Mill, SC
LPL Financial
Martin Joyce is a financial advisor affiliated with LPL Financial, holding a Series 65 designation and three years of industry experience. His career includes roles at Bestgen Wealth Management, Commonwealth Financial Network, Carson Wealth, Hirst Financial Independence Planning, Gleeson Powers, and Buyer's Edge Platform. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors through a broad range of financial planning and investment management services, offering various advisory platforms and institutional programs.
Jason B
Series 63, Series 66
Fort Mill, SC
LPL Financial
Jason Bryson is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plans, banks, trust companies, and institutions.
Kate F
Series 66
Rock Hill, SC
LPL Financial
Kate Ferguson is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Capital Investment Advisory Services, Curian Capital, and Wells Fargo Advisors. She is also a commissioned notary public in South Carolina. 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.
Michael C
Series 63, Series 65
Fort Mill, SC
LPL Financial
Michael Crowell is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at TIAA-CREF, Nuveen, UBS Financial Services, and a previous tenure at 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 portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.
Wesley S
Series 63, Series 65
Fort Mill, SC
LPL Financial
Wesley Stringfield is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, 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, supported by a large network of investment adviser representatives.
Olasupo O
CFA®
Fort Mill, SC
LPL Financial
Olasupo Oniyilo is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at United Community Bank, Page Capital, and AXA Mansard Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by various third-party subadvisors and proprietary research tools.
Taylor F
Series 66
Clover, SC
Thrivent Investment Management
Taylor Flanagan is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Charles Beatty, in addition to prior experience outside the financial sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering comprehensive goal-based planning across various financial topics without discretionary portfolio management.
Allan S
Series 66
Fort Mill, SC
LPL Financial
Allan Smith is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with LPL Financial and previously worked at Commonwealth Financial Network for 13 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 wide network of investment adviser representatives.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
903 advisors near
29710
within the area shown on the map
Out of 400,000+ nationwide