Brayden Kurtz is a financial advisor at LPL Financial with Series 66 credentials and one year of industry experience. Prior to joining LPL Financial, he held roles at George Washington University and worked in customer service positions at a dog grooming salon and a carwash. 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 investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Jennifer Lorick is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 credentials and having 25 years of industry experience. She has worked at LPL Financial since 2012 and was previously with Morgan Stanley from 2010 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies alongside various technology tools to support advisors.

Lee Ann Miller is a financial advisor with LPL Financial, holding a Series 65 designation and one year of industry experience. Prior to joining LPL Financial in 2025, she worked in education at Coastal Carolina University, South Pointe High School, and Saluda Trail Middle School. 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, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Nicholas Jansson is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked in automotive sales at Stateline Chrysler and CarMax. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kyle St Clair is a financial advisor at LPL Financial with a Series 66 designation and experience starting in 2023. Prior to joining LPL Financial, he held positions at Tesla, Mitchell Martin Inc, Mason Frank International, and several other firms. He has been affiliated with Binghamton University since 2016. 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 through a network of investment adviser representatives, utilizing various portfolio strategies and technology tools.

Jonathan Dunn is a CFP®-certified financial advisor with nine years of industry experience. He is currently with LPL Financial and has held prior roles at Capitol Family Office, Morgan Stanley Smith Barney, UBS Financial Services, and The Vanguard Group. 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 both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Dawn Baker is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. Outside of her advisory work, she serves as a FINRA arbitrator and is president of Aurora Insurance Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of strategies and platform arrangements tailored to client objectives.

Mikai Hunt is a financial advisor with LPL Financial in Fort Mill, South Carolina. He holds Series 63 and Series 65 credentials and has been in the industry since 2024, including a prior role at Florida Financial Advisors (DBA Tristate Financial Advisors). Hunt has a background that includes work in insurance and financial consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 research and technology tools.

David Huther is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Fidelity Investments, PNC Investments, UBS Financial Services, and Wells Fargo Home Mortgage. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports a broad range of investment approaches through a large network of advisors, combining scale with diverse financial services and technology tools.

Katherine Daniels is a financial advisor with LPL Financial in Fort Mill, South Carolina. She holds a Series 66 designation and has 14 years of industry experience. Her work history includes roles at LPL Financial since 2017 and Wells Fargo Clearing from 2011 to 2017. Outside of her advisory role, she is involved in real estate investment activities. 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.

Erik Malzahn is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. 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, supporting advisors with research and operational tools.

Nefartari Ward is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. Her prior roles include positions at The Vanguard Group, Inc. and GWFS Equities, Inc. She is based in Fort Mill, South Carolina. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

John Lohse is a CFA® charterholder affiliated with LPL Financial, with three years of industry experience. He previously worked at Pathfinder Wealth Consulting and Cerberus Capital Management, L.P. Outside of finance, he has engaged in extended travel. 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, third-party asset management, and institutional platforms, supported by a broad advisory network and various operational tools.

Brandon Dunford is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of experience in the industry. He has been with J.P. Morgan in various capacities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and delivers non-discretionary services through a select group of Wealth Advisors.

Yolanda Mattaldi is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Edward Jones. Outside of her advisory work, she runs a blog called Talk and Tea. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Claus Larsen is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metropolitan Life Insurance, TD Ameritrade, and Merrill. Larsen is based in Fort Mill, South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of advisors and advanced operational tools.

Robert Maki is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. His prior experience includes positions at Mass Mutual Investors Services and MetLife Securities Inc. He has been with LPL Financial since 2018. 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, supporting advisors with a variety of investment strategies and technology tools.

Richard Gilles is a financial advisor with LPL Financial holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing, WELLS FARGO Advisors, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He operates Gilles Wealth Management LLC, a business entity for tax and investment purposes based in Rock Hill, SC. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Sean Potter is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. He has prior experience at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial services industry, he spent ten years at Carolina Premium Beverage. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Keith Benton is a financial advisor with LPL Financial in Rock Hill, SC, holding CFP®, Series 63, and Series 65 designations and has 31 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Founders Federal Credit Union, CUNA Brokerage Services, and Harrisdirect LLC. He serves as a board member of the Rock Hill / Fort Mill Minority Scholarship Foundation. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolio programs, third‑party asset management, and institutional platforms, supported by extensive operational and research tools.