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Matthew C

CFP®, Series 66

Fort Mill, SC

LPL Financial

Matthew Cova is a CFP® with nine years of industry experience, currently serving as a financial advisor at LPL Financial. He has previously worked at Commonwealth Financial Network and Resource Financial Planning Corp. Outside of his advisory work, he coaches and provides private training classes through Defiance Strength and Conditioning. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides a range of services including financial planning, model portfolio programs, and institutional platforms, supported by 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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Timothy W

CFP®, Series 63

Fort Mill, SC

LPL Financial

Timothy Weller is a CFP® professional affiliated with LPL Financial, with 33 years of experience in the financial services industry. He has worked at Commonwealth Financial Network and operated his own firms, including Weller Group LLC and Weller Financial Group. Outside of his advisory work, he is involved in a snowplowing services business through a separate entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, utilizing various investment strategies and technology tools to support its network of over 22,900 advisors.

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

Series 66

Fort Mill, SC

LPL Financial

Jeanna Brandt is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. She previously worked at Raymond James Financial before joining LPL Financial in 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its large network of advisors with varied investment strategies, technology tools, and a broad set of financial products 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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Jason B

Series 66

Fort Mill, SC

LPL Financial

Jason Bolduc is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 designation and four years of industry experience. His career includes roles at Fidelity Investments, Cetera Investment Services, Commonwealth Financial Network, and Bank of New Hampshire. He is also a co-owner of Granite Capital Advisors, LLC, a private entity involved in securities, advisory, and insurance business. 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 through a broad network of representatives, providing financial planning, asset management, and institutional platforms supported by advanced 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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Gregory L

Series 66

Fort Mill, SC

LPL Financial

Gregory Lewis is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 20 years of industry experience. Prior to joining LPL Financial Services in 2010, he worked at Alight Financial Solutions, Banc of America Investment Services, and Ameriprise. LPL Financial is a national broker-dealer and 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, supporting its advisors with research, technology tools, and a broad spectrum of investment options.

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

Series 66

Fort Mill, SC

Equitable Advisors

Laura Wolfrom is a financial advisor with Equitable Advisors in Fort Mill, SC, holding a Series 66 designation and 12 years of industry experience. She has worked at Equitable Advisors since 2014, previously associated with Axa Advisors, LLC from 2014 to 2020. She is also the managing member of Wolfrom Financial Services, LLC. Equitable Advisors serves individual investors, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives. The firm relies on third-party asset managers and advisory programs and offers a variety of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives, while providing ERISA fiduciary services to qualified plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jackson H

Series 65, Series 63

Fort Mill, SC

LPL Financial

Jackson Hansen is a financial advisor with LPL Financial based in Fort Mill, SC. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes positions at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. 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 institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by technology tools that assist advisors in their service delivery.

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

Series 63, Series 65

Fort Mill, SC

LPL Financial

Scott Peck is a financial advisor at LPL Financial in Fort Mill, SC, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network, Northwestern Mutual, and several independent advisory practices. Outside of advising, he is involved in fixed insurance sales. 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 management services, including access to model portfolios, third-party subadvisors, 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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Michael A

Series 66

Gastonia, NC

Edward Jones

Michael Abbott is a financial advisor with Edward Jones in Gastonia, North Carolina, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
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Fabricio C

Series 66

Fort Mill, SC

LPL Financial

Fabricio Cardoso is an advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. His prior work includes roles at MWA Financial Services, Modern Woodmen of America, and various service and educational positions. 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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Marc Z

CFA®, Series 63, Series 65

Fort Mill, SC

LPL Financial

Marc Zabicki is a CFA® charterholder with 27 years of experience in the financial industry. He is currently affiliated with LPL Financial and has held positions at Global Retirement Partners, Bower Hill Capital Management, and Ameriprise. Zabicki is based in Fort Mill, 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 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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Erin R

Series 63, Series 66

Fort Mill, SC

LPL Financial

Erin Rainwater is a financial advisor at LPL Financial with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Commonwealth Financial Network and Fidelity Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, 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 various investment approaches 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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Christopher W

CFP®, ChFC®, Series 66

Fort Mill, SC

LPL Financial

Christopher White is a financial advisor with LPL Financial in Fort Mill, SC, holding the CFP®, ChFC®, and Series 66 designations. He has 19 years of industry experience, having previously worked at firms including Commonwealth Financial Network, Chronicle Partners LLC, and Raymond James Financial. Outside of his advisory work, he is a co-owner of Chronicle Partners, LLC and has involvement with an Airbnb business, Flag Stop Acres. 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 wide range of advisory services, including financial planning and model portfolio programs, supported by a network of over 22,000 advisors and advanced 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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Laura S

Series 63, Series 66

Fort Mill, SC

LPL Enterprise

Laura Silva Flores is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 16 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2009 to 2024. Outside of her advisory role, she is involved in direct sales with Young Living. LPL Enterprise provides investment advisory and brokerage services to a varied client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a wrap program through a network of investment adviser representatives.

Tax-loss harvesting
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Daniel M

CFP®, Series 66

Fort Mill, SC

LPL Financial

Daniel Mccurry is a CFP® professional with 20 years of industry experience, currently serving at LPL Financial since 2026. He co-owns Miller McCurry, LLC, a private entity involved in securities, advisory, and insurance business, and has previously worked at Commonwealth Financial Network, PWA Securities, Inc., and Private Wealth Advisors, Inc. 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 solutions, including model portfolios and third-party asset management, supported by advanced 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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Adam C

Series 63, Series 65

Fort Mill, SC

LPL Financial

Adam Crandall is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Equitable Advisors, TIAA-CREF, and Wells Fargo Clearing. 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 broad range of financial planning and investment management options, utilizing research-supported portfolios and customized strategies delivered through a large network of advisors.

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

Series 66

Fort Mill, SC

LPL Financial

Brandon Turner is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill, Banc of America Investment Services, Inc., and Harrisdirect LLC. Turner is based in Fort Mill, SC. 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 advisors and comprehensive 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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Robert B

Series 63, Series 65

Fort Mill, SC

LPL Financial

Robert Boyd is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, Boyd is involved in photography and photojournalism, contributing to sports media through writing and photographing sporting events. 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 financial planning and asset management services, utilizing various model portfolios and customized strategies supported by research 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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Charles H

Series 66

Fort Mill, SC

LPL Financial

Charles Hopman is a financial advisor with LPL Financial holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Morgan Stanley and Cadaret, Grant & Co., Inc., before joining LPL Financial in 2014. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms while supporting advisors with 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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Linda L

Fort Mill, SC

LPL Financial

Linda Lemaster is a financial advisor with LPL Financial based in Fort Mill, South Carolina, holding seven years of industry experience. Her career includes roles at Avantax Advisory Services, Commonwealth Financial Network, and Cetera, among others. She is also involved with Donnelly-Boland Tax Services, LLC. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by 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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