Ramsey Bodeen is a Series 65 licensed financial advisor with LPL Financial, based in Fort Mill, SC. He has one year of industry experience, including prior roles at Premier Portfolio Strategies and Commonwealth Financial Network. 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, and institutional platforms, supported by extensive operational and research tools.

Jason Steiner is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and The Vanguard Group, Inc. before joining LPL Financial in 2023. 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, and institutional platforms, supported by various operational and research tools.

Joann Sacco is a financial advisor with LPL Enterprise in Fort Mill, SC, holding a Series 66 designation and 13 years of industry experience. Her prior experience includes nine years at Comerica Securities, Inc., and she also works as a Mary Kay consultant in a non-investment-related role. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment strategies and offering access to third-party asset managers, financial planning, and a range of affiliated financial products and services.

Deryl Wells is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. His career includes previous roles at Prudential Annuities Distributors and Prudential Insurance Company of America, as well as Equitable Advisors. 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 portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Clarence Blanton is a financial advisor with LPL Enterprise in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His prior roles include positions at Dempsey Lord Smith, LLC and Cambridge Investment Research. Outside of his advisory work, he has been involved as a sound engineer and tech director for music and church events, and he conducts educational workshops on Medicare for nonprofit organizations. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including employer-sponsored retirement plans and charitable entities. The firm emphasizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Brian Ephraim is a financial advisor at LPL Financial with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously with Commonwealth Financial Network and Northwestern Mutual in various capacities. Ephraim is also involved in fixed insurance sales as an agent. 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, third-party asset management, and institutional platforms, supported by extensive resources and technology.

Robert Loweth is a CFP® professional affiliated with LPL Financial, bringing 36 years of industry experience. He previously spent over two decades at Commonwealth Financial Network and Rexroad, Loweth And Associates. Outside of advising, he is a 50% owner of PLR, LLC, a company managing commercial properties. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

John Edmunds is a CFP® professional with six years of industry experience. He is currently affiliated with LPL Financial and has held previous roles at First Trust Advisors L.P. and Commonwealth Financial Network. Outside of his advisory work, he owns Edmunds Franchise Group, LLC, a holding company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad network of advisors and offers a range of advisory and brokerage services including financial planning and third-party asset management.

James Xiarhos is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Pruco Securities, LLC and Prudential Insurance Company of America for 18 years. 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 primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Michael Haire is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with LPL Financial since 2012 and previously worked at UBS Financial Services. 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 plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christina Mccalla is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and bringing 26 years of industry experience. Her prior roles include 16 years at Commonwealth Financial Network and positions at Uvest Financial Services Group, Inc. and Investment Advisors Corp. Outside of financial advising, she has served as treasurer for a local political campaign and worked in various catering roles in Massachusetts. 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, utilizing a variety of investment approaches including model portfolios, third-party subadvisors, and customized strategies.

Michele Cahayla is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 26 years of industry experience. She previously worked for Prudential Insurance companies and Pruco Securities from 1999 to 2024. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, and institutional clients, offering investment advisory and brokerage services with a model-driven approach to portfolio management and access to third-party asset managers.

Sarah Hunt is a financial advisor with LPL Financial and holds a Series 66 designation. She has 14 years of industry experience, including prior roles at Commonwealth Financial Network and Independent Financial Group. Hunt previously worked with Plotkin Financial Advisors in a consulting capacity. 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 various institutional platforms.

Brennan Mayfield is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Wealthmark Advisors, and Thrivent 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.

Michele Mcduffie is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at Waddell & Reed, American Express Financial Advisors, and various insurance carriers. Outside of advising, she has been involved with Alfred And Charlie's BBQ House for nearly two decades. 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 investment services, including access to model portfolios, third-party asset management, and institutional platforms.

John Black III is a ChFC® credentialed financial advisor with 23 years of industry experience. He is currently with Cetera and has previously worked with LPL Financial and Independent Advisor Alliance. Black also serves as a member of the Rock Hill City Council, a position he has held since 2010. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and consulting services delivered through a large nationwide network of independent advisors.

Julia Ladson is a financial advisor at LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials with two years of industry experience. Her prior roles include positions at US Tech Solutions and Wells Fargo Clearing Services. She has also been involved with Blue Heron Restaurant and Catering and Clemson Outdoor Recreation Education. 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.

Tiffany Sims is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and 10 years of industry experience. She previously worked at Morgan Stanley from 2015 to 2017 before joining Wells Fargo Bank NA and Wells Fargo Clearing Services in 2017. Outside of finance, she maintains a cosmetology license in North Carolina and operates an independent travel agency where she consults new travel agents and travelers. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, incorporating modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Shawn O'Brien is a financial advisor with LPL Financial, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, Mutual of Omaha Investment Services, and Foreside Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with support from extensive research tools and a large network of advisors.

Kristian Kerr is a financial advisor at LPL Financial with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at CiTIGROUP from 2017 to 2023 and Comerica Bank in 2017. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, including model portfolios, third-party subadvisors, and institutional platforms.