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Kimberly E

Series 66

Fort Mill, SC

LPL Financial

Kimberly Eubanks is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at ServiceMac and was a homemaker for 18 years. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, and supports its advisors with research tools and diversified 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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William B

Series 66

Fort Mill, SC

LPL Financial

William Bramlet is a financial advisor with LPL Financial in Fort Mill, SC. He holds the Series 66 designation and has one year of industry experience. His prior work experience includes roles outside the financial sector at companies such as FedEx and Frito Lay. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports investment advisers with a wide range of portfolio strategies and operational tools and oversees over $819 billion in discretionary assets through a network of more than 22,800 advisors.

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

Series 63, Series 66

Fort Mill, SC

LPL Financial

Cherie Chen is a financial advisor at LPL Financial with 7 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Ally Invest Advisors, Ally Invest Securities LLC, The Vanguard Group, and the International Rescue Committee. 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 access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by advanced 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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Jacob M

Series 63, Series 66

Gastonia, NC

J.P. Morgan Securities

Jacob Miller is a financial advisor with J.P. Morgan Securities in Gastonia, NC. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining J.P. Morgan, he worked at Walgreens and Rockin Jump. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation modeling approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Wealth management Executive Founder/Business Owner
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Christopher D

CFP®, Series 66

Fort Mill, SC

LPL Financial

Christopher Dadrat is a CFP® with eight years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include six years at UBS Financial Services and one year at Crown Wealth Strategies. Dadrat attended Elon University before beginning his career in financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse investment solutions 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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Jeffery F

Series 65, Series 63

Fort Mill, SC

LPL Financial

Jeffery Ferguson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He worked at INVEST Financial Corp for 30 years before joining LPL Financial in 2017. 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, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

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

Series 63, Series 65

Fort Mill, SC

LPL Enterprise

Debbie Homan is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 36 years of industry experience. Her career includes positions at Prudential Insurance Company of America and PRUCO Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers along with financial planning and consulting services.

Tax-loss harvesting
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Benjamin L

Series 66

Fort Mill, SC

LPL Financial

Benjamin Lloyd is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2015. Based in Fort Mill, South Carolina, his work focuses within a national firm that serves a diverse client base. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning, asset management, and institutional platforms, supporting both discretionary and non-discretionary strategies with access to model portfolios, third-party managers, and advanced 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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Kristen S

Series 66

Fort Mill, SC

LPL Financial

Kristen Shrimplin is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of her advisory work, she is also an independent stylist with Color Street. 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 various investment strategies and technology tools, supported by a large network of advisors and a diverse platform of financial products.

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

Series 66

Fort Mill, SC

LPL Financial

Logan Culver is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors, Door Dash, Midwood Smokehouse, and Mamma Goldberg's Deli. Outside of financial advising, he works part-time as a delivery driver for Door Dash. 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 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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Frank P

Series 63, Series 65

Fort Mill, SC

LPL Financial

Frank Pizzichillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at Brinker Capital and Assetmark, Inc. He is also part owner of Victory Sport Technologies, LLC, a company that manufactures ball throwing machines for tennis and pickleball. 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 a large network of over 22,800 advisors.

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

ChFC®, Series 63, Series 66

Fort Mill, SC

LPL Financial

Jason Demeo is a ChFC® with 20 years of experience in the financial services industry, currently with LPL Financial since 2022. His prior roles include positions at P.J. Robb Variable Corp., Crump Life Insurance Services, Fidelity Brokerage Services LLC, HSBC Securities, and New York Life-related entities. Outside of his advisory work, he serves as a team coordinator for the Charlotte Independence Soccer Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a variety of financial planning and investment management solutions to individuals, institutions, and retirement plan participants.

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

Series 66

Fort Mill, SC

LPL Financial

Davis Bottemiller is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Fidelity Investments, and Equitable Advisors. 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 extensive 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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Lauren M

Series 63, Series 66

Belmont, NC

J.P. Morgan Securities

Lauren Moses is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Vanguard, Coinbase, and JPMorgan Chase Bank. 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 to guide recommendations.

Wealth management Executive Founder/Business Owner
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Jack B

Series 66

Kings Mountain, NC

Edward Jones

Jack Buchanan Jr. is a Series 66-licensed financial advisor with Edward Jones in Kings Mountain, NC, where he has worked since 2007, accumulating 18 years of industry experience. Outside of his advisory role, he serves as a supply minister, speaking at local churches when needed. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner
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Kyle J

Series 66

Fort Mill, SC

LPL Financial

Kyle Jenkins is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for five years and Grimaldi's for three 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting a broad range of customized investment strategies.

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

Series 63, Series 66

Fort Mill, SC

LPL Financial

Russell Stewart is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Truist Investment Services, Nuveen Asset Management, TIAA-CREF, and New York Life, among other firms. He is also the author of *30 Day Difference: Make It A Habit and Make It Happen*. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

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

Series 66

Fort Mill, SC

LPL Financial

Thomas Wagner is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America and Merrill, and National Life Group. Outside of his advisory career, he has experience working in fitness and food service sectors, including time at Lynn University Fitness Center and Playa Bowls. 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 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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Carter K

Series 66

Fort Mill, SC

LPL Financial

Carter Knight is a financial advisor with LPL Financial in Fort Mill, SC. He holds a Series 66 designation and has experience working at several firms, including Sagepoint Financial Inc and Coda Financial Group. His professional background also includes roles outside the financial industry, such as positions at Target and Greensboro Country Club. 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 services and investment solutions, supported by a large network of investment adviser representatives and advanced 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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Stephanie M

Series 66, Series 65

Fort Mill, SC

LPL Financial

Stephanie Mullenax is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 66 credentials and 21 years of industry experience. She has worked at LPL Financial during multiple periods since 2004, with additional experience at National Planning Holdings, Jackson National Life Distributors, and Emerald Spectrum Advisory. Outside of her advisory role, she volunteers as a Guardian Ad Litem with the South Carolina Department of Children’s Advocacy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on combining advisory solutions with technology and a broad suite of financial products.

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