Tyler Yohn is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior work experience at McDaniel College and Northern York County High 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Patrick Murchison is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at LPL Financial since 2009 and previously held positions at Charles Schwab and TIAA-CREF. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Christopher Ginger is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Mutual of America and several logistics companies. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of strategies and operational tools.

Mark Tincher is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Prior to joining LPL Financial in 2025, he spent 16 years at TIAA and TIAA-CREF and one year at Morgan Stanley. 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 and access to third-party asset management, with advice delivered primarily through investment adviser representatives utilizing various portfolio strategies.

Hayward Carter is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior experience includes roles at PNC Investments, LLC and The Vanguard Group, Inc. 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.

Michael Krueger is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. His prior roles include positions at Equitable Advisors, Axa Advisors, BrightHouse Securities, and METLIFE Investors Distribution Company. Krueger 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 other institutions. The firm offers a range of services including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, utilizing a combination of discretionary and non-discretionary investment strategies supported by research tools and technology.

Avery Keitt is a financial advisor at LPL Financial with 13 years of industry experience. He previously worked at Aon Hewitt Financial Advisors for 10 years and had brief tenures at UBS Financial Services and LPL Financial earlier in his career. Outside of finance, he is the owner of Klassik Greekwear, a retail t-shirt company 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a network of over 22,800 advisors.

Louis Pantuosco is a Series 66 credentialed financial advisor with 10 years of industry experience. He has worked at LPL Financial since 2025 and previously spent nine years at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he teaches at Lakepoint Academy and coaches soccer at Charlotte Soccer Academy. 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, portfolio management, and institutional platforms, supported by proprietary research and technology tools.

David Cook is a financial advisor with LPL Financial in Fort Mill, SC, holding the ChFC® designation along with Series 66 and Series 63 licenses. He has 19 years of industry experience, including a decade at The Vanguard Group and a brief period as a self-employed advisor before joining LPL Financial in 2017. Outside of his advisory work, he has worked as an Uber driver. 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 wide range of advisory services and investment platforms, utilizing various model portfolios and third-party subadvisors, with a notable scale that includes over $819 billion in discretionary assets and more than 22,800 advisors.

Thomas Fogarty is a Series 66 licensed financial advisor with Edward Jones, based in Mt Holly, NC. He has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Lucas Ferster is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Baughman Capital Management, Raymond James Financial Services Advisors, and Pinnacle Asset Management. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging both proprietary and third-party strategies across various investment approaches.

Jason Baker is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated firm since 2010. Outside of his advisory role, he owns Baker Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and custodial platforms.

Raymond Watson is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 credential and 25 years of industry experience. He has worked with Ameriprise Financial Services, Inc. and Ameriprise Financial Service, LLC since 2002. Outside of advising, he operates an e-commerce business called This Baseball Mom, which sells baseball-themed items for mothers, and manages his son’s baseball team, the Carolina Wolverines. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered in partnership with financial advisors.

Tracy Guo Aiken is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 designations and having 18 years of industry experience. She has been with LPL Financial since 2014. 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, with an emphasis on both discretionary and non-discretionary strategies supported by technology tools for operational and research support.

Lawrence Gillum is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He is currently with LPL Financial, where he has worked since 2021, and previously held roles at Raymond James and Associates, Newport Group Securities, Inc., and Nuveen Fund Advisors, LLC. 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, supported by a network of over 22,800 advisors.

Alan Robinson is a financial advisor at LPL Financial with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Wells Fargo, Credit Suisse, and First Citizens Bank. 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 subadvisors, and institutional platforms.

Jennifer Morgan is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for four years and GDIT, Inc. for seven years. Morgan is based in Belmont, North Carolina. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through various platforms, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a range of investment types.

Peter Dunican is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at The Vanguard Group, UL LLC, and Eisenmann Corporation. Outside of finance, he has work history in event rentals and hospitality-related businesses. 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, incorporating model portfolios, third-party asset management, and institutional platforms, supported by operational and research tools.

Derek Chalfant is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with diverse program options and custodial relationships.

Byron Edwards is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63, 65, and 66 licenses and having 16 years of industry experience. He previously worked at Uvest Financial Services Group, Inc. and Morgan Stanley DW Inc. He serves as an executor of an estate in a fiduciary capacity outside of his advisory role. 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 through a large network of investment adviser representatives.