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Michael F

CFP®

Fort Mill, SC

LPL Financial

Michael Ferguson is a CFP® professional with eight years of experience in the financial advisory industry. He is currently with LPL Financial and has previously worked at Clarendon Wealth Management 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, 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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Jason P

CFP®, ChFC®, Series 63, Series 65

Charlotte, NC

Fidelity

Jason Powers is Vice President, Financial Consultant at Fidelity Investments, bringing 20 years of experience in the financial services industry. He develops personalized financial strategies tailored to clients' goals, values, and priorities. Jason's mission is to reduce financial anxiety, increase peace of mind, and provide thoughtful guidance through every stage of life. His career at Fidelity Investments includes roles as Vice President, Financial Consultant since 2025, Financial Consultant from 2023 to 2025, Investment Consultant from 2022 to 2023, and Investment Management Consultant from 2021 to 2022. Prior to Fidelity, Jason held positions such as Business Development Manager at Santander from 2018 to 2020, Financial Solutions Advisor at Merrill Edge from 2014 to 2017, and Wealth Management Advisor at TIAA from 2006 to 2013. Outside of his professional work, Jason's personal interests include the beach, fitness, golf, pets, and traveling.

Wealth management Financial Professional Executive
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Michael L

CFP®, Series 66

Fort Mill, SC

LPL Financial

Michael Lepore is a CFP®-certified financial advisor with seven years of industry experience, currently affiliated with LPL Financial in Fort Mill, SC. His prior roles include positions at Merrill, Robinhood Financial, Wells Fargo Clearing Services, and Bank of America. 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, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Series 63, Series 66

Charlotte, NC

LPL Financial

John Williams is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Securities America Advisors, Inc. and Securities America, Inc. for over two decades. Outside of advising, he is involved in several business ventures including Carolina Title Enterprises, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by technology tools for research and operations.

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

Series 66

Charlotte, NC

UBS Financial Services

Rickey Degangi is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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James F

Series 63, Series 65

Fort Mill, SC

LPL Financial

James Flournoy is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Wells Fargo Clearing Services and RHI, and spent four years at Elon University. 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 large network of advisors and extensive 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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Ryan R

Series 66

Charlotte, NC

UBS Financial Services

Ryan Reusch is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at Venturi Private Wealth and the University of Oklahoma. His background also includes roles outside finance, such as with the X Games and City of Southlake. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing services ranging from financial planning to portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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An W

Series 66

Fort Mill, SC

LPL Financial

An Wetter is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 16 years of industry experience. His career includes roles at LPL Financial and its affiliates since 2014, as well as prior experience with Raymond James, USAA Financial Planning Services, Mass Mutual Investors Services, and Ameriprise. 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, including 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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Howard K

CFP®, Series 63

Fort Mill, SC

LPL Financial

Howard Kramer is a CFP® professional based in Fort Mill, SC, with 39 years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Commonwealth Financial Network and Merited Wealth, LLC. Kramer is president of H.A. Kramer & Associates, 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, 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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Thomas A

Series 63, Series 65

Fort Mill, SC

LPL Financial

Thomas Artz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior firms include SagePoint Financial, OSAIC, Commonwealth Financial Network, and TMK Advisors. 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 investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and various 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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Robert C

CFP®, ChFC®, Series 63, Series 66

Charlotte, NC

Edward Jones

Robert Carmichael is a CFP® and ChFC® affiliated with Edward Jones in Charlotte, NC, with 11 years of industry experience. He has been with Edward Jones since 2015. Previously, he was president of an inactive franchise operation, Danka Family Services, Inc., which closed in 2009. 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 large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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John P

Series 66

Fort Mill, SC

LPL Financial

John Powers is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience with SecuriPanes Windows and Doors, the Tampa Bay Buccaneers, and educational roles at the University of Florida and R.J. Reynolds High School. 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 and brokerage services, including financial planning and access to various portfolio management strategies, supported by a large network of investment adviser representatives and extensive operational resources.

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

Series 65, Series 63

Fort Mill, SC

LPL Financial

Ryan Cessna is a financial advisor at LPL Financial with Series 65 and Series 63 credentials and four years of industry experience. Before joining LPL Financial in 2023, he held positions at The Vanguard Group and several other firms. 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 broad 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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Brian J

Series 65

Fort Mill, SC

LPL Financial

Brian Jensen is a financial advisor at LPL Financial with a Series 65 credential and one year of industry experience. Prior to his current role, he has held positions at Commonwealth Financial Network and operated several businesses including Jensen Complete Wealth, Iowa Digital Signage, Jensen Floorcare, Mobile Crane Inspections, and Jensen Softwashing. He also has experience working at Iowa State University, USDA-NRCS, and Kirkwood Community College. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by 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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Christina D

Series 66

Fort Mill, SC

LPL Financial

Christina De Sario is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and previously worked at Commonwealth Financial Network for nine years and SimpliSafe, Inc for two 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 a range of advisory and brokerage services, including financial planning and model portfolio programs, 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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Jason G

Series 66

Fort Mill, SC

LPL Financial

Jason Gallimore is a Series 66-licensed financial advisor at LPL Financial with 10 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Salem Glen Country Club, CUSO Financial Services, LP, and Allegacy Federal Credit Union. 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 access, and institutional platforms, leveraging both discretionary and non-discretionary 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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Wesley B

Series 66

Charlotte, NC

Equitable Advisors

Wesley Beulah is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 credential and four years of industry experience. Prior to joining Equitable Advisors, he worked at RKW Residential and Hawthorne Residential. Outside of his advisory role, he is involved in managing Hippo Investments, a property rental company. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management services through a network of investment adviser representatives. The firm utilizes a variety of third-party advisory programs and offers ERISA fiduciary services for 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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Jeffrey B

Series 66

Fort Mill, SC

LPL Financial

Jeffrey Boyer is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and having 19 years of industry experience. He previously worked at Edward Jones for 15 years and at Commonwealth Financial Network for five years. Outside of his advisory work, he owns Restoration Ranching, LLC, a cattle farming business in Virginia. 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, model portfolio programs, and institutional platforms, with advice delivered mainly by investment adviser representatives using a variety of 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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Parker H

Series 66

Charlotte, NC

Equitable Advisors

Parker Hughes is a financial advisor at Equitable Advisors in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience and a diverse work background including roles outside the financial sector. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party solutions.

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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Donald P

Series 63, Series 65

Rock Hill, SC

LPL Financial

Donald Paroda Jr. is a financial advisor with LPL Financial in Rock Hill, SC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and managing his own firm, Donaldparoda Asset Management. He also operates Donald Paroda Wealth Management as a DBA for his LPL 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 variety of advisory and brokerage services, employing diverse investment strategies and leveraging technology tools to support its advisors.

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