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Jonathan H

Series 65, Series 63

Fort Mill, SC

LPL Financial

Jonathan Hill is a financial advisor at LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses with one year of industry experience. His background includes roles in education and business, including four years at Hobart and William Smith Colleges and Whits Frozen Custard. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by a large network of investment adviser representatives and offers diverse investment strategies alongside various 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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Bryan R

CFP®, Series 63, Series 66

Fort Mill, SC

LPL Financial

Bryan Recca is a CFP® professional with five years of industry experience currently affiliated with LPL Financial. His prior roles include positions at The Vanguard Group and Mosaic Pediatric Therapy. 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 wide range of advisory and brokerage services utilizing both proprietary and third-party investment strategies, supported by extensive technological tools and a broad 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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Luigi P

Series 63, Series 66

York, SC

Ameriprise

Luigi Pecorino is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple firms, including LPL Financial and Cadaret Grant & Co., Inc. Prior to joining Ameriprise in 2025, he spent seven years at LPL Financial, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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James S

Series 65

Fort Mill, SC

LPL Financial

James Smith is a financial advisor with LPL Financial holding a Series 65 license and less than one year of industry experience. His prior roles include positions at Commonwealth Financial Network, Conestoga Wealth Partners, and California Consulting. 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 plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.

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

CFP®, Series 63, Series 65

Fort Mill, SC

LPL Financial

Christopher Murray is a CFP® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Commonwealth Financial Network, Sierra Pacific Wealth Advisory Group, Mutual Securities Inc, Private Wealth Advisors, LLC, and Principal Financial Services. Murray is also the owner of Sierra Pacific Wealth Advisory Group, Inc., a private RIA facilitating securities, advisory, and insurance business. 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. The firm offers a range of financial planning and investment management solutions, utilizing various strategies and resources across its extensive 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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Sarah M

Series 66

Fort Mill, SC

LPL Financial

Sarah Marshall is a Series 66-licensed financial advisor with 14 years of industry experience. She has worked at LPL Financial since 2020 and previously held roles at Dtcc and Raymond James. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisory strategies through both proprietary and third-party resources.

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

Series 66

Fort Mill, SC

LPL Financial

William Pherson is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked for Commonwealth Financial Network for 12 years before joining LPL 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting advisors with a range of investment strategies 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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Serena B

Series 66

Fort Mill, SC

LPL Enterprise

Serena Bachoua is a Series 66-licensed financial advisor with six years of industry experience. She has been with LPL Enterprise, LLC since 2024 and previously worked at LPL Financial LLC from 2020 to 2024. Her background also includes various roles outside finance, such as positions at Ross Dress for Less, Panda Express, Panera Bread, and Reliable Appliance Service. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to asset managers, and participation in wrap programs.

Tax-loss harvesting
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Ryan C

CFP®, ChFC®, Series 63, Series 65

Fort Mill, SC

LPL Financial

Ryan Collin is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding CFP® and ChFC® designations and over 20 years of industry experience. His career includes roles at firms such as Synovus Securities, Pinnacle Bank, and Highland Capital. 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 supports its advisors with a range of investment options, technology tools, and access to third-party asset managers while maintaining oversight of a large advisor network and significant 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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Nathan B

Series 66

Gastonia, NC

Raymond James Financial

Nathan Bragg is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Raymond James, Bragg worked at Ameriprise Financial and is also involved with Bluestone Financial Advisors, where he assists with client service and business efficiencies. Outside of advisory work, he serves as assistant treasurer for the Rotary Club of Gastonia and officiates youth soccer games in the Carolinas. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor recommendations and supports its offering with specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Elizabeth G

Series 63, Series 65

Belmont, NC

Fidelity

Elizabeth Goins is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at TIAA and TIAA-CREF for over a decade. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Charitable giving & philanthropy Active portfolio management
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Seaver R

Series 66

Fort Mill, SC

LPL Financial

Seaver Riccordella is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, he worked at Equitable Advisors and Edward Jones. 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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Robert C

CFP®, Series 63, Series 65

Fort Mill, SC

Cambridge Investment Research Advisors

Robert Condron Jr. is a CFP®-designated financial advisor with 37 years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include positions at Cetera, Bridge Financial Partners, and H.D. Vest Insurance Agency. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals.

Annuities Retirement plans for business owners (SEP, solo 401k)
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John M

CFP®, Series 63

Fort Mill, SC

LPL Financial

John Manocchio is a CFP®-credentialed financial advisor with over 31 years of industry experience. He is currently with LPL Financial and has previously worked with firms including Commonwealth Financial Network and Pacific Crest Wealth Planning. Manocchio is also involved in tax preparation services outside of his advisory work. 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 solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation approaches.

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

Series 66

Fort Mill, SC

LPL Financial

Daniel De Milo is a financial advisor with LPL Financial, holding a Series 66 designation and approximately one year of industry experience. His background includes roles in retail and education, such as employment with Smoothie King and teaching positions at Cuthbertson High and Middle Schools. 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 a 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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Joseph G

CFP®, Series 66

Fort Mill, SC

LPL Financial

Joseph Gugino is a financial advisor with LPL Financial in Fort Mill, SC, holding the CFP® designation and Series 66 license. He has 16 years of industry experience, including prior roles at Commonwealth Financial Network, MSI Financial Services, Inc., and New England Securities. Gugino also owns Gugino Wealth Management, Inc., a private entity facilitating 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional retirement platforms.

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

Series 66

Fort Mill, SC

LPL Financial

Chloe Du is a financial advisor with LPL Financial, holding a Series 66 designation and beginning her advisory career in 2024. Her prior experience includes roles at the University of North Carolina at Chapel Hill and teaching positions at Marvin Ridge High School and Nonsuch High School for Girls. 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 financial planning and investment management services, employing model portfolios, third-party subadvisors, and customized strategies 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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Shelley V

Series 63, Series 65

Fort Mill, SC

LPL Financial

Shelley Verhagen is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior work includes roles at Merrill and Bank of America. 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 financial planning and investment solutions delivered through a large network of advisors using various 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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Allison M

Series 66

Rock Hill, SC

Edward Jones

Allison Manning is a financial advisor at Edward Jones in Rock Hill, SC, holding a Series 66 designation with 24 years of experience at the firm since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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

Series 65

Fort Mill, SC

LPL Financial

Tucker Beale is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 65 credential and has five years of industry experience. Prior to joining LPL Financial in 2022, he worked at Waldron Private Wealth and has experience in various roles including positions at Duquesne University and GNC. 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 wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

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