Robert Morrison is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he gained experience with several firms including Metrolina Eye Associates and Connecticut Eye Consultants. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jarod Reed is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. He has been with LPL Financial since 2007. 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, third-party asset management, and institutional platforms, supporting advisors with tools such as machine learning for operational and research purposes.

John Edmunds is a CFP® professional with 27 years of industry experience. He is currently with LPL Financial and has held prior roles at Commonwealth Financial Network, Sage Creek Planning and Investments, Mass Mutual, and Metlife Securities. Edmunds is a co-owner of Valley Tax Solutions, LLC, a tax preparation firm. 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 various portfolio management programs, combining large-scale operations with diverse financial products.

David Ferrucci is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and bringing 28 years of industry experience. He previously worked at Commonwealth Financial Network for 24 years and is also the owner of Ferrucci Financial Services Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining scale with a range of advisory and non-advisory financial services.

Stuart Miller is a financial advisor at LPL Financial with 45 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has worked at firms including Miller McCurry, Commonwealth Financial Network, PWA Securities, and Private Wealth Advisors. Miller is also a co-owner of Miller McCurry, LLC. 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, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

John Offenburger is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 28 years of industry experience. His prior work includes roles at Commonwealth Financial Network, Wells Fargo Advisors, Morgan Stanley, and Merrill. He is also the owner and president of Offenburger Capital Management LLC and serves as a notary public. 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 supported by advisor-facing technology and a broad platform of complementary financial services.

John Helms is a financial advisor with LPL Financial in Fort Mill, SC. He holds the CFP®, PFS™, and Series 65 credentials and has 10 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Provident Financial Planning & Investment Management, Commonwealth Financial Network, and Hull Wealth Management. Outside of his advisory work, he provides tax preparation and general accounting services through Darnell CPA P.L.L.C. 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.

Jonathan Tully is a Series 66 credentialed financial advisor with nine years of experience, currently affiliated with LPL Financial in Fort Mill, SC. Prior to joining LPL Financial in 2017, he worked briefly at Conbraco Industries and was a full-time student for one year. 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 portfolio management options, leveraging both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Sheena Hogue is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and Valic Financial Advisors. She serves as an adjunct professor at Central Piedmont Community College and is a board member of the Education Over Debt Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of more than 22,800 advisors managing over $819 billion in discretionary assets.

Zachary Reid is a Series 66-licensed financial advisor with LPL Financial, based in Fort Mill, SC, and has two years of industry experience. He previously worked at Commonwealth Financial Network for eight 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 through a broad network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools for operational and research purposes.

Kimberly Nelson is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has been with LPL Financial since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, employing various investment strategies and technology tools to support its advisors.

Jacob Broome is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Wells Fargo Capital Finance for six years and Unified Examiners for two years. 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Robert Carter III is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Brighthouse Financial, NYLIFE Securities, New York Life Insurance Co., and his own firm, R. Carter & Associates, LLC. He also founded the Bob Carter Foundation for Financial Lit. 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 featuring model portfolios, third-party asset management, and institutional platforms, supported by technology and a broad non-advisory financial services network.

Ealon Thompson III is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at Commonwealth Financial Network, Stonestreet Wealth Management, and Raymond James Financial Services Advisors, among others. Outside of his advisory work, he owns Roper Woods Productions, LLC, a film production company based in Charlotte, NC. 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 with access to model portfolios, third-party asset managers, and institutional platforms, supported by extensive operational and research tools.

Alessandro Price is a CFP®-designated financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and operates under a fiduciary standard.

Michael Baum is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial. His prior experience includes multiple roles at Commonwealth Financial Network and Weiss, Hale & Zahansky Strategic Wealth Advisors. He is also involved in fixed insurance sales, dedicating a small portion of his time during business hours to this activity. 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 through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Bruno Grenci is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 designations. He has 21 years of industry experience, including long-term roles at Prudential Insurance Company of America and related entities. Outside of his advisory work, he acts in a fiduciary capacity for the Catherine Grenci Family Trust. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various insurance and trustee services.

Dorian Aiello is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of industry experience. He previously worked at Commonwealth Financial Network and has been associated with Aiello, Goodrich & Teuscher for several decades. 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.

Marc Hirshorn is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Commonwealth Financial Network, Blue Haven Strategic Financial Group, and Metropolitan Life Insurance Company. Hirshorn is also the owner and president of Hirshorn Financial Services, LLC, which manages insurance and investment advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of financial planning and investment management services. The firm supports its advisors with various portfolio programs, third-party management, and advanced tools, overseeing over $819 billion in discretionary assets.

Daniel Gray is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.