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Scott L

Series 66

Fort Mill, SC

LPL Financial

Scott Lieberman is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at TIAA for eight 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 provides 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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Anne V

Series 66

Fort Mill, SC

LPL Financial

Anne Van Demark is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and three years of industry experience. She has worked with LPL Financial since 2020 and was previously self-employed as a consultant from 2018 to 2022. 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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Damon M

Series 63, Series 66

Fort Mill, SC

LPL Financial

Damon Martin is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes positions at Mass Mutual Investors Services and Winthrop University. 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 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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William S

CFP®, ChFC®, Series 63, Series 66

Fort Mill, SC

Edward Jones

William Sharpe is a financial advisor with Edward Jones in Fort Mill, SC, holding the CFP® and ChFC® designations and possessing 26 years of industry experience. He has been with Edward Jones since 1999. Sharpe is the sole shareholder of William T. Sharpe, P.A. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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

Series 65

Fort Mill, SC

LPL Financial

Wesley Winston is a Series 65-licensed financial advisor with LPL Financial, based in Fort Mill, SC. He joined LPL Financial in 2026 and has prior experience at Florida Financial Advisors and Ametek, as well as academic roles at Coastal Carolina and the University of Coastal Carolina. 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 through 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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Deborah M

Series 63, Series 65

Fort Mill, SC

LPL Financial

Deborah Mc Nulty is a financial advisor at LPL Financial with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked with firms including Ally Invest Securities, Linden Thomas & Company, Zeus Financial, and Nathan Hale Capital. 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 both proprietary and third-party strategies delivered 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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Vincent R

Series 63, Series 65

Rock Hill, SC

LPL Financial

Vincent Ratliff is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, PNC Investments, and M&T Securities. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a broad range of investment strategies and advisor-support tools.

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

Series 66

Fort Mill, SC

LPL Financial

Amanda Kennedy is a financial advisor with LPL Financial in Fort Mill, South Carolina. She holds a Series 66 designation and has nine years of industry experience. Her prior work includes three years at Wells Fargo Clearing and one year at Wells Fargo Advisors, 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 access, and institutional platforms, with advice delivered primarily through investment adviser representatives using a range of 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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Sarah C

Series 66

Fort Mill, SC

LPL Financial

Sarah Cray is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 19 years of industry experience. Her work history includes two separate periods at LPL Financial and a brief tenure at Yoh Company. Outside of her advisory role, she owns a business called Created by Cray and participates in direct sales with Stampin' Up. 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, supported by advanced operational tools and oversight of a large asset base.

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