Irfan Dossani is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at 360 Wealth Management, LLC and earlier positions with LPL Financial. He has also operated a CPA practice since 2005. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research, model strategies, and various operational tools.

Rachel Mccray is a financial advisor at LPL Financial with 12 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Commonwealth Financial Network, Sage Creek Planning and Investments, Mass Mutual Investors Services, MassMutual Life Insurance Company, MetLife Securities Inc, and Edward Jones. She is also involved in fixed insurance sales on a limited basis. 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, supporting over 22,900 advisors and managing more than $819 billion in discretionary assets.

Cory Triolo is a Series 66-licensed financial advisor at LPL Financial with 22 years of industry experience. He previously worked at Merrill for 13 years, Banc of America Investment Services for 4 years, and Ameriprise for 1 year. He is based in Fort Mill, South Carolina. 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 institutions. The firm offers a variety of investment and retirement solutions, including model portfolios, third-party asset management access, and institutional platforms.

Christian Davis is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Pacer Advisors, Inc. in 2012. 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, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Marci Stier is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and 29 years of industry experience. She was previously with Lincoln Financial Advisors Corporation from 1995 to 2024 before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in various wrap programs.

Marty Monahan is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, with 18 years of industry experience. His background includes roles at The Vanguard Group and Ameriprise, among others. He is based in Fort Mill, SC. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Bradley Smith is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at UBS Financial Services Inc., The Vanguard Group, Inc., and served in the North Carolina General Assembly. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory network. The firm offers a range of financial planning and investment management services, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies.

Evan Johnson is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Aline Capital and The Exercise Coach, as well as service in the South Carolina House of Representatives and time as a full-time student. 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 delivered through a large network of advisors who utilize model portfolios, third-party subadvisors, and customized strategies.

Gavin Lucca is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He worked for Commonwealth Financial Network for 21 years and Citizens Securities, Inc. for one year before joining LPL Financial in 2026. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various strategic and tactical investment options.

Austin Williams Ayers is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Thermo Fisher Scientific and Auburn University. 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, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and diverse investment strategies.

Sean Garrity is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2010 and previously held positions at UBS Financial Services, Merrill, and Banc of America Investment Services. He also serves as a board member in another business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of investment strategies, including model portfolios and third-party management, supported by advanced operational and research tools.

Anthony Ruffalo is a CFP® professional with 21 years of experience in the financial industry. He has been with LPL Financial since 2008 and worked at Equitable Advisors from 2005 to 2008. In addition to his advisory role, he is involved in digital marketing education. 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 variety of investment and financial planning solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Jasmine Frazier is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and previously worked for eight years at Founders Federal Credit Union. 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 broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Chris Soucheck is a financial advisor with LPL Financial in Fort Mill, SC. He holds the Series 63 and Series 66 licenses and has 24 years of industry experience, including 16 years with 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 a range of services including financial planning, wrap and model portfolio programs, access to third-party asset management, and institutional platforms, utilizing various strategies across discretionary and non-discretionary accounts.

Quinn Rickert is a Series 66-licensed financial advisor with LPL Financial, based in Fort Mill, SC, with four years of industry experience. Prior to joining LPL Financial in 2026, he worked for Commonwealth Financial Network for seven years and was affiliated with Brandeis University for four years. 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, supporting its network of over 22,900 investment adviser representatives.

Jason Driver is a financial advisor with Ameriprise in Tega Cay, SC, holding a Series 66 designation and 12 years of industry experience. He previously worked at LPL Financial for seven years and has served at Family Trust Federal Credit Union for over a decade. He is a board member of the Eagle Club in Rock Hill, SC. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Andrew Harper is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Comprehensive Asset Management and Servicing, Inc., EISNER AMPER WEALTH MANAGEMENT Corporate Benefits, and CFS Investment Advisory Services, LLC. 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, third-party asset management, and institutional platforms.

Brayden Kurtz is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at George Washington University and was involved with Bubbles N' Bows Doggie Salon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and extensive non-advisory financial services.

Gina Piscura is a financial advisor with LPL Financial based in Fort Mill, South Carolina, holding a Series 66 designation and bringing 20 years of industry experience. She is also the owner of Piscura Family Financial Advisors, a private entity focused on securities, advisory, and insurance services. Outside of her advisory work, she is involved in the daily operations of Hoof Hearted Farm, an animal raising business. 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, and access to third-party asset managers, supported by a network of over 22,900 investment adviser representatives.

Billy Mason is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Blue Haven Strategic Financial Group, MetLife Securities Inc, and Equitable Advisors. Outside of his advisory work, he co-owns two property management companies focused on residential real estate in Virginia and Florida. 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 various advisory and brokerage services, including financial planning and access to model portfolios, with advice delivered by a large network of investment adviser representatives using a range of investment strategies and operational support tools.