Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

903 advisors near
29710

Out of 400,000+ nationwide

user avatar
firm logo

Carter K

Series 66

Fort Mill, SC

LPL Financial

Carter Knight is a financial advisor with LPL Financial in Fort Mill, SC. He holds a Series 66 designation and has experience working at several firms, including Sagepoint Financial Inc and Coda Financial Group. His professional background also includes roles outside the financial industry, such as positions at Target and Greensboro Country Club. 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 services and investment solutions, supported by a large network of investment adviser representatives and advanced operational tools.

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

Stephanie M

Series 66, Series 65

Fort Mill, SC

LPL Financial

Stephanie Mullenax is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 66 and Series 65 designations and possessing 21 years of industry experience. Her prior roles include tenures at National Planning Holdings, Jackson National Life Distributors, and multiple periods at LPL Financial. She serves as a volunteer Guardian Ad Litem for the South Carolina Department of Children's Advocacy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and 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
user avatar
firm logo

Tyler Y

Series 66

Fort Mill, SC

LPL Financial

Tyler Yohn is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior work experience at McDaniel College and Northern York County High School. 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 access, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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

Gregory M

Series 66

Fort Mill, SC

LPL Financial

Gregory Monaco is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 23 years of industry experience. He has previously worked at Commonwealth Financial Network and Cambridge Investment Research Advisors. 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 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
user avatar
firm logo

Patrick M

Series 63, Series 65

Fort Mill, SC

LPL Financial

Patrick Murchison is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at LPL Financial since 2009 and previously held positions at Charles Schwab and TIAA-CREF. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on 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
user avatar
firm logo

Christopher G

Series 63, Series 65

Fort Mill, SC

LPL Financial

Christopher Ginger is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Mutual of America and several logistics companies. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of 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
user avatar
firm logo

Mark T

Series 63, Series 65

Fort Mill, SC

LPL Financial

Mark Tincher is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Prior to joining LPL Financial in 2025, he spent 16 years at TIAA and TIAA-CREF and one year at Morgan Stanley. 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 third-party asset management, with advice delivered primarily through investment adviser representatives utilizing various portfolio strategies.

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

Holly G

CFP®, Series 63, Series 65

Fort Mill, SC

LPL Financial

Holly Gallagher is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial. Her prior roles include lengthy tenures at Commonwealth Financial Network and Horizon Financial. Outside of advising, she serves as president and sole owner of Holly Harrand, Inc., a securities operating corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,000 advisors with 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
user avatar
firm logo

Hayward C

Series 63, Series 65

Fort Mill, SC

LPL Financial

Hayward Carter is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior experience includes roles at PNC Investments, LLC and The Vanguard Group, Inc. 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.

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

Tara V

Series 66

Fort Mill, SC

LPL Financial

Tara Verbeek is a Series 66-licensed financial advisor with 15 years of industry experience. She previously worked at Commonwealth Financial Network for 15 years before joining LPL Financial in 2026. Based in Fort Mill, SC, she provides advisory services through LPL Financial’s platform. 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 asset management solutions, utilizing various models and third-party subadvisors, supported by advisor-facing technology tools.

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

Michael K

Series 63, Series 65

Fort Mill, SC

LPL Financial

Michael Krueger is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. His prior roles include positions at Equitable Advisors, Axa Advisors, BrightHouse Securities, and METLIFE Investors Distribution Company. Krueger is based in Fort Mill, South Carolina. 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 services including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, utilizing a combination of discretionary and non-discretionary investment strategies supported by research tools and technology.

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

James W

Series 66

Fort Mill, SC

LPL Financial

James Whiteman is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. Before joining LPL Financial in 2026, he worked at Commonwealth Financial Network for 18 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. It offers a range of financial planning and asset management services through a large network of advisors, combining both advisory and non-advisory financial activities.

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

Avery K

Series 66

Fort Mill, SC

LPL Financial

Avery Keitt is a financial advisor at LPL Financial with 13 years of industry experience. He previously worked at Aon Hewitt Financial Advisors for 10 years and had brief tenures at UBS Financial Services and LPL Financial earlier in his career. Outside of finance, he is the owner of Klassik Greekwear, a retail t-shirt company based in Rock Hill, SC. 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 third-party asset management, 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
user avatar
firm logo

Lindsy O

CFP®

Fort Mill, SC

LPL Financial

Lindsy Owens is a CFP® professional affiliated with LPL Financial, bringing two years of industry experience. She previously worked at Harvest Wealth Management, LLC, Commonwealth Financial Network, and ThomasPartners, Inc. Owens is based in Fort Mill, SC. 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.

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

Louis P

Series 66

York, SC

LPL Financial

Louis Pantuosco is a Series 66 credentialed financial advisor with 10 years of industry experience. He has worked at LPL Financial since 2025 and previously spent nine years at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he teaches at Lakepoint Academy and coaches soccer at Charlotte Soccer Academy. 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, portfolio management, and institutional platforms, supported by proprietary research and technology tools.

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

David C

ChFC®, Series 66, Series 63

Fort Mill, SC

LPL Financial

David Cook is a financial advisor with LPL Financial in Fort Mill, SC, holding the ChFC®, Series 66, and Series 63 designations and has 19 years of industry experience. His prior roles include positions at The Vanguard Group from 2007 to 2017 and a year as a self-employed advisor before joining LPL Financial in 2017. Outside of his advisory work, he has also worked as an Uber driver. 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 portfolio management services, utilizing both proprietary research and third-party subadvisors, and supports a large network of advisors with various operational and research tools.

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

Lucas F

Series 66

Fort Mill, SC

LPL Financial

Lucas Ferster is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Raymond James Financial Services and Baughman Capital Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, supported by a large network of advisors and advanced operational tools.

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

Iris I

Series 63, Series 65

Fort Mill, SC

LPL Financial

Iris Ilao is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has previously worked at firms including Powell Financial Group, Commonwealth Financial Network, Mutual Securities, Inc., Argosy Wealth Management Corporation, and Cetera Advisor Networks. Outside of her advisory work, Ilao is President and Owner of Polaris Lighthouse, Inc., which operates Postal Junction, a pack and ship service and gift shop. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with resources including machine-learning tools to support advisors’ operational and research activities.

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

Paul F

Series 63, Series 65

Fort Mill, SC

LPL Financial

Paul Ferrucci is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has previously worked at Commonwealth Financial Network for a combined 24 years and operates The Ferrucci Company, an independent securities 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 investment programs including financial planning, model portfolios, third-party asset management, and institutional platforms with a focus on both discretionary and non-discretionary account management.

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

Michael W

Series 63, Series 65

Fort Mill, SC

LPL Financial

Michael Wilson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Avantax, as well as ownership of Wilson Accounting Group, which provides accounting and payroll services. 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 third-party asset management, utilizing model portfolios and customized strategies across various investment approaches.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)