Shaun Rashley is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has worked with LPL Financial since 2010 and was previously with Uvest Financial Services Group, Inc. from 2008 to 2010. 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.

Charles Mcclure is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 14 years before joining LPL Financial in 2019. 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 services including financial planning and model portfolio programs, supported by extensive technology and a broad array of non-advisory financial products.

Robert Garret is a financial advisor with LPL Enterprise who holds the Series 63 and Series 66 licenses and has 28 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2024. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated trust and insurance services.

Hui Zhu is a CFA® charterholder and holds a Series 66 license with six years of experience in the financial services industry. They are currently with LPL Financial and have previously worked at Commonwealth Financial Network, Quantis Wealth Management, and Oppenheimer. 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 solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Jessica Abrams is a CFP® professional with 11 years of experience in the financial services industry. She is currently with LPL Financial and has held prior roles at Pacific Crest Wealth Planning, Commonwealth Financial Network, and Facet Wealth, among others. Abrams also serves as a Personal Financial Councilor with Magellan Federal and is a Notary Public in Truckee, CA. 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, with support from advanced operational and research tools.

Kedishia Grant is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and seven years of industry experience. She has previously worked at UBS Financial Services, Wells Fargo Bank, and Charlotte Metro Credit Union. 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 services through a large network of advisors, utilizing both proprietary research and third-party strategies.

Parker Dowd is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2008. 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 a variety of investment strategies and operational tools.

Justine Mc Carthy is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 designations and nine years of industry experience. Her prior roles include positions at Morgan Stanley, UBS Financial Services, and The Vanguard Group. 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 supported by a large network of advisors and various institutional platforms.

John Nguyen is a CFP® professional with 27 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Commonwealth Financial Network, Clarendon Wealth Management, and Ameriprise. Outside of his advisory role, he co-owns Jack Books, LLC, an entity focused on authoring and publishing books. 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 technology and a large network of investment adviser representatives.

Candice Hendry is a Series 66 licensed financial advisor with Edward Jones in Rock Hill, SC, where she has worked since 2013. She has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Andrew Wheeler is a financial advisor with LPL Financial based in Fort Mill, SC, holding the CFP® designation and Series 63 and 65 licenses. He has 24 years of industry experience, including prior roles at Commonwealth Financial Network and Strong Capital Management Inc. Outside of his advisory work, he is involved in private investment entities and real estate holdings. 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.

Owen Flanagan is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Commonwealth Financial Network and MFS Fund Distributors, Inc. He is based in Fort Mill, South Carolina. 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 access, and institutional platforms.

William Johnston is a financial advisor at Ameriprise with 12 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Ameriprise in 2024, he worked at Edward Jones for 11 years. He is also involved with River Hills Consulting Services LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with its financial advisors.

Eric Montgomery is a CFP®-certified financial advisor with 20 years of industry experience. He has been with LPL Financial since 2014 and previously worked at BB&T Investment Services, Uvest Financial Services Group, Synergy Investment Group, and Grove Point Investments. Montgomery 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor tools and extensive non-advisory financial activities.

Robert Lareau is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 19 years of industry experience. His prior roles include ten years at Cambridge Investment Research Advisors, Inc. and three years with Mass Mutual Investors Services. Robert has also been associated with Main Street Financial since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to various financial planning solutions, third-party asset management, and institutional platforms while supporting its advisors with technology and a broad array of non-advisory financial services.

Troy Fonseca is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 10 years of industry experience. He has worked with LPL Financial since 2018 and previously with Woodbury Financial Services INC from 2016 to 2018. Additionally, he is involved with PAUL GLOBAL BENEFITS, an ongoing business activity since 2015. 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 broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Glen Tautges is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His career includes prior roles at Wheeler DeGraaf Financial, Commonwealth Financial Network, and DeGraaf Financial. In addition to advisory work, he is involved in fixed insurance sales. 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 range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and technology tools to support advisors across its broad network.

Tara Kovach is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 65 designation and five years of industry experience. Her prior roles include positions at Miller McCurry LLC and Commonwealth Financial Network. She also spent ten years with Pittsburgh Opera. 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 solutions supported by research, technology, and a large network of advisors.

Kristi Hull is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2022, she worked at UBS Financial Services from 2020 to 2022 and Private Client from 2015 to 2018. Outside of finance, she has been involved with Hawkers Asian Street Fare since 2019. 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 through a large network of investment adviser representatives, offering various portfolio strategies and technology-supported research tools.

Thomas Nichols Jr. is a CFP® professional with 23 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2019. His prior work includes positions at PNC Investments, Wells Fargo Clearing, Ameriprise, and McShane Partners. Outside of his advisory role, Nichols serves as a lacrosse official for the Charlotte Area Lacrosse Officials. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad network of advisors with various investment strategies and combines advisory services with a diverse set of financial products and partnerships.