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Gina P

Series 66

Fort Mill, SC

LPL Financial

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.

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

Series 66

Indian Land, SC

Edward Jones

Aaron Kauffman is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, he worked in physical therapy at Architech Sports and Physical Therapy and Elite Physical Therapy. He maintains a physical therapy license but is not currently practicing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Carl M

Series 63, Series 65

Charlotte, NC

Cambridge Investment Research Advisors

Carl Myers is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities Corporation and MSI Financial Services, Inc. Myers is also involved in a separate real estate business and serves as an insurance agent through WealthPlan Financial Group. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Billy M

Series 66

Fort Mill, SC

LPL Financial

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.

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

Series 63, Series 66

Fort Mill, SC

LPL Financial

Jennifer Lorick is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 credentials and having 25 years of industry experience. She has worked at LPL Financial since 2012 and was previously with Morgan Stanley from 2010 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies alongside various technology tools to support advisors.

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

Series 66

Fort Mill, SC

LPL Financial

Bryn Henry is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 designation and 24 years of industry experience. Prior to joining LPL Financial, he spent nearly two decades at Commonwealth Financial Network and also has experience with Guided Path Financial, where he serves as CEO and owner. His other business activities include ownership of GP Wealth Solutions, LLC, a private entity engaged in securities, advisory, and insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad array of financial planning and investment solutions supported by extensive advisor tools and a large network of over 22,900 advisors.

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

Series 65

Fort Mill, SC

LPL Financial

Lee Ann Miller is a financial advisor with LPL Financial, holding a Series 65 designation and one year of industry experience. Prior to joining LPL Financial in 2025, she worked in education at Coastal Carolina University, South Pointe High School, and Saluda Trail Middle 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 financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced 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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Nicholas J

Series 66

Fort Mill, SC

LPL Financial

Nicholas Jansson is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked in automotive sales at Stateline Chrysler and CarMax. 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 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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Kyle S

Series 66

Fort Mill, SC

LPL Financial

Kyle St Clair is a financial advisor at LPL Financial with a Series 66 designation and experience starting in 2023. Prior to joining LPL Financial, he held positions at Tesla, Mitchell Martin Inc, Mason Frank International, and several other firms. He has been affiliated with Binghamton University since 2016. 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 network of investment adviser representatives, utilizing various portfolio strategies and technology tools.

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

CFP®, Series 63, Series 65

Fort Mill, SC

LPL Financial

Jonathan Dunn is a CFP®-certified financial advisor with nine years of industry experience. He is currently with LPL Financial and has held prior roles at Capitol Family Office, Morgan Stanley Smith Barney, UBS Financial Services, and The Vanguard Group. 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, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

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

Series 66

Charlotte, NC

Equitable Advisors

Amy Schlager is a Series 66-licensed financial advisor with Equitable Advisors in Charlotte, NC, where she has worked since 2001, bringing 25 years of industry experience. Prior to Equitable Advisors, she was affiliated with Axa Advisors, LLC for 19 years. Schlager serves on the executive leadership team of the American Heart Association's Go Red for Women Charlotte chapter and participates in recruiting and corporate sponsorship efforts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a range of advisory programs, including referrals to third-party asset managers and LPL-sponsored programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Faith H

Series 65

Fort Mill, SC

LPL Financial

Faith Hess is a financial advisor with LPL Financial based in Fort Mill, SC. She holds a Series 65 designation and has recently begun her career in the industry, including prior experience at Hillcrest Financial Group. Before entering financial advising, she held positions in the hospitality sector and completed her studies at the University of Cincinnati. 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 financial planning and investment management services through a large network of advisors, supported by extensive technology and institutional resources.

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

Series 63, Series 65

Charlotte, NC

Equitable Advisors

William Solomon III is a financial advisor at Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Equitable Advisors since 1999, including during its period as Axa Advisors, LLC. Outside of his advisory role, he serves as a director on the board of a nonprofit organization, the Dilworth Center. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a range of advisory models and third-party asset managers, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Bryan C

Series 66

Fort Mill, SC

LPL Financial

Bryan Cooper is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His work history includes multiple roles at Commonwealth Financial Network and managing Cooper Associates since 2017. He is also associated with BRC Appraisal, where he has experience dating back over 20 years. 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 advisors, utilizing both proprietary research and third-party subadvisors.

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

Series 63, Series 65

Fort Mill, SC

LPL Financial

Mikai Hunt is a financial advisor with LPL Financial in Fort Mill, South Carolina. He holds Series 63 and Series 65 credentials and has been in the industry since 2024, including a prior role at Florida Financial Advisors (DBA Tristate Financial Advisors). Hunt has a background that includes work in insurance and financial consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by research and technology tools.

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

Series 66

Fort Mill, SC

LPL Financial

David Huther is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Fidelity Investments, PNC Investments, UBS Financial Services, and Wells Fargo Home Mortgage. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports a broad range of investment approaches through a large network of advisors, combining scale with diverse financial services and technology tools.

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

Series 66

Charlotte, NC

LPL Financial

Lance Barnhardt is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Aventine Financial Planning, Securities America Advisors, and Cambridge Investment Research Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs, supported by extensive advisor-facing technology and a broad platform of non-advisory financial services.

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

Series 63, Series 65

Monroe, NC

Mass Mutual Investors Services

Bret Alexander is a financial advisor with Mass Mutual Investors Services in Monroe, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. His background includes roles at Intuitive Compensation Group and Southern Tier Brewing Company, as well as service with the Cabarrus County Sheriff's Office. Outside of his advisory work, he assists clients in obtaining non-variable life insurance, annuity, and disability income products. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual engagements to develop recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Tennyson S

ChFC®, Series 63, Series 65

Waxhaw, NC

Cambridge Investment Research Advisors

Tennyson Shifley is a financial advisor with Cambridge Investment Research Advisors who holds the ChFC® designation and has 38 years of industry experience. He has been with Cambridge since 2009 and serves as an associate pastor and music ministry assistant at Christ Lutheran Church. He is also a board member of the Department of Lutheran Studies at Gordon-Conwell Theological Seminary and serves as a supply pastor and musician for churches in North Carolina and South Carolina. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Mary G

Series 66

Charlotte, NC

Wells Fargo Advisors

Mary Gravelle is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing for ten years prior to joining Wells Fargo Advisors. Outside of her advisory role, Gravelle operates a coaching business focused on career, resume, and interview preparation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored through a broad menu of planning options. The firm combines its proprietary research and planning tools with a variety of financial products and services, offering clients customized recommendations without requiring implementation.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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