Robert Jordan is a financial advisor with Primerica Advisors in Rock Hill, South Carolina, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2017, and prior to that, worked at Tempur Sealy Inc. for eleven years. Outside of his advisory role, he is a licensed notary public in South Carolina and operates a handyman service. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, focusing on percentage-based tiered fees and maintaining oversight of its investment models.

Daniel Arnold is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has 21 years of industry experience, including 12 years with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs supported by in-house and third-party research, offering both discretionary and non-discretionary management across diversified investment strategies.

Rebekah Cornell is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. Her prior roles include positions at Fifth Third Securities and Northwestern Mutual. Cornell is also employed outside the investment industry at Sonitrol. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Maurice Falls is a financial advisor at LPL Financial with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2025, he worked at The Vanguard Group and holds an active real estate license associated with North Group Realty. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Terrington Myles is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Principal Securities, Principal Life Insurance Company, The Vanguard Group, and Fidelity Brokerage Services. Outside of his advisory roles, he has been involved with youth sports organizations including First Tee and Pro Skills Basketball. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and a range of discretionary and non-discretionary management options.

Garrett Wilson is a CFP® and holds a Series 66 license, with three years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and also operates Wilson Financial Group, LLC. His background includes roles at Heister Wholesale Parts, Campbell University, and Gaston Christian School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing a range of portfolio management options and institutional resources.

Robert Rollins is a CFP® professional with 33 years of experience in the financial industry, currently affiliated with LPL Enterprise. He has been with LPL Financial since 2013. In addition to his financial career, Rollins has served as a wrestling official since 1974. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios, combining advisory services with brokerage and insurance products on an integrated platform.

David Weaver is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. Prior to joining LPL, he worked at Fawcett Marine Services, LLC and Mid-Atlantic Boat Sales, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

James Dockins is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining LPL Financial, he worked at Adhesion Wealth and held various roles at educational institutions including The University of North Carolina at Charlotte and Appalachian State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research.

Bradley Mondshane is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He previously worked at Fidelity Brokerage Services for 12 years before joining LPL Financial in 2018, with a brief retirement period between 2017 and 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with insights from in-house and third-party research.

Noah Jedlowski is a financial advisor at LPL Financial with a Series 66 credential and less than one year of industry experience. His prior work includes roles at ClearPlan Wealth Management, RS Will Wealth Management, and Prudential Financial. He has also worked in roles outside finance, including positions at country clubs and educational institutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research and model portfolios from multiple sources.

Thomas Kalbaugh is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles outside finance, such as at Cape Fear Collision and Abide Window Services, as well as positions in education and management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and various investment strategies.

Colin Larsen is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Pennington Partners & Co., NFP Retirement, Janus Henderson Investors, and Northwestern Mutual. He has also worked in academic settings at the University of Colorado and the University of Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Alexander Gruss is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at GoHealth and Walgreens. Gruss is based in Fort Mill, SC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Aquil Naeem is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with LPL Financial since 2016, including its affiliated entities, and previously spent two years with Stratos Wealth Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

William Thompson is a financial advisor with Edward Jones in Clover, SC, holding a Series 66 designation and having seven years with the firm. Prior to joining Edward Jones, his work experience included roles at Print Depot, Hinkle's Animal Hospital, Belk, Inc, Pure Country, and Sparrow Eye Creative. Outside of his advisory work, he is involved in cleaning common areas of an office building through a local business in Landrum, SC. 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 affiliated financial services. The firm manages approximately $1.01 trillion in assets and features a large network of financial advisors and branch offices nationwide.

Dong Hahn is a financial advisor at Edward Jones with 16 years of industry experience. He has held prior roles at New York Life and TIAA-CREF, and has entrepreneurial experience through Hahndo, Inc. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and it manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Ernest Mathis is a CFP® with 15 years of industry experience and has been with Edward Jones since 2010. He is based in Fort Mill, SC, and serves on the finance committee of the First Baptist Church in Fort Mill, where he participates in investment decisions for church funds. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services, supported by a network of more than 23,700 advisors and 15,000 branches nationwide.

Lucas Beatty is a financial advisor with Thrivent Investment Management in Gastonia, NC, holding a Series 66 credential and nine years of industry experience. He has been with Thrivent since 2017. Outside of his advisory role, Beatty serves on the boards of the Dallas, NC Boys and Girls Club and Venture Church. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial plans without discretionary trading authority, typically delivered through a network of Financial Advisors.

David Semelsberger is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios, third-party subadvisors, and research.