Nathan Herricks is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and with nine years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory work, he is employed as a bus driver for FMSD Transportation. 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 financial planning, model portfolio programs, and access to third-party asset management, providing advice through a broad network of investment adviser representatives.

Daniel Hylton is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation and has a background including several years at Continental Tire. 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 provides financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using a variety of portfolio management and model-based solutions.

Marc Ross is a financial advisor at LPL Financial with 24 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. His previous roles include positions at Signator Investors, Inc., New England Securities, and Voya Retirement Advisors. Ross contributes to the CFA Society of Boston by producing practice questions and guideline answers. 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 institutions. The firm offers a range of financial planning and portfolio management solutions, combining both strategic and tactical investment approaches.

James Moore is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2021. Prior to that, he was with First Citizens Investor Services and First Citizens Bank beginning in 2017, and earlier at Park Sterling Bank. Outside of his advisory work, he has reported occasional activity as a food delivery driver. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2014, following prior roles at UBS Financial Services and Wells Fargo Clearing. 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 asset management solutions, including model portfolios, third-party management access, and institutional platforms.

Rebekah Cornell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at LPL Financial since 2018, with prior roles at Fifth Third Securities and Northwestern Mutual. Outside of her advisory work, she has employment with Sonitrol. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and retirement advice through a large network of representatives serving individuals, institutions, and retirement plan participants. The firm offers a wide range of advisory platforms, including model portfolios and third-party subadvisors, supported by operational tools such as machine learning, and oversees over $819 billion in discretionary assets.

Maurice Falls is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining LPL Financial, he worked at The Vanguard Group and has maintained an active real estate license with North Group Realty. 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, utilizing both proprietary and third-party strategies delivered through a large network of investment adviser representatives.

Terrington Myles is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at Principal Securities, Inc., Principal Life Insurance Company, and The Vanguard Group, Inc. He has also been involved with youth-focused organizations such as First Tee Central Carolina, First Tee of Greater Charlotte, and Pro Skills Basketball. 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, supported by a large network of advisors and integrated technology tools.

Robert Rollins is a CFP® with 33 years of experience in the financial industry, currently serving at LPL Enterprise since 2013. He has maintained a long-standing role as a wrestling official since 1974. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal research and third-party strategists, with additional services in financial planning, third-party asset management, and insurance product facilitation.

James Dockins is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Adhesion Wealth and has experience in educational roles at the University of North Carolina at Charlotte, Appalachian State University, and Ardrey Kell High School. 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 model portfolio programs, supported by a network of over 22,800 advisors.

Bradley Mondshane is a financial advisor at LPL Financial with 41 years of industry experience. He has held previous roles at Fidelity and Fidelity Brokerage Services, totaling 24 years before joining LPL Financial in 2018. Mondshane holds Series 63 and Series 66 designations. 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, supporting advisors with research and operational tools.

Noah Jedlowski is a financial advisor with LPL Financial holding a Series 66 designation. He has less than one year of industry experience and previously worked at several firms including Prudential Financial and ClearPlan Wealth Management. Outside of finance, he has held roles at country clubs and educational institutions. 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 and model portfolio programs, supported by a large network of advisors and advanced operational tools.

Thomas Kalbaugh is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and one year of industry experience. His prior work experience includes roles in both financial services and other industries, such as at Cape Fear Collision and University of North Carolina Wilmington. 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, supported by technology tools and a large network of advisors.

Colin Larsen is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Pennington Partners & Co., University of Colorado, and NFP Retirement, 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, supported by a large network of investment adviser representatives.

Alexander Gruss is a financial advisor with LPL Financial in Fort Mill, SC. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at GoHealth and Walgreens. 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 through a large network of investment adviser representatives, utilizing various portfolio strategies and tools for operational and research support.

Aquil Naeem is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Stratos Wealth Partners, Charles Schwab, Fidelity, PNC Wealth Management, and UBS Financial Services. Naeem has been with LPL Financial since 2018. 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 portfolios, third-party asset management, and institutional platforms.

William Thompson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has been with Edward Jones since 2019 and has prior work experience in retail, animal care, and printing. Outside of his advisory role, he is involved in maintaining an office building as a cleaner in Landrum, South Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors.

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.

Monique Ryan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has previously worked with Pruco Securities, LLC, and Prudential Insurance Company of America. Additionally, she is active as an insurance agent in Fort Mill, SC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent Financial Professionals. The firm employs a range of investment strategies and platform options, including proprietary and third-party models, with services tailored to client objectives.