Jesse Noblett is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has worked at LPL Financial LLC since 2017. Outside of his advisory work, he participates in a Q&A chat app called Superfy, where he answers questions about life and the world. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Brian Almeida is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018, following previous roles at Brighthouse Securities and MetLife Investors Distribution Company. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Karl Williams is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2025, he worked for nine years at Infinex Investments, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, and institutions. The firm provides various advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

Carrie Jones is a financial advisor at OSAIC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Cambridge Investment Research. Jones serves as a board member for Serenity Pastoral Counseling, a nonprofit organization. OSAIC serves a diverse client base including individuals, corporations, and charitable organizations through a large network of advisors. The firm utilizes a range of advisory platforms and investment strategies, offering integrated brokerage, financial planning, and access to third-party money managers.

Adrian Smigiel is a financial advisor with Wells Fargo Clearing in Belmont, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked at Wells Fargo Bank, NA from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Roger Wiltse is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, Wiltse serves as a football official in Charlotte, NC. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support.

Joshua Dove is a financial advisor at LPL Financial with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at The Vanguard Group, Inc. from 2022 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Ryan Welsh is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at Merrill since 2022, previously holding roles at Bank of America and several other organizations. Outside of his advisory work, he serves as a power of attorney for his parents in cases where they are unable to make decisions for themselves. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Rich is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Financial Resources Group, Gladstone Wealth Partners, and National Securities Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by extensive research and technology solutions.

Jaclyn Maurer is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018, following prior roles at Mass Mutual and Mass Mutual Investors Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house research and third-party strategies.

Arthur Surridge is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is involved in real estate rental activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management.

Nathan Valenta is a financial advisor at LPL Financial with a Series 66 designation and experience at several firms including The Vanguard Group and Kreischer Miller. He has worked in financial services and related roles since 2017. 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 plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Mark Ettinger is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His career includes previous roles at First National Bank of PA, Cetera, Johnson Bank, and INVEST Financial Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing model portfolios and research from various sources to support diversified and alternative strategies.

Jonathan Hreha is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at The Vanguard Group and Truliant Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 services, supported by research, model portfolios, and various management options.

Ethan Garrety is a financial advisor with LPL Financial in Fort Mill, SC. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at New Western, Pantana Bobs, Catalyst Capital Partners, and several other organizations. LPL Financial serves individuals, retirement plans, banks, credit unions, 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 across diversified strategies.

Walter Greenwald is a financial advisor with LPL Financial in Gastonia, NC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at Ic Advisory Services Inc and The Investment Center Inc. for 15 years each before joining LPL Financial in 2025. 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 offers financial planning, various advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Kristine Pennington is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her previous roles include positions at Triad Advisors, Inc., Questar Asset Management, Questar Capital Corporation, and Gcg Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and supports both discretionary and non-discretionary management using research from LPL and third-party subadvisors.

Jimmy Taylor is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior roles include positions at Forefront Capital and THE Vanguard Group, Inc. Outside of his advisory work, he is a co-owner of a home-based business unrelated to investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven research.

Steven Carver is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Northern Lights Distributors, LLC and Donoghue Forlines, LLC from 2018 to 2023, and at Mass Mutual Investors Services from 2016 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Christopher Pfuhl is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, he worked at ExecOnline for four years and has experience in educational roles at the College of William and Mary and South Mecklenburg High School. 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 through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.