Jason Lang is a financial advisor with LPL Financial based in Fort Mill, SC. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Dmi, and Symetra Securities, among others. Outside of his advisory work, he is involved in the resale of New England Patriots tickets. 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 retirement advice through a large network of investment adviser representatives.

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.

Joseph De Nardo is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Miller McCurry and Commonwealth Financial Network. Before entering the financial services industry, he worked for the Pittsburgh Pirates and Topgolf. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various account types.

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 with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Stratos Wealth Partners, Charles Schwab, Fidelity, PNC Wealth Management, and UBS Financial Services. 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 institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by a large network of advisers and extensive technology tools.

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.

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 Series 66-licensed financial advisor at Thrivent Investment Management with nine years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2017. Outside of his advisory role, he serves as a board member for the Dallas, NC Boys and Girls Club and as a trustee for Venture Church. Thrivent Investment Management offers dedicated planning services to individuals, families, businesses, and nonprofit clients. The firm provides holistic, goal-based analyses addressing a broad range of financial planning topics, with opportunities to combine planning and managed-account services under a consolidated billing option.

David Semelsberger is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset types.

Jesse Noblett is a financial advisor with LPL Enterprise who holds a Series 66 designation and has seven years of industry experience. He has been with LPL Financial LLC since 2017 and joined LPL Enterprise in 2024. Outside of his advisory work, he contributes to Superfy, a Q&A chat app where he answers questions about life and the world. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers access to a range of financial planning and consulting services.

Brian Almeida is a financial advisor at LPL Financial with 10 years of industry experience. He has held prior roles at Brighthouse Securities and MetLife Investors Distribution Company. Almeida holds Series 63 and Series 65 designations and 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, and institutional platforms.

Karl Williams is a financial advisor with LPL Financial based in Fort Mill, SC. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. His prior roles include nine years at Infinex Investments, Inc., and four years at LPL Financial earlier in his career. 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, providing access to model portfolios, third-party subadvisors, and institutional platforms.

Carrie Jones is a financial advisor at OSAIC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services Inc and Cambridge Investment Research Advisors, Inc. Jones serves as a board member for Serenity Pastoral Counseling, a nonprofit organization. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and third-party money manager programs. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, with a notable scale and a complex affiliate network supporting its platform.

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 based in Fort Mill, SC. He holds Series 63 and Series 66 licenses and has 20 years of industry experience, including prior work at UBS Financial Services. Outside of advising, he serves as a football official in Charlotte, NC. 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 financial planning and investment management services through a large network of advisors, combining advisory platforms with various non-advisory financial products.

Joshua Dove is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining LPL Financial in 2025, he worked for The Vanguard Group from 2022 to 2025. 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, supported by a large network of investment adviser representatives.

James Monahan is a CFP® professional with 12 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Commonwealth Financial Network, Financial Strategies Retirement Partners, and Acorn Financial. 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 broad range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.