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John L

Series 66

Simpsonville, SC

LPL Financial

John Lawlor is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at LPL Financial since 2008, following seven years at A. G. Edwards & Sons, Inc. and a brief tenure at 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 variety of financial planning and investment management solutions, supporting a broad network of advisors with both proprietary and third-party strategies.

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

Series 66

Simpsonville, SC

LPL Financial

Thomas Oneil III is a financial advisor with LPL Financial and holds a Series 66 designation. He has five years of industry experience and previously worked at Cetera and operated his own CPA firm, Thomas O'Neil, CPA. He maintains a role at Rosenthal & Company, providing tax preparation and accounting services. 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 management services, utilizing both proprietary and third-party strategies supported by operational and research tools.

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

Series 63, Series 66

Simpsonville, SC

Raymond James Financial

Jason Hucks is a financial advisor with Raymond James Financial in Simpsonville, SC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has operated Hucks Financial Services, LLC since 2009 in addition to his role at Raymond James. Outside of advisory work, he is involved in managing multiple commercial rental properties through various real estate entities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Hubert T

Series 66

Simpsonville, SC

LPL Financial

Hubert Tuttle III is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James Financial Services and County Bank Trust. 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, third-party asset management, and institutional platforms, providing advice through a large network of investment adviser representatives who utilize a range of strategies and 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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Trevor R

Series 66

Mauldin, SC

Cambridge Investment Research Advisors

Trevor Rasmussen is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has one year of industry experience and prior work history that includes positions at Presbyterian College and Techtronic Industries, Inc. Outside of his advisory role, he works as an Uber/Lyft driver and engages in consulting and coaching activities. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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

Series 65

Mauldin, SC

Cambridge Investment Research Advisors

Joseph Macias is a financial advisor with Cambridge Investment Research Advisors and holds the Series 65 designation. He has four years of industry experience, including prior roles at Shellpoint Mortgage Servicing and Turnkey Financial. Macias also works as an independent insurance agent and provides bookkeeping services through TurnKey Financial. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

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

Series 63, Series 65

Simpsonville, SC

LPL Financial

Derek Mcnew is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Touchstone Securities, IFS Financial Services, Bank of America, and Merrill. Mcnew is also involved in Empeople Investment & Retirement Services, an investment-related business tied to his LPL practice. 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, supported by advanced operational and research tools.

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

Series 63, Series 65

Mauldin, SC

Cambridge Investment Research Advisors

Thomas Pugh is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. His career includes roles at Cambridge Investment Research, Ameritas Investment Corp, and Ameritas Life Insurance Corp. Outside of advising, he serves as a music director at Immanuel Lutheran Church and has worked as an independent insurance agent and a rideshare driver. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers access to multiple platforms, proprietary model strategies, and both discretionary and non-discretionary management options.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Ryan E

Series 66

Anderson, SC

Edward Jones

Ryan Ellenburg is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he held positions at Beckman-Coulter Diagnostics, Binx Health, Inc., and McKesson Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Heather H

Series 66

Powdersville, SC

Edward Jones

Heather Hills is a financial advisor with Edward Jones in Powdersville, SC. She holds a Series 66 designation and has 15 years of experience with Edward Jones, beginning her career there in 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Elizabeth K

Series 66

Anderson, SC

Morgan Stanley

Elizabeth Kyle is a financial advisor at Morgan Stanley with eight years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Stifel from 2009 to 2017. She holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Kayla C

Series 66

Mauldin, SC

Thrivent Investment Management

Kayla Campbell is a Series 66-credentialed financial advisor with three years of industry experience, currently with Thrivent Investment Management. Her prior work includes roles in healthcare and education sectors. Outside of advising, she operates a small baking business, creating decorated cookies for private events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority.

Business ownership considerations
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Brandon H

Series 66

Liberty, SC

Edward Jones

Brandon Harbrecht is a financial advisor with Edward Jones in Liberty, South Carolina, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017, following a brief tenure at M/I Homes. Outside of his advisory role, Harbrecht is involved in farming activities, including raising farm animals on a property called Liberty Haven Farm. Edward Jones is a full-service wealth management firm that serves over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs, investment strategies, and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Inheritance planning Self-Employed Religious/faith focused
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John W

Series 65

Mauldin, SC

Cambridge Investment Research Advisors

John Wyatt is a financial advisor with Cambridge Investment Research Advisors in Mauldin, South Carolina. He holds a Series 65 credential and has two years of industry experience. Prior to his advisory role, he worked for 12 years at SC Tool Service, Inc. Outside of his advisory work, Wyatt serves as the treasurer for Trail Life USA, a volunteer position. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals managing multi-billion dollar assets.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Adelina V

Series 63, Series 65

Piedmont, SC

LPL Financial

Adelina Vela is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She previously worked at WesBanco Securities Inc. and Foresters Financial Services. Outside of her advisory work, she is a co-founder and developer of Hudson River Venue, a non-investment-related business. 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, third-party asset management, and institutional platforms, distinguished by its scale and breadth of financial activities alongside its advisory platform.

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

Series 65

Simpsonville, SC

Amoeba Growth Management LLC

John Conley is the sole advisor at Amoeba Growth Management LLC in Simpsonville, SC, holding a Series 65 designation and 18 years of industry experience. He has been with Amoeba Growth Management since 2003. Outside of his advisory role, Conley owns and manages a business focused on a beach house property and also engages in part-time business consulting. Amoeba Growth Management LLC is an independent advisory firm managing approximately $28.2 million for a select group of 16 high-net-worth clients. The firm offers discretionary portfolio management with individualized account reviews, utilizes derivatives in separately managed accounts for hedging or tactical purposes, and publicly discloses its performance results.

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