Charlotte, NC Fairview Rd Office

Steven Sutton is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Thomas Atkinson, Waddell & Reed, and various insurance carriers. He has also been self-employed during part of 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 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.

Noah Ingalls is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at UBS Financial Services and Churchill Real Estate, as well as an academic position at Queens University of Charlotte. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Harry Greyard is a CFP®-certified financial advisor at LPL Financial with 32 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles including teaching with the Financial Planning Association of Charlotte and involvement with Myrtle Street Pier Association Inc. He has been affiliated with Queens University and Avondale Presbyterian Church in non-investment capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment programs supported by proprietary research and technology, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Nora Mankaryos is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and bringing 24 years of industry experience. Her work history includes roles at Waddell & Reed, INC., various insurance carriers, and as founder of NMT1, LLC, a business entity for tax and investment purposes unrelated to advisory services. She also worked with Lake Forest Church from 2018 to 2021. 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 research and operational tools.

Nicholas Deneault is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2021. He has prior experience at Edward Jones and Waddell & Reed, and has also operated a tax preparation 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided by a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Thomas Atkinson is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior work includes 15 years with Waddell & Reed, Inc and various insurance carriers through W & R Insurance Agencies. 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.

Frederick Woltz is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Keegan & Company, LLC, and Citigroup Global Markets. He serves as a trustee for multiple family irrevocable trusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Donovan Miller is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2022 and has been a business owner of Donovan's Store since 2018. Prior to his advisory role, he was involved in various positions including at DMA Studios and the University of North Carolina at Charlotte. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting its advisors with research tools and multiple operational resources.