Greenville, SC Rocky Slope Rd Office

Brett Weldon is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for six years and has experience with other firms including Lizard Thicket Boutique and Renasant Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Jeffrey Allen is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with LPL Financial and previously worked for 18 years at UBS Financial Services Inc. 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, supported by extensive research and technology tools.

Marley Landrum is a Series 66-credentialed financial advisor with six years of industry experience. Currently with LPL Financial since 2025, Landrum previously worked at UBS Financial Services Inc., Raymond James and Associates, and HTI. Outside of advising, Landrum serves as a notary in Greenville, SC. 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, utilizing a range of strategic and tactical investment approaches supported by technology tools.

Steve Armaly is a financial advisor with LPL Financial holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services for 21 years before joining LPL Financial in 2025. Outside of advising, he is the owner of a non-investment-related business, EEEA, 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and integrated financial services.

Nicholas Ray is a Series 66-credentialed financial advisor with nine years of industry experience. He has worked at LPL Financial since 2025, following roles at UBS Financial Services and Morgan Stanley. Outside of financial services, he previously operated Fulcrum Athletics LLC and was involved with CrossFit Tri County. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jackson Shubert is a financial advisor at LPL Financial with three years of industry experience. He previously worked at UBS Financial Services and Beacon Pointe Advisors. Outside of his advisory role, he is associated with Ox Road Capital, which operates as a DBA for his LPL 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Brian Blackburn is a CFP® professional with 25 years of experience in the financial services industry. He has worked at UBS Financial Services for 25 years before joining LPL Financial, where he has been since 2025. 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 advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Brandon Mills is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Ameriprise Financial Services, Inc. Outside of his advisory role, he is also a notary in Greenville, 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering various portfolio management options and utilizing advisor support tools that do not make investment decisions.

Michael Lee is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, J.P. Morgan Securities, and Banc One Securities Corporation. Lee also engages in public speaking on investment-related topics. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies and additional financial services.

Kyle Goff is a Series 66-registered financial advisor with LPL Financial, based in Greenville, SC, and has two years of industry experience. He previously worked at UBS Financial Services and has a background in the food service industry with multiple roles at Chick-fil-A. 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 variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced research tools and a broad range of financial products.