Greenville, SC Rocky Slope Rd Office

Brett Weldon is a Series 66-licensed financial advisor with five years of industry experience, currently with LPL Financial since 2026. His prior experience includes six years at Morgan Stanley Smith Barney LLC and roles at Lizard Thicket Boutique, Cru, and Renasant Bank. 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 and financial planning services, with both discretionary and non-discretionary management supported by research and diverse investment strategies.

Jeffrey Allen is a financial advisor at LPL Financial with 18 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2025, he worked at UBS Financial Services Inc. for 18 years. 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 and financial planning services, utilizing model portfolios and research to support both discretionary and non-discretionary management.

Marley Landrum is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and six years of industry experience. Prior to joining LPL in 2025, Landrum worked at UBS Financial Services Inc. for four years and Raymond James and Associates for one year. 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 financial planning and advisory programs, including retirement plan consulting and brokerage services, with both discretionary and non-discretionary management options supported by model portfolios and research.

Steve Armaly is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 21 years. Outside of his advisory role, he is a business owner of a non-investment-related company, EEEA, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Nicholas Ray is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at UBS Financial Services and Morgan Stanley Private Bank. Outside of his advisory work, he has experience in athletics-related businesses. 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. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Jackson Shubert is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at UBS Financial Services and Beacon Pointe Advisors. He also has a background that includes working at The Citadel, The Military College of South Carolina. 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 services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Brian Blackburn is a CFP® professional with 25 years of industry experience. He has worked at UBS Financial Services for 25 years before joining LPL Financial, where he currently practices. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options, supported by research and model portfolios.

Brandon Mills is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at UBS Financial Services and Ameriprise Financial Services, Inc. Outside of advising, he is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research from LPL Research.

Michael Lee is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc for 16 years. Michael also engages as a public speaker on investment topics. 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 consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kyle Goff is a financial advisor at LPL Financial with two years of industry experience. Before joining LPL Financial in 2025, he worked at UBS Financial Services, Inc. for one year and has prior experience in various roles including at Chick-fil-A and Colliers International. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.