Raleigh, NC E. Six Forks Road Office

Scott Blanchard is a financial advisor with LPL Financial and holds a Series 66 designation. He has worked in the financial services industry since 2024, including roles at Charles Schwab, Osaic, and Steward Wealth Strategies. His background also includes experience outside finance, such as working in the restaurant industry and at an educational institution. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and integrated financial activities.

Daniel Griffith is a financial advisor with LPL Financial, holding a Series 66 designation and based in Raleigh, NC. He has been with LPL Financial since 2026 and previously held roles at Osaic, Samaritan's Purse, and Liberty University, among others. 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 broad range of investment options and utilizes various operational and research tools to support its network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Meredith Keever is a CFP® professional with three years of industry experience, currently serving as a financial advisor at LPL Financial in Raleigh, NC. She has previously worked at OSAIC and FSC Securities and is involved in financial paraplanning through Steward Wealth Strategies. 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 investment strategies and platforms, combining advisory services with a broad spectrum of financial activities.

Andrew Applequist is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 license and one year of industry experience. Prior to joining LPL Financial, he worked at Osaic and Steward Wealth Strategies. His background includes roles outside finance at FlyExclusive and Bass Pro Shop. 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 third-party asset management, and supports its large network of advisors with various investment and operational tools.

Newman Townsend III is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining LPL Financial in 2026, he worked at OSAIC for three years and FSC Securities Corporation for 14 years. He is also involved in wealth management through his practice, Steward Wealth Strategies. 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 portfolio management solutions, utilizing both proprietary and third-party research, and supports over 22,800 advisors with extensive operational resources.

Kaitlyn Seybuck is a CFP®-certified financial advisor with five years of industry experience, currently affiliated with LPL Financial in Raleigh, NC. She previously worked at OSAIC and FSC and has a background outside finance at Reflections Dental. Kaitlyn also serves as a wealth manager through a personal practice under Steward Wealth Strategies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a wide range of financial planning and portfolio management solutions, supported by technology and a large network of investment adviser representatives.

Jacob Mejan is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and currently beginning his career in the industry. Prior to joining LPL Financial in 2026, he has held positions at Osaic and Steward Wealth Strategies, and has experience teaching at Liberty University and Grace Christian School. 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, utilizing a network of investment adviser representatives who implement various model portfolios and customized strategies supported by advanced research and operational tools.

Shay Pond is a CFP® professional with four years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial in 2026, Shay worked at OSAIC, FSC, and Equitable Advisors, LLC among other roles. Shay also contributes as a Wealth Associate at Steward Wealth Strategies, where responsibilities include client meetings, financial planning, and serving on the internal investment committee. 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 asset management services, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary platforms.

Brant Spesshardt is a financial advisor with LPL Financial in Raleigh, NC, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, previously working at FSC Securities and OSAIC. Outside of his advisory role, he is a partner in an insurance agency where he assists with agency oversight. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning and investment management through a broad network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.

Dennis Bohm is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with LPL Financial and previously worked at OSAIC and FSC Securities Corporation. He also operates a sole proprietorship focusing on insurance and financial planning services. 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 portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Amy Bennett is a Series 66-licensed financial advisor with LPL Financial, based in Raleigh, NC, and has two years of industry experience. Her prior roles include positions at OSAIC, FSC, Steward Wealth Strategies, and Cox Automotive, Inc. 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, using model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Amy Welborn is a CFP® and holds a Series 66 license with seven years of industry experience. She is currently affiliated with LPL Financial and previously worked at OSAIC and FSC Securities Corp. Amy also serves as a wealth manager at Steward Wealth Strategies, her own advisory practice. 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, third-party asset management, and institutional platforms.

Ryan Helder is a CFP®-designated financial advisor with five years of industry experience, currently associated with LPL Financial in Raleigh, NC. His prior experience includes roles at OSAIC and FSC, among others. Helder is involved in supporting financial advisors through his work with Steward Wealth Strategies, focusing on technology and operations. 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, utilizing model portfolios, third-party subadvisors, and customized strategies alongside various operational and research tools.