Julie Stout is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and has previously worked at FTB Advisors and Park Sterling Bank. Stout is based in Charlotte, NC. 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 brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Ashley Waters is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She has worked at LPL Financial since 2025 and has a longer tenure at First Horizon Bank beginning in 2011. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

David Halvorsen is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He previously worked at UBS Financial Services Inc and has been associated with FTB Advisors since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, supported by research and access to diversified investment strategies.

James Bunting is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at First Tennessee and Guardian Life. He is also compensated for insurance and annuity sales through affiliated entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from multiple sources.