Steven Sutton is a Series 66 licensed financial advisor with eight years of industry experience, currently affiliated with LPL Financial in Charlotte, NC. His prior roles include positions at Thomas Atkinson, Waddell & Reed, and various insurance agencies. Sutton has also worked as a self-employed advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Noah Ingalls is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2022, he worked at UBS Financial Services and Churchill Real Estate. He also spent four years associated with Queens University of Charlotte. 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, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Harry Greyard is a CFP® with 32 years of industry experience, currently associated with LPL Financial since 2021. His prior career includes roles at Waddell & Reed, Inc., and involvement with the Financial Planning Association of Charlotte, where he also served as a teacher. He has additional experience founding and managing several business entities related to financial planning and investment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research supported by both in-house and third-party sources.

Nora Mankaryos is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 24 years of industry experience. Her background includes roles at Waddell & Reed, various insurance carriers, and operating a business entity, NMT1 LLC, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm provides comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios and research from multiple sources alongside technology-driven investment solutions.

Nicholas Deneault is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc., and involvement with various business ventures including ND Tax Prep and Deneault & Greyard LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.

Thomas Atkinson is a financial advisor with LPL Financial based in Charlotte, NC. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including 15 years with Waddell & Reed, Inc and various insurance carriers prior to joining LPL Financial in 2021. 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 advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Frederick Woltz is a financial advisor at LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses with 41 years of industry experience. His prior work includes roles at Raymond James & Associates and Klondike 7, LLC. He serves as trustee for multiple irrevocable trusts. 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, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Donovan Miller is a financial advisor at LPL Financial in Charlotte, NC, holding a Series 66 designation with three years of industry experience. Prior to joining LPL Financial, he worked at DMA Studios and the University of North Carolina at Charlotte. Outside of his advisory role, Donovan is the owner of Donovan's Store, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.