Jeffrey Vandiver is a financial advisor at LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses with 33 years of industry experience. He previously worked at Wells Fargo Clearing for seven years before joining LPL Financial in 2023. Outside of his advisory role, he is a partner in BRJK, LLC, a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Donna Fitzer is a Series 66-licensed financial advisor with 21 years of industry experience, currently with LPL Financial since 2021. She previously worked at Wells Fargo Clearing from 2016 to 2021. In addition to her advisory role, she has outside employment with Benham Builders Inc and Carolina Country Acres LLC, which operates Horse Show Leases LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Alexander Aucoin is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Louisiana State University and educational institutions such as Sequitur Classical Academy and Parkview Baptist School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Kevin Lewis is a CFP® with 12 years of industry experience, currently serving as a financial advisor at LPL Financial in Charlotte, NC. Prior to joining LPL Financial in 2025, he spent 11 years at Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and portfolio management solutions supported by both proprietary and third-party research and technology.

Jackson Miller is a CFP®-certified financial advisor with 15 years of industry experience. He currently works at LPL Financial and previously spent 14 years at Edward Jones. Based in Charlotte, NC, Miller’s designations also include Series 66. 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 financial planning and investment management services, leveraging model portfolios, third-party subadvisors, and customized strategies.

Duncan Sullivan is a CFP® professional with three years of industry experience, currently serving as a financial advisor at LPL Financial in Charlotte, NC. His prior roles include positions at First Citizens Investor Services and First Citizens Bank. Sullivan is also a licensed notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning and investment management solutions supported by a large network of advisors and advanced operational tools.

Grace Jaehnen is a CFP®-certified financial advisor with one year of experience, currently with LPL Financial in Charlotte, NC. Her prior roles include positions at Carnegie Private Wealth, MAI Capital Management LLC, Bowling Portfolio Management, and Park National Bank. She is also involved with Carnegie Private Wealth, LLC in an advisory capacity relating to LPL business activities. 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 management solutions, utilizing both proprietary and third-party strategies across various account types and platforms.

Jordan Raniszeski is a CFP® professional with 20 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2023, following seven years at Wells Fargo Clearing and an earlier role at Deloitte Investment Advisors LLC. 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 portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Stephen Powers is a CFP® and CFA® with 25 years of industry experience. He currently works at LPL Financial and has held prior roles at firms including CliftonLarsonAllen Wealth Advisors, Foreside Fund Services, and Aegon USA Investment Management. 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 advisory and brokerage services with a range of investment strategies supported by research and technology.

Brooks Mayfield is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior roles include seven years at Wells Fargo Clearing. He is involved in non-variable insurance sales, including fixed annuities and various types of life insurance, as part of his business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. Its platform offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by advanced operational and research tools.

William Mcdonald is a CFP® professional affiliated with LPL Financial, based in Charlotte, NC, with 27 years of industry experience. His career includes roles at Ameriprise Financial Services, Kestra Financial, National Planning Corporation, and J.J.B. Hilliard, W.L. Lyons, among others. He also serves as an instructor at Central Piedmont Community College. 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, portfolio management, and institutional platforms supported by advanced research and technology tools.

James Larsen is a CFP® professional with 24 years of experience in the financial industry. He is currently with LPL Financial and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Larsen also holds Series 63 and Series 66 licenses and serves as a senior wealth advisor involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Robert Mauldin is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Ameriprise, United Rentals, and Halliburton Energy Services. 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 advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by advanced operational tools.

Ross Kirwan is a financial advisor at LPL Financial with 16 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2024, he worked at PGIM Investments, Prudential Investment Management Services, and MBSC Securities Corporation. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Claudia Angeles Ponce is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and four years of industry experience. She has previously worked at Davidson Wealth Management & Partners, Wells Fargo Clearing Services, SC Johnson Professional, and Merck & Co. Outside of her advisory role, she owns and operates a souvenir shop called Peru InLove Handmade Souvenirs LLC. 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 access to model portfolios and third-party asset management.

Garrett Smith is a CFP® professional with seven years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Wells Fargo Clearing Services LLC and Legacy First Financial Group. His background includes roles involving financial education and staffing at UNC Charlotte. 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 and access to model portfolios and third-party asset managers.

William Winget is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley DW Inc. Winget is also involved with Cardinal Legacy Wealth Advisors in an employee model brand capacity. 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 a large network of investment adviser representatives.

Tonia Heidal is a financial advisor with LPL Financial in Charlotte, NC. She holds a Series 66 designation and has three years of industry experience. Prior to her advisory role, she worked at Palm Restaurant for 18 years. 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 and access to various investment strategies and platforms.

James Robson is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. His prior roles include five years at Wells Fargo Clearing before joining LPL Financial in 2021. Starting mid-2024, he is also involved with Cardinal Legacy Wealth Advisors in an employee model brand capacity. 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 wide range of financial planning and investment services, including model portfolio programs and institutional platforms, supported by technology and a diverse advisory network.

Angela Ostendarp is a financial advisor at LPL Financial with 32 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Her prior experience includes roles at Wells Fargo Clearing and Wachovia Securities, 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 advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supporting advisors with technology and a broad suite of financial products.

Eugene Dixon Jr. is a CFP® professional based in Charlotte, NC, with five years of industry experience. He has worked at LPL Financial since 2026 and previously spent eight years with Macaulay & Associates. Outside of his advisory role, he is the founder and manager of a golf simulator rental business and serves on the board of a charitable foundation in York County. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by extensive operational and research tools.

Robert Benton is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior roles include five years at Wells Fargo Clearing and four years at Morgan Stanley DW Inc. He is also involved with Cardinal Legacy Wealth Advisors in an employee model brand capacity. LPL Financial is a national broker-dealer and registered investment adviser supporting a broad network of representatives with advisory and brokerage services for individuals, retirement plans, banks, and institutions, offering a variety of financial planning and asset management solutions.

Tyler Shumaker is a financial advisor at LPL Financial with five years of industry experience. Prior to joining LPL Financial in 2024, he worked at Robert Black Insurance, The Vanguard Group, PNC Bank, and Express Factory Outlet. 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, asset management programs, and institutional platforms, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Steven Bramhall is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing Services, PNC Investments, and UBS Financial Services. His current practice began in 2023 at LPL Financial in Charlotte, NC. 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 advisory and brokerage services, including financial planning and access to model portfolio programs, delivered through a large network of investment adviser representatives.

Hunter Robertson is a CFP®-designated financial advisor with nine years of industry experience. He is currently with LPL Financial and previously spent ten years at Robert W. Baird & Co. in advisory roles. 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 portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad network of investment adviser representatives.

David Climer is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently affiliated with LPL Financial and previously worked at Wells Fargo Clearing and Merrill. In addition to his advisory role, he serves as a South Carolina State Senator representing York County. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms while supporting advisors with advanced research and operational tools.

Jessica Grogan is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and having 23 years of industry experience. Her prior roles include ten years at Wells Fargo Clearing and positions at Packerland Brokerage Services, TD Ameritrade, Banc of America Investment Services, and Quick & Reilly. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies with a focus on operational tools to support advisor decision-making.

Lucas Decker is a CFP® professional with 11 years of industry experience, currently advising at LPL Financial since 2025. Before joining LPL, he worked for Edward Jones for 10 years. 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 portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Matthew Doherty is a financial advisor at LPL Financial with Series 66 credentials and four years of industry experience. He previously worked for Wells Fargo Clearing for 13 years before joining LPL Financial in 2023. 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 services including financial planning, model portfolios, third-party asset management access, and institutional platforms, supporting advisors with advanced research and operational tools.

Mary Ware is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. Prior to joining LPL, she worked for seven years at Wells Fargo Clearing. She is based in Charlotte, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser supporting individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining scale with diverse financial activities alongside its advisory services.

Christopher Pikunas is a financial advisor at LPL Financial in Charlotte, NC, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Wells Fargo Clearing, The Vanguard Group, Northwestern Mutual, and Doordash. 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, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Joseph Pay is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 21 years of industry experience. He has previously worked at Wells Fargo Clearing and Ameriprise. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Michael Climer is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. His prior career includes roles at Merrill for 16 years and Wells Fargo Clearing for 7 years. Outside of advising, he is involved in managing real estate rental properties. 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 services delivered by a large network of advisors using model portfolios, third-party managers, and customized strategies.