Jeffrey Vandiver is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he is a partner in BRJK, LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Donna Fitzer is a financial advisor at LPL Financial with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she is involved in non-investment activities with Benham Builders Inc. and Carolina Country Acres LLC dba Horse Show Leases LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from LPL Research and third-party subadvisors.

Alexander Aucoin is a financial advisor at LPL Financial in Charlotte, NC, holding a Series 66 designation with three years of industry experience. He has worked at LPL Financial since 2021 and previously was affiliated with LDF Wealth and Louisiana State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing diversified model portfolios and research from multiple sources.

Kevin Lewis is a financial advisor with LPL Financial in Charlotte, NC, holding CFP® and Series 66 credentials and bringing 12 years of industry experience. He previously worked at Edward Jones for 11 years before joining LPL Financial in 2025. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes research from LPL Research and third-party subadvisors.

Jackson Miller is a CFP® professional with 14 years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones for 14 years. Miller’s other activities include part-time involvement in non-variable insurance related to his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationally. The firm offers various advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management, supported by research and diverse investment strategies.

Duncan Sullivan is a CFP® with three years of industry experience, currently serving as a financial advisor at LPL Financial in Charlotte, NC. Prior to joining LPL Financial, he held positions at First Citizens Investor Services and First Citizens 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 provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Grace Jaehnen is a CFP®-designated financial advisor with one year of industry experience, currently associated with LPL Financial. Her prior experience includes roles at Carnegie Private Wealth, MAI Capital Management LLC, Bowling Portfolio Management, and Park National Bank. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Jordan Raniszeski is a CFP® professional with 19 years of industry experience, currently serving as an advisor at LPL Financial since 2023. Prior to joining LPL, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Brooks Mayfield is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes seven years each at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

William Mcdonald is a CFP® professional with 27 years of industry experience, currently serving as an advisor at LPL Financial since 2026. His prior experience includes roles at Ameriprise Financial Services, Kestra Financial, and National Planning Corporation. He also teaches as an instructor at Central Piedmont Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer offering financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and offers a range of model portfolios, research support, and specialized programs for institutional and individual clients.

James Larsen is a CFP® professional with 24 years of industry experience. He is currently with LPL Financial and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Larsen also serves as a Senior Wealth Advisor in a non-variable insurance capacity. 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 both discretionary and non-discretionary management along with proprietary and third-party research.

Robert Mauldin is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 credential and has previous experience at Ameriprise and several companies outside the financial sector, including United Rentals and Halliburton Energy Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies like machine learning.

Ross Kirwan is a financial advisor at LPL Financial with 16 years of industry experience. He holds the CFP® designation, as well as Series 63 and Series 66 licenses. His prior roles include positions at PGIM Investments, Prudential Investment Management Services, and MBSC Securities Corporation. 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, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven investment solutions.

Garrett Smith is a CFP® professional with six years of experience currently with LPL Financial in Charlotte, NC. He previously worked at Wells Fargo Clearing Services LLC and has held various roles including positions at UNC Charlotte and Legacy First Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and technology solutions.

William Winget is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also involved with Cardinal Legacy Wealth Advisors as an employee under a model brand name. 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 both discretionary and non-discretionary management, model portfolios, and research from various sources.

Tonia Heidal is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation. Prior to her current role, she spent 18 years working at Palm Restaurant. 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 plan consulting, utilizing both discretionary and non-discretionary management and incorporating research from multiple sources.

James Robson is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 license and 11 years of industry experience. His prior positions include roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Beginning in 2024, he is also involved with Cardinal Legacy Wealth Advisors in an employee model brand capacity. 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 internal and third-party research.

Angela Ostendarp is a CFP® with 32 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. 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 investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Robert Benton is a CFP® professional affiliated with LPL Financial, based in Charlotte, NC, with 28 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 12 years before joining LPL Financial in 2021. Benton is also involved with Cardinal Legacy Wealth Advisors in an employee model brand capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to provide both discretionary and non-discretionary management.

Tyler Shumaker is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Robert Black Insurance and The Vanguard Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and brokerage services.

Steven Bramhall is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and PNC Investments. 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 through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Hunter Robertson is a CFP® professional with nine years of industry experience, currently affiliated with LPL Financial in Charlotte, NC. He previously worked at Robert W. Baird & Co. for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven strategies.

David Climer is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining LPL Financial in 2023. Outside of his advisory role, Climer serves as a South Carolina State Senator for York County, a position he has held since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Jessica Grogan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches and providing access to research and model portfolios.

Lucas Decker is a CFP®-certified financial advisor with 11 years of industry experience. He currently works at LPL Financial and was previously with Edward Jones for 10 years. Decker 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. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party subadvisors, and proprietary research.

Matthew Doherty is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and four years of industry experience. He worked at Wells Fargo Clearing for 13 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, supported by research and model portfolios.

Mary Ware is a CFP®-certified financial advisor with 19 years of industry experience, currently with LPL Financial since 2023. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. 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 that include discretionary and non-discretionary management supported by proprietary and third-party research.

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 a brief stint at DoorDash. He also has experience related to a culinary business, Yaya's Cookbook, and time spent at Roanoke College. 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 financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, third-party research, and various institutional services.

Joseph Pay is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Climer is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he owns real estate rental properties in North Carolina and South Carolina. 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, utilizing model portfolios, research from multiple sources, and various portfolio management options.