William Stillman is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory work, Stillman is involved with Will-O-LLC, an investment-related business. 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 advisors. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Edward Doughty III is a CFP® professional with 32 years of experience in the financial industry. He has been with LPL Financial since 2009, serving clients from Charlotte, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides a range of financial planning and advisory services to individuals, retirement plans, institutions, and corporations through a large national network of investment adviser representatives. The firm offers both discretionary and non-discretionary management, model portfolios, and utilizes research from various sources to support diversified and tactical investment strategies.

Orestes Jason is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. He has been with LPL Financial since 2013 and previously worked at the University of North Carolina - Charlotte from 2014 to 2017. Outside of his advisory role, he is involved with Argo Capital Management, a business entity used for tax and investment purposes. 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 and financial planning services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.