Megan Gioldasis is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Her prior work includes roles at Cantella & Co., Inc., Equitable Advisors, and Carolina Bank. She is also involved with CB&T Wealth Management, a DBA affiliated with her LPL business. 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 portfolio programs, and institutional platforms such as the Bank Wealth Program.

Timothy Williams is a financial advisor with LPL Financial in Florence, South Carolina, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include twelve years at Cantella and Co., Inc. and ongoing involvement with Carolina Bank and Trust, where he also holds a part-time position outside the investment business working with South Carolina high schools. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by both proprietary research and third-party subadvisors.