Matthew Stys is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include nearly a decade at Commonwealth Financial Network and a position at Hampshire Country School. 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 services and platforms, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Semludin Avdic is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and six years of experience at LPL following six years at CVS Pharmacy. He has a total of one year in the financial industry. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools.

Mercedes Dockery is a financial advisor at Cambridge Investment Research Advisors with Series 65 credentials. She has experience in real estate, having worked at EXP Realty since 2020 and previous roles at Wilkinson ERA and Citywide Realty. Dockery has been with Cambridge Investment Research Advisors since 2026. Cambridge Investment Research Advisors serves individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management and operates proprietary model strategies under the Founders Gate Capital brand.

Christy Broccardo is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has a longer tenure at Wells Fargo Bank, N.A., starting in 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Adam Greene is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes roles at Citizens Securities, TD Ameritrade, and Scottrade. 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 variety of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor-facing technology and a broad range of financial products.

Richard Keelty is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following a 19-year tenure at Capital Research & Management Co. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets and provides customized written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, primarily for assets held in Ameriprise-managed accounts.

Danielle Danner is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 2009 as an intern and progressed to a Registered Client Associate before becoming an advisor. Danielle focuses on helping clients with strategies related to retirement planning, education planning, family wealth management, and retirement income. She works closely with individuals, families, and businesses to understand and align financial advice with their short- and long-term objectives. Danielle holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Personal Investment Advisor (PIA) designation. She earned a bachelor’s degree in Business Administration with a focus on Finance and a minor in Communication Studies from the University of Florida. Originally from the Tampa Bay area, she now resides in Matthews, North Carolina with her husband and two children. In addition to her professional work, Danielle is involved in the community through her participation with Samaritan’s Purse U.S. Disaster Relief and the Matthews Athletic & Recreation Association Softball program. She enjoys running, reading, playing softball, and spending time with her family.

Austin Konecke is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016, with prior roles at The Mutual Fund Store and Banc Of America Investment Services, among others. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, providing both discretionary and non-discretionary investment options and managing approximately $326 billion for roughly 477,000 clients.

Christina De La Espriella is a financial advisor at Thrivent Investment Management in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Her prior work history includes roles at Thrivent Financial, Rover, YMCA, DoorDash, and Chubb. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning that covers retirement, tax, estate, business continuation, divorce, and special needs topics. The firm offers planning and managed-account solutions separately, with a consolidated billing option called “WealthPlan.”

John Granzow II is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Securities. Granzow is the owner of Valhalla Investment Group, LLC, a property management business in Charlotte, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools.

Timothy Briggs is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 20 years of industry experience. His career includes positions at Barings, Advisors Asset Management, UBS Financial Services, and Wells Fargo Clearing. 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, third-party asset management, and institutional platforms.

Dorian Carbunari is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked for 19 years at Commonwealth Financial Network. He is currently based in Fort Mill, SC. 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 financial planning and asset management services through a large network of investment adviser representatives, employing a variety of investment strategies and operational tools.

Erin Larney Themig is a CFP® professional with 23 years of experience in the financial industry. She is currently with LPL Financial and has previously worked at Commonwealth Financial Network and Azimuth Wealth Management. Her career includes multiple engagements with Commonwealth Financial Network across several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and customized strategies, supported by advanced operational and research tools.

Steven Robbins is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015. Outside of his advisory role, he is a joint owner of an LLC involved in owning a rental property. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a combination of non-discretionary advisory and discretionary managed account options supported by centralized custody and operational infrastructure.

John Grant is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at The Vanguard Group and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carlo Licata is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Outside of his advisory role, he serves as Treasurer and Chairman of the Associates Board for the Mid America Club in Chicago. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Brian Snyder is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 license and six years of industry experience. He previously worked at Trimble Inc. from 2014 to 2020 and has been with Morgan Stanley and its Private Bank since 2020 and 2021, respectively. Outside of his advisory role, Snyder is a partner at Happy Tree Farms, Inc., an agricultural business in Greensboro, North Carolina. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by model-based outcome analysis.

Nicholas Deneault is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2021. He has prior experience at Edward Jones and Waddell & Reed, and has also operated a tax preparation business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided by a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Tejas Borse is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2026, he worked at Commonwealth Financial Network for seven years and held positions at Bank of America, Merrill, First Republic Investment Management, First Republic Securities Company LLC, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

William Martin III is a financial advisor with LPL Enterprise, holding Series 66 and Series 63 credentials and five years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at TIAA-CREF Individual & Institutional Services, Wells Fargo Clearing Services, and other financial firms. Outside of his advisory role, he is involved in a non-variable insurance agency based in Concord, NC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.