Edwin Parra is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wells Fargo Clearing Services LLC for five years and has experience with firms including RHI and Carolina Placement, 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, supported by a large network of advisors and advanced operational tools.

Charles Taylor is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and has experience in diverse roles including positions at James River Equipment, High Point University, Autobell Carwash, and Harris Teeter. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Matthew Murphy is a financial advisor at LPL Financial with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior roles include positions at Fidelity Investments, Eagle Strategies, and Commonwealth Financial Network. He is also the owner of Benetas Wealth, LLC, a private entity involved in securities, advisory, and insurance 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 portfolios, third-party asset management, and institutional platforms.

Michael Jones is a financial advisor with LPL Enterprise in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include several positions at PNC Wealth Management and PNC Investments from 2015 to 2026. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Helen Smith is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2009, with a brief employment gap in 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and models outcomes using Global Investment Committee data, managing approximately $2.74 trillion in client assets.

Desmond Lawrence is a Series 66-licensed financial advisor with Wells Fargo Clearing in Charlotte, NC, with less than one year of industry experience. His prior work history includes roles at Merrill and Tesla, as well as a background as a professional athlete in the Canadian Football League, XFL, AAFL, and NFL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Mathew Cremeans is a financial advisor with LPL Financial and holds a Series 66 designation. He has 13 years of industry experience, including over a decade at Edward Jones and roles at Commonwealth Financial Network and Coastline Complete Wealth. He is also the owner of Lowcountry Wealth Group, LLC, a private entity facilitating securities, advisory, and insurance 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technologies such as machine learning for research and operational support.

Meghanne Svatos is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with Ameriprise since 2014 and is co-owner of Brightstead Management, LLC, an advisory business she helps manage. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored, research-driven recommendation reports through a centralized consulting team.

Gregory Merrill is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Northwestern Mutual. Merrill is also a member and owner of MAM-GSM, LLC, a private entity established to receive income from familial assets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party subadvisors, and institutional platforms.

Anthony Vigliotti is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley since 2016. Outside of his advisory role, he operates a manufacturing and retail business called Divine Concepts in Waxhaw, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

William Wilmer Jr. is a financial advisor at OSAIC with 45 years of industry experience. He holds the ChFC® and Series 63 licenses and has worked at OSAIC since 2018. Prior to that, he was with Signator Investors, Inc. and Transamerica Financial Advisors. He also engages in fixed insurance sales as a sole proprietor. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by a range of strategies and third-party manager programs.

Brooke Henry is a financial advisor with LPL Financial, holding a Series 66 license and having one year of industry experience. Her prior roles include positions at Commonwealth Financial Network and Guided Path Financial. Outside of her advisory work, she operates a tutoring business for high school students called Brooke Henry College Prep. 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 model portfolio programs, supported by technology tools and a broad network of over 22,900 advisors.

Matthew Barhorst is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 registrations and bringing 30 years of industry experience. His career includes multiple tenures at LPL Financial, as well as roles at Ameriprise Financial Services, TIAA-CREF, and Cetera Investment Services. 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 portfolios, and institutional platforms, supported by extensive research and technology tools.

Michael Robbins is a Series 66-licensed financial advisor with 25 years of industry experience. He has been with LPL Financial since 2007, following prior roles at Invest Financial Corporation and Gunnallen Financial, Inc. He is based in Fort Mill, South Carolina. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Frederick Graves is a financial advisor with Merrill and holds Series 66 and Series 63 credentials. He has five years of industry experience, including prior roles at Keller Mortgage and Equitable Advisors. 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 and profit-sharing plans, corporations, and charitable organizations.

Daniel Ortiz is a financial advisor with LPL Financial and holds a Series 66 credential. He has seven years of industry experience and has previously worked with Commonwealth Financial Network, Merrill, and other firms. Ortiz also serves as a Boatswain Mate Reservist in the United States Coast Guard Reserve. 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 through a large network of advisors, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Blanchard is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Advisors LLC since 2024 and previously spent nine years at Prospera Financial Services. Outside of his advisory role, he owns and manages a rental property business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors and managing more than $256 billion in assets.

Jared Kremer is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including FSB Premier Wealth Management and Avantax Advisory Services. Kremer is also involved in entrepreneurial ventures through Kremer Kehe Properties LLC and Kremer Kehe Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions delivered through a broad network of investment adviser representatives.

Jason Brown is a financial advisor with Merrill in Fort Mill, SC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bankers Life and Walmart Stores Inc. Outside of advising, he operates a boat rental business and serves as an executor for an estate. Merrill, together 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 a range of individual and institutional clients.

Jackson Zagursky is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial in 2024, he worked in various roles including positions at Power Home Remodeling Group and Rocky Ridge Golf Club. 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, supported by a large network of investment adviser representatives.