Shauna Blake is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding a Series 66 designation and 22 years of industry experience. She has been with LPL Financial since 2015. 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 advisers. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Eric Williford is a financial advisor with Cetera, holding Series 63, 65, and 66 credentials and over 33 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he serves as president and treasurer of Williford Financial Services, a financial advisory business that also offers fixed insurance products including life, long-term care, and annuities. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and planning services through multiple program structures and third-party manager options, with over $256 billion in assets under management.

Ankush De is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, he worked at BlackRock from 2019 to 2024. 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, employing both discretionary and non-discretionary management supported by model portfolios and research.

Brian Masucci is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has been in the industry since 2023, with prior experience in retail and recreational settings including GNC, Hall's Plumbing, and Mooresville Golf Course. Outside of his advisory role, he has been involved with the Lake Norman Swim League. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios, research, and a range of investment strategies.

William Merchad is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Prior to joining LPL, he worked for Maven Wealth Management and Dimensional Fund Advisors. Outside of his advisory work, he is involved in mortgage and real estate services through Realty Dynamics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and technology-driven research.

Gregory Cherry Jr. is a financial advisor with Cambridge Investment Research Advisors in Belmont, NC, holding CFP® and ChFC® designations with 12 years of industry experience. His prior experience includes roles at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. He has served as president of the Rotary Club of Gastonia and holds board positions with the United Way of Gaston County, Living Hope Church, and the Boys and Girls Club of Greater Gaston. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment solutions through a network of independent professionals, utilizing both proprietary models and third-party strategies across multiple custody platforms.

David Bement is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at LPL Financial since 2026 and previously spent eight years at UBS Financial Services Inc. Prior to his financial career, he held roles at Life Time Athletic and Elon University Campus Recreation. 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 various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

Christian Huggins is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Robinhood Markets, Inc., The Vanguard Group, Inc., and educational institutions including Queen's University of Charlotte. 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. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management across various investment strategies.

Matthew Anderson is a CFP®-designated financial advisor with eight years of industry experience, currently with LPL Financial. His prior roles include positions at UBS Financial Services, Waddell & Reed, and Cetera Advisor Networks. In 2023, he spent a year backpacking the Appalachian Trail. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios.

Lindsey Bessant is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 66 and Series 63 credentials and 15 years of industry experience. She has worked previously at firms including TIAA and Gladstone Wealth Partners. Bessant provides administrative support to Gladstone Institutional Advisory, an independent investment advisory firm. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Joshua Peters is a CFP® and holds a Series 66 license, with four years of industry experience. He has worked at Edward Jones since 2021 and previously held positions at Flexential and Time Warner Cable. He is based in Gastonia, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Matthew Griffin is a financial advisor with Ameriprise in Rock Hill, SC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Family Trust Federal Credit Union and LPL Financial from 2009 to 2020. Griffin serves on the Board of Directors for an organization in Charlotte, NC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ryan Miller is a financial advisor at LPL Financial with a Series 66 credential and less than one year of industry experience. Prior to joining LPL Financial, he has held roles in education and various organizations including State College Area School District, Focused Wealth Advisors, Cooper Vision, and Penn State. 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 services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jeanna Brandt is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 13 years of industry experience. She has been with LPL Financial since 2014. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad 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 supported by LPL Research and third-party subadvisors.

Gregory Lewis is a financial advisor with LPL Financial, holding the Series 66 credential and bringing 20 years of industry experience. He has been with LPL Financial Services since 2010. 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 model portfolios and research from multiple sources to support diversified investment strategies.

Laura Wolfrom is a financial advisor with Equitable Advisors in Fort Mill, SC, holding a Series 66 designation and 11 years of industry experience. She has been with Equitable Advisors since 2014, including time when the firm operated as Axa Advisors, LLC. Wolfrom is also the managing member of Wolfrom Financial Services, LLC. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, operating a hybrid referral and implementation model that combines advisory and brokerage channels.

Michael Abbott is a financial advisor with Edward Jones in Gastonia, North Carolina, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Fabricio Cardoso is an advisor with LPL Financial, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining LPL Financial, he worked at MWA Financial Services, Modern Woodmen of America, and held various roles outside the financial industry, including positions at Autobell, University of North Carolina at Charlotte, Taco Bell, Central Piedmont Community College, Chipotle, and Porter Ridge Middle/High School. 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 plan consulting, utilizing model portfolios and research from both internal and third-party sources.

Marc Zabicki is a CFA® charterholder with 27 years of industry experience. He is currently with LPL Financial and has prior experience at firms including Global Retirement Partners, Bower Hill Capital Management, and SWS Partners. His career spans roles at both advisory and broker-dealer firms. 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 provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research from internal and third-party sources.

Laura Silva Flores is a financial advisor at LPL Enterprise with 16 years of industry experience. She has held roles at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade before joining LPL Enterprise. Outside of her advisory work, she is involved in direct sales with Young Living Business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.