Amanda Shives is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Merrill, Bank of America, Western Governors University, Speedway Motorsports, Inc., and Gaston College. Wells Fargo Advisors provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates nationwide with over 14,000 advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

Paul Cooper is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 40 years of industry experience. He has worked primarily with Commonwealth Financial Network and has maintained his own securities business, Cooper Associates, since 1985. 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 financial planning, asset management, and retirement advice services, utilizing both proprietary model portfolios and third-party strategies.

Vance Talbot is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network, Sierra Pacific Wealth Advisory Group Inc., and Private Wealth Advisors. Outside of his advisory role, Talbot serves as an Account Executive for IntelliChief, LLC, a position he has held since 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment solutions, including model portfolio programs and institutional platforms, supported by a large network of investment adviser representatives.

David Steele is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Wells Fargo and TIAA-CREF. 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, with more than 22,800 advisors and $819 billion in discretionary assets under management.

James Tuttle is a Series 66-registered financial advisor with LPL Financial, based in Fort Mill, SC, and has 16 years of industry experience. Before joining LPL Financial in 2014, he worked at UBS Financial Services, Merrill, and New England Securities. 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 financial planning and investment management services, utilizing both proprietary and third-party models, supported by advanced operational tools.

Archie Garner Jr. is a CFP® professional affiliated with LPL Financial, with four years of industry experience. Prior to joining LPL Financial in 2024, he worked at The Vanguard Group for four years and operated Archie's Lakeshore Bakery for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Reginald Mccall is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 12 years. Outside of his advisory role, he is also employed as a tax associate with H&R Block. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and various affiliated financial services.

Gregory Judge is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at UBS Financial Services Inc. for six years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Hadden Gsell is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2021 and previously held positions at Food Lion and Top Mops. 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 various financial planning and investment management programs, utilizing a range of strategies including model portfolios and third-party subadvisors.

Kathryn Hodge is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial since 2021 and previously at Wells Fargo Clearing and Ann Taylor Loft. 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 investment adviser representatives and various operational tools.

Joseph Kirages is an advisor with LPL Financial, holding Series 65 and Series 63 credentials. He has recently entered the financial industry in 2026 and has prior experience working in hospitality, banking, and education sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for advisors and oversight of substantial discretionary assets.

Evan Langstaff is a Series 65-licensed financial advisor with LPL Financial and has eight years of industry experience. Prior to joining LPL Financial in 2026, he worked at Commonwealth Financial Network for three years and has been associated with Legacy Retirement Advisors since 2018. 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, third-party asset management, and institutional platforms.

Vijayalakshmi Soundararajan is a financial advisor at Merrill with Series 66 accreditation and one year of industry experience. She has worked at Merrill since 2022 and previously was employed at Bank of America, N.A. from 2024 to the present. Outside of finance, she has been involved in yoga-related businesses, including Solar You Yoga and Be Yoga. 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 individuals, high-net-worth clients, corporations, pension plans, and charitable organizations.

Frederick Harkins is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has worked at firms including Merrill and Commonwealth Financial Network, and he is the owner of Harkins Wealth Management, LLC. In addition to his advisory work, he is a co-owner of Nightshade, LLC, a restaurant and bar in Providence, Rhode Island. 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 access, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Roger Merrill is a financial advisor at LPL Financial with 51 years of industry experience. He holds the ChFC® designation as well as Series 63, 65, and 66 licenses. His previous work history includes roles at Commonwealth Financial Network, Merrill Financial Associates, and Northwestern Mutual Investment Management. Merrill is a part owner of Little Caribbean, LLC, a private entity established as a holding company for a houseboat. 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 investment management services through a large network of advisors and utilizes various advisory platforms and tools to support account management.

Isabella Clark is a financial advisor at LPL Financial based in Fort Mill, SC, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Principal Life Insurance Co, Principal Securities Inc, and Tractor Supply. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with advisory and brokerage services. The firm offers a range of investment options including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad array of non-advisory financial services.

Kevin Rogan is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at LPL Financial since 2026 and previously served at Legacy Wealth Partners and Commonwealth Financial Network. Outside of his advisory work, Rogan has been involved with the New Life Church of Ann Arbor since 2008. 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, supported by advanced operational and research tools.

Amy Wurthmann is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2019. Prior to her current role, she worked at Mood Media/Muzak and Apple One. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Hicham Benothmane is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 19 years of industry experience. He has worked with LPL Financial since 2006. Outside of his advisory role, he also works part-time as a delivery driver for DoorDash. 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 large network of investment adviser representatives. The firm offers a range of financial planning and asset management services utilizing both proprietary and third-party strategies.

Casey Hall is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2010, with a brief interruption in 2024, and is currently based in Fort Mill, SC. 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 institutions. The firm offers a broad range of financial planning and investment solutions, including proprietary and third-party model portfolios, retirement advice, and institutional platforms.