Jeffrey Davis is a financial advisor with LPL Financial based in Fort Mill, SC, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He previously worked at Commonwealth Financial Network, Isaak Bond Investments, National Asset Management, National Securities Corporation, and Winslow, Evans & Crocker. 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 extensive technology and a broad network of over 22,900 advisors.

Jason Lang is a financial advisor with LPL Financial based in Fort Mill, SC. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Dmi, and Symetra Securities, among others. Outside of his advisory work, he is involved in the resale of New England Patriots tickets. 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 retirement advice through a large network of investment adviser representatives.

Noah Jedlowski is a financial advisor with LPL Financial holding a Series 66 designation. He has less than one year of industry experience and previously worked at several firms including Prudential Financial and ClearPlan Wealth Management. Outside of finance, he has held roles at country clubs and educational institutions. 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 a large network of advisors and advanced operational tools.

Thomas Kalbaugh is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and one year of industry experience. His prior work experience includes roles in both financial services and other industries, such as at Cape Fear Collision and University of North Carolina Wilmington. 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 portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a large network of advisors.

Colin Larsen is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Pennington Partners & Co., University of Colorado, and NFP Retirement, Inc. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Geoffrey Elliott is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Bankers Life. Outside of finance, he occasionally performs maintenance on a rental property managed by his spouse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Ronald Schroeter is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at BB&T Investment Services, Merrill, and Morgan Stanley. Outside of his advisory work, he is involved in home construction through Garland Construction. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to support its investment approach and offers a broad range of brokerage and advisory solutions.

Nicholas Nielsen is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior roles include advisory positions at Independent Advisor Alliance, LPL Financial, and SunTrust Advisory Services. Outside of his advisory work, he is an author of the book *Visual Finance* and serves as an ESPN+ analyst for the NJCAA Basketball Tournament. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual investors, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Jeremy King is a financial advisor with RBC Capital Markets in Lancaster, SC, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked at RBC Capital Markets since 2017 and previously spent one year at Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs combining in-house and third-party investment managers to tailor portfolios according to clients’ risk profiles and preferences.

Joseph De Nardo is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Miller McCurry and Commonwealth Financial Network. Before entering the financial services industry, he worked for the Pittsburgh Pirates and Topgolf. 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 range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various account types.

Alexander Gruss is a financial advisor with LPL Financial in Fort Mill, SC. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at GoHealth and Walgreens. 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 through a large network of investment adviser representatives, utilizing various portfolio strategies and tools for operational and research support.

Aquil Naeem is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Stratos Wealth Partners, Charles Schwab, Fidelity, PNC Wealth Management, and UBS Financial Services. He is based in Fort Mill, South Carolina. 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 services including financial planning, model portfolios, and institutional platforms, supported by a large network of advisers and extensive technology tools.

Dong Hahn is a financial advisor at Edward Jones with 16 years of industry experience. He has held prior roles at New York Life and TIAA-CREF, and has entrepreneurial experience through Hahndo, Inc. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and it manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Monique Ryan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. She is also registered as an insurance agent focused on insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm utilizes multiple platforms for account implementation, supports discretionary and non-discretionary management, and provides access to third-party advisers and proprietary model strategies.

Ernest Mathis is a CFP® with 15 years of industry experience and has been with Edward Jones since 2010. He is based in Fort Mill, SC, and serves on the finance committee of the First Baptist Church in Fort Mill, where he participates in investment decisions for church funds. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services, supported by a network of more than 23,700 advisors and 15,000 branches nationwide.

Thomas Berger is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Merrill since 1993. Berger also serves as treasurer for KingDaddy-Musical Group, a for-profit LLC unrelated to investing. Merrill, alongside 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.

David Semelsberger is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset types.

Jesse Noblett is a financial advisor with LPL Enterprise who holds a Series 66 designation and has seven years of industry experience. He has been with LPL Financial LLC since 2017 and joined LPL Enterprise in 2024. Outside of his advisory work, he contributes to Superfy, a Q&A chat app where he answers questions about life and the world. 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 largely model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers access to a range of financial planning and consulting services.

Brian Almeida is a financial advisor at LPL Financial with 10 years of industry experience. He has held prior roles at Brighthouse Securities and MetLife Investors Distribution Company. Almeida holds Series 63 and Series 65 designations and is based in Fort Mill, South Carolina. 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, third-party asset management, and institutional platforms.

Jasmine Sehgal is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in serving Asian Indian community business owners and executives. With over ten years of experience in the financial services industry, she joined Merrill Lynch in 2016. Jasmine focuses on creating tailored strategies that accommodate the changing market conditions and align with her clients' individual goals. Her expertise includes estate guidance, insurance planning, wealth transfer, tax minimization strategies, and liquidity management. Jasmine works closely with high net worth families to develop integrated wealth management plans, concentrating on areas such as corporate executive services, employee benefits planning, international wealth management, and women and wealth. Jasmine holds a Bachelor's Degree from Amity University and a Master's Degree from the University of Glasgow. She is a Personal Investment Advisor (PIA) and is actively involved in several professional organizations, including the Charlotte Latin American Chambers, Charlotte Indian American Business Owners, Charlotte Indian Professionals, E-Women, and NABOW. She is fluent in English, Hindi, and Punjabi. Outside of her professional work, Jasmine volunteers in her community and has interests in dancing, interior decorating, singing, traveling, and yoga.