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 Series 66-licensed financial advisor with LPL Enterprise, based in Fort Mill, SC, and has seven years of industry experience. He has worked at LPL Financial since 2017 and was previously employed at Premium Assignment Corporation. Outside of his advisory role, he contributes by answering questions on a Q&A chat app called Superfy. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm utilizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and various non-securities products and services through affiliated entities.

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 at Merrill Lynch Wealth Management, where she focuses on delivering tailored wealth management strategies to high net worth families, particularly within the Asian Indian community. With over a decade of experience in the financial services sector, she provides expertise in areas including estate guidance, insurance planning, wealth transfer, tax minimization, and liquidity management. Jasmine's client services also extend to corporate executives, employee benefits planning, executive compensation, and small business strategies. She holds a Bachelor's Degree from Amity University and a Master's Degree from the University of Glasgow. Jasmine is a Personal Investment Advisor (PIA) and actively participates in professional organizations such as the Charlotte Latin American Chambers, Charlotte Indian American Business Owners, Charlotte Indian Professionals, E-WOMEN, and NABOW. Outside of her professional commitments, Jasmine is involved in community volunteering and has interests in dancing, interior decorating, singing, traveling, and yoga.

Karl Williams is a financial advisor with LPL Financial based in Fort Mill, SC. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. His prior roles include nine years at Infinex Investments, Inc., and four years at LPL Financial earlier in his career. 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 and investment management services through a large network of advisors, providing access to model portfolios, third-party subadvisors, and institutional platforms.

Daniel Vey is a CFP®-certified financial advisor with Edward Jones in Charlotte, NC, where he has worked since 2001, accumulating 24 years of industry experience. His credentials include Series 63 and Series 66 licenses. Outside of his advisory role, he manages an office rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Roger Wiltse is a financial advisor with LPL Financial based in Fort Mill, SC. He holds Series 63 and Series 66 licenses and has 20 years of industry experience, including prior work at UBS Financial Services. Outside of advising, he serves as a football official in Charlotte, NC. 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 financial planning and investment management services through a large network of advisors, combining advisory platforms with various non-advisory financial products.

Steven Sovde is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Global Financial Private Capital, among others. Additionally, he is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based investment solutions tailored to client objectives.

Joshua Dove is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining LPL Financial in 2025, he worked at The Vanguard Group for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to various investment strategies and platforms, supported by technology tools and a large network of advisors.

Earl Windell III is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Robinhood Financial and The Vanguard Group, as well as experience in tax and small business services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies and its use of advanced methodologies including AI in portfolio management.

James Alessandro is a financial advisor with Fidelity, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 34 years of industry experience, including a 30-year tenure at TIAA and five years with Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Andrew Miller is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and six years of industry experience. He has been with UBS since 2019, with prior roles including positions at Grace Church and the University of St. Thomas. Outside of his advisory work, Miller is a partner in Southern Stays LLC, consulting on short-term rental property marketing and leasing. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing clients access to proprietary research and a broad range of capital markets products.

David Rich is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 registrations and 29 years of industry experience. His prior roles include positions at Financial Resources Group, Gladstone Wealth Partners, and National Securities Corp. 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, supported by extensive research and technology tools.

Jaclyn Maurer is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 registrations and 19 years of industry experience. She has previously worked at Mass Mutual, UBS Financial Services, and Merrill. 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 including financial planning and access to model portfolios, combining technology tools with personalized strategies.

Arthur Surridge is a financial advisor with LPL Financial in Fort Mill, SC, holding the Series 63 and Series 66 designations and having 16 years of industry experience. He has worked at LPL Financial since 2016 and previously spent two years with Wells Fargo Clearing. 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 model portfolio programs, and supports its advisors with advanced operational and research tools.

Nathan Valenta is a financial advisor at LPL Financial with a Series 66 designation and experience at several firms including The Vanguard Group. He has been in the industry since 2024 and is based in Fort Mill, SC. His prior roles include positions in financial services and other sectors such as at Applecross Country Club. 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 portfolios, and institutional platforms, with support from advanced operational tools and a broad network of advisors.

Mark Ettinger is a financial advisor at LPL Financial with 25 years of industry experience and holds a Series 66 designation. His prior work includes roles at First National Bank of PA, Cetera, Johnson Bank, and INVEST Financial Corporation. 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, supported by a large network of investment adviser representatives.

Samuel Bundy is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and having two years of industry experience. Prior to joining UBS, he worked at Regions Financial, Legacy Strength, and held roles outside finance including at DICK'S Sporting Goods and Lowe's. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, blending proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management, operating across multiple financial services including futures commission merchant activities and securities-backed lending.

Jonathan Hreha is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group and Truliant Federal Credit Union. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ethan Garrety is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 65 designation and beginning his advisory career in 2025. His prior experience includes roles at New Western, Pantana Bobs, Catalyst Capital Partners, and other firms, as well as academic positions at UNC Chapel Hill and Marvin Ridge High School. 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, incorporating model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad array of financial products.