Jimmy Taylor is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 63, 65, and 66 credentials and previously worked at Forefront Capital and THE Vanguard Group, Inc. In addition to his advisory role, he is a co-owner of a home-based business unrelated to investments. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, providing a range of advisory and brokerage services through a large network of investment adviser representatives.

Jason Shepherd is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has previously worked at Bank of America, N.A., Mr Cooper, Santander Consumer USA, Currency Capital, and Bridgecrest. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Weaver is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining UBS, he was involved with the Preservation Society of Newport County and has experience in various educational and club organizations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor plans based on clients’ goals and risk tolerances.

Steven Carver is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northern Lights Distributors, Donoghue Forlines, and Mass Mutual Investors Services. 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 technology tools and a broad network of over 22,800 advisors.

Josh Garbert is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, Garbert is involved in family entertainment through the organization and administration of Carolina Scale Racing Sports, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm delivers these services through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Elizabeth Feagans is a Financial Advisor with Merrill Lynch Wealth Management, joining the firm and the Nuttycombe Wealth Management Group in 2022. She focuses on wealth planning and relationship building, offering expertise in areas including family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization. Her approach incorporates personalized plans tailored to clients' unique goals and priorities. Before transitioning to financial advising, Elizabeth spent eight years practicing law as an attorney. This background, combined with her financial services industry licensing and training, has equipped her to serve her clients effectively in managing and planning their wealth. Her client focus includes supporting personal retirement planning, small business strategies, managing new wealth, and addressing the financial needs of women. Elizabeth earned a Bachelor's Degree from Christopher Newport University and a Juris Doctorate Degree from Charlotte School of Law. Originally from Newport News, Virginia, she now resides in Charlotte, North Carolina. Outside of work, she enjoys spending time with her husband, Andrew, and their sons, Bronx and Hudson, as well as engaging in activities such as baseball, football, hiking, skiing, swimming, interior decorating, music, traveling, and watching movies.

Christopher Pfuhl is a financial advisor with LPL Financial, holding a Series 66 designation. He has experience working at ExecOnline and in educational roles prior to joining LPL Financial. 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.

Flint Schuller is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses and possessing 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and TIAA-Individual & Institutional Services, LLC. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Emillian Udekigbo is a CFP® professional at LPL Financial with nine years of industry experience. He has worked previously at UBS, Wells Fargo Clearing, and The Vanguard Group. In addition to his advisory role, he is an author. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services, utilizing a network of investment adviser representatives and a variety of model portfolios, third-party asset managers, and customized strategies.

Anna Kenkel is a financial advisor at Merrill Lynch Wealth Management. She focuses on wealth management and investment planning as part of a larger team. Anna has twelve years of financial services experience. She began her career at Merrill Lynch Wealth Management in New York City and, after working at another firm, returned to Merrill in 2019. Raised by two financial advisors, she understands that wealth management involves helping clients prepare for significant life events beyond investing. Her client focus areas include college education planning, retirement income, family wealth management strategies, and more. Anna holds the Chartered Retirement Planning Counselor™ designation and licenses in life, health, and long-term care insurance. A native of Charlotte, Anna earned bachelor's degrees in Finance and Marketing from the University of South Carolina. In her free time, she enjoys running, traveling, and spending time with her husband and children.

Katherine Lazo is a financial advisor with Edward Jones in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018 and has prior experience in the solar energy and dental industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions through a large national network of advisors and branch offices.

Michael Lanphier is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 24 years of experience in the financial services industry. Since joining Merrill Lynch in 2008, he has focused on providing customized wealth management strategies that consider the full financial picture of his clients. His areas of expertise include employee benefits planning, executive compensation, liquidity management, and retirement income. Michael is a Cum Laude graduate of Indiana University of Pennsylvania and holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is an active member of the Waxhaw-Weddington Rotary Club and the Union County Arts Council, reflecting his commitment to community involvement. Outside of his professional work, Michael enjoys cooking, fishing, football, and spending time with his family. He has been married to his wife Cindy for 26 years, and together they are raising their daughter Ashlyn Grace in historic Waxhaw.

David Mancuso is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Truist Advisory Services, BB&T Securities, and PNC Wealth Management. Outside of his advisory role, Mancuso is a pickleball instructor based in Cornelius, NC. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Cameron Davis Kania is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments. Outside of finance, he has been involved with organizations such as Madison Racquet and Swim Club and Inspire Tennis Academy. 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 range of financial planning and portfolio management options supported by advanced operational and research tools.

Richard Weemhoff is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2010, with a brief period at Cadaret Grant & Co., Inc. He is also licensed as a non-variable insurance agent selling whole, term, and universal life insurance. 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.

Paige Kilburn is a financial advisor with Equitable Advisors in Charlotte, NC. She holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at BB&T. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and nonprofit organizations by offering financial planning, retirement plan consulting, and various asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party program sponsors to deliver tailored investment solutions.

Jason Grgurina is a Series 66-licensed financial advisor with LPL Financial, where he has worked since 2007. He has 18 years of industry experience and is based in Fort Mill, South Carolina. 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 and model portfolio programs, and supports advisors with various tools and platforms.

Darren Champlin is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked with LPL Financial since 2007. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

William France is a CFA® charterholder based in Fort Mill, SC, with three years of industry experience. He has worked at LPL Financial since 2022, following roles at Wells Fargo and United Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Anthony Prudhomme is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an independent knife maker. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.