Shauna Blake is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at LPL Financial since 2015 and previously spent eight years at Morgan Stanley in various roles. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

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 at LPL Financial with a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, he worked at BlackRock Investments LLC and BlackRock from 2019 to 2024. 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 portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial activities.

Brian Masucci is a financial advisor at LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has recently transitioned into the financial services industry following prior experience in retail and local community activities. Outside of advisory work, he has been involved with the Lake Norman Swim League and Mooresville Golf Course. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and research tools.

Oliver Scholle III is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 65 designation and has worked at Harvest Wealth Management, Commonwealth Financial Network, and served eight years in the U.S. Navy. 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 a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various account types.

William Merchad is a financial advisor with LPL Financial holding the CFP® designation and Series 63 and 66 licenses, with 17 years of industry experience. His prior firms include Dimensional Fund Advisors and Edward Jones. Outside of his advisory role, he is involved with Realty Dynamics, a mortgage and real estate services business. 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.

Jessie Harris is a CFP® and Series 66 registered financial advisor with 12 years of industry experience. She currently serves as co-owner of Cardinal Hill Wealth Management and has previously worked at Edward Jones and Commonwealth Financial Network. Harris is 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 range of financial planning, portfolio management, and institutional platforms supported by research and advisor tools.

Gregory Cherry Jr. is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 65 and Series 63 licenses. 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, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to individual and institutional clients, including pension and charitable organizations. The firm offers both discretionary and non-discretionary management through various platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Evan Russell is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Commonwealth Financial Network for nine years and Norton Financial Services for three years before joining LPL Financial in 2026. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with customizable investment strategies and various operational tools.

David Bement is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for eight years. His background also includes roles outside of finance, such as at Life Time Athletic and Elon University Campus Recreation. 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 access, and institutional platforms.

Christian Huggins is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining LPL Financial, he held roles at Robinhood Markets, The Vanguard Group, and worked in educational and community organizations. 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 access, and institutional platforms.

Matthew Anderson is a CFP® with eight years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial, he worked at UBS Financial Services Inc. and held positions at Waddell & Reed and Cetera Advisor Networks LLC. Outside of his advisory career, he spent time backpacking the Appalachian Trail. 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 advanced advisor tools.

Lindsey Bessant is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 66 and Series 63 licenses and 15 years of industry experience. She previously worked at TIAA and TIAA-CREF from 2012 to 2020 and was associated with Gladstone Wealth Partners and FRGIS between 2020 and 2025. Outside of her advisory role, she provides administrative support to Gladstone Institutional Advisory. 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.

Kristy Schreiber is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. Her prior roles include positions at Commonwealth Financial Network and Associated Investment Services, Inc. Outside of advising, she is involved in bookkeeping services for her family-owned businesses, Schreiber Electric, LLC and Schreiber Property Holdings, LLC. 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, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

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.

Lawrence Papola Jr. is a financial advisor at LPL Financial with 10 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at Guardian Life and several insurance-related firms, including U.S. Captive Partners & Associates, Inc. Outside of advisory work, he is involved in insurance services related to life, health, annuities, and long-term care beyond his Guardian affiliation. 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 broad range of financial planning and investment management services supported by extensive advisor tools and a large network of more than 22,900 advisors.

Ryan Miller is a Series 66-registered advisor with LPL Financial and has less than one year of industry experience. His prior work includes roles in education and corporate settings, including positions at State College Area School District, Focused Wealth Advisors, Cooper Vision, and Penn State. 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.

Timothy Rahmeier is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with LPL Financial and previously worked at Commonwealth Financial Network and Resource Financial Planning Corporation. Outside of his advisory role, Rahmeier is president and owner of Advance Financial, Inc., a private company operating in the securities and investment advisory sector. 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, with a broad range of advisory services supported by advanced research and operational tools.

Gregory Porcaro is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles in accounting as president of a CPA firm and leadership positions in real estate management and development companies. Outside of advising, he is involved in several business ventures including real estate and accounting. 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 advisory and brokerage services, including financial planning and model portfolios, supported by advanced research and operational tools.