Xiaoju Zhang is a financial advisor at LPL Financial with three years of industry experience. Prior to joining LPL Financial, Zhang held roles at The Vanguard Group, Wells Fargo Bank, New York Life, and Language Line Solution. 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.

William Byars IV is a financial advisor at LPL Financial based in Fort Mill, SC. He holds the Series 66 designation and has been with LPL Financial since 2025. Prior to his advisory role, he had diverse work experience including positions at Ace Gaming Co. LLC, Jimmy Johns, and involvement with Phi Iota Alpha. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes, supported by extensive operational and research tools.

Robert Mcgowan Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing comprehensive financial planning services, including retirement income, portfolio management, and tax minimization strategies. His client focus encompasses college education planning, family wealth management strategies, employee financial health, legacy planning, and liquidity management. Robert holds a Bachelor's Degree in Business Administration from the University of North Carolina at Chapel Hill. He has earned several professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials reflect his commitment to maintaining high standards of expertise and professionalism in financial advising. In his personal time, Robert enjoys various outdoor and recreational activities, such as boating, cooking, fishing, football, hunting, skiing, and surfing.

Meghan Keogh is a financial advisor with Edward Jones in Fort Mill, SC, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked in healthcare roles at several medical centers including Grady Memorial Hospital, Emory Healthcare, Atrium Health, Piedmont Medical Center, and Pruitt Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies, managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Gary Blount Jr. is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with LPL Financial since 2018 and also operates Gary Blount Jr. LLC and provides services through Foresters Advisory Services LLC and Foresters Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a broad network of advisors with multiple investment platforms and a combination of advisory services and non-advisory financial products.

James Young is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 25 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Young serves as a Board Commissioner for the South Carolina Education Lottery Commission. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. Its investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services such as financial planning and access to third-party asset managers.

Garrett Fish is a financial advisor at LPL Financial with seven years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining LPL Financial in 2022, he worked at JPMorgan Asset Management and its institutional affiliates from 2002 to 2021. 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 range of financial planning and portfolio management solutions, including model portfolios, third-party asset management, and institutional platforms.

Michael Penn is a financial advisor with Edward Jones in Rock Hill, SC, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated products through a nationwide network of more than 23,700 advisors.

Greg Solaz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with LPL Financial since 2015. 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 and a broad network of over 22,800 advisors.

David Meier is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Citigroup for nine years. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Christopher Rumley is a financial advisor with Wells Fargo Clearing in Tega Cay, SC, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with Wells Fargo Clearing Services since 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Brian Lenhardt is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2015. 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 a large network of investment adviser representatives.

James Paolone is a financial advisor with Edward Jones in Rock Hill, SC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carter Mathiason is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His prior experience includes roles at Morgan Stanley and Florida Financial Advisors, as well as academic positions at Appalachian State University and Lake Norman High School. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation platforms and maintains proprietary strategies alongside access to third-party managers.

Edward Bennett Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and bringing 17 years of industry experience. He has worked at LPL Financial since 2011 and has been affiliated with Uvest Financial Services Group, Inc. 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 provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by research and technology tools used by its extensive network of investment adviser representatives.

Michael Bird is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 20 years of industry experience. He previously worked at Principal Securities Inc. and Principal Life Insurance Company. Outside of his advisory role, he serves as president of Everest Retirement. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management strategies and platform arrangements.

Vaishali Trivedi is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

David Sain is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. His prior work includes roles at Pruco Securities LLC and BlackBridge Financial, as well as multiple positions at the University of South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with operational and research tools.

Carly Griffin is a CFP®-certified financial advisor with 14 years of industry experience, currently serving at LPL Financial since 2019. Her prior experience includes roles at J.W. Cole Financial, Inc. and Foresters Financial Services. Griffin is involved with multiple entities affiliated with her LPL business, including a specialized DBA focused on investment strategies. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a wide range of financial planning, asset management, and institutional platforms.

Simone Henry is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and seven years of industry experience. She has been with LPL Financial since 2015. 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 range of non-advisory financial activities.