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.

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.

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.

Michael Starensier is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2018, following four years at MML Investors. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-facing technology.

Steven Artman is a Series 66-licensed financial advisor with LPL Financial, based in Fort Mill, SC. He has seven years of experience with LPL Financial, following roles at MassMutual and MetLife Securities Inc. 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 portfolios, third-party asset management, and retirement advice, supported by a large network of investment adviser representatives and multiple institutional platforms.

Adam Barnes is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include three years at The Vanguard Group before joining LPL Financial in 2017. 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 to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies supported by advanced operational tools.

Noah Morris is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL Financial in 2022, he worked at The Vanguard Group and held various positions affiliated with Indiana University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Mia Annunziata is an advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, she held roles at Wake Forest University and The Clearing House. 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 a large network of investment adviser representatives.

Christopher Pridnia is a CFP®-designated financial advisor with 38 years of industry experience, currently with Raymond James Financial in Gastonia, NC. He has been associated with Raymond James and its affiliates since 2004 and is also an owner of Bluestone Financial Advisors Inc. Outside of his advisory work, he has a 50% ownership stake in VP Properties LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting a broad client base through an extensive network of advisors.

David Best is a financial advisor with Wells Fargo Clearing in Rutherfordton, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 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 process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jessica Holloway is a Series 66 licensed financial advisor with 20 years of industry experience. She has worked at LPL Financial since 2017, following prior roles at Merrill Lynch Pierce Fenner & Smith, UBS Financial Services, Chase Investment Services Corp., and Equitable Advisors. She 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 through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by operational tools including machine learning.

Donna Canty is a financial advisor with LPL Enterprise in Fort Mill, SC, holding Series 63 and Series 66 licenses and 29 years of industry experience. She previously worked at Prudential Insurance Company of America and its affiliated entities from 2003 through 2024. Canty is also a licensed public notary in Georgia. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Trenton Mcghee is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial since 2012. His prior roles include positions at Merrill, Banc of America Investment Services, Inc., and Edward Jones. 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 solutions through its large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

William Kutters Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he operates Kawall Colors Shop, a home-based business. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various advisor tools and a broad range of financial activities.

James Jenson is a financial advisor with LPL Enterprise holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial since 2013, including time at National Planning Corporation from 2016 to 2017. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and various corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Gerald Linen is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has worked at several firms including Merrill and Banc of America Investment Services. Linen has been with LPL Financial since 2011, with a brief period at Merrill between 2017 and 2019. 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, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Gary Cappon is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Cadaret, Grant & Co., Inc. and Guardian Life. 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, supported by a large network of investment adviser representatives and advanced operational tools.

Richard Sheehan is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including LPL Financial and RBC Capital Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning through written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Isabella Beale is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has worked at several firms including Janney Montgomery Scott and Waldron Private Wealth. 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 financial planning and investment services, utilizing both proprietary and third-party strategies to meet client needs.