Istelma Giers is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has worked at LPL Financial since 2017 and previously spent seven years at The Vanguard Group. She is also a certified paralegal in North 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 financial planning and asset management services through a large network of advisors and utilizes technology tools to support investment strategies and operational processes.

William Dedmon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His previous roles include positions at Uvest Financial Services Group, Inc. and LPL Financial Services. He is a 10% owner in a family business that builds water tanks, although he has no active involvement in its operations. 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, utilizing various portfolio strategies and technology tools to support its network of more than 22,800 advisors.

Dagner Rivero is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at TIAA, Nuveen Asset Management, and Wyndham Capital Mortgage. 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, third-party asset management, and institutional platforms.

Jahnese Alston is a financial advisor at LPL Enterprise with 12 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for 16 years. Outside of her advisory role, she is employed as a delivery worker for Uber Eats and a catering deliverer for Tacos4Life. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Mark Matulewicz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior work includes roles at Regions Securities LLC, Regions Bank, The Vanguard Group, and a brief period as self-employed. He also has experience outside finance, having worked at Basil's Restaurant & Pizzeria. 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 utilizing various portfolio models, third-party subadvisors, and advisory platforms supported by technology tools across a large network of advisors.

Kelli Hamilton is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Arthur Walters is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2013. 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.

Nathaniel Peoples is a CFP® with four years of industry experience, currently affiliated with LPL Financial and Harbor Financial Group. He previously worked at Edward Jones for four years and has served as a student pastor at City Church, where he taught and mentored students while overseeing the ministry. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management solutions through a large network of advisers and utilizes various strategic and tactical investment options.

Elliott Jones is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. His background includes roles in education at Davidson College and Christ the King Catholic High School, as well as experience at Hilton Head Financial Advisors. 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, and institutional platforms, supported by a large network of over 22,800 advisors.

Nathan Kraynack is a financial advisor with LPL Financial in Fort Mill, South Carolina. He holds the Series 66 designation and has 16 years of industry experience, having worked with LPL Financial since 2008. 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 solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a combination of technology and diverse investment options.

Michael Roman is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Roman is actively involved in the Society of Human Resources Management in Gastonia, NC, where he serves as the upcoming Vice President, assisting in coordinating meetings and securing speakers on workplace human resource issues. 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 and offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Samuel Gault is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Elefante Corp and Family Home Buyers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Andrew Osborne is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gastonia, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James since 2011. Outside of his advisory role, Osborne serves as treasurer on the advisory board of Crisis Assistance Ministry for Christians and Jews, where he reviews monthly financial statements. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jon Brownfield Sr. is a financial advisor with Edward Jones in Rock Hill, SC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory role, he is involved in managing a family farm and a commercial rental property in his local area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Hayden Watkins is a Series 66-licensed financial advisor with Merrill, based in Lake Wylie, SC. He has been with Merrill since 2024 and has prior experience at Bank of America, N.A., Wilson Air Center, Trolley Barn Brewery LLC, and several other firms. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Dylan Dobrosky is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and six years of industry experience. He previously worked at UBS and has held various roles at Marquette University and Primary Financial. 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, and institutional platforms, supporting investment strategies through a combination of proprietary research and third-party subadvisors.

Joshua Goyette is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and possessing 11 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he works as an independent contractor providing test preparation assistance for GMAT, GRE, and LSAT candidates. 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 extensive advisor tools and a broad network of investment professionals.

Kristen Wasilewski is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she owns a home-based business called TheGeekyPerler. 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, third-party asset management, and institutional platforms.

Allison Grier is a financial advisor with Cetera in Rock Hill, SC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at LPL Financial and Independent Advisor Alliance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in client assets.

Mitchell Pickard is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and five years of industry experience. He has worked at several firms, including Equitable Advisors and Stewart Capital Management. Outside of his advisory role, he owns and operates Shock Performance Horses, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by technology tools for operational and research support.