Angela Wallace is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at several firms, including Avantax Investment Services and Founders Federal Credit Union, and concurrently operates Hess Financial Planning Inc., where she provides financial and tax planning services. Cetera Investment Advisers LLC serves a wide range of clients, offering portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party managers.

Megan Maynard is a Planning Consultant at Fidelity Investments, bringing experience from several roles within the company since 2023. Her professional journey at Fidelity has included positions as a Financial Services Representative, Financial Representative, and Relationship Manager, leading to her current role where she collaborates with clients to develop personalized financial plans. Megan focuses on building trust and maintaining open communication with clients to align financial strategies with their goals. She emphasizes co-creating plans that reflect each client's unique needs and aspirations. Outside of her professional responsibilities, Megan enjoys activities such as beach outings, biking, fitness, lake visits, outdoor adventures, and running.

Jason Woloszyn is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previous experience at firms including Commonwealth Financial Network, Fisher Investments, Fidelity, and Wells Fargo Clearing. Woloszyn 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 other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a range of operational and research tools.

Declan Horan is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with three years of industry experience. His prior work includes roles at New York Life Insurance Company and The Manor at Silo Falls. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of capital markets services alongside wealth management through its extensive network of Financial Advisors.

Richard Gurz is a CFP® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked at Commonwealth Financial Network from 2008 to 2026 and Ameriprise from 1998 to 2008. Outside of his advisory role, he owns Quantis Tax Services, LLC, which provides tax and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. Its platform includes financial planning, model portfolios, third-party asset management, and institutional programs, supported by a network of over 22,900 advisors and extensive operational tools.

Brady Berger is a Senior Financial Advisor for Merrill Lynch Wealth Management, specializing in comprehensive wealth management. He focuses on helping individuals and families build, preserve, and manage their financial futures through thoughtful planning and disciplined portfolio management. Brady's client focus areas include personal retirement planning, portfolio management services, and individual and corporate investment strategies. Since beginning his career in 2019 as a wealth management intern, Brady has developed expertise in financial planning, portfolio management, leadership, and relationship management. He holds a Bachelor's Degree from The Catholic University of America, where he was a four-year starting quarterback and two-year team captain, experiences that shaped his leadership style and strategic mindset. Brady also holds the Personal Investment Advisor (PIA) designation. Originally from Charlotte, Brady is engaged in his community and has participated in a mission trip to Kingston, Jamaica. In his personal time, he enjoys basketball, football, golfing, traveling, and spending time with his family and friends.

Scott Biedrycki is a financial advisor at Merrill with 43 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Merrill since 2007 and Bank of America, N.A. since 2009. Merrill, together 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.

Gerald Owens Jr. is a financial advisor with LPL Financial in Rock Hill, South Carolina, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Capital Investment Advisory Services, Capital Investment Group, and VOYA Financial Advisors. Outside of his advisory work, he is involved in the resale business of antiques in Rock Hill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by advisory representatives who employ various investment strategies and technology tools.

Lisa Hanline is a financial advisor at Raymond James Financial with 35 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Hanline has been with Raymond James since 2009 and also operates Lisa Martin & Associates, Inc., a business entity used for securities-related tax and payroll purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and incorporates advanced analytical tools and technology in its advisory services.

Debra Mc Donald is a CFP®-designated financial advisor with 20 years of industry experience. She is currently with LPL Financial and has previously worked at Commonwealth Financial Network, Tfc Financial, and Wingate Financial Group, Inc. 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 advisors with advanced research and operational tools.

Nathan Vanderford is a Series 66-licensed financial advisor with LPL Financial in Fort Mill, SC, and has 14 years of industry experience. He has been with LPL Financial since 2004 and has also been involved in catering events for Sea World in San Diego since 1998. 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 access, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Amos Kendricks Jr. is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 license and 14 years with the firm. He has five years of industry experience. 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.

Jake Long is a financial advisor with UBS Financial Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at RealtySouth and experience at the University of Alabama and Spain Park High School. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor investment plans based on clients’ goals and risk tolerances.

Hetal Sethi is a Financial Advisor at the Merrill Lynch Wealth Management Office in Charlotte, NC. She holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations and brings over 14 years of financial and wealth management experience to her role. Hetal works closely with individuals, families, and business owners to simplify wealth management and help clients meet and exceed their financial goals. She earned a Bachelor's Degree from the University of South Carolina, Columbia. Hetal's client focus areas include legacy planning, personal retirement planning, small business strategies, and women and wealth. She leverages the resources and specialized lending and banking solutions available through Bank of America and Merrill Lynch to provide personalized guidance. Outside of her professional work, Hetal is involved in community organizations such as Autism Strong Foundation, Common Heart, Nourish Up, and Young Man's Service League. She enjoys cooking, golfing, reading, spending time with her family, traveling, and practicing yoga.

Gianni Abballe is a CFP®-certified financial advisor with 13 years of industry experience, currently serving at Morgan Stanley in Charlotte, NC. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2023, and previously spent nine years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and emphasizes advisory services without providing individual security recommendations as part of standalone plans.

Jennifer Statler is a Certified Financial Planner (CFP®) with eight years of industry experience. She is currently affiliated with LPL Financial and has previously worked with firms including Commonwealth Financial Network, Gale Investment Management, and Five Point Wealth Advisors. Statler has been involved with Chaparral Christian Church since 2012. 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 investment and planning solutions, integrating multiple asset management strategies and advisor tools, and oversees over $819 billion in discretionary assets across a network of more than 22,800 advisors.

Susan Haney is a financial advisor at LPL Financial with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has been with LPL Financial since 2016. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Guy Tomase is a CFP® with 20 years of industry experience, currently affiliated with LPL Financial in Fort Mill, SC. His prior experience includes roles at Commonwealth Financial Network, Holmes Investment Management, and Voya Retirement 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 services including financial planning, model portfolio programs, and institutional platforms, with advice delivered by investment adviser representatives using a variety of strategic, tactical, and customized approaches.

Christian Stout is a financial advisor with LPL Financial in Fort Mill, SC, holding the Series 66 designation and bringing 24 years of industry experience. He is the owner of Stout Asset Management, LLC, which facilitates securities, advisory, and insurance activities. His prior roles include positions at Commonwealth Financial Network, UBS Financial Services, and Morgan Stanley. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by its extensive network of investment adviser representatives.

Lacie Witherspoon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses, and has eight years of industry experience. She previously worked at The Vanguard Group for seven years and has multiple years of self-employed advisory experience. Outside of financial advising, she is engaged as a Mary Kay beauty consultant. 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 and advanced operational tools.