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.

Brandon Jamison is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for nine years before joining UBS in 2025. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Mark Antonich is a CFP®-credentialed financial advisor with Ameriprise, based in Weddington, NC, and has 28 years of industry experience. He has been with Ameriprise and its predecessor firm since 1997. Outside of his advisory role, he owns a commercial real estate business. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Clint Livingston is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Commonwealth Financial Network, Grant Capital, and Edward Jones. Outside of finance, he spent over a decade with Palen Music Center. 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 investment adviser representatives.

Geoffrey Mccarthy Jr. is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, Commonwealth Financial Network, and Peloton Wealth Management. He also has limited involvement in fixed insurance sales. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Julia Getzoff is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her prior work includes positions at Wells Fargo and academic experience at the University of Florida. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering portfolio management, financial planning, and access to alternative products. The firm integrates institutional trading capabilities with wealth management and provides research-driven investment strategies.

Nicholas De Camillo is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2017, including a prior role with Morgan Stanley Services Group, Inc. He also has experience at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

Samantha Goodman is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has worked at Robert W Baird and UBS Financial Services Inc. prior to her current role. Her background includes employment in the restaurant industry and a four-year period at the University of Colorado Boulder. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and financial planning solutions.

Dylan Hales is a Certified Financial Planner (CFP®) with 10 years of industry experience, all of which has been with Edward Jones since 2016. He holds the Series 66 designation and is based in Monroe, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Badalamenti is a Financial Advisor with The CBC Group and has been active in the financial services industry since 2012. He currently serves clients in the areas of education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Mark joined Merrill Lynch Wealth Management in the Ballantyne office after relocating to Charlotte in 2014, following a tenure with Morgan Stanley in Chicago. Mark graduated from Miami University with bachelor's degrees in Political Science and Business Management. He holds the designation of Personal Investment Advisor (PIA). Raised in Scotch Plains, New Jersey, he graduated from the Wardlaw–Hartridge School in 2008. Outside of his professional work, Mark enjoys adventuring with his family, playing golf, and spending time at the lake. He lives in Matthews with his wife Michele and their two children.

Lee Christopher is a financial advisor with LPL Financial based in Fort Mill, SC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at Truist Investment Services, SunTrust Advisory Services, and BB&T, where he worked for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers diverse financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies across various asset classes.

Thomas Shipp is a CFA charterholder with 11 years of experience in the financial industry. He has been with LPL Financial since 2017 and previously worked at BMO Capital Markets Corp. from 2014 to 2017. He holds the Series 63 license and 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 institutions. The firm provides a range of financial planning and investment management services through a large network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Judy Redpath is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial. She has held roles at Commonwealth Financial Network and owns VISTA Wealth Strategies LLC, which provides financial planning and securities services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plan participants, utilizing multiple investment strategies and technology support across a broad network of advisors.

Scott Mell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, NA, and BMO Harris Bank. 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 custom strategies across various asset classes.

Kyle Bryant is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with nine years of industry experience. He has been with Bank of America and Merrill since 2013 and 2016 respectively. 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. The firm offers a range of model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, and various institutional investors.

Joseph Smithers is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, Smithers is active as a personal trainer and fitness coach with Anytime Fitness and ISI Elite Training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of advisors and branch offices.

Gregory Wilson is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial, he worked at The Vanguard Group and has experience in education and fine dining sectors. 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 and access to various institutional and third-party asset management platforms.

Genessis Aviles is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors, JP Morgan Chase, Wells Fargo Clearing, and Wells Fargo Bank. Outside of her advisory role, she is the owner of Borboleta Cafe in Rock Hill, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Neal Miller is a Series 66-licensed financial advisor with Edward Jones, based in Pineville, NC, with four years of industry experience. Prior to joining Edward Jones in 2022, he spent six years at Winthrop University, where he also serves as an event coordinator. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supporting over 23,000 advisors nationwide and managing approximately $1.01 trillion in assets.

Kenneth Cullipher is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and possessing 51 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2020 and previously spent seven years at Cetera Advisor Networks LLC. He is also the owner of Kapital Accumulation Concepts, an independent insurance agency. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.