Jonathan Hreha is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group and Truliant Federal Credit Union. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ethan Garrety is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 65 designation and beginning his advisory career in 2025. His prior experience includes roles at New Western, Pantana Bobs, Catalyst Capital Partners, and other firms, as well as academic positions at UNC Chapel Hill and Marvin Ridge High School. 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, incorporating model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad array of financial products.

Howard Douglas is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co. Inc. since 2009. He is based in Charlotte, NC, and holds a Series 63 license. Outside of his advisory role, he serves on the advisory committee for MCDF Orphans, a charity supporting a village in Zimbabwe, and is vice-president of a homeowners association in Hilton Head Island, SC. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Kristine Pennington is a financial advisor at LPL Financial with 17 years of industry experience. She has held prior roles at Triad Advisors, Inc., Questar Asset Management, Questar Capital Corporation, and GCG Wealth Management. She holds Series 63 and Series 66 licenses. 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 with diverse investment options and utilizes technology tools for operational and research support.

Shannon Brennan is a financial advisor with LPL Financial in Fort Mill, SC, holding the ChFC® designation and Series 66 license. She has 23 years of industry experience, previously working at Commonwealth and CAIP. Outside of investment advising, she serves as a Certified Program Instructor for the State of New Hampshire's Impaired Driver Intervention Program. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jimmy Taylor is a financial advisor with LPL Financial, holding the Series 63, Series 65, and Series 66 licenses and possessing 15 years of industry experience. His prior experience includes 14 years at THE Vanguard Group, Inc. and two years at Forefront Capital, where he is also a co-owner of a home-based business not related to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions, providing a range of advisory and brokerage services through a large network of investment adviser representatives.

Jeremy Brown is a financial advisor at Merrill in Charlotte, NC, with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2018, following two years at Caci. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Briana Campion is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. She is part of The Beanland Group, where she works with individuals, families, and business owners to assist with retirement planning, legacy creation, and managing complex financial situations. Briana focuses on creating customized investment plans tailored to each client's needs, emphasizing personalized service and ongoing attention. She holds the CERTIFIED FINANCIAL PLANNER® certification and has completed her master's degree in Trust and Wealth Management from Campbell University's Lundy-Fetterman School of Business, graduating summa cum laude. Briana also earned her bachelor's degree from the University of North Carolina at Chapel Hill. Her professional credentials include Series 7 & 66 FINRA registrations and an NC Life, Health & Accident insurance license. Outside of her professional duties, Briana enjoys activities such as boating, reading, skiing, tennis, traveling, writing, and spending time with her family. She is also involved in the Women's Giving Network of Wake County.

Michael Weaver is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining UBS, he was involved with the Preservation Society of Newport County and has experience in various educational and club organizations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor plans based on clients’ goals and risk tolerances.

Steven Carver is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northern Lights Distributors, Donoghue Forlines, and Mass Mutual Investors Services. 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 tools and a broad network of over 22,800 advisors.

Brian Moldenhauer is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security options. The firm’s investment recommendations draw on proprietary research and third-party data, operating within a defined product ecosystem that includes affiliated sub-advised options.

Nicholas Offenburger is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Commonwealth Financial Network and EmVision Capital Advisors LLC. He also operates Offenburger Capital Management LLC. Offenburger spends part of his time conducting fixed insurance sales. 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.

Peter Daniels is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with LPL Financial and has previously worked at Commonwealth Financial Network and Concentric Private Wealth. He is also a licensed notary public. 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 institutions. The firm offers a range of financial planning and managed portfolio solutions, utilizing various advisory strategies and technology tools to support its extensive network of investment adviser representatives.

Christopher Pfuhl is a financial advisor with LPL Financial, holding a Series 66 designation. He has experience working at ExecOnline and in educational roles prior to joining LPL Financial. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Cheryl Scovell is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning with written Recommendation Reports and tax-aware withdrawal strategies.

Evan Guest is a Financial Advisor at Merrill Lynch Wealth Management. He works with executives, business owners, and high-net-worth families who are navigating increasingly complex financial lives and seek clarity beyond traditional financial planning. His role involves helping clients simplify complexity and make confident, informed decisions aligned with their priorities as their careers and financial situations evolve. Evan focuses on areas including retirement planning and income strategies, investment management and portfolio construction, tax-efficient investing strategies, wealth transfer and legacy planning, concentrated stock and RSU management, alternative investments, college planning, charitable giving strategies, insurance planning and risk management, as well as banking and lending solutions through Bank of America. He aims to provide clients not just with strategy but with clarity and confidence to translate a lifetime of work into long-term security and meaningful legacy. He holds a Bachelor's Degree from the University of North Carolina System and has earned the Certified Private Wealth Advisor (CPWA) and Chartered Retirement Planning Counselor (CRPC) designations. Evan is also a member of the UNC Charlotte Alumni Association.

Flint Schuller is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses and possessing 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and TIAA-Individual & Institutional Services, LLC. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Emillian Udekigbo is a CFP® professional at LPL Financial with nine years of industry experience. He has worked previously at UBS, Wells Fargo Clearing, and The Vanguard Group. In addition to his advisory role, he is an author. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services, utilizing a network of investment adviser representatives and a variety of model portfolios, third-party asset managers, and customized strategies.

Anna Kenkel is a Financial Advisor at Merrill Lynch Wealth Management with over 14 years of experience in the financial services industry. She focuses on wealth management and investment planning, working as part of the CBC Group at Merrill Private Wealth Management. Her role includes analyzing market trends, identifying opportunities, and providing tailored financial strategies to help clients achieve their long-term goals. Anna holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. Anna graduated from the University of South Carolina with degrees in Finance and Marketing. She began her career at Merrill in New York City before returning to the Carolinas in 2014. She has experience guiding individuals and families through financial planning, especially in areas such as retirement income, college education planning, family wealth management strategies, and managing new wealth. Her approach centers on building lasting relationships and providing proactive, educational advice aligned with clients' risk tolerance, time horizon, liquidity needs, and investment goals. Outside of her professional work, Anna enjoys running, music, traveling, and spending time with her family.

Joseph Brown is a Series 66-credentialed advisor at Wells Fargo Clearing with three years of industry experience. Prior to his financial advisory role, he spent 14 years at MR Motorcycle. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary investment services tailored to plan objectives and risk tolerances.