Lisa Sorrentino is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at LPL Financial since 2012, with prior roles at Scott & Stringfellow, LLC and BB&T Investment Services, Inc. Additionally, she has outside employment as a part-time seasonal associate at TJMaxx. 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, supported by a network of over 22,800 advisors and a broad suite of operational and research tools.

Nathan Weir is a CFP® professional with seven years of industry experience, currently serving at OSAIC since 2019. His prior experience includes roles at First Financial Federal Credit Union of Maryland and Morgan Stanley. Outside of OSAIC, he also works as a financial planner with Capitol Financial Solutions. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a wide range of brokerage and advisory services. The firm uses a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various tools and a complex network of affiliated entities.

Ryan Christenson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Mass Mutual Investors Services and MSI Financial Services. Outside of finance, he was involved with the YMCA of Greater Charlotte for three years. 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 advanced research tools and a broad network of over 22,800 advisors.

Emilie Nisbet is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. She has worked at LPL Financial since 2013 and previously at Ameriprise from 2001 to 2003. Outside of her advisory role, she is an independent wine consultant. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, institutions, and banks, offering a wide range of advisory and brokerage services including financial planning and model portfolio programs.

Hilary Miller Farmer is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Reliance Trust, and Merrill. She serves on the board of directors for the Humane Society Lake Norman, assisting with animal adoption and foster events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

John Sloop Jr. is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at LPL Financial and Independent Advisor Alliance, with ongoing business activities including serving as a notary public in Rock Hill, SC. He also operates several business entities related to investment and financial services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets through more than 10,000 advisors nationwide.

James Norris is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a wide range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Jodene Gibbs is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 license and 11 years of industry experience. She previously worked at Vista Wealth Strategies LLC and Commonwealth Financial Network. Outside of her advisory role, she is the sole owner of a rental property in South Africa. 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 wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

Marcus Decker is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2018, with prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory work, he has a minority interest in Florida VIP Medical, a family 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Salvatore Vero is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has worked at LPL Financial since 2015 and was previously with Merrill in 2015. 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 large network of advisers. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies implemented via discretionary or non-discretionary authority.

Steven Dungey is a financial advisor with Primerica Advisors in Rock Hill, SC, holding Series 63 and Series 65 licenses and with nine years of industry experience. His prior work includes roles at Cemex, IHCScott, and Foundations Church. Outside of his advisory role, he has entrepreneurial experience related to Rub A Dub Grub. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that delivers advisory services through model-based recommendations managed by unaffiliated asset managers.

Karen Brock is a CFP® and holds a Series 66 license with three years of industry experience. She is currently affiliated with LPL Financial and has prior experience with Commonwealth Financial Network and Pathfinder Wealth Consulting. 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, participant-level retirement advice, and institutional platforms, utilizing a broad range of strategic and tactical investment options supported by operational and research tools.

Bertrand Awana Belinguine is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Swift Management Group and UPS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including discretionary portfolio management and capital markets activities.

Kevin Curley II is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Clearfront Advisory, Global Wealth Advisors, LLC, and UBS Financial Services. Outside of his advisory work, he is the sole owner of Koele Capital LLC, a private entity involved in securities, advisory, and insurance business activities. 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, supporting advisors with research tools and access to multiple investment strategies.

Alexander Witten is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group. Outside of his advisory work, he has been involved with Providence Baptist Church for over a decade. 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 and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research assistance.

Scott Davis is a financial advisor with LPL Financial in Charlotte, NC, holding the ChFC® designation and Series 63 and 66 licenses, with 32 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for over two decades, and more recently at OSAIC. Davis has business interests including a non-investment-related corporation and involvement in non-variable insurance. 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 and investment platforms, utilizing a large network of advisors and technology tools, with assets under discretionary management exceeding $819 billion.

Alejandro Luna is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, The Vanguard Group, and Bank of America. Outside of his advisory role, he serves on the advisory board of Youth Finance USA, holds a board position with the YP Charlotte Regional Business Alliance, and is actively involved with alumni organizations at Hampden Sydney College. 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 and third-party managers for individuals, high-net-worth clients, and institutional investors.

Peter O'Neal is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role, he worked at Navex Global and has engaged in entertainment work as a performer with Show Creators Incorporated, appearing as a rolling robot character at events. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized manager solutions team.

Carson Page is a financial advisor with LPL Financial, holding a Series 65 designation and beginning his advisory career in 2026. His prior roles include positions at Hillcrest Financial Group, Commonwealth Financial Network, and Nisa Investment Advisors LLC. He has also worked outside finance at Corbett Masonry and Mosquito Joe of Cincinnati, and studied at Washington University in St. Louis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive technology and a large network of advisors.

Erin Caldwell is a financial advisor at LPL Financial with Series 66 credentials and approximately one year of industry experience. Her prior work includes roles at Commonwealth Financial Network, Wealthmark Advisors, and experience in education and retail sectors. She also operates a self-employed business called Styled & Inspired. 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 wide range of advisory and brokerage services through a large network of advisors and utilizes a variety of investment strategies supported by research and technology tools.