Jackson Zagursky is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial in 2024, he worked in various roles including positions at Power Home Remodeling Group and Rocky Ridge Golf Club. 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 and access to model portfolios, supported by a large network of investment adviser representatives.

Paul Hurlburt is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 65 designation. Prior to joining LPL Financial in 2023, he worked at Wells Fargo Investment Institute from 2019 to 2023 and Wells Fargo Wealth & Investment Management from 2015 to 2019. 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.

Melissa Saleeby is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team to deliver tailored, non-discretionary advice.

Paul Day is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Before joining LPL Financial in 2021, he was a managing member at DNP&P Group, LLC, and worked with Waddell & Reed Inc. and various insurance carriers. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory services.

Daniel Croll is a Series 65 licensed financial advisor with LPL Financial, based in Fort Mill, SC, and has two years of industry experience. His prior roles include positions at Commonwealth Financial Network, Keenan Financial, and ESL Federal Credit Union. Outside of finance, he has been involved with Irondequoit Beer Company. 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 a variety of strategic and tactical investment options.

Christopher Bauer is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. He has worked at Merrill since 2017, with prior roles at Santander Securities LLC and Flushing Bank. Outside of advisory work, he holds a power of attorney position for a non-investment-related entity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Peter Auer is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Ellicottville Brewing Company, IES Abroad, and Saint Joseph's University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client strategies.

Benjamin Richey is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 registrations and 20 years of industry experience. His prior roles include positions at Cetera Wealth Services, Cambridge Investment Research Advisors, and Edward Jones. 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 financial planning and portfolio management solutions, including model portfolios and third-party asset management, supported by technology tools and a broad platform of non-advisory financial services.

Christopher Grubb is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked with LPL Financial since 2008 and has been associated with Uvest Investment Services since 1998. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by technology tools.

Michael Feltz is a financial advisor with LPL Financial, holding a Series 65 designation and beginning his advisory career in 2023. His prior experience includes roles at Commonwealth Financial Network, Northwestern Mutual, and Oaktree Financial Advisors Inc. Outside of finance, he has worked in diverse settings including as a DJ and in logistics. 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, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Travis Jensen 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 and Edward Jones. Jensen is also the owner of Jensen Complete Wealth, LLC, an advisory and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.

Gabriel Gagliardo is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked in various roles at companies including XPO Logistics and Mecklenburg EMS Agency. 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 investment management solutions through a large network of advisors.

Neil Larson is a CFP® with four years of industry experience, currently affiliated with LPL Financial and Wheeler Associates. Prior to joining LPL Financial in 2026, he worked at Commonwealth Financial Network and spent eight years with Kolar Automotive Group. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Karen Jerabek is a CFP®-designated financial advisor with nine years of industry experience, currently affiliated with LPL Financial. She previously worked at Edward Jones and Commonwealth Financial Network and owns Harbor Blue Financial, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services.

Ryan Emmons is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. for 11 years before joining Merrill in 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Mark Rindner is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Charlotte. Since beginning his financial advisory career in July 2015, Mark has served clients as a Sole Practitioner and now as a Senior Financial Advisor. He focuses on managing liquidity, liability, and risk to support families, individuals, and businesses in pursuing their long-term financial goals based on their specific needs and risk tolerance. His client expertise areas include divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, socially responsible investing, tax minimization, and retirement income. Mark holds a Bachelor of Science in Mechanical Engineering Technology from the State University of New York at Farmingdale, an Associate's Degree from New York City College of Technology, and a High School Diploma from The Beekman School. He has earned several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to his career in financial advising, Mark worked as a mechanical inspector focused on fire safety and life safety in New York City schools. Mark and his wife Stephanie live in Ballantyne with their daughter Samantha. Outside of work, he enjoys biking, billiards, boating, cooking, scuba diving, skiing, swimming, traveling, and spending time with family. He is also actively involved in community events, including school reading and math programs, reflecting his commitment to serving and supporting the communities in which he works and lives.

Matthew Eberwein is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized strategies aimed at achieving their financial goals. His role involves guiding clients through various financial planning needs, including retirement planning, investment management, and navigating significant life changes. Matthew began his career at Fidelity Investments in 2022 and has held multiple positions within the company, progressing from Workplace Planning Associate to his current role as Financial Consultant. This progression reflects his experience in workplace planning and client consulting within the financial services industry.

R Stikeleather is a Wealth Management Advisor with Merrill Lynch Wealth Management and has been with Bank of America since 2000. He transitioned to financial services after a ten-year career in law enforcement and has accumulated over twenty-four years of experience in the financial industry. His role focuses on developing individualized financial strategies that address comprehensive financial well-being, including asset allocation, education funding, retirement savings, insurance analysis, debt management, and leveraging banking resources to simplify clients' financial lives. Stikeleather completed both his undergraduate and graduate studies at the University of North Carolina at Charlotte and previously attended the United States Air Force Academy. He holds several professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), and others. His expertise emphasizes working with affluent clients to align portfolio management with their risk tolerance and financial objectives through access to Merrill's Investment Advisory Program. He resides in the greater Charlotte area with his wife, and they have three adult children and three grandchildren. Stikeleather is involved with professional organizations such as Back Creek ARP Church, Bonclarken Conference Center, and the University of North Carolina at Charlotte Athletic Foundation. His community involvement includes work with Forgotten Children Ministries in Honduras. Personal interests include adventure sports, golfing, scuba diving, skydiving, spending time with family, tennis, and yoga.

Jacklyn Hernandez Moran is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her work history includes multiple roles at Charles Schwab and Fidelity Brokerage Services. Outside of her advisory work, she is involved as a consultant promoting clean wellness products through Arbonne. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Mark Manetta is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding a Series 65 designation and 18 years of industry experience. He previously worked at Commonwealth Financial Network for nine years and National Planning Corporation for nine years. He has also been associated with Iannuzzi Manetta & Co., Inc. since 1988. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions supported by various proprietary and third-party resources.