Kelly Hughes is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at RBC Capital Markets since 2017 and was previously with Voya Financial Advisors from 2014 to 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes both in-house and third-party managers to implement portfolios.

Christine Raines is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. She previously worked at Commonwealth Financial Network for 16 years and Hornor, Townsend & Kent, LLC for one year. Raines is the principal and sole owner of Azimuth Wealth Management, LLC, an operating company for her securities and insurance business. 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 access to third-party asset managers through a large network of investment adviser representatives.

Matthew Fuerst is a financial advisor with LPL Financial holding Series 65 and Series 63 credentials. He has recently begun his career in the industry, with experience starting in 2026. His prior work includes roles at TIAA-CREF Individual & Institutional Services and the USDA Natural Resource Conservation Service, among others. 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, model portfolio programs, and institutional platforms, supported by a network of over 22,900 investment adviser representatives.

Christopher Hess is a CFP® professional at LPL Financial with 32 years of experience in the financial services industry. Prior to joining LPL Financial in 2025, he spent 26 years at Ryan Hess Morais Financial Advisors, Inc. He has also worked with Ic Advisory Services Inc and The Investment Center Inc. Hess engages in insurance sales, including life, long-term care, disability, and health insurance. 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 both proprietary and third-party strategies, supported by technology tools for advisors.

David Prewette is a financial advisor with Cetera in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at several firms, including Center Street Advisors and Arete Wealth Advisors. Outside of his advisory role, he owns a real estate company he uses for family property and occasional referral fees, and is involved in providing brokerage and advisory services through his own DBA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform enabling advisors to implement a variety of model portfolios, bespoke strategies, and program options across discretionary and non-discretionary accounts, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Richard Freckleton is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior experience includes roles at Carillon Fund Distributors, Prudential Annuities Distributors, Prudential Insurance Company of America, and Trinity College. 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 portfolio management services supported by both proprietary and third-party strategies, serving a network of over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Ryan Lindberg is a financial advisor at Merrill based in Charlotte, NC, with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including The Vanguard Group, Linden Thomas and Company Securities LLC, and Bank of America. Outside of his advisory roles, he has experience with Noble Coffee Roasters. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Peay is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior work experience at CarMax and FedEx Express. 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 technology tools and oversight of over $819 billion in discretionary assets.

Cynthia Sherrill is a financial advisor at LPL Financial with 13 years of industry experience and holds a Series 66 designation. She previously worked at Commonwealth Financial Network for three years and has been associated with Sherrill, Blake & Harrison CPA PA since 2010. 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.

Collin Proehl is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Commonwealth Financial Network for nine years and spent one year at UMass Amherst. 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 over 22,900 advisors.

Connor Lee is a Series 66 licensed financial advisor with UBS Financial Services in Charlotte, NC. He has recently begun his advisory career, having worked at UBS and River North Capital since 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. Its advisors utilize proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances.

Danny Lopez is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. He has worked at Merrill since 2019 and previously held roles at Wells Fargo Clearing and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies managed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chad Ary is a financial advisor at LPL Financial with 21 years of industry experience. He has been with LPL Financial since 2009 and 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 provides advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Todd Rose is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. His prior firms include Securities America Advisors, Mass Mutual Investors Services, and TCA Financial Group. Outside of advising, he works as a background actor and serves as an international visitor liaison. 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, and institutional platforms, with advice delivered by investment adviser representatives who may use proprietary research and third-party strategies.

Kyle Shanaberger is a financial advisor with Charles Schwab in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2017, following a year at PNC Investments. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.

David Teague is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with RBC Capital Markets since 2014. Outside of his advisory role, he holds a 20% ownership in a family real estate business, Happy's Way, LLC, where he manages properties and negotiates sales. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering tailored portfolio management and financial planning through a variety of advisory programs and a combination of in-house and third-party investment managers.

Peter Levinson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads The L/A Wealth Management Group, which coordinates the financial affairs of medical and legal professionals, business owners, corporate executives, families, retirees, and non-profit organizations. Peter and his team focus on personalized wealth management, emphasizing clients' life priorities, investment personalities, and financial situations to help achieve specific financial objectives. With 30 years of experience, Peter specializes in family wealth management strategies, institutional investment consulting, and services for defined benefit and contribution plans. He holds a Bachelor's degree from Duke University and a Juris Doctor from the University of South Carolina School of Law. Additionally, he has earned professional designations including Chartered Retirement Plans Specialist (CRPS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Peter is active in community involvement, having served on boards of non-profit organizations such as Temple Israel, Temple Beth El, The Levine Jewish Community Center, and the 24 Foundation. He has also been Vice Chair of North Carolina Hillel. In his personal time, Peter enjoys cycling, playing golf and guitar, skiing, cooking, spending time with his family, and traveling.

Robert Ford is a CFP® with 27 years of experience in the financial industry. He is currently with Wells Fargo Clearing, where he has worked since 2016, following prior roles at Merrill, Banc of America Investment Services, and Stephens. Outside of his advisory work, he is a partner in a timber land management LLC and has involvement in property management through a real estate holding company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jeremy Peterson is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 7 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory work, he is a co-owner and designer for a clothing business. 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.

Michael Owens is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 12 years of industry experience. His prior roles include a decade at Edward Jones and positions at Commonwealth Financial Network and Coastline Complete Wealth. He owns Sandlapper Wealth Advisory LLC, a private entity facilitating securities, advisory, and insurance business. 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 financial planning and investment management services through a large network of advisors using both proprietary and third-party strategies.