Jay Smith is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 22 years before joining Raymond James in 2024. Raymond James & Associates oversees approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers a range of financial planning and advisory services with an emphasis on tailored, non-discretionary consulting supported by extensive research and multiple portfolio management styles.

James Paolone is a financial advisor with Edward Jones in Rock Hill, SC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carter Mathiason is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining Cambridge, he worked at Morgan Stanley and Florida Financial Advisors DBA Tristate Financial Advisors. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Karl Badey is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 65 designation and has worked at Montovani Murray Nemphos & Tierinni, LLC since 2010. Based in Fort Mill, SC, he joined LPL Financial in 2026. 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 variety of financial planning and asset management services through a large network of investment adviser representatives.

Edward Bennett Jr. is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 63 licenses and having 17 years of industry experience. He has been with LPL Financial since 2011 and also works with Uvest Financial Services Group, Inc. since 2008. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Thomas Crutchfield is a CFP® with 32 years of industry experience, currently affiliated with LPL Financial since 2026. He has previously worked with Commonwealth Financial Network for 14 years and has served as a consultant since 2009. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Rachel Barker is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 65 credential and eight years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Carson Wealth Boston, Kestra Financial, and TEAM Wealth Planning and Management. She is a partner in Windy Ridge Farm, which is 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, and institutional platforms, supporting a wide array of investment strategies and operational tools.

Michelle Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at LPL Financial since 2026 and was previously affiliated with Commonwealth Financial Network and Riverstone Wealth Management. Martin is president and owner of RiverStone Wealth Management, Inc., a private entity that operates her securities, investment advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning, asset management, and institutional platforms, combining scale with diverse non-advisory financial services.

Michael Jensen is a financial advisor with LPL Financial, holding a Series 65 designation and two years of industry experience. He previously worked at Grant Capital and Commonwealth Financial Network. Outside of advising, he is a co-owner of a residential real estate management company in Overland Park, Kansas. 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 financial planning and asset management solutions supported by a large network of investment adviser representatives.

Vaishali Trivedi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her career includes prior roles at Fifth Third Securities and a total of 16 years with Wells Fargo entities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions through a large network of over 14,000 advisors.

Randall Schmailzl Jr. is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Commonwealth Financial Network, Generation Strategies, LLC, and New York Life-related firms. Outside of his advisory roles, he serves as treasurer of the Echo Valley Professional Group, a networking organization in West Des Moines, IA. 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 financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Robert Brooks is a Series 66-licensed financial advisor with six years of industry experience, currently with LPL Financial in Fort Mill, SC. His prior roles include positions at Wheeler DeGraaf Financial, Commonwealth Financial Network, and DeGraaf Financial. Outside of his advisory work, he is involved with Brooks Farm & Greenhouse in Princeton, MN. 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 and model portfolio programs, supported by research and technology tools.

Phillip Mazzola is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Commonwealth Financial Network. 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 portfolios, third-party asset management access, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

David Sain is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. His prior work includes roles at Pruco Securities LLC and BlackBridge Financial, as well as multiple positions at the University of South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with operational and research tools.

Simone Henry is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and seven years of industry experience. She has been with LPL Financial since 2015. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a range of non-advisory financial activities.

Michael Starensier is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2018, following four years at MML Investors. 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 customized strategies supported by advisor-facing technology.

Steven Artman is a Series 66-licensed financial advisor with LPL Financial, based in Fort Mill, SC. He has seven years of experience with LPL Financial, following roles at MassMutual and MetLife Securities Inc. 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 portfolios, third-party asset management, and retirement advice, supported by a large network of investment adviser representatives and multiple institutional platforms.

Robert Hill is a CFP® professional with one year of industry experience, currently affiliated with LPL Financial. He is co-owner of Cardinal Hill Wealth Management, a private firm engaged in securities, advisory, and insurance business. Prior to LPL, he held roles at Commonwealth Financial Network and worked in various capacities including at the University of North Carolina at Chapel Hill and Premier Inc. 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 broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Adam Barnes is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He joined LPL Financial in 2017 after three years at The Vanguard Group, Inc. The firm delivers advisory and brokerage services through a national network serving individuals, retirement plans, banks, trust companies, and institutions. LPL Financial offers a wide range of investment options and support tools while overseeing over $819 billion in discretionary assets with more than 22,800 advisors nationwide.

David Kelly is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Commonwealth Equity Services, Inc. for over three decades and joined LPL Financial in 2026. Kelly also serves as secretary and insurance agent for CES Insurance Agency, LLC. 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, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.