Dwight House is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for nine years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025. 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. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG criteria and utilizing a range of eligible investment strategies.

Madelyn Ambrose is a Series 66-licensed financial advisor with LPL Financial in Fort Mill, SC, with three years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Horizon Financial, Cetera, and West Shore Bank. Before entering the financial services industry, she spent five years in full-time education and operated Red Rooster Coffee & Community for four years. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Owen Culver is a financial advisor at LPL Financial with two years of industry experience and holds a Series 66 credential. Prior to joining LPL Financial in 2024, he worked at Northwestern Mutual and has been involved in roles outside finance, including serving as a range safety officer and firearm sales associate at Point Blank Range. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, and institutions, with a focus on customizable financial planning and multiple investment strategies.

Peter Di Blasi is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Equitable Advisors and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also engages in fund advisory and delivers model portfolios to intermediary platforms.

Ross Hendrix is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Citi Private Alternatives and Wells Fargo Clearing. Outside of his advisory role, he is also an associate at Pinnacle Asset Management, where he serves as a licensed bank advisor connecting clients to banking and investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored planning and consulting using analytical tools and supports clients through advisory programs, with notable capabilities in municipal and public finance advisory services.

Kathryn Felts is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She has previously worked at Regions Bank, Cetera Investment Services, and BB&T in various roles spanning from 2008 to 2023. Outside of her advisory work, she has ownership in a family real estate investment partnership. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Trevor Conwell is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network, Oaktree Financial Advisors, PFS Investments, and Primerica Financial Services. His background includes roles at Indiana University and the City of Noblesville. 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 and access to model portfolios and third-party asset management, supported by extensive operational tools and a broad range of affiliated financial services.

Chelsea Emde Gerdine is a financial advisor with Fidelity in Charlotte, NC. She holds the Series 66 designation and has less than one year of industry experience. Prior to joining Fidelity, her work history includes roles in education and various business ventures. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a universe of mutual funds, ETFs, and ETPs.

Stephen Ridge is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he has held various positions including serving as a server at Selwyn Pub. 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.

Ryan O'Connor is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Ameriprise, The Vanguard Group, and Wolters Kluwer, as well as a position at the University of South Carolina. 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 investment management solutions, leveraging both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Stephen Berry is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work includes roles at Sage Creek Planning and Investments, Commonwealth Financial Network, and First Trust Advisors. He is based in Fort Mill, South Carolina. 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 access, and institutional platforms, with advice provided by investment adviser representatives using a range of discretionary and non-discretionary strategies.

George Cater V is a financial advisor with LPL Financial, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Grant Capital, Commonwealth Financial Network, and New York Life. Outside of finance, he has been involved with Blanc Champagne Bar in a non-investment capacity. 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, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Timothy Leman is a financial advisor with LPL Financial and holds a Series 65 designation, bringing 18 years of industry experience. He previously worked with Gibson Insurance Group for over two decades and has been with LPL Financial since 2026. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by its extensive network of investment adviser representatives.

James Richardson is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as at Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery processes and firm‑approved planning tools, managing approximately $2.74 trillion in client assets.

Dustin Lisk is a financial advisor with Raymond James & Associates in Charlotte, NC, holding a Series 66 designation and 16 years of industry experience. His prior work includes positions at Bank of America and Merrill. He serves as a finance committee member for Bethany United Methodist Church and owns Maple Creek Capital, LLC, a business involved in personal real estate investment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by proprietary research and affiliated sub-advisers.

Rebecca Hajjar is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. She previously worked for Commonwealth Financial Network for 26 years before joining 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research and operational tools.

Christopher Jones is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Stephens, and UBS Financial Services. Jones is also co-trustee of a non-client trust. 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 advisory services delivered through its extensive network of investment adviser representatives who utilize diverse strategies and third-party resources.

Langston Mallouky is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Before joining UBS in 2018, he worked at The Vanguard Group for three years. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 according to clients' goals and risk tolerances.

Justin Robinson is a financial advisor with LPL Financial based in Fort Mill, SC. He holds the Series 63 and Series 66 designations and has three years of industry experience. Prior to joining LPL Financial, he worked at Principal Life Insurance and Principal Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio management programs, and supports its advisors with proprietary research and operational tools.

Julia Fleming is an investment adviser representative at LPL Financial with Series 63 and Series 66 licenses and four years of industry experience. She previously worked at The Vanguard Group and has held various positions including roles at Mystic Seaport Museum and Siena 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 advisory and brokerage services through a large network of advisers, utilizing model portfolios, third-party subadvisors, and proprietary tools for research and operational support.