Dagmar Adams is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. Prior to joining LPL Enterprise in 2024, Adams worked at Pruco Securities, LLC and Prudential Insurance Company of America from 1986 through 2024. Outside of finance, Adams is the owner of Gem Jewel MFG, LLC, a jewelry manufacturing business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and various financial planning services.

Sean Lawton is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Commonwealth Financial Network for 22 years before joining LPL Financial. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Kadeem Griffith is a financial advisor at LPL Financial in Fort Mill, SC, holding a Series 66 license with three years of industry experience. His prior roles include positions at Nuveen, TIAA, J.P. Morgan Chase, and Amazon. Outside of his advisory work, Griffith is a commissioned notary and works part-time as a freight handler at FedEx. 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 model portfolios and third-party asset managers.

Noah West is a financial advisor with UBS Financial Services in Charlotte, NC. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles outside the financial industry, such as at Vitense Golfland and MacGregor Downs Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing clients with tailored financial planning and portfolio management based on proprietary research and capital market assumptions.

Matthew Abramo is a CFP® and holds a Series 66 license with three years of industry experience. He currently works at OSAIC and Campas Legacy Planning, Inc. Prior to this, he held positions at Woodbury Financial Services, the University of Texas at Austin, and other organizations. Outside of his advisory roles, Abramo is the managing member of Twin States Property Group LLC, a company focused on real estate investment and property management. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and access to multiple investment programs and third-party platforms.

Rebecca Day is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at Merrill since 2002 and at Bank of America, N.A. since 2014. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chaminuka Holliman is a Client Experience Advisor at Merrill Lynch Wealth Management, specializing in supporting clients through their financial decision-making processes. In this role, Chaminuka works with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. Chaminuka holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of North Carolina System. With a focus on developing personalized strategies, Chaminuka assists clients with various financial needs, including general investing, retirement planning, and preparing for unexpected expenses. Emphasizing a thorough understanding of what matters most to clients and their families, Chaminuka aims to provide ongoing advice and guidance aligned with their evolving goals and challenges.

Steven Cataldo is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he held positions at Winthrop University and the College of Charleston. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Benjamin Fikejs 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 Raymond James, Fidelity Investments, and Alba Study Abroad Barcelona. 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 aligned with clients' goals and risk tolerances.

Kirby Horan Adams is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2006 and was previously affiliated with Fortigent, LLC for nine years. 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 asset management solutions, including model portfolios and third-party subadvisors, supported by extensive operational and research tools.

John Corron is a CFP® with 10 years of industry experience, currently serving as a financial advisor at LPL Financial. He has worked at multiple firms including Morpheus Family Wealth, Commonwealth Financial Network, and Putnam Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports its advisors with various investment platforms and advisor-facing technologies while maintaining oversight of substantial discretionary assets.

Benjamin Slone is a financial advisor at Equitable Advisors in Charlotte, NC, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2013, including time when the firm operated as Axa Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models and third-party asset managers to tailor investment solutions.

Justin Romero is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill from 2015 to 2023. 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 a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and operational tools.

Alberta Ashwood is a financial advisor at LPL Financial with two years of industry experience and a Series 66 designation. She has worked at LPL Financial since 2020 and previously was with Abacus Group LLC from 2016 to 2020. 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, including model portfolios and third-party asset management, supported by advisor-facing tools and a broad network of over 22,800 advisors.

Leigh Szeman is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, Szeman worked in various roles including positions at Sunbelt Rentals and Lowe's Home Improvement. Outside of financial advising, Szeman is involved with Best Impressions Catering in Charlotte, NC. 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 investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Katrina Bamford is a Series 66-licensed financial advisor with LPL Financial, based in Fort Mill, SC. She has two years of industry experience, including four years with LPL Financial and two decades at Rosauers Supermarkets prior to her advisory career. 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 options, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Stephen Breton is a financial advisor at LPL Financial in Fort Mill, SC, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously spent 20 years with 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging a large network of investment adviser representatives.

Joshua Cline is a financial advisor with LPL Financial based in Fort Mill, SC. He holds the Series 66 designation and has three years of industry experience. Prior to joining LPL Financial in 2022, he worked in various roles including positions at the South Carolina Department of Archives and History and the University of South Carolina Department of Housing. Outside of his advisory work, he is the owner of Airrington Domestic LLC, a home-based 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided mainly by investment adviser representatives using a range of strategies and tools.

Christopher Travis is a Series 65 licensed financial advisor with three years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Hillcrest Financial Group, Commonwealth Financial Network, St James White Oak, and Inwood Academy for Leadership. 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, with account management provided primarily by investment adviser representatives using strategic, tactical, and customized investment strategies.

Judith Mohr is a CFP® certified financial advisor with 37 years of industry experience. She is currently with LPL Financial and has held prior roles at Securities America Advisors, Householder Group Financial Advisors, Woodbury Financial Services, and Equity Services. Outside of her advisory work, she serves in a fiduciary capacity for the Estate of Gregory A Lohr. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.