Reed Bowling is a Series 66 licensed financial advisor at Fidelity with five years of industry experience. He worked at CGI from 2019 to 2021 before joining Fidelity Investments, where he has been since 2021. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to build model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Andrew Capecci is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Ameriprise, Merrill, Bank of America, and Morgan Stanley. 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, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Kara Burkholder is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2013 and also has experience with South Carolina Bank and Trust dating back to 2006. 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.

Tyrrell Keim is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ally Invest Securities LLC and The Vanguard Group, Inc. Outside of financial services, his background includes roles in education and the food service industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, providing financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations in its advisory work.

Martha Roman is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and five years of industry experience. She has previously worked at Bank of America and MassMutual before joining LPL Financial. 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, utilizing a range of investment strategies and advisor support tools.

Peter Jawidzik is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Stratos Wealth Partners and Osaic FS, Inc., in addition to multiple positions within LPL Financial since 2006. 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 model portfolio programs, with a platform that supports diverse investment strategies and integrates advanced operational tools.

Samuel Fink is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at Real Genius Mortgage and Cedarwood Country Club. He also attended East Carolina University and Ardrey Kell High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to deliver tailored financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Benner Crigler Jr. is a financial advisor at Equitable Advisors with 47 years of industry experience. He holds Series 63 and Series 65 designations and has been with Equitable Advisors since 1999. He serves on the board of The Good Samaritan Foundation and is involved in several business ventures including BUCK HOLLAR, LLC and BBCJR LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves matching clients to investment models or discretionary managers through a network of Investment Adviser Representatives and uses a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

James Rice is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he co-owns Mason-Dixon Properties, LLC, which manages real estate, including leasing office space to his financial practice. Ameriprise is a large institutional firm offering retirement-income planning services for clients generally holding at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Christopher Settle is a financial advisor at UBS Financial Services with 10 years of industry experience. He previously worked at Edward Jones Investments before joining UBS in 2018. Outside of finance, he has participated as a rideshare driver for peer-to-peer transportation services. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm employs model-based asset allocations and proprietary research to tailor financial plans and manages a broad range of capital markets and wealth management activities.

Brian Blanchard is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley and Wells Fargo. 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, utilizing proprietary research and model-based asset allocations to tailor client plans.

Edward Watson is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing Services and Sterling Capital, among other roles. 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 through a large network of investment adviser representatives, utilizing strategic and tactical portfolio options and various institutional platforms.

Paige Passerallo is a financial advisor with Raymond James & Associates in Charlotte, NC, holding the ChFC® designation and Series 63 and 66 licenses, and has 22 years of industry experience. Her prior roles include positions at Bank of America, N.A., and Merrill. Outside of her advisory work, she assists with a charitable organization, Our Little Roses Foreign Mission Society, supporting an annual fundraiser for at-risk girls in Honduras. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and nonprofit entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Justin Long is a Series 66-credentialed financial advisor with Equitable Advisors in Charlotte, NC, bringing five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Positec Tool Corporation and Stabilus Inc. Outside of his advisory work, Long manages two residential rental properties as a sole proprietor. Equitable Advisors serves a range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm’s advisory approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, often utilizing third-party asset management platforms and offering a variety of investment options including mutual funds, ETFs, and select alternative investments.

Nikhil Alkari is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Cambridge, he held roles at Randstad Consulting, MIHIN/Interoperability Institute, TenAgile LLC, Ally Bank, and Bank of America. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a variety of portfolio management and investment implementation platforms.

Ronald Stephens is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has worked at LPL Financial and Uvest Financial Services Group, Inc. since 2008. Outside of his advisory work, Stephens volunteers at the Carolina Raptor Center, where he cares for injured birds of prey. 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 technology and a large network of investment adviser representatives.

Nathan Peck is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, he worked in various roles including management positions at Swim Club Management and employment at Aldi and Great Wolf Lodge. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of significant discretionary assets.

Scott Bowman is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and was previously with UBS Financial Services from 2008 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

John Violette is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 certifications and has worked at LPL Financial since 2010, following one-year roles at Alight Financial Solutions and Wells Fargo Clearing. 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 through a large network of advisors, with a focus on technology-supported operational and research tools.

Michael Wentzel is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes five years at The Vanguard Group, Inc. prior to joining LPL Financial in 2019. He has also been self-employed since 2017. 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, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors.