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.

Geoff Coyne is an Investment Consultant at Fidelity Investments. In his role, he assists clients in defining their financial goals and aligning investment strategies with long-term objectives through disciplined, education-based planning. He emphasizes building meaningful relationships to gain a deeper understanding of each client's unique financial goals. Geoff has progressed through several positions at Fidelity Investments, starting as a Financial Services Representative in 2024, moving to Financial Representative from 2025 to 2026, and currently serving as an Investment Consultant since 2026. Outside of his professional responsibilities, Geoff has interests in beach activities, fitness, golf, running, and traveling.

Jeffrey Holden is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial in multiple periods since 2011, as well as at Osaic Wealth from 2022 to 2024. 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kayla Dillon is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 license and previously worked at Commonwealth Financial Network and Foundry Financial Group. Outside of finance, she worked at Patrick's Pub & Eatery for three years during her early 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 portfolio management services, utilizing both proprietary models and third-party strategies, supported by technology tools for operational and research purposes.

Matthew Scott is a Financial Advisor with the CBC group, part of Merrill Lynch Wealth Management, where he works within a larger team focused on helping clients meet their personal wealth goals. He provides assistance to clients in planning their financial objectives across various areas including college education planning, family wealth management strategies, retirement income, legacy planning, philanthropic planning, and small business strategies. Matthew holds a Bachelor of Supply Chain Management and Management Information Systems from the University of North Carolina at Charlotte, earned in 2018, and holds the Personal Investment Advisor (PIA) designation. Prior to entering financial advising in 2022, Matthew served nine years in the United States Marine Corps, including two deployments to Afghanistan, and earned a Naval Achievement Medal before being honorably discharged as a Sergeant. He also worked with Target Corporation in their distribution network, where he was recognized as manager of the year. Outside of his professional career, Matthew is involved as a para guide working with the blind. His personal interests include painting, reading, spending time with family, watching movies, and writing.

Jaquam Morris is a Series 66-licensed financial advisor with six years of industry experience, currently practicing at LPL Financial in Fort Mill, South Carolina. His career includes roles at PFM Asset Management, The Vanguard Group, Fidelity, Bank of America, Merrill, and Wells Fargo National Bank. 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 solutions, including model portfolios and third-party asset management, supported by technology tools and a broad network of over 22,800 advisors.

Tracy Levering is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Equitable Advisors since 2015 and previously worked at Axa Advisors. Levering also serves as a Notary Public for Mecklenburg County. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs through its network of Investment Adviser Representatives, utilizing third-party asset managers and model portfolios for client solutions.

John Ciccone Sr. is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 63 designation and has worked previously at Commonwealth Financial Network and Capital Navigation Group, where he also served as president and sole owner. 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 portfolio programs, and institutional platforms, supported by advanced operational tools and a broad non-advisory financial services platform.

Seth Condon is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group for three years. Outside of finance, he operates Sebo's Painting & Art 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 a range of advisory and brokerage services through a broad network of investment adviser representatives, utilizing a variety of portfolio strategies and operational tools.

Alan Tuchmann is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Northwestern Mutual and The Leaders Group, Inc., as well as operating Jaigantic Studios LLC, an entrepreneurial venture ongoing since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of advisors and extensive operational resources.

Anthony Dibattista is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and 24 years of industry experience. Prior to joining LPL Financial in 2026, he spent over two decades with Commonwealth Financial. 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, supported by extensive operational tools and a large network of over 22,900 advisors.

Jeff Fitch is a Financial Consultant currently working at Fidelity Investments since 2021. He has over 15 years of experience in the financial services industry, having held positions at TD Ameritrade as a Senior Financial Consultant from 2013 to 2021 and at AXA Advisors as a Financial Consultant from 2009 to 2013. Jeff focuses on helping clients achieve their financial goals through thoughtful planning and fostering a clear understanding of their priorities. He collaborates with clients to build financial plans that support confident and comfortable investment decisions. Outside of his professional work, Jeff has interests in cars, family activities, fitness, football, golf, and pets.

Brice Gibson is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Commonwealth Financial Network, Pathfinder Wealth Consulting, CAPTRUST, Fountain Financial Associates, Cetera Advisor Networks, and Edward Jones. He also engages in fixed insurance sales as a secondary business activity. 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 broad network of advisors, utilizing both proprietary and third-party strategies.

Robert Oh is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 credential and previously worked for six years at American Funds Service Company. 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, supported by both discretionary and non-discretionary investment strategies.

Jason Wheeler is a financial advisor at LPL Financial in Fort Mill, SC, holding the CFP® and ChFC® designations with 26 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Pathfinder Wealth Consulting, and Morgan Stanley. He also engages in fixed insurance sales as part of his business activities. 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 institutions. The firm provides a range of financial planning, portfolio management, and institutional platforms, leveraging a large network of advisors and various operational tools to support client investment strategies.

Blaine Andreadis is a CFP® professional affiliated with LPL Financial, with six years of industry experience. Prior to joining LPL Financial in 2025, he worked at UBS Financial Services Inc. from 2019 to 2025 and held roles at Compliance.ai and Gray's Outer Banks Lifestyle Clothing Company. 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 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 investment adviser representatives.

Ryan Dixon is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Ballast Wealth Partners, Commonwealth Financial Network, Harwood Advisory Group, and Mass Mutual Investors Services. He is also involved in fixed insurance sales, dedicating part of his business hours to this activity. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad network of over 22,900 advisors.

James Boswell is a financial advisor with LPL Financial in Fort Mill, South Carolina. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Avantax Advisory Services from 2011 to 2016. 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, supported by a large network of investment adviser representatives.

Megan Alpert is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at Merrill and Bank of America, as well as time at Commonwealth Financial Network and Joy World Wealth Partners. Outside of her advisory work, she also works as a Success and Fulfillment Coach in Scranton, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, supported by a network of over 22,900 advisors.