Ryan Cessna is a financial advisor at LPL Financial with Series 65 and Series 63 credentials and four years of industry experience. Before joining LPL Financial in 2023, he held positions at The Vanguard Group and several other firms. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brian Jensen is a financial advisor at LPL Financial with a Series 65 credential and one year of industry experience. Prior to his current role, he has held positions at Commonwealth Financial Network and operated several businesses including Jensen Complete Wealth, Iowa Digital Signage, Jensen Floorcare, Mobile Crane Inspections, and Jensen Softwashing. He also has experience working at Iowa State University, USDA-NRCS, and Kirkwood Community 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Christina De Sario is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and previously worked at Commonwealth Financial Network for nine years and SimpliSafe, Inc for two 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 range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Samantha Wolffis is a financial advisor at Merrill with a Series 66 designation and eight years of experience in the industry. She has been with Merrill since 2018 and previously worked in the food service industry. 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 investment strategies for a range of individual and institutional clients.

Jason Gallimore is a Series 66-licensed financial advisor at LPL Financial with 10 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Salem Glen Country Club, CUSO Financial Services, LP, and Allegacy Federal Credit Union. 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, model portfolios, third-party asset management access, and institutional platforms, leveraging both discretionary and non-discretionary investment strategies.

Jennifer Powel is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo since 2016, with prior experience at Prudential Equity Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a large platform of advisors and assets.

Wesley Beulah is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 credential and four years of industry experience. Prior to joining Equitable Advisors, he worked at RKW Residential and Hawthorne Residential. Outside of his advisory role, he is involved in managing Hippo Investments, a property rental company. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management services through a network of investment adviser representatives. The firm utilizes a variety of third-party advisory programs and offers ERISA fiduciary services for qualified plans.

Jack Butler is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. He has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to offer a broad range of investment solutions.

Jeffrey Boyer is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and having 19 years of industry experience. He previously worked at Edward Jones for 15 years and at Commonwealth Financial Network for five years. Outside of his advisory work, he owns Restoration Ranching, LLC, a cattle farming business in Virginia. 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, with advice delivered mainly by investment adviser representatives using a variety of investment strategies.

William Youngblood Jr. is a financial advisor at Edward Jones with nine years of industry experience. Before joining Edward Jones in 2017, he worked for Clover Community Bank for one year. He holds the Series 66 designation. Edward Jones serves more than four million individual and institutional clients, offering full-service wealth management through a nationwide network of over 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Eric Gonzalez is a Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional at Merrill Lynch Wealth Management. He works with individuals and families across the Carolinas to build, preserve, and transfer wealth with confidence. His expertise includes retirement planning, legacy objectives, investment management, tax-efficient strategies, and estate planning. By combining thoughtful planning with the resources of Merrill Lynch and Bank of America, Eric assists clients in navigating important financial decisions. Eric holds a Bachelor's Degree from Winthrop University and holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). In his personal time, he enjoys fishing, running, and traveling.

Parker Hughes is a financial advisor at Equitable Advisors in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience and a diverse work background including roles outside the financial sector. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party solutions.

Janet North is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. She previously worked at Edward Jones from 2018 to 2024 and held roles at Afflink, LLC and The University of Alabama. Outside of her advisory work, she is co-owner of a commercial floor cleaning business that she and her husband plan to acquire. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Donald Paroda Jr. is a financial advisor with LPL Financial in Rock Hill, SC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and managing his own firm, Donaldparoda Asset Management. He also operates Donald Paroda Wealth Management as a DBA for his LPL business. 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, employing diverse investment strategies and leveraging technology tools to support its advisors.

John Jacob is a CFP®-designated financial advisor with 28 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008. He serves on the investment committee for Saint Mark’s Lutheran Church and is a finance committee member of the Charlotte Providence Rotary Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Matthew Mclaughlin is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. His career includes positions at Merrill and Bank of America prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocation to tailor strategies to client goals.

Lyle Back is a CFP®-designated financial advisor with over 21 years of industry experience. He is currently with Raymond James & Associates and previously spent 20 years at Edward Jones. 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 municipal entities, offering financial planning, non-discretionary consulting, and institutional advisory services supported by a broad range of portfolio management styles and affiliated research.

Richard Rainforth is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has previously worked with Commonwealth Financial Network, Generation Strategies, LLC, and New York Life, among others. He is co-owner of R2 Financial Strategies, LLC, a private entity facilitating securities, advisory, and insurance 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 financial planning and investment management services, leveraging a broad network of advisors and technology tools while overseeing more than $819 billion in discretionary assets.

Cooper Gower is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Lowe's and Appalachian State University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs primarily delivered through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment solutions, including managed accounts and ERISA fiduciary services for qualified plans.

Allison Marsh is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 credential and bringing 10 years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.