Jack Fischer is a Planning Consultant at Fidelity Investments, where he develops personalized financial plans and investment strategies tailored to clients' life goals. He has been with Fidelity Investments since 2021, progressing through roles including Benefits and Planning Consultant, Investment Solutions Representative in various capacities, and Customer Relationship Advocate. Prior to joining Fidelity, Jack worked as a Research Analyst at Fischer Investment Group in 2018 and 2020. His experience spans financial planning, investment solutions, and client relationship management. Outside of his professional work, Jack has interests in fitness, golf, and reading.

Richard Spatola Jr. is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at LPL Financial and South State Bank since 2007, following a year at Uvest Financial Services Group, Inc. 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, third-party asset management, and institutional platforms.

Kaiana Padilla is a financial advisor at LPL Financial with one year of industry experience. She has been with LPL Financial since 2017 and previously worked at an Amazon Fulfillment Warehouse for two years. 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 and access to third-party asset managers, supported by extensive operational tools and a broad network of over 22,800 advisors.

Elizabeth Brennan is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She has been with LPL Financial since 2018, following four years at ACCSC. Outside of her advisory work, she engages in online resale activities through eBay and Poshmark. 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.

Lawrence Marin is a CFP® with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Dahmen Lariviere is a CFP® with 24 years of industry experience, currently affiliated with LPL Enterprise. His prior experience includes roles at PRUCO Securities, The Prudential Insurance Company of America, Forethought Distributor, Epoch Securities, and several other firms dating back to 2010. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated trust and insurance services.

Norman Getsinger is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Castlight Health and Red Ventures. 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, and supports advisors with technology-driven research and operational tools.

David Wilburn is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Equitable Advisors since 2015, including a prior affiliation with Axa Advisors. Outside of his advisory role, Wilburn serves as Treasurer for the National Association of Health Services Executives’ North Carolina chapter and is President and CEO of Echelon Enterprises, LLC, a holding company for his 1099 income sources. Equitable Advisors provides financial planning, retirement plan consulting, and asset management programs to a diverse client base, including individual, institutional, and charitable clients. The firm utilizes a range of advisory models and third-party asset managers to deliver tailored investment solutions.

Peter Mudd is a financial advisor at UBS Financial Services with Series 63 and Series 65 credentials and three years of industry experience. Before joining UBS in 2025, he worked at The Vanguard Group for three years. Outside his advisory roles, his background includes involvement with several clubs and educational institutions. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm’s approach includes proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

David Smith is a ChFC® and holds a Series 66 license with Edward Jones, where he has worked since 2009. He has 27 years of industry experience. Outside of his advisory role, he serves as a council member for CHS Union Advisory Council and is on the board of directors for Union Power Cooperative, both located in Monroe, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as additional affiliated financial services.

James Hudock is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Investment Centers of America for eight years and Financial Resources Group for seven years. 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 portfolio programs, third-party asset management, and institutional platforms.

Tyler Rue is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and seven years of industry experience. His prior roles include multiple positions at The Vanguard Group and a year at Wonsulting. He also has experience in academia, having worked at Brigham Young University - Idaho. 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 investment programs, supported by a large network of advisors and a wide array of operational and research tools.

Kevin Ramirez 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 worked at Wells Fargo for two years and has additional experience at IGS Solutions and DoorDash. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of advisors and extensive operational resources.

Joe Jaspers is a Certified Financial Planner (CFP®) with 36 years of industry experience. He is currently affiliated with LPL Financial and has held roles with Carolinas Telco Federal Credit Union and CUNA Brokerage Services, Inc. since 2007 and 1991, respectively. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Amber Mccormick is a financial advisor at Fidelity with 23 years of industry experience. She holds the Series 66 designation and has worked with Strategic Advisers and Fidelity in various capacities since 2003. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios for intermediary platforms.

Ryan Lightfoot is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has been with J.P. Morgan entities since 2014, including JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ashley Dambreville is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her prior work includes roles at Wells Fargo Clearing Services and TIAA, with a career spanning positions at JP Morgan affiliates since 2019. She also has experience working with Sports Link. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers services on a non-discretionary basis through a select group of Wealth Advisors.

Semludin Avdic is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and six years of experience at LPL following six years at CVS Pharmacy. He has a total of one year in the financial industry. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools.

Mercedes Dockery is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and currently in her first year in the industry. Prior to her advisory role, she gained six years of experience with EXP Realty and worked with Wilkinson ERA and Citywide Realty in real estate. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

Christy Broccardo is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has a longer tenure at Wells Fargo Bank, N.A., starting in 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.