Lisa Mirabella is a financial advisor at Morgan Stanley in Charlotte, NC, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2012. Outside of her advisory role, she is employed with Doordash and Instacart in labor and service capacities. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process incorporating scenario modeling and firm-approved tools.

Cody Nigh is a CFP® with eight years of industry experience currently affiliated with LPL Financial. His prior roles include positions at Powell Financial Group, Commonwealth Financial Network, CCG Wealth Management LLC, and Lincoln Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a network of over 22,900 advisors managing more than $819 billion in discretionary assets.

Emily Harris is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 designations and 21 years of industry experience. She has worked at Equitable Advisors since 2005 and previously was with Axa Advisors, LLC for 15 years. Outside of her advisory work, Harris serves as a Girl Scout troop leader and is on the board of directors for Heart of a Lion Rescue. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and selective alternative investments.

John Wood Jr. is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 41 years of industry experience. His career includes lengthy tenures at Cambridge Investment Research and Commonwealth Financial Network. He is also president and owner of Strategic Planning Group, Inc., a private entity focused on securities and advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Suzi Lederer is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked previously at Ameriprise Financial Services and Raymond James Financial. 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, supported by a large network of investment adviser representatives and a broad platform of investment options.

Brian Price is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. He previously spent 23 years with Commonwealth Financial Network before joining LPL Financial in 2026. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various portfolio programs and institutional platforms.

Martin Joyce is a financial advisor affiliated with LPL Financial, holding a Series 65 designation and three years of industry experience. His career includes roles at Bestgen Wealth Management, Commonwealth Financial Network, Carson Wealth, Hirst Financial Independence Planning, Gleeson Powers, and Buyer's Edge Platform. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors through a broad range of financial planning and investment management services, offering various advisory platforms and institutional programs.

Jason Bryson is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plans, banks, trust companies, and institutions.

Michael Crowell is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at TIAA-CREF, Nuveen, UBS Financial Services, and a previous tenure at 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Arrik Wilkins is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked previously at Primeline Capital, Bayview Asset Management, and ON24. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans for clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Wesley Stringfield is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, 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, supported by a large network of investment adviser representatives.

Michael Davis is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013, with prior experience at Stifel 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 financial planning and portfolio management services through a large network of investment adviser representatives.

Olasupo Oniyilo is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at United Community Bank, Page Capital, and AXA Mansard Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by various third-party subadvisors and proprietary research tools.

Emily Morreale is a financial advisor at Equitable Advisors in Charlotte, NC, with seven years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors since 2019, having previously worked at AXA Advisors and in roles outside the financial industry including at Nephron Pharmaceuticals and OneLife Fitness. Additionally, she is involved as a sales associate with Realty Benefit Services, focusing on tax account programs. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of advisory models and third-party asset managers, providing services that include mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Allan Smith is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with LPL Financial and previously worked at Commonwealth Financial Network for 13 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, model portfolio programs, and institutional platforms, supported by a wide network of investment adviser representatives.

Shauna Blake is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at LPL Financial since 2015 and previously spent eight years at Morgan Stanley in various 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Ankush De is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, he worked at BlackRock Investments LLC and BlackRock from 2019 to 2024. 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, and institutional platforms, combining advisory services with a broad range of financial activities.

Mark Reynolds is a financial advisor with LPL Financial based in Fort Mill, SC. He holds the Series 66 designation and has five years of industry experience. Prior to his current role, he spent ten years at Delta Air Lines, Inc. He is also involved with Terrier Financial Group, a business related to his LPL activities. 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 portfolio management solutions, utilizing both proprietary and third-party strategies.

John Burns is a CFP®-certified financial advisor at Raymond James & Associates with 55 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. 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 and advisory services that emphasize tailored, non-discretionary strategies supported by firm research and multiple portfolio management styles.

Brian Masucci is a financial advisor at LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has recently transitioned into the financial services industry following prior experience in retail and local community activities. Outside of advisory work, he has been involved with the Lake Norman Swim League and Mooresville Golf Course. 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, third-party asset management, and institutional platforms, supported by technology and research tools.