Holly Townsend is a financial advisor at LPL Financial with nine years of industry experience. She holds the CFP® designation along with Series 65 and Series 63 licenses. Her prior work experience includes roles at UBS Financial Services, The Vanguard Group, Live Oak Bank, the Country Club of Landfall, and the University of North Carolina Wilmington. Outside of her advisory work, she is involved with Fora Travel Agency in Charlotte, North Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of investment and financial planning solutions with both discretionary and non-discretionary strategies.

Thomas Cook is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and based in Charlotte, NC. He has one year of experience in the financial services industry, with prior roles at LPL Financial and Sonic Automotive. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, business-owner transition, and niche services such as sports and entertainment planning, using proprietary research and tools to develop tailored client recommendations.

Michael Gould is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Citigroup Global Markets and Ameriprise. He serves as co-trustee of a spousal lifetime access trust and is the guardian for his sister’s children. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Mark Flaherty is a financial advisor with LPL Financial holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial since 2026 and previously spent 11 years with Commonwealth Financial Network. He is also a co-owner of Weller Group, LLC, a private entity involved in 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jonathan Davis is a financial advisor at LPL Financial with the Series 66 designation and one year of experience in the industry. His prior work includes roles at First Citizens Bank, Auburn University Veterinary Hospital, Academy Sports + Outdoors, Auburn University, and St. Anne-Pacelli Catholic School. 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.

Ralph Truman Jr. is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves as President on the Board of Directors for the East Mecklenburg High School Foundation. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Geoffrey Hodge is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 65 and Series 66 credentials and 22 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Ameriprise from 2002 to 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Brett Blackwood is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at LPL Financial since 2020 and has also been associated with Sharonview Federal Credit Union since 2018. Prior to his advisory roles, he worked at Winthrop University from 2016 to 2020. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors through a variety of strategic and tactical investment options.

Diedrich Oglesbee Jr. serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advice and services to clients, focusing on wealth management strategies. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Diedrich is a graduate of Roanoke College, where he earned a Bachelor's Degree. Details about his specific areas of expertise, experience history, and personal interests are not provided in the available data.

Malcolm Mayer is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves as trustee for a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fiduciary financial planning with discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and capital market insights.

Glenda Mcconneghey is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and bringing 39 years of industry experience. She has been with Merrill since 2016 and has concurrent work experience at CarMax Inc since 2012. Merrill, along 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Burke is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes positions at Commonwealth Financial Network, Savvi Financial LLC, E*Trade Securities, and StanCorp Equities. He operates out of 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 financial planning, wrap and model portfolio programs, third‑party asset management access, retirement advice, and institutional platforms, supporting a wide range of investment strategies and utilizing advisor‑facing tools for operational and research support.

Timothy Landicho is a CFP® professional currently affiliated with LPL Financial in Fort Mill, SC. He has worked in the financial services industry since 2023, including roles at Marotta Wealth Management, Commonwealth Financial Network, and Clarendon Wealth Management. Prior to his financial career, he held various positions in education and wellness-related organizations. 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, utilizing a broad array of investment strategies and tools, supported by a large network of investment adviser representatives.

Jeremy Mcpherson is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2023, he worked for UBS Financial Services for 15 years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outcome modeling.

Jacob Bump is a Series 66-registered advisor with LPL Financial, based in Fort Mill, SC, and has two years of industry experience. Prior to joining LPL Financial in 2024, he worked at The Vanguard Group in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services through a large network of investment adviser representatives to individual and institutional clients. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolios, third-party asset management, and retirement plan services, supported by proprietary research and operational tools.

Cody Lamarque is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining LPL Financial in 2022, he held roles at Wells Fargo Clearing Services and RHI. 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 diverse financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Clayton Scholand is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on a committee at Mallard Creek Presbyterian Church that reviews financial statements and advises on spending. 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 and leverages proprietary research and model-based asset allocations to tailor strategies to clients.

Brooke Stephens is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked at firms including City National Bank and The Vanguard Group. Outside of her advisory role, she is involved in non-variable insurance sales. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides customized portfolio management and financial planning services through various advisory programs, integrating in-house and third-party investment managers with options for tax management and responsible investing.

Christopher Knox is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and has four years of industry experience. He has worked with firms including Securities America Advisors and Advisor Group, Inc. Outside of his advisory role, he serves as a senior advisor consultant for Highland Capital Brokerage, where he wholesales fixed annuity insurance and recruits financial and insurance professionals. OSAIC serves a diverse client base ranging from individual investors to institutional and corporate clients, offering brokerage and advisory services across multiple financial programs. The firm’s investment approach includes model-based asset allocation and portfolio optimization, supported by various tools and strategies, with a platform notable for its scale and affiliate network.

Benjamin Mcclelland is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and The Vanguard Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor investment plans to clients' goals.