Tuongvan Nguyen is a financial advisor with LPL Financial, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, Wells Fargo Clearing, and Equitable Advisors. Nguyen also operates Ruffalo Wealth Management as a side 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Alexander Willhite is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 15 years of industry experience. He previously worked at UBS Financial Services and Edward Jones before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives offering various advisory and brokerage services.

Jason Hoody is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at LPL Financial since 2015. Prior to this, he worked at Primetrust Advisors LLC from 2012 to 2015. He is based in Fort Mill, South Carolina. 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 portfolio management options, including access to third-party asset managers and institutional platforms.

Christopher Mitchell is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with LPL Financial in Fort Mill, SC, having joined in 2026 after 13 years at Commonwealth Financial Network. 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 services including financial planning, model portfolios, third-party asset management, participant-level retirement advice, and institutional platforms, supported by technology tools for operational and research purposes.

Meaghan Beadle is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial. She previously worked at Ameriprise Financial Services and Commonwealth Financial Network. Beadle is also engaged in fixed insurance sales as a minor part of her business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers various financial planning and asset management programs and supports its large network of advisors with advanced research tools and extensive non-advisory financial services.

Katherine Chapman is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She has been with LPL Financial since 2015 and is currently associated with LPL Enterprise LLC. 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.

Kirby Sale is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and nine years of industry experience. Prior to rejoining LPL Financial in 2019, he worked at Wells Fargo Clearing Services and operated Kirby's Painting, Inc. for over two decades. 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, including access to model portfolios, third-party asset managers, and institutional platforms.

Daniel Poole is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Guardian Life, Fifth Third Securities, and Merrill. 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 through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Brian Brelinsky is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has 25 years of industry experience, including over 21 years at Commonwealth 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.

Mary Terrando is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2014. Outside of her advisory role, she is involved in her local community as a musician with the Calvary Church music team. 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 large network of investment adviser representatives.

Charles Upchurch is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 24 years at Ameritrade. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing a variety of investment strategies and operational tools across its extensive platform.

Kol Birke is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network for 25 years. Birke also provides behavioral coaching services and seminars unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services.

Kaleb Brigham is a financial advisor at LPL Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at Tristate Financial Advisors and in the hospitality sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ashley Wallace is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation. She has one year of industry experience, previously working at Olin Corporation and Roy-El Morgan Farm before joining the financial sector. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platform offerings.

James Ebert is a financial advisor with LPL Financial, holding a Series 65 designation and eight years of industry experience. Prior to joining LPL Financial in 2026, he worked at Commonwealth Financial Network for four years and has professional experience with Renbrook School, Financial Planning Suite, Inc., and Yale University. He is also co-owner of Pendleton Capital Partners, LLC, an entity involved in commercial and residential real estate investment in Greenville, SC. 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, model portfolio programs, third-party asset management, and institutional platforms.

Connor Pridnia is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Bluestone Financial Advisors and Raymond James Financial Services Inc. Outside of his advisory role, he is associated with Bluestone Financial, a non-investment-related business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized SIMPLE IRA consulting services.

Kelly Barnett is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Kelly worked at Bank of America and Bank of America Merchant Services. Outside of financial advising, Kelly assists families as a Disney Destination Specialist, helping to book and plan Disney vacations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Mark Stevenson II is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at The Vanguard Group and Total Wine and More. 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 model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Jessica Beard is a Series 65-licensed advisor with LPL Financial based in Fort Mill, SC. She has two years of industry experience, including her current role at LPL Financial since 2026. Prior to joining LPL, she worked at Sherrill, Blake & Harrison CPA PA and Abby H. Champion CPA PC, with over a decade of experience in accounting firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment options and utilizes advanced tools to support advisors, managing over $819 billion in discretionary assets through a broad network of more than 22,800 advisors.

Leslie Wilson is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.