Cody Sanchez is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with seven years of industry experience. His career includes roles at Bank of America, Merrill, and Warren Averett prior to joining UBS in 2020. Sanchez also worked briefly at Colony Animal Clinic in 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Michael Mcgowan is a financial advisor with OSAIC based in Charlotte, NC, holding CFP® and Series 66 credentials and possessing 28 years of industry experience. He has been associated with Royal Alliance Associates, Inc. since 1999 and operates Michael W. Mcgowan CPA PA, providing tax preparation, consulting, and accounting services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party asset managers. The firm employs firm-provided asset-allocation tools and supports multiple advisory platforms and managed account solutions.

Luke Fontechia is a financial advisor at UBS Financial Services holding a Series 66 designation. He has one year of industry experience, with prior roles at Morgan Stanley and a background that includes positions in education and other ventures. He was involved with Rent-A-Rita from 2021 to 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor client plans and provides a range of services including financial planning, portfolio management, and capital markets solutions.

Ryan Collin is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding CFP® and ChFC® designations and over 20 years of industry experience. His career includes roles at firms such as Synovus Securities, Pinnacle Bank, and Highland Capital. 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 institutions. The firm supports its advisors with a range of investment options, technology tools, and access to third-party asset managers while maintaining oversight of a large advisor network and significant discretionary assets.

Seaver Riccordella is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, he worked at Equitable Advisors and Edward Jones. 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 portfolios, third-party asset management, and institutional platforms.

Robert Condron Jr. is a CFP® professional with 36 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Cetera and Bridge Financial Partners. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management options, including proprietary and third-party strategies, with both discretionary and non-discretionary implementations.

Daniel De Milo is a financial advisor with LPL Financial, holding a Series 66 designation and approximately one year of industry experience. His background includes roles in retail and education, such as employment with Smoothie King and teaching positions at Cuthbertson High and Middle Schools. 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 network of over 22,800 advisors.

Chloe Du is a financial advisor with LPL Financial, holding a Series 66 designation and beginning her advisory career in 2024. Her prior experience includes roles at the University of North Carolina at Chapel Hill and teaching positions at Marvin Ridge High School and Nonsuch High School for Girls. 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, employing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Glen Viditz Ward is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and 65 credentials and bringing 33 years of industry experience. He has been with Cambridge since 2008 and also serves as an independent insurance agent. Ward is president of Viditz-Ward Financial Services Inc., a separate financial services entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charities, and trusts. The firm offers a range of financial planning and investment management services through independent advisors, utilizing various custody platforms and both discretionary and non-discretionary strategies.

Bryce Adams is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previous experience at The Prudential Insurance Company of America, Pruco Securities LLC, and Agfirst. Outside of finance, he has worked in the hospitality sector, including roles at Lee's Inlet Kitchen and Liberty Taproom. 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 non-discretionary investment consulting supported by extensive research and a wide range of portfolio management options.

Shelley Verhagen is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and with 13 years of industry experience. Prior to joining LPL Financial in 2022, she worked at Bank of America and Merrill. 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 proprietary research and technology tools.

Tucker Beale is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 65 credential and has five years of industry experience. Prior to joining LPL Financial in 2022, he worked at Waldron Private Wealth and has experience in various roles including positions at Duquesne University and GNC. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

Winston Huie is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors, LLC. He serves as power of attorney and healthcare proxy for his wife, a role he has held since 2005. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm works with a variety of investment programs and third-party managers, focusing on personalized client assessment and multi-faceted advisory solutions.

Robert Morrison 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 gained experience with several firms including Metrolina Eye Associates and Connecticut Eye Consultants. 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 large network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jarod Reed is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. He has been with LPL Financial since 2007. 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 with tools such as machine learning for operational and research purposes.

Cynthia Honaker is a financial advisor at Cetera with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of her advisory role, she is the manager and owner of CNH Financial Advisors, LLC, a DBA for investment services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including access to third-party managers and customized strategies, supported by a large network of advisors.

Jonathan Tully is a Series 66 credentialed financial advisor with nine years of experience, currently affiliated with LPL Financial in Fort Mill, SC. Prior to joining LPL Financial in 2017, he worked briefly at Conbraco Industries and was a full-time student for one year. 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 options, leveraging both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Linda Abbott is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates, Stifel Nicolaus & Co Inc, and The Vanguard Group, Inc. Abbott is based in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans, operating as a broker-dealer, investment adviser, and futures commission merchant.

Cameron Church is a CFP® professional with eight years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has previously worked with Securian Financial Services and North Star Resource Group. Outside of his advisory role, he is involved in fitness as a part-time employee at a CrossFit facility and owns a tax planning business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm offers multiple investment platforms and proprietary strategies, with an emphasis on tailored portfolio management and documented advisor business relationships.

Thomas Ketzer is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America N.A. since 2022. Outside of his advisory role, Ketzer teaches EMT classes at South Piedmont Community College. 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 both model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.