Gregory Porcaro is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles in accounting as president of a CPA firm and leadership positions in real estate management and development companies. Outside of advising, he is involved in several business ventures including real estate and accounting. 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 portfolios, supported by advanced research and operational tools.

Matthew Cova is a CFP® with nine years of industry experience, currently serving as a financial advisor at LPL Financial. He has previously worked at Commonwealth Financial Network and Resource Financial Planning Corp. Outside of his advisory work, he coaches and provides private training classes through Defiance Strength and Conditioning. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Gage Mayer is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has held roles at DEECO Inc, the North Carolina Department of Agriculture, and other local businesses prior to joining UBS. Mayer’s background includes diverse positions across both public and private sectors. UBS Financial Services Inc. 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, supported by proprietary research and a broad range of capital markets activities.

Linda Ledzian is a financial advisor with LPL Financial in Rock Hill, SC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She previously worked with Capital One Financial Advisors and Capital One Advisors. She also operates Linda L. Ledzian Wealth Management, Inc., an entity supporting her LPL business activities. 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.

Wesley Osbourn is a financial advisor with Edward Jones in Charlotte, NC, holding CFP®, Series 63, and Series 65 designations and bringing 13 years of industry experience. His career includes prior roles at Fidelity Investments and Tiaa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Jason Loia is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lauren Barricklow is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 license and three years of industry experience. Prior to joining Equitable Advisors, she held various positions including self-employment and roles in education and service industries. She is also the owner and CEO of Pyre Investments LLC, a company involved in seeking and purchasing potential properties. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Donald Bowers is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has worked with LPL Financial since 2018. Bowers also serves as a board member for the Arras Foundation, a nonprofit organization. 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 options, utilizing both proprietary and third-party strategies.

Indira Tinsley is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 license with nine years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously spent 13 years at Carolinas HealthCare System. Outside of her advisory role, she serves as a referral coordinator for Women in Networking, a community organization in Charlotte. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning processes and advanced modeling tools, offering a broad range of investment and financial services.

Timothy Weller is a CFP® professional affiliated with LPL Financial, with 33 years of experience in the financial services industry. He has worked at Commonwealth Financial Network and operated his own firms, including Weller Group LLC and Weller Financial Group. Outside of his advisory work, he is involved in a snowplowing services business through a separate entity. 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 portfolios, and third-party asset management, utilizing various investment strategies and technology tools to support its network of over 22,900 advisors.

John Holbrook is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining UBS, he worked at Lowes, operated a tree and junk removal business, and was employed at Medi Weightloss. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor plans to 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.

Jeanna Brandt is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. She previously worked at Raymond James Financial before joining LPL Financial in 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its large network of advisors with varied investment strategies, technology tools, and a broad set of financial products and institutional platforms.

Jason Bolduc is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 designation and four years of industry experience. His career includes roles at Fidelity Investments, Cetera Investment Services, Commonwealth Financial Network, and Bank of New Hampshire. He is also a co-owner of Granite Capital Advisors, 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 other institutions. The firm offers a range of advisory and brokerage services through a broad network of representatives, providing financial planning, asset management, and institutional platforms supported by advanced operational and research tools.

Gregory Lewis is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 20 years of industry experience. Prior to joining LPL Financial Services in 2010, he worked at Alight Financial Solutions, Banc of America Investment Services, and Ameriprise. LPL Financial is a national broker-dealer and 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, and institutional platforms, supporting its advisors with research, technology tools, and a broad spectrum of investment options.

Matthew Fallaw is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has previously worked at firms including Infinex Investments and Community One/Capital/FTB. He serves as Treasurer and Board Member for the McCullough Townhome Owners Association, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance advisory services not commonly found among large institutional advisors.

Rylan Stephens is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, he worked at Equitable Advisors LLC and has held roles in various sectors including healthcare and education. Stephens’s background includes positions at Baylor Scott White/Aramark and Iowa State University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory solutions, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Laura Wolfrom is a financial advisor with Equitable Advisors in Fort Mill, SC, holding a Series 66 designation and 12 years of industry experience. She has worked at Equitable Advisors since 2014, previously associated with Axa Advisors, LLC from 2014 to 2020. She is also the managing member of Wolfrom Financial Services, LLC. Equitable Advisors serves individual investors, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives. The firm relies on third-party asset managers and advisory programs and offers a variety of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives, while providing ERISA fiduciary services to qualified plans.

Jackson Hansen is a financial advisor with LPL Financial based in Fort Mill, SC. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes positions at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. 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 offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by technology tools that assist advisors in their service delivery.

Scott Peck is a financial advisor at LPL Financial in Fort Mill, SC, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network, Northwestern Mutual, and several independent advisory practices. Outside of advising, he is involved in fixed insurance sales. 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 subadvisors, and institutional platforms.

Fabricio Cardoso is an advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. His prior work includes roles at MWA Financial Services, Modern Woodmen of America, and various service and educational positions. 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.