Morgan Hinchen is a financial advisor with Cetera in Rock Hill, SC, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, Hinchen worked at LPL Financial LLC and Independent Advisor Alliance, LLC, among other roles. Hinchen also provides administrative support to Independent Advisor Alliance, an independent investment advisor firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform featuring both affiliated and third-party model portfolios.

John Grimes is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Retirement Wealth Advisors Inc., and Nicholas Financial, where he has worked since 1998. 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 various advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party strategies.

Samuel Byrd is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 65 designation and has worked at Pathfinder Wealth Consulting, Commonwealth Financial Network, and Live Oak Bank, among other roles. Byrd is based in Fort Mill, SC. 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 broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Alexa Glanzel is a financial advisor with LPL Financial, holding a Series 65 credential and two years of industry experience. Her prior work includes roles at Commonwealth Financial Network and Weller Group LLC, as well as employment outside of finance at DiBella's Old Fashioned Submarines and in education at Wayne Central School District and University of Rochester. 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 services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Christina Mehltretter is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and previously worked at Ernst & Young for eight 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Mark Esposito is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Bank of America. In addition to his financial career, he serves as an intelligence analyst with the United States Air Force. 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 model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Kaidin Phelan is a financial advisor at LPL Financial with a Series 65 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Commonwealth Financial Network and co-manages Swensen, Phelan and Associates. He spent three years involved with the Legacy of the Plains Museum. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Carl Hefflefinger is a CFP®-designated financial advisor with 38 years of industry experience, currently with LPL Financial. He previously worked at Commonwealth Financial Network for 24 years and Acorn Financial, LLC for nine years. He also has involvement in fixed insurance sales covering various life and disability products. 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, and institutional platforms, supported by its extensive network of investment adviser representatives.

Mayank Patel is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He previously worked at Merrill and Bank of America before joining LPL. Patel is based in Fort Mill, SC. 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 broad range of advisory and brokerage services supported by various investment strategies and technology tools, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Anna Cooper is a Series 66 licensed financial advisor at Equitable Advisors in Charlotte, NC, with approximately one year of experience. Her prior work includes roles at Carepoint, Inc., The McIntosh Law Firm, P.C., Wake Forest University, and service in the US House of Representatives. She has also been involved with Pelican's Snoballs and Basilico Italiano. Equitable Advisors serves a diverse client base including individual, pension, corporate, charitable, and institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs and offers a range of investment options and fiduciary services.

Franklin Babylon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Grove Point Advisors, Wells Fargo Bank, Mass Mutual Investors Services, and MetLife Securities. He is also the owner of COD Creative LLC, a business based in Indian Trail, NC. 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 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, supported by advanced operational and research tools.

Joshua Frieze is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 66 designation and has worked at Merrill, Empower Financial Services, and Empower Advisory Group before his current role. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Rodrigo Guevara is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Walmart and Western Carolina University. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances.

Ahmed Martinez is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at UBS Financial Services, The Vanguard Group, and TIAA-CREF. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and advanced operational tools.

Nickolas Wilson is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group for 10 years. Outside of advisory work, he managed a podcast called The Knight Light from 2021 to 2022. 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 and access to model portfolios, using various investment strategies supported by advisor-facing technology.

Jared Smith is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Wells Fargo Clearing, and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Dillon Gonzalez is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Commonwealth Financial Network for 11 years 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 offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, and supports advisors with advanced operational and research tools.

Donald Click is a CFP® with 44 years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked for Commonwealth Financial Network for over two decades and owns DM Management, a holding company for sports tickets. He also manages fixed insurance sales and mineral rights leasing activities. 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 solutions through a large network of representatives using both proprietary and third-party model portfolios.

Peter Konapitsky is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Brighthouse Securities, Metlife Investors Distribution Company, and several real estate-related ventures. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Benjamin Crotty is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and having three years of industry experience. Before joining LPL Financial in 2024, he worked at Wells Fargo Clearing Services and several other firms across financial services and related industries. 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, including model portfolios, third-party asset management, and institutional platforms.