Rebecca Foret is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 credential with two years of industry experience. Her prior roles include one year as a self-employed advisor and six years at Hope Academy. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Shaneyfelt is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Cambridge Investment Research Advisors, he held various roles including positions with the NC GOP and Union County Government. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Brian Ephraim is a financial advisor at LPL Financial with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously with Commonwealth Financial Network and Northwestern Mutual in various capacities. Ephraim is also involved in fixed insurance sales as an agent. 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, third-party asset management, and institutional platforms, supported by extensive resources and technology.

Matthew Roberts is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Bank of America, The Vanguard Group, and DoorDash. His background includes roles in diverse sectors such as marketing and education. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal Chief Investment Office teams and third-party managers.

Jessica Rubenstein is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Charles Monnett & Associates for four years and has held roles at Edward Jones since 2021. Outside of her advisory work, she is a consultant for Rodan + Fields, marketing and selling health and beauty products. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 advisors.

Robert Loweth is a CFP® professional affiliated with LPL Financial, bringing 36 years of industry experience. He previously spent over two decades at Commonwealth Financial Network and Rexroad, Loweth And Associates. Outside of advising, he is a 50% owner of PLR, LLC, a company managing commercial properties. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Parth Parikh is a Financial Advisor based in Charlotte, NC, affiliated with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop customized financial strategies aimed at building, preserving, and transferring wealth. Parth focuses on managing new wealth, individual and corporate investment strategies, and tax minimization. He emphasizes careful listening to clients in order to understand what they value most, and collaborates with them to create plans that align with their financial goals. His approach aims to simplify complex financial matters and provide trusted guidance through every stage of life. He holds a Bachelor's Degree from the University of North Carolina System and the Personal Investment Advisor (PIA) designation. Parth communicates with clients in English, Gujarati, and Hindi. Outside of his professional work, he has interests in basketball, golfing, traveling, and watching movies.

John Edmunds is a CFP® professional with six years of industry experience. He is currently affiliated with LPL Financial and has held previous roles at First Trust Advisors L.P. and Commonwealth Financial Network. Outside of his advisory work, he owns Edmunds Franchise Group, LLC, a holding company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad network of advisors and offers a range of advisory and brokerage services including financial planning and third-party asset management.

James Xiarhos is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Pruco Securities, LLC and Prudential Insurance Company of America for 18 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Laura Ciotoli is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Haire is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with LPL Financial since 2012 and previously worked at UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christina Mccalla is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and bringing 26 years of industry experience. Her prior roles include 16 years at Commonwealth Financial Network and positions at Uvest Financial Services Group, Inc. and Investment Advisors Corp. Outside of financial advising, she has served as treasurer for a local political campaign and worked in various catering roles in Massachusetts. 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, utilizing a variety of investment approaches including model portfolios, third-party subadvisors, and customized strategies.

Michele Cahayla is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 26 years of industry experience. She previously worked for Prudential Insurance companies and Pruco Securities from 1999 to 2024. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, and institutional clients, offering investment advisory and brokerage services with a model-driven approach to portfolio management and access to third-party asset managers.

Sarah Hunt is a financial advisor with LPL Financial and holds a Series 66 designation. She has 14 years of industry experience, including prior roles at Commonwealth Financial Network and Independent Financial Group. Hunt previously worked with Plotkin Financial Advisors in a consulting capacity. 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 portfolio programs, supported by a large network of investment adviser representatives and various institutional platforms.

Brennan Mayfield is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Wealthmark Advisors, and Thrivent 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.

Elizabeth Leventis is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Monat and Foresters Financial Services. Outside of her advisory role, she hosts a podcast titled Butterflies & Rainbows. 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, utilizing model portfolios, third-party subadvisors, and customized strategies.

Ethan Burke is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has worked previously at Oppenheimer, Bank of America, Northwestern Mutual, and also has experience in the apparel industry. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad range of capital markets solutions.

Julia Ladson is a financial advisor at LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials with two years of industry experience. Her prior roles include positions at US Tech Solutions and Wells Fargo Clearing Services. She has also been involved with Blue Heron Restaurant and Catering and Clemson Outdoor Recreation Education. 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.

Shawn O'Brien is a financial advisor with LPL Financial, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, Mutual of Omaha Investment Services, and Foreside Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with support from extensive research tools and a large network of advisors.

Kristian Kerr is a financial advisor at LPL Financial with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at CiTIGROUP from 2017 to 2023 and Comerica Bank in 2017. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, including model portfolios, third-party subadvisors, and institutional platforms.