Corey Myers is a financial advisor at LPL Financial in Charlotte, NC, holding CFP® and Series 66 credentials with 12 years of industry experience. His prior roles include positions at Edward Jones, IFG Advisory, Securities America Advisors, and OSAIC. 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 with access to model portfolios, third-party asset management, and institutional platforms.

Keyton Elmore is a financial advisor at Edward Jones in Indian Trail, NC, with two years of industry experience. He holds a Series 66 designation and has held positions at Principal Securities Inc, Principal Life Insurance Company, and several other firms. Prior to his financial career, he spent six years at the University of Alabama and three years at Shoal Creek Country Club. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Vaughn is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He previously worked at Summit Brokerage Services Inc. for 12 years before joining LPL Financial in 2019. Vaughn has ownership interests in investment-related businesses including Arbitrage Management Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and portfolio management solutions supported by both proprietary and third-party investment strategies.

Griffin Korner is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Red Ventures, Lowe's Home Improvement, EY, and Comerica Bank. 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 customized portfolio strategies, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

Scott Smith is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2014 to 2023. Smith is a managing partner at Convergent Financial Partners, LLC, where he provides brokerage and advisory services, and serves as a board member of the NCSHP Foundation, a nonprofit supporting troopers and their families. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Andrew Schroeder is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Thrivent Financial, CUNA Mutual Group, BrightHouse Securities, and MetLife Investors Distribution Company. 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, supported by a large network of advisors and a variety of operational and research tools.

Chance Lopez Coleman is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and beginning his industry experience in 2024. His prior work history includes roles at Beverly Benson State Farm, Concentrix, Jimmy Johns, Amazon Distribution, Lowes, and The Budd Group. 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, model portfolios, and access to third-party asset managers, leveraging technology and extensive non-advisory financial activities alongside its advisory platform.

Stanley Worrell Jr. is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Leo Sbardella Jr. is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and over 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC from 2005 to 2020. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Charles Kaufman is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge Investment Research Advisors since 2005. Kaufman also operates an independent insurance agency and owns a bookkeeping service as a CPA in Indian Land, SC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions.

Collin Kotek is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Equitable, Natixis, and various positions in education and retail. 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 plans, corporations, and charitable organizations.

Sara Radigan is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She has worked at LPL Financial since 2014 with a brief tenure at Barings and TIAA-CREF in 2017 and 2014, respectively. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with technology tools while overseeing over $819 billion in discretionary assets.

Corey Holcomb is a financial advisor at LPL Financial with 10 years of industry experience and holds the Series 66 designation. His career includes roles at UBS Financial Services and Morgan Stanley prior to joining LPL Financial in 2021. 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 wide range of financial planning and investment management services, utilizing both proprietary research and third-party strategies across various account types.

Kristin Laxton is a financial advisor at Ameriprise in Charlotte, NC, holding a Series 66 designation with four years of industry experience. She has been with Ameriprise since 2017 and previously worked at Hickory Mechanical, Inc. and Lenoir Rhyne. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Carlos Kaehler is a financial advisor with UBS Financial Services and holds the Series 66 designation. He has one year of industry experience, including prior roles at ConocoPhillips and FedEx. Kaehler also has an academic background from Clemson University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Nataly Tracy is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Royal Alliance Associates and Charles Schwab & Co., Inc. Outside of her advisory career, she owns rental real estate properties. 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 municipalities, offering financial planning and investment consulting through various programs and strategies.

Jeremy Schuyler is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2021 and previously worked at Waddell & Reed Inc. for over a decade. 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 both discretionary and non-discretionary strategies.

Timothy Barrett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with LPL Financial since 2019 and previously spent three years at Independent Financial Group. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Cory Triolo is a Series 66-licensed financial advisor at LPL Financial with 22 years of industry experience. He previously worked at Merrill for 13 years, Banc of America Investment Services for 4 years, and Ameriprise for 1 year. 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 representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of investment and retirement solutions, including model portfolios, third-party asset management access, and institutional platforms.

Christian Davis is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Pacer Advisors, Inc. in 2012. 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, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.