John Black III is a ChFC® credentialed financial advisor with 23 years of industry experience. He is currently with Cetera and has previously worked with LPL Financial and Independent Advisor Alliance. Black also serves as a member of the Rock Hill City Council, a position he has held since 2010. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and consulting services delivered through a large nationwide network of independent advisors.

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.

Robert Crigler is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Equitable Advisors since 2001, with additional experience at Axa Advisors and Transamerica Financial Advisors. Outside of his advisory work, he is a member of Buck Hollar, LLC and serves as co-executor of a family will under Royal Financial Partners. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party managers.

Keith Sandvoss is a financial advisor with Edward Jones in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Brian Chapman is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior work includes roles at Lincoln Financial Securities and Cetera Wealth Services, among others. He is also the owner of Wealth Plan Financial Group, LLC, and WealthGuard Insurance Services, LLC, both based in Charlotte, NC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to proprietary model strategies as well as unaffiliated third-party advisers across various platforms.

Jamie Lanik is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Customer Solutions LLC, Pruco Securities, LLC, and Prudential Insurance Company of America. 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 employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap program.

Christopher Ganoe is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 66 credentials and having 25 years of industry experience. He was previously with Truist Investment Services, Inc. for seven years before joining LPL Financial in 2013. 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, supporting advisors with various investment strategies and technology tools.

Drew Hefflefinger is a CFP® with 13 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Acorn Financial, Commonwealth Financial Network, and CliftonLarsonAllen Wealth Advisors, LLC. He also conducts fixed insurance sales as an agent under the name Acorn Financial. 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 advanced operational tools and oversight of substantial client assets.

Zachariah Abiad is a financial advisor with UBS Financial Services in Charlotte, NC. He holds the Series 66 designation and has three years of industry experience. Prior to joining UBS in 2022, he worked at Lowes, FedEx, and HomeGoods. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Robert Futrell is a financial advisor with LPL Financial in Fort Mill, South Carolina. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 17 years with LPL 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 portfolios, third-party asset management, and institutional platforms.

Andrew Keener is a Series 66-licensed financial advisor with six years of industry experience. He currently works at LPL Financial and previously spent eight years at Commonwealth Financial Network. Before his advisory career, he was affiliated with the University of Massachusetts Boston for three years. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology tools while managing over $819 billion in discretionary assets.

Walter Hutsell is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Commonwealth Financial Network and Pathfinder Wealth Consulting. Outside of finance, he has experience working in retail and hospitality, including at Surf City Surf Shop and Poe's Tavern. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Priscilla Jarvis is a financial advisor with UBS Financial Services in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, Jarvis worked in the mortgage industry and operates the Charlotte Plant Gallery as an entrepreneurial venture. UBS Financial Services 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 and leverages proprietary research to tailor client solutions.

Erik Smith is a CFP® professional with 13 years of industry experience. He has worked at LPL Financial since 2017 and previously spent five years with UBS. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with research and operational tools.

Kathryn Mclaughlin is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley & Co. LLC for seven years before joining Wells Fargo in 2016. Outside of her advisory role, she serves as a notary public in Charlotte, NC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Derenig Kostikian is a CFP® professional with 20 years of industry experience, currently advising clients at LPL Financial. Prior to joining LPL in 2026, Kostikian held roles at Commonwealth Financial Network, AssetMark Brokerage, and Signator Investors, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

William Mitchell Jr. is a financial advisor at Merrill with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Bank of America and Merrill since 2014. 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 institutional investors, utilizing internal and third-party asset managers.