Marci Stier is a financial advisor at LPL Enterprise with Series 63 and 65 licenses and 29 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation from 1995 to 2024 before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, alongside offering financial planning and access to various third-party asset managers.

Marty Monahan is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, with 18 years of industry experience. His background includes roles at The Vanguard Group and Ameriprise, among others. He is based in Fort Mill, SC. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Matini Baruwa Etti is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Her prior experience includes roles at Bank of America, KeyBank, JPMorgan Chase Bank, and affiliated securities firms. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Bradley Stoehr is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Quasar Distributors, LLC and Horizon Investments LLC. Outside of his advisory role, he serves as president of the nonprofit Odd Kidneys and is involved in youth athletics as secretary of Elite 9 Softball, both in Fort Mill, SC, and holds a vice president position at LMStoehr Designs. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers both discretionary and non-discretionary investment strategies through various custody platforms and maintains proprietary as well as third-party model strategies.

Jayashree Rajesh is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2005. Outside of her advisory role, she serves on the Memberships Committee of the Parent Teacher Student Organization at her son's high school. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Bradley Smith is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at UBS Financial Services Inc., The Vanguard Group, Inc., and served in the North Carolina General Assembly. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory network. The firm offers a range of financial planning and investment management services, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies.

Evan Johnson is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Aline Capital and The Exercise Coach, as well as service in the South Carolina House of Representatives and time as a full-time student. 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 delivered through a large network of advisors who utilize model portfolios, third-party subadvisors, and customized strategies.

Jay Hitselberger is a CFP®-designated financial advisor with Raymond James & Associates in Charlotte, NC, bringing nine years of industry experience. Prior to joining Raymond James, he held roles at Purshe Kaplan Sterling Investments, Thrivent Financial, and LPL Financial. Outside of advising, he is a partner in Jay's Maize Kettle Corn Company, assisting with event coordination for the business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research resources.

Austin Williams Ayers is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Thermo Fisher Scientific and Auburn University. 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 variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and diverse investment strategies.

Sean Garrity is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2010 and previously held positions at UBS Financial Services, Merrill, and Banc of America Investment Services. He also serves as a board member in another business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of investment strategies, including model portfolios and third-party management, supported by advanced operational and research tools.

Claire Mccarthy is a CFP® professional with 27 years of experience in the financial industry. She is currently with Osaic Wealth, Inc., having joined in 2024, and previously worked for LPL Financial for five years and M&T Securities, Inc. and M&T Bank for 20 years. She is an investor in Wing Financial, a financial planning technology startup. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Richard Burns is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group, Inc. for 18 years and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets through structured planning processes and various investment offerings.

Anthony Ruffalo is a CFP® professional with 21 years of experience in the financial industry. He has been with LPL Financial since 2008 and worked at Equitable Advisors from 2005 to 2008. In addition to his advisory role, he is involved in digital marketing education. 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 variety of investment and financial planning solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Michael Firestone is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management in Charlotte. He is also a partner in The Rivlin Firestone Group. With over 30 years of experience, Michael provides financial guidance to companies and individuals, creating Wealth Management Plans and financial strategies that align with clients' goals and objectives. His areas of focus include wealth preservation, investment portfolio selection, retirement income strategies, concentrated stock strategies, charitable giving, business succession strategies, college planning, estate maximization strategies, long-term care, and access to mortgage lending through Bank of America. Michael participates in Merrill's Alternative Investment Academy accreditation program covering Hedge Funds, Private Equity, and Real Assets. Michael holds the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc.; the Chartered Retirement Planning Counselor™ (CRPC™) designation from The College for Financial Planning Institutes Corp.; the Certified Plan Fiduciary Advisor® (CPFA®) designation issued by the National Association of Plan Advisors; and FINRA Series 7 and Series 66 registrations. He also possesses life and health insurance licenses, as well as long-term care and Medicare licenses. He previously worked as a Certified Public Accountant (CPA) at Ernst & Young and KPMG, providing assurance, advisory, and tax services to Fortune 1000 companies, C-level executives, audit committees, and boards of directors. Additionally, he led a mergers and acquisitions department for a Fortune 10 company for over six years. Michael earned both his MBA in Finance and Bachelor of Business Administration in Accounting with Magna Cum Laude honors from Pace University. Michael volunteers and donates to various charities, including First Book of Charlotte and Junior Achievement, and has served as a board member for various religious organizations. He enjoys traveling and spending time with his wife, Lisa, their two sons, and their dog Clay.

Jasmine Frazier is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and previously worked for eight years at Founders Federal Credit Union. 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 broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Satish Markanda is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chris Soucheck is a financial advisor with LPL Financial in Fort Mill, SC. He holds the Series 63 and Series 66 licenses and has 24 years of industry experience, including 16 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 services including financial planning, wrap and model portfolio programs, access to third-party asset management, and institutional platforms, utilizing various strategies across discretionary and non-discretionary accounts.

Jon Gandy is a financial advisor at UBS Financial Services with 13 years of industry experience. He previously worked at Wells Fargo Advisors for 19 years before joining UBS in 2024. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to proprietary research and institutional trading capabilities.

Jeff Leichman is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity for over two decades, contributing to various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Service Trader. His extensive experience within the company reflects his commitment to exceptional client service and personalized financial guidance. Throughout his career at Fidelity, Jeff has focused on partnering with clients to develop financial plans aimed at achieving their financial goals. His expertise encompasses diverse investment choices and tailored advisory services. Jeff's long tenure at Fidelity demonstrates his dedication to the firm's principles and client-centered approach.

Ryan Schachtner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior work includes roles at OneAmerica Securities and American United Life from 2015 to 2020. Outside of advisory work, he serves as CEO of Caroline Asset Management, an independent insurance agency, and 1Market Street, LLC, a book sales and speaking business. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent financial professionals using various platform arrangements and proprietary as well as third-party model strategies.