Jason Driver is a financial advisor with Ameriprise in Tega Cay, SC, holding a Series 66 designation and 12 years of industry experience. He previously worked at LPL Financial for seven years and has served at Family Trust Federal Credit Union for over a decade. He is a board member of the Eagle Club in Rock Hill, SC. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

William Annin is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with clients to help simplify and manage their financial lives by delivering a comprehensive approach to managing wealth. His approach begins with listening to each client's needs and ensuring every strategy is grounded in an understanding of their personal goals. William utilizes the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of clients' financial lives. His areas of expertise include college education planning, executive compensation, investment consulting for defined contribution plans, portfolio management services, and retirement income. William holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of North Carolina System. William is involved in his community through participation in the Fort Mill Rotary Club. In his personal time, he enjoys biking, golfing, and swimming.

Brayden Kurtz is a financial advisor at LPL Financial with Series 66 credentials and one year of industry experience. Prior to joining LPL Financial, he held roles at George Washington University and worked in customer service positions at a dog grooming salon and a carwash. 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 financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Aaron Kauffman is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, he worked in physical therapy at Architech Sports and Physical Therapy and Elite Physical Therapy. He maintains a physical therapy license but is not currently practicing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Carl Myers is a financial advisor with Cambridge Investment Research Advisors based in Charlotte, NC. He holds the Series 63 and Series 65 credentials and has 30 years of industry experience. Prior to joining Cambridge in 2023, Myers worked for Lincoln Financial Securities Corporation for eight years. Outside of his advisory role, he is involved in a real estate business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, utilizing multiple custody platforms and proprietary as well as third-party model strategies.

Jennifer Lorick is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 credentials and having 25 years of industry experience. She has worked at LPL Financial since 2012 and was previously with Morgan Stanley from 2010 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies alongside various technology tools to support advisors.

Lee Ann Miller is a financial advisor with LPL Financial, holding a Series 65 designation and one year of industry experience. Prior to joining LPL Financial in 2025, she worked in education at Coastal Carolina University, South Pointe High School, and Saluda Trail Middle School. 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 both proprietary and third-party strategies, supported by advanced operational tools.

Nicholas Jansson is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked in automotive sales at Stateline Chrysler and CarMax. 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 portfolios, third-party asset management, and institutional platforms.

Kyle St Clair is a financial advisor at LPL Financial with a Series 66 designation and experience starting in 2023. Prior to joining LPL Financial, he held positions at Tesla, Mitchell Martin Inc, Mason Frank International, and several other firms. He has been affiliated with Binghamton University since 2016. 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 services through a network of investment adviser representatives, utilizing various portfolio strategies and technology tools.

Jonathan Dunn is a CFP®-certified financial advisor with nine years of industry experience. He is currently with LPL Financial and has held prior roles at Capitol Family Office, Morgan Stanley Smith Barney, UBS Financial Services, and The Vanguard 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 financial planning and investment services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Amy Schlager is a Series 66-licensed financial advisor with Equitable Advisors in Charlotte, NC, where she has worked since 2001, bringing 25 years of industry experience. Prior to Equitable Advisors, she was affiliated with Axa Advisors, LLC for 19 years. Schlager serves on the executive leadership team of the American Heart Association's Go Red for Women Charlotte chapter and participates in recruiting and corporate sponsorship efforts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a range of advisory programs, including referrals to third-party asset managers and LPL-sponsored programs.

William Solomon III is a financial advisor at Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Equitable Advisors since 1999, including during its period as Axa Advisors, LLC. Outside of his advisory role, he serves as a director on the board of a nonprofit organization, the Dilworth Center. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a range of advisory models and third-party asset managers, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Mikai Hunt is a financial advisor with LPL Financial in Fort Mill, South Carolina. He holds Series 63 and Series 65 credentials and has been in the industry since 2024, including a prior role at Florida Financial Advisors (DBA Tristate Financial Advisors). Hunt has a background that includes work in insurance and financial consulting. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research and technology tools.

David Huther is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Fidelity Investments, PNC Investments, UBS Financial Services, and Wells Fargo Home Mortgage. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports a broad range of investment approaches through a large network of advisors, combining scale with diverse financial services and technology tools.

Lance Barnhardt is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Aventine Financial Planning, Securities America Advisors, and Cambridge Investment Research Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs, supported by extensive advisor-facing technology and a broad platform of non-advisory financial services.

Bret Alexander is a financial advisor with Mass Mutual Investors Services in Monroe, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. His background includes roles at Intuitive Compensation Group and Southern Tier Brewing Company, as well as service with the Cabarrus County Sheriff's Office. Outside of his advisory work, he assists clients in obtaining non-variable life insurance, annuity, and disability income products. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual engagements to develop recommendations.

Tennyson Shifley is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including 17 years with Cambridge Investment Research Advisors. Outside of his advisory work, he serves as an associate pastor and music ministry assistant at Christ Lutheran Church and is a board member of the Department of Lutheran Studies at Gordon-Conwell Theological Seminary. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of platform arrangements and both proprietary and third-party investment strategies.

Mary Gravelle is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. She has worked in various roles within Wells Fargo-affiliated firms since 2015. Outside of finance, she owns a coaching business focused on career, resume, and interview preparation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers specialized planning in areas such as retirement, education, business-owner transitions, and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

Katherine Daniels is a financial advisor with LPL Financial in Fort Mill, South Carolina. She holds a Series 66 designation and has 14 years of industry experience. Her work history includes roles at LPL Financial since 2017 and Wells Fargo Clearing from 2011 to 2017. Outside of her advisory role, she is involved in real estate investment activities. 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.

Jared Gibson Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo, he worked at BMW of Tuscaloosa and Carite of Tuscaloosa. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap‑fee programs, 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 with an emphasis on research-driven investment approaches.