Andrew Szklinski is a financial advisor at Mass Mutual Investors Services in Charlotte, NC. He holds Series 63 and Series 65 designations and has been with Mass Mutual since 2025. Prior to joining the financial industry, his work history includes roles at Restoration Hardware and the University of North Carolina at Charlotte. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to deliver written recommendations and offers specialized planning programs, including recent additions such as Divorce Planning.

Cortney Fluegeman serves as Vice President Private Wealth Management Advisor at Fidelity Investments. She has been with Fidelity since 2006, progressing through various roles including Vice President Regional Planning Consultant and Vice President Financial Consultant. With over two decades of industry experience, she focuses on delivering thoughtful guidance and personalized wealth planning aligned with clients' values and goals. Her professional journey at Fidelity encompasses a wide range of financial advisory roles, demonstrating a commitment to trusted insight and building lasting relationships with clients. Cortney emphasizes the importance of understanding what matters most to clients and their families in wealth planning. Outside of her professional work, Cortney enjoys activities such as camping, attending concerts, exploring culinary interests, golfing, hiking, and traveling.

Christina Downey is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial. She has previously worked at Peerman Capital Management LLC and Commonwealth Financial Network. Outside of her advisory role, she provides bookkeeping and general accounting services for Williamson County Schools. 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, supported by technology tools and a broad network of over 22,900 advisors.

Lauren Gehrig is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining UBS, she worked at Valeo Financial Advisors, Boiler Financial Track, and Southeast Financial Group. She also has an academic background with experience at Purdue University and Cardinal Gibbons High School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, blending institutional trading capabilities with wealth management services and leveraging proprietary research to tailor client portfolios.

Manuel Martinho is a financial advisor with Morgan Stanley who holds Series 66 and Series 63 licenses and has 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021 and previously spent 15 years with Unionbanc Investment Services. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a diverse range of investment programs and planning services.

Michael Sweeney is a financial advisor with LPL Financial based in Fort Mill, SC. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining LPL Financial in 2026, he worked at Tradier Brokerage, Inc. and The Vanguard Group, Inc. among other roles. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms while supporting advisors with research tools and multiple investment strategy options.

Christian Perangelo is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at The Vanguard Group and multiple positions at Liberty 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with a broad range of investment options and operational tools.

Richard Fuller is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. He has worked at Merrill since 2009 and has over 30 years of experience with Bank of America, N.A. based in Charlotte, NC. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm combines internal Chief Investment Office strategies with third-party managers and supports trading, administration, and custody.

Kent Cullinane is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Dunham & Associates Investment Counsel, TP ICAP, Barclays, and Abel Noser Solutions. He is currently based in Fort Mill, SC. 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 and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Constance Cook is a financial advisor with LPL Financial, holding the Series 63 and Series 66 designations and bringing 38 years of industry experience. She has worked at firms including Commonwealth Financial Network, Legacy Retirement Advisors, Independent Financial Group, Girard Securities, and TD Ameritrade. Cook is also president of Cook Wealth Advisors, a private entity facilitating securities, advisory, and insurance business. 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 advisory services utilizing diverse investment strategies and operates a broad network of over 22,900 advisors.

Victoria Swanson is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 27 years of industry experience. Her prior experience includes roles at Prudential Insurance Company of America and Cetera Advisors LLC. Outside of financial services, she is the owner of JRS Remodeling, a business she has operated since 2004. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers additional services such as financial planning, trustee services, and insurance product facilitation.

Joseph Amoddio is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 65 designation and has worked at LPL Financial since 2026. Prior to joining LPL, he was associated with Weller Group LLC and has experience at United Parcel Service and in recreational services. 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, including financial planning and access to various investment strategies through a large network of investment adviser representatives.

Amanda Shives is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Merrill, Bank of America, Western Governors University, Speedway Motorsports, Inc., and Gaston College. Wells Fargo Advisors provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates nationwide with over 14,000 advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

Trevor Hoke is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, where he worked for 5 and 13 years, respectively. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor financial plans.

Corey Barnes is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and due diligence from Schwab’s research teams, supported by its integrated custody and brokerage platform.

Paul Cooper is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 40 years of industry experience. He has worked primarily with Commonwealth Financial Network and has maintained his own securities business, Cooper Associates, since 1985. 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, asset management, and retirement advice services, utilizing both proprietary model portfolios and third-party strategies.

Eric Radinsky is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of advisors and branches.

Vance Talbot is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network, Sierra Pacific Wealth Advisory Group Inc., and Private Wealth Advisors. Outside of his advisory role, Talbot serves as an Account Executive for IntelliChief, LLC, a position he has held since 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment solutions, including model portfolio programs and institutional platforms, supported by a large network of investment adviser representatives.

David Steele is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Wells Fargo and TIAA-CREF. 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, and institutional platforms, with more than 22,800 advisors and $819 billion in discretionary assets under management.

James Tuttle is a Series 66-registered financial advisor with LPL Financial, based in Fort Mill, SC, and has 16 years of industry experience. Before joining LPL Financial in 2014, he worked at UBS Financial Services, Merrill, and New England Securities. 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, utilizing both proprietary and third-party models, supported by advanced operational tools.