Samuel Fisher is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group and Wells Fargo Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and offers a comprehensive platform including financial planning, portfolio management, and capital markets services.

Erik Malzahn is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

George Griggs III is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior roles include positions at Pruco Securities LLC, Kemble Financial LLC, Carroll Financial, and Northwestern Mutual. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs primarily model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Nefartari Ward is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. Her prior roles include positions at The Vanguard Group, Inc. and GWFS Equities, Inc. She is based in Fort Mill, South Carolina. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

John Lohse is a CFA® charterholder affiliated with LPL Financial, with three years of industry experience. He previously worked at Pathfinder Wealth Consulting and Cerberus Capital Management, L.P. Outside of finance, he has engaged in extended travel. 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, third-party asset management, and institutional platforms, supported by a broad advisory network and various operational tools.

Yolanda Mattaldi is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Edward Jones. Outside of her advisory work, she runs a blog called Talk and Tea. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Claus Larsen is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metropolitan Life Insurance, TD Ameritrade, and Merrill. Larsen is based in Fort Mill, South Carolina. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of advisors and advanced operational tools.

Robert Maki is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. His prior experience includes positions at Mass Mutual Investors Services and MetLife Securities Inc. He has been with LPL Financial since 2018. 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 a variety of investment strategies and technology tools.

Andrew Perkins is a Financial Consultant currently working at Fidelity Investments. He has been in this role since 2024. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024. From 2017 to 2023, Andrew worked as a Financial Consultant at E*TRADE Financial. His professional experience spans several years in financial consulting and investment advisory, focusing on building financial plans tailored to clients' goals. Andrew emphasizes forming trusting relationships with clients and prioritizes trust, reliability, and proficiency in his work.

Fred Mangano is a financial advisor at UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has worked with UBS Financial Services since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets solutions.

Matthew Lester is a Series 66-licensed financial advisor with eight years of industry experience, currently with Equitable Advisors since 2020. He previously worked at Edward Jones for three years and Dereda Porter State Farm for one year. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives and third-party sponsors.

Keith Benton is a financial advisor with LPL Financial in Rock Hill, SC, holding CFP®, Series 63, and Series 65 designations and has 31 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Founders Federal Credit Union, CUNA Brokerage Services, and Harrisdirect LLC. He serves as a board member of the Rock Hill / Fort Mill Minority Scholarship Foundation. 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 solutions, including financial planning, model portfolio programs, third‑party asset management, and institutional platforms, supported by extensive operational and research tools.

Xiaoju Zhang is a financial advisor at LPL Financial with three years of industry experience. Prior to joining LPL Financial, Zhang held roles at The Vanguard Group, Wells Fargo Bank, New York Life, and Language Line Solution. 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, third-party asset management, and institutional platforms.

William Byars IV is a financial advisor at LPL Financial based in Fort Mill, SC. He holds the Series 66 designation and has been with LPL Financial since 2025. Prior to his advisory role, he had diverse work experience including positions at Ace Gaming Co. LLC, Jimmy Johns, and involvement with Phi Iota Alpha. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes, supported by extensive operational and research tools.

William Fondo is a financial advisor with Equitable Advisors based in Charlotte, NC. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining Equitable Advisors, he has worked with Ameriprise Financial in multiple periods and has held various roles outside the financial sector. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Robert Mcgowan Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing comprehensive financial planning services, including retirement income, portfolio management, and tax minimization strategies. His client focus encompasses college education planning, family wealth management strategies, employee financial health, legacy planning, and liquidity management. Robert holds a Bachelor's Degree in Business Administration from the University of North Carolina at Chapel Hill. He has earned several professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials reflect his commitment to maintaining high standards of expertise and professionalism in financial advising. In his personal time, Robert enjoys various outdoor and recreational activities, such as boating, cooking, fishing, football, hunting, skiing, and surfing.

Meghan Keogh is a financial advisor with Edward Jones in Fort Mill, SC, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked in healthcare roles at several medical centers including Grady Memorial Hospital, Emory Healthcare, Atrium Health, Piedmont Medical Center, and Pruitt Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies, managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Gary Blount Jr. is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with LPL Financial since 2018 and also operates Gary Blount Jr. LLC and provides services through Foresters Advisory Services LLC and Foresters Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a broad network of advisors with multiple investment platforms and a combination of advisory services and non-advisory financial products.

Christopher Castleman is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior career includes roles at Park Avenue Securities, Guardian Life Insurance Company, Primerica Advisors, Honeywell, and GE Aviation. Outside of his advisory work, he serves in the United States Navy Reserve, volunteers as a US Naval Academy Blue and Gold Officer, and coaches youth soccer. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary capital market assumptions, model-based asset allocations, and global research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Charles Long is a financial advisor at UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining UBS in 2025, he worked at The Vanguard Group and has diverse experience including roles outside of finance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management strategies. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.