Peter Mudd is a financial advisor at UBS Financial Services with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at The Vanguard Group for three years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.

David Smith is a ChFC® and holds a Series 66 license with Edward Jones, where he has worked since 2009. He has 27 years of industry experience. Outside of his advisory role, he serves as a council member for CHS Union Advisory Council and is on the board of directors for Union Power Cooperative, both located in Monroe, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as additional affiliated financial services.

James Hudock is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Investment Centers of America for eight years and Financial Resources Group for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tyler Rue is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and seven years of industry experience. His prior roles include multiple positions at The Vanguard Group and a year at Wonsulting. He also has experience in academia, having worked at Brigham Young University - Idaho. 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 various investment programs, supported by a large network of advisors and a wide array of operational and research tools.

Kevin Ramirez is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Wells Fargo for two years and has additional experience at IGS Solutions and DoorDash. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of advisors and extensive operational resources.

Amber Mccormick is a financial advisor at Fidelity with 23 years of industry experience and holds a Series 66 designation. She has worked at various Fidelity entities since 2003, including Strategic Advisers and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model offerings.

Ryan Lightfoot is a financial advisor at J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and may include an ESG eligibility framework.

John Manocchio is a CFP® and Series 66 registered financial advisor with 15 years of industry experience. He is currently with LPL Financial and has prior experience at Commonwealth Financial Network and Pacific Crest Wealth Planning. Outside of advising, he is involved with the Truckee Dirt Riders and has served on the Truckee Donner Chamber of Commerce and CATT Community Project boards. 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 solutions, utilizing proprietary research, third-party strategies, and technology tools.

Shaun Griffin is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2026, he worked at Commonwealth Financial Network for six years and spent brief periods at JP Morgan Chase & Co, Mattress Firm, Cape & Islands Kitchens, and Northeast Interiors. 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, and institutional platforms, supported by extensive operational and research tools.

Ashley Dambreville is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 66 licenses and having 11 years of industry experience. Her career includes roles at J.P. Morgan Chase Bank NA, Wells Fargo Clearing Services, and TIAA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Anthony Palomba is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network and Heritage Private Wealth Management. Outside of his advisory role, he owns an LLC that provides debt and credit counseling through Lighthouse Personal Finance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. It offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Matthew Stys is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include nearly a decade at Commonwealth Financial Network and a position at Hampshire Country School. 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 and platforms, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Semludin Avdic is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and six years of experience at LPL following six years at CVS Pharmacy. He has a total of one year in the financial industry. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools.

Mercedes Dockery is a financial advisor at Cambridge Investment Research Advisors with Series 65 credentials. She has experience in real estate, having worked at EXP Realty since 2020 and previous roles at Wilkinson ERA and Citywide Realty. Dockery has been with Cambridge Investment Research Advisors since 2026. Cambridge Investment Research Advisors serves individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management and operates proprietary model strategies under the Founders Gate Capital brand.

Christy Broccardo is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has a longer tenure at Wells Fargo Bank, N.A., starting in 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Adam Greene is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes roles at Citizens Securities, TD Ameritrade, and Scottrade. 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 variety of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor-facing technology and a broad range of financial products.

Danielle Danner is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 2009 as an intern and progressed to a Registered Client Associate before becoming an advisor. Danielle focuses on helping clients with strategies related to retirement planning, education planning, family wealth management, and retirement income. She works closely with individuals, families, and businesses to understand and align financial advice with their short- and long-term objectives. Danielle holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Personal Investment Advisor (PIA) designation. She earned a bachelor’s degree in Business Administration with a focus on Finance and a minor in Communication Studies from the University of Florida. Originally from the Tampa Bay area, she now resides in Matthews, North Carolina with her husband and two children. In addition to her professional work, Danielle is involved in the community through her participation with Samaritan’s Purse U.S. Disaster Relief and the Matthews Athletic & Recreation Association Softball program. She enjoys running, reading, playing softball, and spending time with her family.

Austin Konecke is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016, with prior roles at The Mutual Fund Store and Banc Of America Investment Services, among others. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, providing both discretionary and non-discretionary investment options and managing approximately $326 billion for roughly 477,000 clients.

Christina De La Espriella is a financial advisor at Thrivent Investment Management in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Her prior work history includes roles at Thrivent Financial, Rover, YMCA, DoorDash, and Chubb. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning that covers retirement, tax, estate, business continuation, divorce, and special needs topics. The firm offers planning and managed-account solutions separately, with a consolidated billing option called “WealthPlan.”

Timothy Briggs is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 20 years of industry experience. His career includes positions at Barings, Advisors Asset Management, UBS Financial Services, and Wells Fargo Clearing. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.