Archie Garner Jr. is a CFP® professional affiliated with LPL Financial, with four years of industry experience. Prior to joining LPL Financial in 2024, he worked at The Vanguard Group for four years and operated Archie's Lakeshore Bakery for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Carron Flinter is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Wells Fargo, Carron worked in educational roles within Charlotte-Mecklenburg and Union County Public Schools. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors. The firm uses research and analytics to guide investment selection and offers a range of brokerage and advisory solutions.

Reginald Mccall is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 12 years. Outside of his advisory role, he is also employed as a tax associate with H&R Block. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and various affiliated financial services.

Isaiah Gash is an Investment Consultant who collaborates with individuals and families to develop customized financial strategies tailored to their goals, priorities, and long-term vision. He employs a collaborative planning approach based on clarity and trust to guide clients confidently as their needs and circumstances change.

Alexander Zikos is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation. He has been with Ameriprise since 2023. Prior to this role, he worked at Roberts & Ryan and has experience in the food service industry. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gregory Judge is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at UBS Financial Services Inc. for six years before joining LPL Financial in 2021. 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, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Kurt Hoffer is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with Cetera and its affiliated entities since 2019, previously working at Summit Financial Group Inc. Outside of his advisory role, he owns a fitness training business and a health and nutrition venture, and he distributes portable charging stations for consumer use. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Hadden Gsell is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2021 and previously held positions at Food Lion and Top Mops. 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 various financial planning and investment management programs, utilizing a range of strategies including model portfolios and third-party subadvisors.

Kathryn Hodge is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at LPL Financial since 2021 and previously held roles at Wells Fargo Clearing and Ann Taylor Loft. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Kirages is an advisor with LPL Financial, holding Series 65 and Series 63 credentials. He has recently entered the financial industry in 2026 and has prior experience working in hospitality, banking, and education sectors. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for advisors and oversight of substantial discretionary assets.

Ricardo Gonzalez is a Financial Consultant at Fidelity Investments, where he has been serving since 2020. He brings over a decade of experience in the financial industry, having held various roles within Fidelity Investments since 2008, including Investment Consultant, Relationship Manager, Private Client Group Representative, and Financial Representative. Throughout his career, Ricardo has focused on partnering with clients to develop strategies aligned with their goals and comfort levels. He emphasizes understanding the specific needs and preferences of each client's financial plan to create and implement investment approaches utilizing the Fidelity platform's strategies.

William Stillman is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Scott & Stringfellow, LLC from 2009 to 2011. Outside of his advisory role, he operates a home-based business related to real estate rental 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 portfolio programs, third-party asset management, and institutional platforms.

Evan Langstaff is a Series 65-licensed financial advisor with LPL Financial and has eight years of industry experience. Prior to joining LPL Financial in 2026, he worked at Commonwealth Financial Network for three years and has been associated with Legacy Retirement Advisors since 2018. 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.

Olivia Major is a Financial Advisor at Merrill for the CBC Group based in Charlotte, North Carolina, with residence in Carbondale, Colorado. She takes a planning-based approach focusing on client goals and objectives to guide clients through investment management, strategic banking and credit, as well as daily liquidity and service needs. Olivia covers clients on both sides of the country while developing new client relationships and ensuring a professional and personal client experience. Prior to joining Merrill, Olivia served as a Wealth Management Associate at Bank of America Private Bank and was an analyst with Bank of America Capital Introductions. She has experience working with high-net-worth individuals and families and assists clients in areas including college education planning, corporate executive services, employee benefits planning, family wealth management strategies, philanthropic planning, and portfolio management services. Olivia was born and raised in Charlotte, North Carolina, and holds a Bachelor's Degree in Business Administration from Washington and Lee University. She holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). She is affiliated with Bank of America Merrill Lynch and involved in the Roaring Fork Mountain Biking Association. Outside of work, Olivia enjoys mountain biking, snowboarding, adventure sports, cooking, reading, and yoga.

Vijayalakshmi Soundararajan is a financial advisor at Merrill with Series 66 accreditation and one year of industry experience. She has worked at Merrill since 2022 and previously was employed at Bank of America, N.A. from 2024 to the present. Outside of finance, she has been involved in yoga-related businesses, including Solar You Yoga and Be Yoga. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, corporations, pension plans, and charitable organizations.

Camryn Clements is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining UBS, Camryn worked at Boston Trust Walden and held roles outside the financial sector at Myriad Genetics, Elsevier Inc, and in education at North Carolina Central University, Mount Tabor High School, and Wiley Middle School. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Frederick Harkins is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has worked at firms including Merrill and Commonwealth Financial Network, and he is the owner of Harkins Wealth Management, LLC. In addition to his advisory work, he is a co-owner of Nightshade, LLC, a restaurant and bar in Providence, Rhode Island. 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 access, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Roger Merrill is a financial advisor at LPL Financial with 51 years of industry experience. He holds the ChFC® designation as well as Series 63, 65, and 66 licenses. His previous work history includes roles at Commonwealth Financial Network, Merrill Financial Associates, and Northwestern Mutual Investment Management. Merrill is a part owner of Little Caribbean, LLC, a private entity established as a holding company for a houseboat. 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 range of financial planning and investment management services through a large network of advisors and utilizes various advisory platforms and tools to support account management.

Isabella Clark is a financial advisor at LPL Financial based in Fort Mill, SC, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Principal Life Insurance Co, Principal Securities Inc, and Tractor Supply. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with advisory and brokerage services. The firm offers a range of investment options including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad array of non-advisory financial services.

Kevin Rogan is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at LPL Financial since 2026 and previously served at Legacy Wealth Partners and Commonwealth Financial Network. Outside of his advisory work, Rogan has been involved with the New Life Church of Ann Arbor since 2008. 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, supported by advanced operational and research tools.