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.

Dorian Carbunari is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked for 19 years at Commonwealth Financial Network. 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 other institutions. The firm offers a range of financial planning and asset management services through a large network of investment adviser representatives, employing a variety of investment strategies and operational tools.

Erin Larney Themig is a CFP® professional with 23 years of experience in the financial industry. She is currently with LPL Financial and has previously worked at Commonwealth Financial Network and Azimuth Wealth Management. Her career includes multiple engagements with Commonwealth Financial Network across several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and customized strategies, supported by advanced operational and research tools.

Tejas Borse is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2026, he worked at Commonwealth Financial Network for seven years and held positions at Bank of America, Merrill, First Republic Investment Management, First Republic Securities Company LLC, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jacob Hillyard is a Financial Consultant currently working at Fidelity Investments since 2025. He has held several roles within the financial services industry, including Investment Consultant at Fidelity Investments from 2023 to 2024, Financial Planner at Domain Money in 2023, Financial Consultant and Associate Financial Consultant at E*TRADE from Morgan Stanley between 2020 and 2023, and Brokerage Investment Trader at Vanguard from 2019 to 2020. Jacob is a CERTIFIED FINANCIAL PLANNER® Professional, assisting individuals and families in clarifying their financial picture, priorities, and strategy. He focuses on helping clients simplify complex financial decisions and develop a structured approach to achieve their current and future financial goals. Outside of his professional work, Jacob's personal interests include fitness, golf, spending time at the lake, reading, skiing, and traveling.

Nikolaos Peroulas is a financial advisor with LPL Financial, holding a Series 66 designation and with 21 years of industry experience. He has worked at LPL Financial since 2008 and previously spent time at Harrisdirect LLC in 2005. 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, including model portfolios, third-party asset management, and institutional platforms.

David Hamrick is a financial advisor with Edward Jones in Lancaster, SC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Clayton Wise is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Axa Advisors, the Levine Jewish Community Center of Charlotte, Red Ventures, and the University of South Carolina. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory programs, emphasizing client-specific risk assessment and customized investment solutions.

Richard Johnson II is a Series 66 licensed financial advisor with LPL Financial, based in Fort Mill, South Carolina, with 7 years of industry experience. He has previously worked at Merrill and Bank of America, N.A. before joining LPL Financial. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Charles Belk is a financial advisor at Edward Jones with 21 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 2004. Based in Charlotte, NC, he is part of a large national firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by more than 23,700 advisors nationwide.

Ezio Palomeque is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in offering personalized wealth management strategies tailored to his clients' unique needs, helping bridge the gap between their current financial situations and future aspirations. His expertise encompasses a wide range of areas including retirement planning, estate planning services, risk management, tax minimization strategies, and investment management. Mr. Palomeque focuses on client areas such as family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. He holds a Bachelor of Science degree in Business Administration and Finance from East Carolina University. Additionally, he has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Fluent in English and Spanish, he brings accessible and knowledgeable service to his clients. Outside of his professional work, Mr. Palomeque dedicates time to community involvement, including participation with the Hearts For The Invisible Charlotte Coalition. His personal interests include boating, camping, cooking, football, reading, travel, and spending time with his family.

Scott May is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, 65, and 66 licenses and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm employs a large team of advisors and uses research-driven approaches including diversification principles and modern portfolio theory.

Marc La Vigne is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 26 years of industry experience. He has worked at Cambridge since 2010 and previously with Gunnallen Financial, Synergy Investment Group, and Legg Mason Wood Walker. Outside of advising, he is also involved in independent insurance agencies representing various insurance companies. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Frank Abel IV is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior work includes seven years at Commonwealth Financial Network and over two decades at The Ferrucci Company. He has a fixed insurance sales business located in Essex, Connecticut. 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 large network of advisors, utilizing various portfolio strategies and technology tools to support client accounts.

Deena Wilson is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining LPL in 2018, she worked with Foresters Advisory Services and Foresters Financial Services from 2016 to 2018. Outside of her advisory role, she is an independent nail stylist. 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, and institutional platforms, supporting advisors with research and technology tools, and overseeing over $819 billion in discretionary assets.

Lauren Fevrier is the Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. In this role, she focuses on helping clients develop personalized comprehensive financial plans by simplifying complex financial concepts and utilizing Fidelity's technology. Lauren has been with Fidelity Investments since 2020, initially serving as a Financial Consultant before her current role. Prior to joining Fidelity, she worked as a Financial Advisor at UBS Financial from 2015 to 2020. Outside of her professional career, Lauren has interests in art, family activities, food, social events, music, and traveling.

Adam Casper is a CFP® professional with 11 years of industry experience, currently associated with LPL Financial. His prior work includes roles at Commonwealth Financial Network and Edward Jones. He is also a co-owner of Weller Group LLC, a private entity engaged in 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.