Katie Fitzpatrick is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2026. She has held several roles at Fidelity Investments, including Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative from 2020 to 2022. Her work focuses on helping clients simplify their finances and develop well-designed financial strategies. She assists with planning for retirement, building wealth, and creating security for loved ones, aiming to provide clarity and confidence as clients work toward their financial goals. Outside of her professional role, Katie enjoys fitness, running, puzzles, exploring food, and spending time at the lake.

Vaishali Trivedi is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Warren Brooks is a financial advisor at UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo, and Uber. He also has experience working with MechanicMe and has held academic roles at the University of Washington, University of Houston, Houston Community College, and Lonestar Kingwood Community College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a platform offering custody, underwriting, and capital markets services.

David Sain is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. His prior work includes roles at Pruco Securities LLC and BlackBridge Financial, as well as multiple positions at the University of South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with operational and research tools.

Carly Griffin is a CFP®-certified financial advisor with 14 years of industry experience, currently serving at LPL Financial since 2019. Her prior experience includes roles at J.W. Cole Financial, Inc. and Foresters Financial Services. Griffin is involved with multiple entities affiliated with her LPL business, including a specialized DBA focused on investment strategies. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a wide range of financial planning, asset management, and institutional platforms.

Simone Henry is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and seven years of industry experience. She has been with LPL Financial since 2015. 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, and institutional platforms, combining advisory services with a range of non-advisory financial activities.

Howard Jacobs III is a financial advisor with Fidelity, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Pruco Securities LLC, The Prudential Insurance Company of America, Edward Jones, Merrill, and Ameriprise. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, employing algorithmic methodologies and long-term asset allocation benchmarks.

Michael Starensier is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2018, following four years at MML Investors. 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 model portfolios, third-party subadvisors, and customized strategies supported by advisor-facing technology.

Steven Artman is a Series 66-licensed financial advisor with LPL Financial, based in Fort Mill, SC. He has seven years of experience with LPL Financial, following roles at MassMutual and MetLife Securities Inc. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and retirement advice, supported by a large network of investment adviser representatives and multiple institutional platforms.

Adam Barnes is a financial advisor with LPL Financial in Fort Mill, SC. He holds Series 63 and Series 65 designations and has 12 years of industry experience, including three years at The Vanguard Group and nine years at 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 range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting its advisors with technology and research tools.

Cristine Ale is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she owns and manages a mobile food business and a residential remodeling service. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary market research and client goals.

Noah Morris is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL Financial in 2022, he worked at The Vanguard Group and held various positions affiliated with Indiana University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Mia Annunziata is an advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, she held roles at Wake Forest University and The Clearing House. 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 a large network of investment adviser representatives.

Jessica Holloway is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. Her career includes roles at Merrill Lynch Pierce Fenner & Smith, UBS Financial Services, Chase Investment Services Corp., and Equitable Advisors. She is based in Fort Mill, SC. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a wide network of investment adviser representatives.

Donna Canty is a financial advisor with LPL Enterprise in Fort Mill, SC, holding Series 63 and Series 66 licenses and 29 years of industry experience. She previously worked at Prudential Insurance Company of America and its affiliated entities from 2003 through 2024. Canty is also a licensed public notary in Georgia. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Trenton Mcghee is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial since 2012. His prior roles include positions at Merrill, Banc of America Investment Services, Inc., and Edward Jones. 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 a range of financial planning and investment solutions through its large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

William Kutters Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he operates Kawall Colors Shop, a home-based 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various advisor tools and a broad range of financial activities.

Gregory Marsh is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He has previously worked at Citizens Bank, Wells Fargo, and TIAA, and took two sabbaticals during his career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

James Jenson is a financial advisor with LPL Enterprise holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial since 2013, including time at National Planning Corporation from 2016 to 2017. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and various corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Aderito Morais is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Ryan-Hess-Morais Financial Advisors, Inc. since 1999 and was previously affiliated with Ic Advisory Services Inc and The Investment Center Inc. 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, with a broad network of over 22,800 advisors.