Kyle Stricker is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at T. Rowe Price for eight years and has experience in both investment management and related roles. 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 wide range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive operational and research tools.

Korey Speight is a Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2019, he has focused on helping clients simplify complex financial decisions and develop more structured, intentional strategies. Korey partners with successful professionals to bring clarity and discipline to their finances, emphasizing investment management, retirement planning, and long-term wealth strategies. A graduate of the University of North Carolina at Charlotte, Korey holds a Personal Investment Advisor (PIA) designation. He adopts a relationship-driven approach, emphasizing a deep understanding of each client's goals, priorities, and values to achieve strong financial outcomes. Outside of his professional work, Korey is involved with the UNC Charlotte Alumni Board. He enjoys golfing, often connecting with clients and colleagues on the course, as well as traveling and attending sporting events, particularly basketball and football.

William Peerman is a CFP® with 42 years of industry experience, currently affiliated with LPL Financial. His prior experience includes over 17 years at Commonwealth Financial Network and roles at Stanford Group Company, Lanark Financial, and his own firm, Peerman Davis LLC. He is president and owner of Peerman Capital Management, LLC, a private entity managing securities and insurance activities. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Donald Anderson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes prior roles at Commonwealth Financial Network, College Funding/Alliance Financial, and Bartholomew & Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers various financial planning and investment management solutions, utilizing models, third-party subadvisors, and customized strategies.

Robert Rice is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with LPL Financial and has prior experience at Commonwealth Financial Network, Harvest Wealth Management, and Ameriprise. Rice is a co-owner of Harvest Wealth Management, a private entity involved in securities, advisory, and insurance business. 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, including access to model portfolios, third-party asset managers, and institutional platforms.

Matthew Reynolds is a financial advisor affiliated with LPL Financial in Fort Mill, SC. He holds a Series 65 designation and has recently begun his career in the industry with experience at several firms, including Commonwealth Financial Network and BNY Mellon. Prior to entering financial services, he was associated with LA Fitness and the University of Central Florida. 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 wide range of advisory and brokerage services, utilizing a variety of investment strategies and technology tools while overseeing substantial discretionary assets through a large network of advisors.

Andrew Viditz Ward is a CFP® with five years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Credit Suisse Securities (USA) LLC. He serves as a board member for the Anniston Chase Home Owners Association and is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Mark Schlumpberger is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise, Commonwealth Financial Network, and Integrated Equity Management. 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 with a range of strategic and tactical investment options.

Robert Piscura is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 63 designation and over 44 years of industry experience. He previously worked at Commonwealth Financial Network and Ameriprise and has operated Piscura Family Financial Consultants since 2007. Outside of his advisory work, Piscura is involved as a musician and master of ceremonies with The Groove Houndz. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, using both proprietary and third-party strategies, supported by extensive technology and a broad platform of non-advisory financial services.

Paul Panuccio is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2014. 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 institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Brandon Roy is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 66 credentials and five years of industry experience. His background includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and various other firms. He has also worked briefly in the hospitality and retail sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, using multi-asset model portfolios and a centralized operational structure.

Aleyda Maylone is a financial advisor at UBS Financial Services with seven years of industry experience. She holds the Series 66 designation and previously worked at Merrill for fourteen years before joining UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through a broad range of products and research-driven strategies.

Bradley Groth is a financial advisor with LPL Financial in Fort Mill, SC, holding the Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones and Commonwealth Financial Network and owns Groth Wealth Management, LLC. 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.

Russell Miller is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2025, he worked at MassMutual Life Insurance Co and Mass Mutual Investors Services from 2021 to 2025. He is also the owner of ERC Partners LLC, a real estate business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a retirement income service that provides written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Shannon Ostinelli is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. Her career includes roles at Merrill, UBS Financial Services, TIAA-CREF, and Tiaa prior to joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jordan Hernandez is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, Hernandez has a minority ownership interest in Untamed Waters Brewing, LLC, a brewery and brewpub in Fort Mill, South Carolina. 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 grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Neeraj Arya is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at 230FA LLC, Ironstate, and Merrill. 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Jaime Walker is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for The Vanguard Group, Inc. for 10 years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and asset management solutions, utilizing both proprietary and third-party strategies, and supports its advisors with technology tools for operational and research purposes.

Brooke Taylor is a financial advisor at LPL Financial with a Series 65 credential. Brooke has experience in various roles including at Fleet Feet, Unilever, and Equitable Advisors, and has been with LPL Financial since 2025. Brooke’s background includes education at UC Berkeley and work prior to the advisory industry. 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, and institutional platforms, supporting its network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Christopher Stevens is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 designations and 11 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for five years before joining LPL Financial in 2016. 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.