Steve Worthy is a financial advisor at OSAIC based in Charlotte, NC, holding CFP® and ChFC® designations with 46 years of industry experience. He has worked at Signator Investors, Inc. for 38 years and has been involved with Maxworth Consulting Group, LLC since 2006, where he manages consulting services related to compensation strategies for emergency department medical staff. Worthy has also worked in fixed insurance since 2018. OSAIC serves a diverse range of clients, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through an extensive network of financial advisors. The firm employs proprietary asset-allocation tools and supports a variety of investment products and managed account solutions.

Gerald Linen is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has worked at several firms including Merrill and Banc of America Investment Services. Linen has been with LPL Financial since 2011, with a brief period at Merrill between 2017 and 2019. 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, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Gary Cappon is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Cadaret, Grant & Co., Inc. and Guardian Life. 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, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Isabella Beale is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has worked at several firms including Janney Montgomery Scott and Waldron Private Wealth. 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 services, utilizing both proprietary and third-party strategies to meet client needs.

Istelma Giers is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has worked at LPL Financial since 2017 and previously spent seven years at The Vanguard Group. She is also a certified paralegal in North Carolina. 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 asset management services through a large network of advisors and utilizes technology tools to support investment strategies and operational processes.

William Dedmon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His previous roles include positions at Uvest Financial Services Group, Inc. and LPL Financial Services. He is a 10% owner in a family business that builds water tanks, although he has no active involvement in its operations. 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, utilizing various portfolio strategies and technology tools to support its network of more than 22,800 advisors.

Dagner Rivero is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at TIAA, Nuveen Asset Management, and Wyndham Capital Mortgage. 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.

Jahnese Alston is a financial advisor at LPL Enterprise with 12 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for 16 years. Outside of her advisory role, she is employed as a delivery worker for Uber Eats and a catering deliverer for Tacos4Life. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Mark Matulewicz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior work includes roles at Regions Securities LLC, Regions Bank, The Vanguard Group, and a brief period as self-employed. He also has experience outside finance, having worked at Basil's Restaurant & Pizzeria. 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 utilizing various portfolio models, third-party subadvisors, and advisory platforms supported by technology tools across a large network of advisors.

Kelli Hamilton is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC from 2019 to 2024. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Arthur Walters is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2013. 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, third-party asset management, and institutional platforms.

James Copley is a financial advisor with Ameriprise Financial Services LLC in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses with 31 years of industry experience. His career includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written retirement-income recommendation reports and ongoing planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Elliott Jones is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. His background includes roles in education at Davidson College and Christ the King Catholic High School, as well as experience at Hilton Head Financial Advisors. 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 a large network of over 22,800 advisors.

Siddharth Patel is a financial advisor with Merrill in Pineville, NC, holding a Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2017. Outside of his advisory role, he is a co-owner of a Subway franchise operated through MahiSagar LLC. 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, and institutional investors.

Courtland Stout is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 license and four years of industry experience. His prior work includes roles at Bank of America, MML Investors Services, MassMutual, Truist, and Northwestern Mutual. Outside of finance, he is involved in a family-owned wedding and event planning business, Grace + Honey Events, where he assists with event setup and planning. 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, and institutional investors.

Daren Queenan is a financial advisor with Morgan Stanley in Indian Land, SC, holding Series 63 and Series 65 credentials and having 22 years of industry experience. His career includes roles at E*TRADE Securities LLC and TIAA spanning over 20 years. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of services including estate planning and access to broad retail and institutional investment options.

Nathan Kraynack is a financial advisor with LPL Financial in Fort Mill, South Carolina. He holds the Series 66 designation and has 16 years of industry experience, having worked with LPL Financial since 2008. 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 solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a combination of technology and diverse investment options.

John Paul Sullivan is a Senior Financial Advisor with the Biedrycki Sullivan Vaughan Group at Merrill Lynch Wealth Management in Charlotte, North Carolina. He began his career in the financial services industry in 2016 with TIAA and joined the Biedrycki Sullivan Vaughan Group in July 2017. At Merrill Lynch, he works with clients to develop and execute customized financial strategies aimed at achieving both their short- and long-term goals, utilizing the resources of Merrill Lynch and Bank of America. John Paul holds a bachelor's degree from North Carolina State University, where he majored in finance and minored in accounting. He is a CERTIFIED FINANCIAL PLANNER (CFP) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. His expertise encompasses family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Outside of his professional role, John Paul is involved in the community through Heart Math Tutoring. He enjoys fishing, football, golfing, hiking, ice hockey, reading, skiing, soccer, table tennis, and spending time with his family.

John Foery is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and uses research-based investment strategies, including diversification principles and modern portfolio theory.

Isabella Peterson is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill, she held roles at Morgan Stanley and James Madison University. Outside of finance, she is a professional women’s lacrosse player competing in the Women’s Lacrosse League and owns a lacrosse training business focused on coaching girls. Merrill, along 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, and institutional investors.