Cherie Chen is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and seven years of industry experience. She has previously worked at Ally Invest Advisors, Ally Invest Securities, The Vanguard Group, and has experience with the International Rescue Committee and Arizona State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Christopher Dadrat is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at UBS Financial Services and Crown Wealth Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary management.

Jeffery Ferguson is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. Prior to joining LPL in 2017, he worked for INVEST Financial Corp for 30 years. He is based in Fort Mill, South Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Debbie Homan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her prior career includes extensive tenure at Prudential Insurance Company of America from 1989 to 2024. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through an integrated advisory and brokerage platform.

William Dornik is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Enterprise, The Prudential Insurance Company of America, and Janney Montgomery Scott. Outside of finance, his background includes roles in the restaurant and automotive dealership industries. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Amanda Bateman is a CFP® professional with 11 years of industry experience, currently advising at LPL Financial since 2024. Her prior roles include positions at The Vanguard Group, Dentist Advisors, and Vanguard Advisers. Outside of her advisory work, she is involved with Pilot Financial in a non-investment capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Christopher Larkin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 25 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Nationwide Securities, Nationwide Financial, and Nationwide Insurance Co. from 2003 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from LPL Research and third-party subadvisors.

Benjamin Lloyd is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Kristen Shrimplin is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 17 years of industry experience. She previously worked at Ameriprise Financial Services from 2014 to 2016 before joining LPL Financial in 2016. Outside of her advisory role, she is also an independent stylist with Color Street. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Logan Culver is a Series 66-licensed financial advisor with six years of industry experience, currently with LPL Financial. Prior to joining LPL in 2022, he worked at Equitable Advisors and has held various roles including delivery driver for Door Dash. LPL Financial is a national investment adviser and broker‑dealer serving individual and institutional clients through a broad network of representatives. The firm provides a range of financial planning, advisory programs, retirement consulting, and brokerage services with access to research, model portfolios, and both discretionary and non-discretionary management options.

Evan Tidwell-Weinzierl is a Wealth Management Senior Relationship Manager at Fidelity Investments, where he has been serving since 2026. In this role, he acts as a primary point of contact for clients, delivering personalized service tailored to individual needs and preferences. When deeper wealth planning is necessary, he facilitates discussions with Wealth Management Advisors to ensure comprehensive support for clients and their families. Evan has been with Fidelity Investments since 2021, initially working as a Planning Consultant before advancing to his current position. Prior to joining Fidelity, he gained experience at several financial firms including Wells Fargo Advisors, United Planners Financial Services, and MetLife Premier Client Group of the Carolinas. His career has focused on providing financial services and client relationship management. Outside of his professional work, Evan enjoys hiking, outdoor adventures, and spending time with his pets.

Frank Pizzichillo is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining LPL Financial in 2020, he worked for Brinker Capital for seven years. He is also a part owner of Victory Sport Technologies, LLC, a business manufacturing ball-throwing machines for tennis and pickleball. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from various sources.

Jason Demeo is a financial advisor with LPL Financial based in Fort Mill, SC, holding the ChFC® designation along with Series 63 and 66 licenses. He has 20 years of industry experience, with prior roles at firms including Fidelity Brokerage Services LLC, HSBC Securities, and New York Life Insurance Company. Outside of his advisory work, he serves as a team coordinator for the Charlotte Independence Soccer Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

Davis Bottemiller is a financial advisor with LPL Financial and holds a Series 66 designation. He has two years of industry experience and previously worked at Wells Fargo Clearing Services and Fidelity Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Kyle Jenkins is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at UBS Financial Services for five years and at Grimaldi's for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Derek Kucharski is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 65 and Series 63 credentials. He has been with Equitable Advisors since 2025 and has prior experience with New York Life and Dominion Payroll. Outside of finance, he works as an independent contractor providing pet care and boarding services through the Rover platform. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth, retirement plans, corporations, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and third-party managers, providing both advisory and brokerage solutions.

Andrew Holden is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Ameriprise and has experience in logistics and capital management, as well as roles related to education and swim club management. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies driven by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of investment approaches including tax-aware strategies and customizable investment restrictions.

Russell Stewart is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Truist Investment Services, Nuveen Asset Management, TIAA-CREF, and New York Life. Outside of his advisory work, Stewart is the author of "30 Day Difference: Make It A Habit and Make It Happen." LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.

Holly Clark is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2018, following five years at both Bank of America, N.A. and Merrill. Based in Charlotte, NC, she provides advisory services within a large institutional firm. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Thomas Wagner is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments, Bank of America and Merrill, and National Life Group. Outside of finance, he has experience in the food service industry and has worked at Lynn University and its fitness center. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.