Tiffany Rozek is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research and model-based asset allocations with a broad platform of capital markets and wealth management services.

Jennifer Kasbek is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 19 years of industry experience. She has been with LPL Financial since 2008, following a prior role at Wells Fargo Clearing. 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, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Ryan Hamilton is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He 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 through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Dwight House is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for nine years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG criteria and utilizing a range of eligible investment strategies.

Madelyn Ambrose is a Series 66-licensed financial advisor with LPL Financial in Fort Mill, SC, with three years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Horizon Financial, Cetera, and West Shore Bank. Before entering the financial services industry, she spent five years in full-time education and operated Red Rooster Coffee & Community for four years. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Owen Culver is a financial advisor at LPL Financial with two years of industry experience and holds a Series 66 credential. Prior to joining LPL Financial in 2024, he worked at Northwestern Mutual and has been involved in roles outside finance, including serving as a range safety officer and firearm sales associate at Point Blank Range. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, and institutions, with a focus on customizable financial planning and multiple investment strategies.

Ian McDade is a Private Wealth Advisor and founding partner of the McDade Group, an advisory team based in Charlotte, NC within Merrill Private Wealth Management. He focuses on serving a select number of individuals, families, and institutional clients with significant wealth, providing a high level of service to clients with $10 million to $100 million in investible assets. With over 28 years of experience in the financial services industry, Ian has advised founders, corporate executives, professionals, business owners, and institutions on succession planning, wealth transfer, philanthropic strategies, investment management, and preparing the next generation to manage significant wealth. He holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Investment Management Analyst® designation, and the Certified Plan Fiduciary Advisor® designation. Ian earned a Bachelor of Science in Biology and German from Hampden-Sydney College and has completed executive education programs at several business schools including Stanford, Wharton, Georgetown, Chicago Booth, Harvard, and Dartmouth's Tuck School of Business. Ian is actively involved in his community, serving as a Founding Trustee of the PGA Foundation for the Carolinas and as a board member of GenOne, a nonprofit that supports first-generation college students from underserved communities. He lives in Charlotte, NC with his wife and three children.

Ross Hendrix is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Citi Private Alternatives and Wells Fargo Clearing. Outside of his advisory role, he is also an associate at Pinnacle Asset Management, where he serves as a licensed bank advisor connecting clients to banking and investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored planning and consulting using analytical tools and supports clients through advisory programs, with notable capabilities in municipal and public finance advisory services.

Kathryn Felts is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She has previously worked at Regions Bank, Cetera Investment Services, and BB&T in various roles spanning from 2008 to 2023. Outside of her advisory work, she has ownership in a family real estate investment partnership. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Trevor Conwell is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network, Oaktree Financial Advisors, PFS Investments, and Primerica Financial Services. His background includes roles at Indiana University and the City of Noblesville. 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 variety of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive operational tools and a broad range of affiliated financial services.

Helen Nix is a financial advisor at Merrill with Series 63 and Series 65 licenses and four years of industry experience. She has worked at Merrill since 2023 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2016 to 2023. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Ridge is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he has held various positions including serving as a server at Selwyn Pub. 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.

Ryan O'Connor is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Ameriprise, The Vanguard Group, and Wolters Kluwer, as well as a position at the University of South Carolina. 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 management solutions, leveraging both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Sharon Morrow is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she provides personalized financial guidance to clients, focusing on aligning strategies with their individual goals and values. Sharon takes a relationship-driven approach, engaging deeply with clients to understand their aspirations beyond finances. Her expertise includes diligent planning, disciplined investment strategies, and ongoing communication to help clients navigate significant financial decisions with clarity and confidence. Sharon works with clients across various stages, whether preparing for retirement, growing wealth, or planning for future generations. She holds the Personal Investment Advisor (PIA) designation. Sharon earned her bachelor's degree from the University of South Carolina System. She lives near Uptown Charlotte with her husband and their two dogs. Outside of work, she enjoys traveling, hiking in the North Carolina mountains, practicing yoga, playing board games, and spending time with family and friends.

Stephen Berry is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work includes roles at Sage Creek Planning and Investments, Commonwealth Financial Network, and First Trust Advisors. He is based in Fort Mill, South 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice provided by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Glenn Hines is a CFP® professional with 33 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and previously worked for Edward D. Jones & Co., L.P. for over three decades. He holds Series 63 and Series 66 licenses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional entities. The firm emphasizes tailored, non-discretionary planning and uses analytical tools such as risk profiling and predictive modeling to support client goals.

George Cater V is a financial advisor with LPL Financial, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Grant Capital, Commonwealth Financial Network, and New York Life. Outside of finance, he has been involved with Blanc Champagne Bar in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Clarence Young is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2006 and joined The Feraci Group in 2018. Prior to that, he worked as a Registered Representative at Vanguard and as a Relationship Manager for a financial planning software firm. Clarence focuses on developing financial strategies tailored to high-net-worth individuals, their families, and businesses. His work encompasses various aspects of clients’ financial lives, including investments, tax minimization strategies, retirement assets, and lending services provided through Bank of America. Clarence aims to create clear, actionable plans to help clients build, manage, and preserve wealth for current and future generations. He holds a Bachelor’s degree from Appalachian State University and the Personal Investment Advisor (PIA) professional designation. Clarence strives to bring simplicity and clarity to his clients’ financial lives by creating customized strategies that align with their personal goals.

Timothy Leman is a financial advisor with LPL Financial and holds a Series 65 designation, bringing 18 years of industry experience. He previously worked with Gibson Insurance Group for over two decades and has been with LPL Financial since 2026. 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 portfolio programs, and institutional platforms, supported by its extensive network of investment adviser representatives.

Mikael Anderson is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 2000. In this role, he serves organizations and high-net-worth individuals, providing expertise in areas such as 401(k) plan consulting, individual wealth strategies, portfolio management, and retirement income strategies. His approach focuses on long-term fundamentals while adapting to the evolving market conditions. Mikael's professional credentials include Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a Bachelor's Degree and a Master's Degree from the University of Illinois at Chicago, Graduate College. He is a member of the National Association of Plan Advisors and The Investments & Wealth Institute. Outside of his professional work, Mikael enjoys cooking, hiking, music, reading, spending time with his family, traveling, and watching movies.