Ealon Thompson III is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at Commonwealth Financial Network, Stonestreet Wealth Management, and Raymond James Financial Services Advisors, among others. Outside of his advisory work, he owns Roper Woods Productions, LLC, a film production company based in Charlotte, NC. 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 with access to model portfolios, third-party asset managers, and institutional platforms, supported by extensive operational and research tools.

Allen Maupin is a Series 66 licensed financial advisor with Edward Jones, based in Lake Park, North Carolina. He has 10 years of industry experience, all with Edward Jones since 2016. Maupin is also a general partner in Kickapoo Farms, a real estate venture in Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Chris Evans is currently the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. In this capacity, he works closely with clients to develop comprehensive financial plans tailored to their unique goals, focusing on building deep relationships to understand their family's objectives and needs. Prior to joining Fidelity Investments, Chris served as a Senior Financial Advisor at Vanguard Group from 2017 to 2024. His professional experience centers on wealth planning and financial advisory services. Outside of his professional responsibilities, Chris has an interest in gardening.

Rashead Harper is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Deutsche Bank Securities Inc. and Wells Fargo Clearing. He is based in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research, capital markets services, and integrated banking and lending solutions.

Michael Baum is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial. His prior experience includes multiple roles at Commonwealth Financial Network and Weiss, Hale & Zahansky Strategic Wealth Advisors. He is also involved in fixed insurance sales, dedicating a small portion of his time during business hours to this activity. 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 services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Alexander Weinberg is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Relational Wealth Management and has held various roles including teaching at the Darla Moore School of Business. Outside of his advisory work, he is involved in buying and selling merchandise through online marketplaces such as eBay and Facebook. Equitable Advisors serves a broad range of clients from individuals to institutional entities, providing financial planning, retirement plan consulting, and asset-management programs through its network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, focusing on personalized risk assessment and client matching to investment models.

Bruno Grenci is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 designations. He has 21 years of industry experience, including long-term roles at Prudential Insurance Company of America and related entities. Outside of his advisory work, he acts in a fiduciary capacity for the Catherine Grenci Family Trust. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various insurance and trustee services.

Brian Reed Jr. is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has prior work history including positions at Howard University and Amazon. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of Financial Advisors who use proprietary research and model-based asset allocations to tailor investment plans.

Steven Echenique is a financial advisor at Edward Jones in Charlotte, NC, with seven years of industry experience. He holds the CFP® and CFA® designations and has been with Edward Jones since 2018, following six years at The Kenrich Group LLC. Outside of his advisory role, he is a co-owner of a furniture staging franchise and assists with bookkeeping and logistics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Dorian Aiello is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of industry experience. He previously worked at Commonwealth Financial Network and has been associated with Aiello, Goodrich & Teuscher for several decades. 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.

Marc Hirshorn is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Commonwealth Financial Network, Blue Haven Strategic Financial Group, and Metropolitan Life Insurance Company. Hirshorn is also the owner and president of Hirshorn Financial Services, LLC, which manages insurance and investment advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of financial planning and investment management services. The firm supports its advisors with various portfolio programs, third-party management, and advanced tools, overseeing over $819 billion in discretionary assets.

John Childress is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Linsco/Private Ledger Corp for 14 years and has been associated with both LPL Financial and Wells Fargo Fund Distributors since 2020. Outside of his advisory role, he works periodically as a security guard for United Event Services and operates an online retail store called Collector's Nexus. 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 access, and institutional platforms, with a focus on providing diversified investment strategies and operational support tools to its network of investment adviser representatives.

Myles Allingham is a financial advisor with LPL Financial in Fort Mill, SC, holding the CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 12 years of industry experience, previously working at Northwestern Mutual in various capacities from 2019 to 2024, as well as at Merrill Lynch and Raymond James earlier in his career. 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 investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jennifer Langstaff is a CFP® with 31 years of experience in the financial services industry. She is currently with LPL Financial and has previously worked at Commonwealth Financial Network, Legacy Retirement Advisors, Independent Financial Group, LLC, and LPL Financial in an earlier tenure. Langstaff is also co-owner of Legacy Retirement Advisors, a private entity facilitating securities, advisory, and insurance business. 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, including access to third-party asset managers and institutional platforms, supported by advanced advisor tools.

William Mcswain is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work history includes positions at Wells Fargo Clearing Services and various roles outside financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services delivered through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kathryn Vaughn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her prior roles include ten years at Commonwealth Financial Network and eleven years at ThomasPartners, Inc. She is based in Fort Mill, South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by extensive operational and research tools.

Edward Snyder is a CFP® and ChFC® with 32 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Commonwealth Financial Network. He is co-owner, president, and secretary of Oaktree Financial Advisors, which provides securities, advisory, insurance, and tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,900 advisors with a range of financial planning solutions, model portfolios, third-party asset management, and institutional platforms.

Timothy Helman is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. He is co-owner of The Blanchette Financial Group, where he dedicates the majority of his professional time. Helman has worked previously with Commonwealth Financial Network and has been with LPL Financial since 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, with support from extensive research and technology tools.

Angela Evans is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2005 and Bank of America since 2021. 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 and profit-sharing plans, corporations, and charitable organizations.

Daniel Humphrey Jr. is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at PNC Investments and PRUCO Securities. He is based in Charlotte, NC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term investment approach and serving approximately 477,000 clients.