Michael Robbins is a Series 66-licensed financial advisor with 25 years of industry experience. He has been with LPL Financial since 2007, following prior roles at Invest Financial Corporation and Gunnallen Financial, Inc. He is based in Fort Mill, South Carolina. 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, third-party asset management, and institutional platforms.

Frederick Graves is a financial advisor with Merrill and holds Series 66 and Series 63 credentials. He has five years of industry experience, including prior roles at Keller Mortgage and Equitable Advisors. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Ortiz is a financial advisor with LPL Financial and holds a Series 66 credential. He has seven years of industry experience and has previously worked with Commonwealth Financial Network, Merrill, and other firms. Ortiz also serves as a Boatswain Mate Reservist in the United States Coast Guard Reserve. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of advisors, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Blanchard is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Advisors LLC since 2024 and previously spent nine years at Prospera Financial Services. Outside of his advisory role, he owns and manages a rental property business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors and managing more than $256 billion in assets.

Jared Kremer is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including FSB Premier Wealth Management and Avantax Advisory Services. Kremer is also involved in entrepreneurial ventures through Kremer Kehe Properties LLC and Kremer Kehe Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions delivered through a broad network of investment adviser representatives.

Jason Brown is a financial advisor with Merrill in Fort Mill, SC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bankers Life and Walmart Stores Inc. Outside of advising, he operates a boat rental business and serves as an executor for an estate. 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 a range of individual and institutional clients.

Jackson Zagursky is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial in 2024, he worked in various roles including positions at Power Home Remodeling Group and Rocky Ridge Golf Club. 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 and access to model portfolios, supported by a large network of investment adviser representatives.

Paul Hurlburt is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 65 designation. Prior to joining LPL Financial in 2023, he worked at Wells Fargo Investment Institute from 2019 to 2023 and Wells Fargo Wealth & Investment Management from 2015 to 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, model portfolio programs, third-party asset management, and institutional platforms.

Melissa Saleeby is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team to deliver tailored, non-discretionary advice.

Paul Day is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Before joining LPL Financial in 2021, he was a managing member at DNP&P Group, LLC, and worked with Waddell & Reed Inc. and various insurance carriers. 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, combining a broad range of advisory and non-advisory services.

Daniel Croll is a Series 65 licensed financial advisor with LPL Financial, based in Fort Mill, SC, and has two years of industry experience. His prior roles include positions at Commonwealth Financial Network, Keenan Financial, and ESL Federal Credit Union. Outside of finance, he has been involved with Irondequoit Beer Company. 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, supporting advisors with a variety of strategic and tactical investment options.

Michael Mordenti is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various Raymond James entities since 2009. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services including municipal and public finance advisory and employer SIMPLE IRA consulting.

Christopher Bauer is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. He has worked at Merrill since 2017, with prior roles at Santander Securities LLC and Flushing Bank. Outside of advisory work, he holds a power of attorney position for a non-investment-related entity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Peter Auer is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Ellicottville Brewing Company, IES Abroad, and Saint Joseph's University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client strategies.

Lenora Griffin is a financial advisor with LPL Financial based in Matthews, NC. She holds Series 63 and Series 66 licenses and has 20 years of industry experience. Griffin has been with LPL Financial since 2007 and also works with LPL Enterprise LLC. 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 portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Benjamin Richey is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 registrations and 20 years of industry experience. His prior roles include positions at Cetera Wealth Services, Cambridge Investment Research Advisors, and Edward Jones. 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 portfolio management solutions, including model portfolios and third-party asset management, supported by technology tools and a broad platform of non-advisory financial services.

Christopher Grubb is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked with LPL Financial since 2008 and has been associated with Uvest Investment Services since 1998. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by technology tools.

Michael Feltz is a financial advisor with LPL Financial, holding a Series 65 designation and beginning his advisory career in 2023. His prior experience includes roles at Commonwealth Financial Network, Northwestern Mutual, and Oaktree Financial Advisors Inc. Outside of finance, he has worked in diverse settings including as a DJ and in logistics. 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, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Travis Jensen is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Commonwealth Financial Network and Edward Jones. Jensen is also the owner of Jensen Complete Wealth, LLC, an advisory and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.

Gabriel Gagliardo is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked in various roles at companies including XPO Logistics and Mecklenburg EMS Agency. 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 management solutions through a large network of advisors.