Carter Knight is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation. He has been in the industry since 2022, with prior roles at Sagepoint Financial Inc and Coda Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Stephanie Mullenax is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 66 credentials and 21 years of industry experience. She previously worked at National Planning Holdings and Jackson National Life Distributors. Outside of her advisory role, she volunteers as a Guardian Ad Litem with the South Carolina Department of Children's Advocacy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement consulting, supported by LPL Research and third-party subadvisors.

Tyler Yohn is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at McDaniel College for four years and Northern York County High School for four years. 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, through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and advanced research.

Jackson Lathrop is a financial advisor with Mass Mutual Investors Services who holds the Series 66 designation and has three years of industry experience. He has worked with MassMutual and its affiliated entities since 2021. Outside of his advisory role, Lathrop is a lead planning analyst providing data entry services for financial planning software. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Garry Milbrod is a financial advisor with Cetera, holding the ChFC® designation and a Series 63 license, with 36 years of industry experience. He has worked at several firms including VOYA Financial Advisors and Zenith Marketing Group, and currently manages GIM Financial Solutions LLC. Milbrod also sells fixed insurance products such as life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers through multiple program structures and custodial relationships.

Patrick Murchison is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 2009. 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, supported by research and model portfolios.

Christopher Ginger is a financial advisor with LPL Financial in Fort Mill, SC. He holds Series 63 and Series 65 registrations and has one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Mutual of America and has experience in logistics and fitness sectors. 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, financial planning, and retirement plan consulting, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Mark Tincher is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and TIAA-CREF. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Nicholas Sarno is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He partners with clients to create customized wealth strategies that align their investments, retirement plans, and legacy goals with their priorities. Nicholas works directly with clients to develop strategies designed to help them attain their financial objectives and provides access to Merrill's global investing resources, as well as the credit, lending, and banking services of Bank of America. Nicholas's expertise includes liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Nicholas earned his Bachelor's Degree from High Point University. Outside of his professional role, Nicholas's personal interests include boating, golfing, hunting, music, and surfing.

Gregory Record is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he joined in 2012. He serves as a Senior Portfolio Advisor, managing discretionary custom investment strategies and selecting from Merrill model portfolios and third-party investment options. His work focuses on developing comprehensive and integrated wealth management approaches for individual and business clients. Greg's expertise encompasses a wide range of wealth management services, including investments, personal and business planning, estate planning, trusts, lending services through Bank of America, executive compensation, and corporate advisory services. He works with clients such as business owners, key executives, professionals, real estate entrepreneurs, and retirees, providing both personal wealth management and corporate advisory solutions. Greg graduated from Roanoke College in 2010 and currently serves on the Charlotte Alumni Committee. He volunteers as President of the Rocky River Trout Unlimited Chapter. Outside of work, he spends time with his family, including his wife Emma, their two sons, Wyatt and Ace, and their yellow lab, Hank. His personal interests include fishing, golfing, running, and skiing.

Hayward Carter is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior experience includes roles at PNC Investments and The Vanguard Group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing strategic and tactical model approaches supported by internal and third-party research.

Michael Krueger is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. His prior roles include positions at Equitable Advisors, Axa Advisors, BrightHouse Securities, and METLIFE Investors Distribution Company. 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 wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Sarah De Kay is a Series 66-licensed financial advisor at UBS Financial Services with two years of industry experience. She has worked at UBS since 2023 and has prior experience in varied roles including positions at Hand & Stone, Holmes Murphy & Associates, and the University of Dallas. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets services.

Elliott Wall is a financial advisor with Edward Jones in Lancaster, SC, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Meadow Wood Farms, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

Avery Keitt is a financial advisor at LPL Financial with 13 years of industry experience. He previously worked for 10 years at Aon Hewitt Financial Advisors. Outside of his advisory role, he is the owner of Klassik Greekwear, LLC, a retail T-shirt company based in Rock Hill, SC. 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, financial planning, and retirement consulting services, providing both discretionary and non-discretionary management along with access to model portfolios and research.

Louis Pantuosco is a Series 66-registered financial advisor with LPL Financial, bringing 10 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory work, he teaches at Lakepoint Academy and coaches for the Charlotte Soccer Academy in York, South Carolina. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

David Cook is a ChFC® credentialed financial advisor with 19 years of industry experience, currently with LPL Financial since 2017. Prior to joining LPL, he worked for The Vanguard Group for ten years and was self-employed for a year. Outside of advising, he has worked as an Uber driver. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

James Gibson is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes eight years at LPL Financial and two years at Bluerock Capital Markets, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with an emphasis on tailored, non-discretionary advisory services.

Malik Banks is a financial advisor at Thrivent Investment Management in Charlotte, NC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Thrivent, he worked in various roles including at Dodge Construction, Wealth Domination University, and Tetratech. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm’s approach includes goal-based analyses and separate planning and managed-account services under a consolidated billing option called “WealthPlan.”

Joshua Williams is a financial advisor with LPL Financial based in Charlotte, NC. He holds a Series 66 designation and has six years of industry experience. Prior to joining LPL Financial, he worked at HD Vest Investment Services and Advantax Investment Services Inc. Williams is also involved in tax preparation and accounting through Keith Richardson Consulting LLC, a business he has maintained since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.