Mitchell Gravelle is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with Wells Fargo Advisors in Charlotte, NC, where he has worked since 2026, following ten years at Wells Fargo Clearing and six years at Morgan Stanley. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Ronald Fry is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Adhesion Wealth Advisor Solutions and Sherman & 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 financial planning and investment solutions, utilizing both proprietary and third-party model portfolios, and supports its advisors with technology tools for operational and research purposes.

Robert Lassek is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with LPL Financial since 2014, following a brief period 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with support from technology tools and a broad network of over 22,800 advisors.

Joel Burns is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing close to thirty years of experience in the financial advisory industry. Since joining Merrill Lynch in 2004, he has focused on developing personalized strategies and solutions tailored to individuals, families, and businesses, helping clients pursue their short- and long-term financial goals. His areas of expertise include college education planning, corporate benefits, divorce transition planning, employee benefits planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Joel holds a Bachelor’s Degree from the University of North Carolina System and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is based in the Ballantyne office and values the longstanding relationships he has developed both professionally and personally. Joel participates actively in his community through volunteer work and enjoys music, spending time with his family, and watching movies. He lives in the Plaza Midwood area of Charlotte, NC, with his family.

Lindsey Dejonghe is a CFP® professional affiliated with LPL Financial, with experience spanning several roles since 2017 across wealth management and other industries. She has worked at Clarendon Wealth Management and Variant Private Wealth prior to joining LPL Financial. 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, employing a variety of investment strategies supported by both proprietary research and third-party subadvisors.

Thomas Meade is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Total Quality Logistics and Clemson University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations.

Charlie Kantor is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2026, he worked at Commonwealth Financial Network and has a background in education and tutoring roles at the University of Vermont. He also worked at YMCA Camp Chingachgook and in various academic positions before entering the financial industry. 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 offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lane Helt is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles in retail and hospitality sectors as well as in wedding services and coffee and tea sales. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a range of third-party advisory programs and emphasizes matching client risk tolerance to appropriate investment models and discretionary managers.

Justin Cooper is a financial advisor with Edward Jones in Waxhaw, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Arthur State Bank and Founders Federal Credit Union. Outside of his advisory role, he serves as a Growth Coach for Alpha Sigma Phi Fraternity, assisting undergraduate students with recruitment activities. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of advisory programs and affiliated financial services under a fiduciary standard.

Jonathan Jagolinzer is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include five years at Commonwealth Financial Network. He has been affiliated with The George Washington University for over two decades. 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 asset management solutions, utilizing various model portfolios and third-party subadvisors, supported by extensive operational and research tools.

Nicholas Walder is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at First Citizens Bank and Door Dash. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and discretionary managers to deliver its services.

Luke Scroggins is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation. Prior to joining UBS, he worked at Family Church and Southwest Baptist University, as well as The King's Academy. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-driven, model-based investment solutions.

Matthew Burns is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Bb&T Securities, BB&T Investment Services, Wells Fargo Clearing, Truist Investment Services, NCF Financial Services, and Osaic FA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by a large network of investment adviser representatives.

Jacob Eddy is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding a Series 66 designation and 19 years of industry experience. His prior work experience includes roles at Private Client Services, Alight Financial Advisors, Wells Fargo Clearing, and Ameriprise. 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.

James Bower is a Series 66 licensed financial advisor with Edward Jones, based in Rock Hill, SC, and has eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Southeast Valve Inc for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management, supported by a network of approximately 23,701 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Austin is a financial advisor with LPL Financial in Fort Mill, SC, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including prior roles at Commonwealth Financial Network, Ameriprise Financial Services, Wells Fargo Clearing, and A. G. Edwards & Sons. He also conducts fixed insurance sales through Pacific Crest Wealth Planning on a limited basis. 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 broad range of financial planning and investment services supported by research-driven strategies and various institutional platforms.

Irene Chemayek is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2017 and was previously with Citi Financial/OneMain Financial from 2009 to 2017. 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 other institutions with a range of financial planning and investment management solutions.

Andre Chung is a financial advisor with UBS Financial Services in Charlotte, NC. He holds a Series 66 designation and has 13 years of industry experience, having worked at UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to its clients.

Ryan Peterson is a financial advisor at LPL Financial based in Fort Mill, SC. He holds a Series 65 designation and has prior work experience in various industries, including three years at Superior Water Light & Power Company and four years at Twin Ports Paper & Supply. 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 through a large network of investment adviser representatives. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michelle Cortes Harkins is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has previously worked at Commonwealth Financial Network, Merrill, and has been involved with Harkins Wealth Management, LLC since 2019. Outside of her advisory work, she is the owner of My Divorce Ally, Inc., which provides divorce planning services, and a co-owner of Nightshade, LLC, a restaurant and bar in Providence, RI. 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 financial planning and investment management services, with a large network of advisors implementing various portfolio strategies supported by advanced research and operational tools.