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.

Aaron Roman is a financial advisor with LPL Financial in Waxhaw, NC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Osaic Institutions, Equitable Advisors, and AXA Advisors. Outside of his advisory work, he serves as head soccer coach for a youth soccer team with the Wesley Chapel Weddington Athletic Association. 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 range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with tools such as machine learning for operational and research purposes.

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.

Carlisle Moore III is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at Moore and Moore CPA and Clarke Moore Financial Associates, LLC, and currently serves as Finance Chair for Oakland Ave Presbyterian Church and as a board member of Westminster Towers retirement living community. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a range of portfolio management and financial planning services.

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.