Benjamin Fikejs 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 Raymond James, Fidelity Investments, and Alba Study Abroad Barcelona. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Kirby Horan Adams is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2006 and was previously affiliated with Fortigent, LLC for nine years. 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 asset management solutions, including model portfolios and third-party subadvisors, supported by extensive operational and research tools.

John Corron is a CFP® with 10 years of industry experience, currently serving as a financial advisor at LPL Financial. He has worked at multiple firms including Morpheus Family Wealth, Commonwealth Financial Network, and Putnam Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports its advisors with various investment platforms and advisor-facing technologies while maintaining oversight of substantial discretionary assets.

Benjamin Slone is a financial advisor at Equitable Advisors in Charlotte, NC, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2013, including time when the firm operated as Axa Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models and third-party asset managers to tailor investment solutions.

Justin Romero is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill from 2015 to 2023. He is based in Fort Mill, South Carolina. 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 management services through a large network of advisors, utilizing various portfolio strategies and operational tools.

Alberta Ashwood is a financial advisor at LPL Financial with two years of industry experience and a Series 66 designation. She has worked at LPL Financial since 2020 and previously was with Abacus Group LLC from 2016 to 2020. 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 model portfolios and third-party asset management, supported by advisor-facing tools and a broad network of over 22,800 advisors.

Leigh Szeman is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, Szeman worked in various roles including positions at Sunbelt Rentals and Lowe's Home Improvement. Outside of financial advising, Szeman is involved with Best Impressions Catering in Charlotte, NC. 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 investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Lincoln Steelman is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America N.A. prior to joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets solutions.

Katrina Bamford is a Series 66-licensed financial advisor with LPL Financial, based in Fort Mill, SC. She has two years of industry experience, including four years with LPL Financial and two decades at Rosauers Supermarkets prior to her advisory career. 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 management options, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Blake Cooling is a financial advisor with UBS Financial Services in Charlotte, NC. He holds the Series 66 designation and began his career at UBS in 2026. Prior to joining the firm, he spent five years at Hofstra University and over a decade in educational roles at Cardinal Gibbons High School and St. Michael's School. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Stephen Breton is a financial advisor at LPL Financial in Fort Mill, SC, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously spent 20 years with Commonwealth Financial Network. 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, leveraging a large network of investment adviser representatives.

Joshua Cline is a financial advisor with LPL Financial based in Fort Mill, SC. He holds the Series 66 designation and has three years of industry experience. Prior to joining LPL Financial in 2022, he worked in various roles including positions at the South Carolina Department of Archives and History and the University of South Carolina Department of Housing. Outside of his advisory work, he is the owner of Airrington Domestic LLC, a home-based business. 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, with advice provided mainly by investment adviser representatives using a range of strategies and tools.

Dennis Rankowitz is a financial advisor with Raymond James Financial, holding the CFP® designation and Series 63 and 66 licenses. He has six years of industry experience, including roles at Avatar Securities, Xanthus Capital Management, Axa Advisors, and Wells Fargo. Outside of Raymond James, he works as a portfolio strategist and financial advisor with Gaskin Asset Management in Charlotte, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christopher Travis is a Series 65 licensed financial advisor with three years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Hillcrest Financial Group, Commonwealth Financial Network, St James White Oak, and Inwood Academy for Leadership. 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, and institutional platforms, with account management provided primarily by investment adviser representatives using strategic, tactical, and customized investment strategies.

Richard Miller is a financial advisor at Stifel with 43 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel since 2007. He is based in Charlotte, NC. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach includes proprietary asset allocation and planning methodologies developed by its Investment Strategy Group, which provide clients with analytical guidance to support their financial decisions.

Judith Mohr is a CFP® certified financial advisor with 37 years of industry experience. She is currently with LPL Financial and has held prior roles at Securities America Advisors, Householder Group Financial Advisors, Woodbury Financial Services, and Equity Services. Outside of her advisory work, she serves in a fiduciary capacity for the Estate of Gregory A Lohr. 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 wide range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jeffrey Holden is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial in multiple periods since 2011, as well as at Osaic Wealth from 2022 to 2024. He is based in Fort Mill, South Carolina. 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, and institutional platforms.

Kayla Dillon is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 license and previously worked at Commonwealth Financial Network and Foundry Financial Group. Outside of finance, she worked at Patrick's Pub & Eatery for three years during her early career. 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 both proprietary models and third-party strategies, supported by technology tools for operational and research purposes.

Tanner Braunschweig is a financial advisor at Ameriprise with Series 66 and Series 63 designations and two years of industry experience. His prior roles include positions at Crowders Mountain and The Vanguard Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Scott is a Financial Advisor with the CBC group, part of Merrill Lynch Wealth Management, where he works within a larger team focused on helping clients meet their personal wealth goals. He provides assistance to clients in planning their financial objectives across various areas including college education planning, family wealth management strategies, retirement income, legacy planning, philanthropic planning, and small business strategies. Matthew holds a Bachelor of Supply Chain Management and Management Information Systems from the University of North Carolina at Charlotte, earned in 2018, and holds the Personal Investment Advisor (PIA) designation. Prior to entering financial advising in 2022, Matthew served nine years in the United States Marine Corps, including two deployments to Afghanistan, and earned a Naval Achievement Medal before being honorably discharged as a Sergeant. He also worked with Target Corporation in their distribution network, where he was recognized as manager of the year. Outside of his professional career, Matthew is involved as a para guide working with the blind. His personal interests include painting, reading, spending time with family, watching movies, and writing.