Alan Robinson is a financial advisor at LPL Financial with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Wells Fargo, Credit Suisse, and First Citizens Bank. 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 access to model portfolios, third-party subadvisors, and institutional platforms.

Michael Anderson is a Series 66-licensed financial advisor with Morgan Stanley, based in Charlotte, NC, and has 21 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Anderson is the sole proprietor of Anderson Timber Farm LLC, an agricultural property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Casey Deck is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has worked previously at Koch Financial Services. His background includes roles outside finance at Crumbl Cookies and Buckhorn Springs Golf and Country Club. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

John Ryan Jr. is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has previously worked at Ic Advisory Services Inc and The Investment Center Inc and has operated Ryan Hess Morais Financial Advisors, Inc. since 1998. He serves on the board of the Tryon Garden Club and is active in local governance and nonprofit activities in Hendersonville, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional solutions supported by technology tools and a broad network of over 22,800 advisors.

Peter Dunican is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at The Vanguard Group, UL LLC, and Eisenmann Corporation. Outside of finance, he has work history in event rentals and hospitality-related businesses. 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 and brokerage services, incorporating model portfolios, third-party asset management, and institutional platforms, supported by operational and research tools.

Robert Tinsley is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, previously working at Citigroup Global Markets. Tinsley is based in Charlotte, NC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Byron Edwards is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63, 65, and 66 licenses and having 16 years of industry experience. He previously worked at Uvest Financial Services Group, Inc. and Morgan Stanley DW Inc. He serves as an executor of an estate in a fiduciary capacity outside of his advisory role. 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 other institutions through a large network of investment adviser representatives.

Steven Dishman is a financial advisor with LPL Financial in Fort Mill, SC, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience, having previously worked at 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Dorothy Yandle is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 credentials and 26 years of industry experience. Her prior roles include positions at Triad Advisors, Avantax Advisory Services, North American Co for Life & Health, and Veravest Investment Advisors. 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.

Lesley Wilson is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Securities Corporation for 15 years. She is also involved with Wilson Financial Group LLC and WealthPlan Financial Group as part of her professional activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a range of portfolio management and model-based solutions tailored to client objectives.

William Stephens is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at SFP-1 LLC, Principal Securities Inc., and Wells Fargo Clearing Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, asset management programs, and institutional platforms, utilizing various investment strategies and supporting tools.

Maxwell Mc Arthur is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior roles include positions at The Vanguard Group, PNC Bank, and Audi Northlake. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. It offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by research and technology.

Vicky Rivera is a financial advisor at LPL Enterprise with 12 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for a combined eight years. Outside of her advisory role, she coaches CrossFit. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual investors, high-net-worth individuals, retirement plans, and institutional entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Thomas Prebeck is a Series 66-licensed financial advisor with LPL Financial in Fort Mill, SC. He joined the firm in 2026 and has prior experience in various roles including work within the wine industry and community service organizations. He also has held positions in education and hospitality. 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 and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Maxim Nechitailo is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and is based in Fort Mill, South Carolina. He has worked at LPL Financial since 2015, with a brief gap from 2023 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Allison Dunn is a financial advisor at Morgan Stanley with eight years of industry experience. She previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC in 2023. Outside of her advisory role, Dunn is involved in property management and customer service activities related to short-term vacation rentals. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory process.

Joseph Larraga is a financial advisor with LPL Financial holding a Series 65 designation. He has five years of prior experience at Capital Group and three years at Dimensional Fund Advisors. He is based in Fort Mill, SC. 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, supported by a network of over 22,800 advisors.

Matthew Trencheny is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 license and four years of industry experience. Prior to joining UBS in 2022, he worked at Joseph Gunnar & Co. LLC and held various roles related to education and recreation at High Point University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor solutions aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Stephen Poulton is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. He has worked at Equitable Advisors and its predecessor Axa Advisors since 2010. Outside of his advisory role, he serves as an executor of his parent's estate. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Michael Cappelletti is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Brighthouse Financial and non-financial businesses such as Belfast Mill and Cotton Room and Mad Vapes. 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, and institutional platforms, supported by a large network of investment adviser representatives.