Michael Krueger is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. His prior roles include positions at Equitable Advisors, Axa Advisors, BrightHouse Securities, and METLIFE Investors Distribution Company. Krueger is based in Fort Mill, South Carolina. 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 services including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, utilizing a combination of discretionary and non-discretionary investment strategies supported by research tools and technology.

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.

Avery Keitt is a financial advisor at LPL Financial with 13 years of industry experience. He previously worked at Aon Hewitt Financial Advisors for 10 years and had brief tenures at UBS Financial Services and LPL Financial earlier in his career. Outside of finance, he is the owner of Klassik Greekwear, a retail t-shirt company based in Rock Hill, 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 third-party asset management, supported by a network of over 22,800 advisors.

David Cook is a financial advisor with LPL Financial, holding the ChFC® designation and Securities Series 63 and 66 licenses. He has 19 years of industry experience, including a decade at The Vanguard Group and a year as a self-employed advisor prior to joining LPL Financial in 2017. Outside of his advisory work, he has engaged in ridesharing as an Uber driver. 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 investment solutions through a large network of advisors, utilizing both proprietary and third-party strategies, and supports these with advanced operational and research tools.

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 in Charlotte, NC, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2019 and has additional experience at HD Vest Investment Services and Advantax Investment Services. Outside of his advisory role, Williams is involved in tax preparation and accounting through Keith Richardson Consulting LLC, a business he has operated since 2017. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisers with various strategic and tactical investment options and technology tools.

Lucas Ferster is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Baughman Capital Management, Raymond James Financial Services Advisors, and Pinnacle Asset Management. 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 portfolios, third-party asset management, and institutional platforms, leveraging both proprietary and third-party strategies across various investment approaches.

Chelsea Blake is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with two years of industry experience. Prior to joining UBS in 2023, she worked at Stitch Fix and has been involved with Starz In Step Dance Academy. She also has experience with Campbell University and North Lincoln High School. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through its extensive platform and proprietary research, tailoring plans to clients’ goals and risk tolerances.

Tracy Guo Aiken is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 designations and having 18 years of industry experience. She has been with LPL Financial since 2014. 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 portfolios, third-party asset management, and institutional platforms, with an emphasis on both discretionary and non-discretionary strategies supported by technology tools for operational and research support.

Lawrence Gillum is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He is currently with LPL Financial, where he has worked since 2021, and previously held roles at Raymond James and Associates, Newport Group Securities, Inc., and Nuveen Fund Advisors, LLC. 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, supported by a network of over 22,800 advisors.

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 with 16 years of industry experience. He has worked at LPL Financial since 2016 and previously held positions at Uvest Financial Services Group and Morgan Stanley DW Inc. Outside of his advisory role, he serves as an executor of an estate in a fiduciary capacity. 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 portfolio management options implemented 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.

Kristina Pyle is a financial advisor with Merrill in Matthews, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her work history includes roles at Bank of America, Wells Fargo, and SunTrust Advisory Services. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.