Olivia Makemson is a financial advisor at UBS Financial Services with Series 66 credentials and recent entry into the industry. Prior to joining UBS in 2025, she held roles at the University of North Carolina at Chapel Hill, Bucknell University, and Providence Day School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining model-based asset allocation and proprietary research to tailor financial plans. The firm operates both wealth management and institutional trading functions, offering a broad array of capital markets services.

Katherine Chapman is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. She has been associated with LPL Financial since 2015 and also works with LPL Enterprise LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kirby Sale is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018, with a brief tenure at Wells Fargo Clearing Services in 2018–2019. Prior to his finance career, he operated Kirby's Painting, Inc. for over two decades. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Daniel Poole is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment management options that include discretionary and non-discretionary strategies supported by in-house and third-party research.

Jada Hood is a financial advisor at UBS Financial Services with Series 66 credentials and no prior industry experience. Before joining UBS in 2025, she worked in educational roles at Hampton University, Hopewell High School, and Carter G Woodson Middle School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 its advice to client goals and risk tolerances.

Mary Terrando is a financial advisor at LPL Financial with 19 years of industry experience. She has been with LPL Financial since 2014 and holds Series 63 and Series 66 designations. Outside of her advisory role, she is involved in the music team at Calvary Church in Charlotte, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.

Charles Upchurch is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He worked at Ameritrade for 24 years before joining LPL Financial in 2021. Based in Fort Mill, South Carolina, he serves clients through LPL’s extensive network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Ashley Wallace is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and no prior industry experience. Before joining the firm, she worked at Olin Corporation and Roy-El Morgan Farm and spent several years as a homemaker. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management and model-based solutions.

Marion Nobles is a financial advisor at Fidelity with eight years of industry experience. They hold Series 63 and Series 66 credentials and have worked at firms including MML Investors Services, Mass Mutual Life Insurance, and Wells Fargo Clearing Services. Prior to their advisory roles, Nobles was employed by the University of Connecticut and its Veteran Affairs and Military Programs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation strategies.

Mark Stevenson II is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining LPL Financial, he briefly worked at The Vanguard Group and has experience in retail from Total Wine and More. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Andrew Sbardella is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and with three years of industry experience. He has worked at Equitable Advisors since 2022 and is also involved as a soccer referee for the North Carolina High School Athletic Association and coaches wrestling for the Bethal Vikings Wrestling Club. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs through a broad network of program sponsors and managers.

Charles Inglefield IV is a CFP® with 28 years of experience in financial advising, currently associated with LPL Financial since 2006. He operates Inglefield Retirement Solutions, a financial planning and investment management business, and is the sole owner of Holy Cow Publications, through which he self-published the book "Holy Cow, You're Retiring." LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of investment strategies supported by in-house and third-party research.

Kevin Wilczek is a financial advisor with UBS Financial Services in Charlotte, NC. He holds the Series 66 designation and has been with UBS since 2026. Outside of his advisory role, he is involved with Bradshaw Social House. 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 leverages proprietary research and model-based asset allocations to tailor client plans.

James Henry III is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2017, bringing extensive experience in financial services dating back to 2000. James specializes in areas including wealth and investment management, cash flow planning, legacy planning, education planning, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, personal retirement planning, philanthropic planning, tax minimization, and retirement income. He holds a Bachelor's Degree in Finance from Florida State University and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). James is a member of the Queen City Corvette Club and participates in community involvement with Princeton's Meow in Concord, NC. Outside of his professional life, James enjoys spending time with his family, boating, football, gardening, golfing, and traveling. He is also an enthusiast of Corvettes and classic cars, and participates in motorsports and Cars and Coffee events.

Shaun Rashley is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved in a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Nicholas Stapleton is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Lima One Capital, Colby College, Apple Mountain Golf Club, Amarillo Bulls Hockey Club, Shanty Creek Resorts, and Culver Academies. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a wide range of capital markets and lending services.

Christopher Gurganus is a financial advisor at OSAIC with 21 years of industry experience. He holds the CFP® and ChFC® designations and worked previously at John Hancock for 15 years before joining OSAIC in 2018. In addition to his advisory role, he operates Capitol Financial Solutions as a financial planning business and works as a broker recommending fixed insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of advisors, employing advanced portfolio construction tools and supporting both discretionary and non-discretionary account management.

Joseph Silva is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. His prior work includes roles at Pruco Securities, LLC and Prudential Insurance Company of America, and he served 16 years in the United States Marine Corps. Silva is president of Silva Financial Group and is involved with Blue Ridge Financial Planning as an agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing various portfolio management platforms and both proprietary and third-party investment strategies.

Robert Garret is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Kedishia Grant is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services, Wells Fargo Bank, and Charlotte Metro Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management across diversified and alternative investment strategies.