Dylan Kidd is a Series 66-licensed financial advisor with Equitable Advisors in Charlotte, NC, and has three years of industry experience. Before joining Equitable Advisors, he worked in the service industry and at Nester Hosiery, Inc. Outside of his advisory role, he works part-time as an expo at Empire Pizza in Pineville. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of investment adviser representatives and third-party program sponsors.

Steven La Porte is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and with 28 years of industry experience. His career includes roles at High Point Financial, Commonwealth Financial Network, Legacy Planning Partners, Securian Financial Services, Minnesota Life Insurance, and Wells Fargo Advisors. He is also involved in fixed insurance sales as a secondary business activity. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Vandana Sachdeva is a financial advisor with Merrill, holding a Series 66 designation and based in Rock Hill, SC. She has been with Merrill since 2015 and has also worked at Bank of America, N.A. since 2026. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Julia Marble is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Merrill since 2002. 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 and profit-sharing plans, corporations, and charitable organizations.

Anthony De Marco is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2018. Outside of his advisory work, he serves as a soccer referee in San Diego. 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, leveraging model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Garrett Johnson is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and having two years of industry experience. His prior work experience includes roles outside finance such as positions at Taco Molino and Piedmont Medical Center. 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, and third-party asset management, supported by a large network of investment adviser representatives.

Corey Myers is a financial advisor at LPL Financial in Charlotte, NC, holding CFP® and Series 66 credentials with 12 years of industry experience. His prior roles include positions at Edward Jones, IFG Advisory, Securities America Advisors, and OSAIC. 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 wide range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Keyton Elmore is a financial advisor at Edward Jones in Indian Trail, NC, with two years of industry experience. He holds a Series 66 designation and has held positions at Principal Securities Inc, Principal Life Insurance Company, and several other firms. Prior to his financial career, he spent six years at the University of Alabama and three years at Shoal Creek Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Vaughn is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He previously worked at Summit Brokerage Services Inc. for 12 years before joining LPL Financial in 2019. Vaughn has ownership interests in investment-related businesses including Arbitrage Management Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and portfolio management solutions supported by both proprietary and third-party investment strategies.

Gardner Sherrill is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. He has held roles at several firms including Wells Fargo Clearing, Northern Trust Securities, Merrill, and Citigroup Global Markets. Sherrill is also the sole owner of R G Sherrill, Inc., a private entity facilitating securities, advisory, and insurance business. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Griffin Korner is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Red Ventures, Lowe's Home Improvement, EY, and Comerica Bank. 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 customized portfolio strategies, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

Scott Smith is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2014 to 2023. Smith is a managing partner at Convergent Financial Partners, LLC, where he provides brokerage and advisory services, and serves as a board member of the NCSHP Foundation, a nonprofit supporting troopers and their families. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Andrew Schroeder is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Thrivent Financial, CUNA Mutual Group, BrightHouse Securities, and MetLife Investors Distribution Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by research tools and a broad network of over 22,800 advisors.

Chance Lopez Coleman is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and beginning his industry experience in 2024. His prior work history includes roles at Beverly Benson State Farm, Concentrix, Jimmy Johns, Amazon Distribution, Lowes, and The Budd Group. 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 services including financial planning, model portfolios, and access to third-party asset managers, leveraging technology and extensive non-advisory financial activities alongside its advisory platform.

Stanley Worrell Jr. is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Laurie Podvin is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 65 designation and has previously worked at Commonwealth Financial Network and ETFIdea, LLC. She also has a background in accounting, currently associated with Bowers & Company CPAs PLLC. 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 and model portfolio programs, supported by scalable technology and a broad network of investment adviser representatives.

Leo Sbardella Jr. is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and over 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC from 2005 to 2020. 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 delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Charles Kaufman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and has operated his own firm, Charles S. Kaufman & Assoc Inc., since 1990. In addition to his advisory work, Kaufman is a CPA and owns a bookkeeping service, and he is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals managing a multi-billion dollar asset base across multiple platforms and custodians.

Thomas Banks is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked for Commonwealth Financial Network for 12 years before joining LPL Financial in 2026. He 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 financial planning and investment solutions, including model portfolio programs and third-party asset management, supported by advisor-facing technology tools.

Collin Kotek is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Equitable, Natixis, and various positions in education and retail. 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.