Helen Smith is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2009, with a brief employment gap in 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and models outcomes using Global Investment Committee data, managing approximately $2.74 trillion in client assets.

Mathew Cremeans is a financial advisor with LPL Financial and holds a Series 66 designation. He has 13 years of industry experience, including over a decade at Edward Jones and roles at Commonwealth Financial Network and Coastline Complete Wealth. He is also the owner of Lowcountry Wealth Group, LLC, 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technologies such as machine learning for research and operational support.

Meghanne Svatos is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with Ameriprise since 2014 and is co-owner of Brightstead Management, LLC, an advisory business she helps manage. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored, research-driven recommendation reports through a centralized consulting team.

Gregory Merrill is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Northwestern Mutual. Merrill is also a member and owner of MAM-GSM, LLC, a private entity established to receive income from familial assets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party subadvisors, and institutional platforms.

Anthony Vigliotti is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley since 2016. Outside of his advisory role, he operates a manufacturing and retail business called Divine Concepts in Waxhaw, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Brooke Henry is a financial advisor with LPL Financial, holding a Series 66 license and having one year of industry experience. Her prior roles include positions at Commonwealth Financial Network and Guided Path Financial. Outside of her advisory work, she operates a tutoring business for high school students called Brooke Henry College Prep. 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 and model portfolio programs, supported by technology tools and a broad network of over 22,900 advisors.

Matthew Barhorst is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 registrations and bringing 30 years of industry experience. His career includes multiple tenures at LPL Financial, as well as roles at Ameriprise Financial Services, TIAA-CREF, and Cetera Investment Services. 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, and institutional platforms, supported by extensive research and technology tools.

Michael Robbins is a Series 66-licensed financial advisor with 25 years of industry experience. He has been with LPL Financial since 2007, following prior roles at Invest Financial Corporation and Gunnallen Financial, Inc. He is based in Fort Mill, South Carolina. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plans, 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.

Frederick Graves is a financial advisor with Merrill and holds Series 66 and Series 63 credentials. He has five years of industry experience, including prior roles at Keller Mortgage and Equitable Advisors. Merrill, along 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.

Daniel Ortiz is a financial advisor with LPL Financial and holds a Series 66 credential. He has seven years of industry experience and has previously worked with Commonwealth Financial Network, Merrill, and other firms. Ortiz also serves as a Boatswain Mate Reservist in the United States Coast Guard Reserve. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of advisors, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Blanchard is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Advisors LLC since 2024 and previously spent nine years at Prospera Financial Services. Outside of his advisory role, he owns and manages a rental property business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors and managing more than $256 billion in assets.

Jared Kremer is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including FSB Premier Wealth Management and Avantax Advisory Services. Kremer is also involved in entrepreneurial ventures through Kremer Kehe Properties LLC and Kremer Kehe Inc. 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 institutions. The firm offers a range of financial planning and asset management solutions delivered through a broad network of investment adviser representatives.

Jason Brown is a financial advisor with Merrill in Fort Mill, SC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bankers Life and Walmart Stores Inc. Outside of advising, he operates a boat rental business and serves as an executor for an estate. 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 a range of individual and institutional clients.

Jackson Zagursky is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial in 2024, he worked in various roles including positions at Power Home Remodeling Group and Rocky Ridge Golf Club. 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 and access to model portfolios, supported by a large network of investment adviser representatives.

Paul Hurlburt is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 65 designation. Prior to joining LPL Financial in 2023, he worked at Wells Fargo Investment Institute from 2019 to 2023 and Wells Fargo Wealth & Investment Management from 2015 to 2019. 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.

Melissa Saleeby is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team to deliver tailored, non-discretionary advice.

Paul Day is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Before joining LPL Financial in 2021, he was a managing member at DNP&P Group, LLC, and worked with Waddell & Reed Inc. and various insurance carriers. 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, combining a broad range of advisory and non-advisory services.

Daniel Croll is a Series 65 licensed financial advisor with LPL Financial, based in Fort Mill, SC, and has two years of industry experience. His prior roles include positions at Commonwealth Financial Network, Keenan Financial, and ESL Federal Credit Union. Outside of finance, he has been involved with Irondequoit Beer Company. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of strategic and tactical investment options.

Michael Mordenti is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various Raymond James entities since 2009. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services including municipal and public finance advisory and employer SIMPLE IRA consulting.

Christopher Bauer is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. He has worked at Merrill since 2017, with prior roles at Santander Securities LLC and Flushing Bank. Outside of advisory work, he holds a power of attorney position for a non-investment-related entity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.