Sara Radigan is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She has worked at LPL Financial since 2014 with a brief tenure at Barings and TIAA-CREF in 2017 and 2014, respectively. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with technology tools while overseeing over $819 billion in discretionary assets.

Corey Holcomb is a financial advisor at LPL Financial with 10 years of industry experience and holds the Series 66 designation. His career includes roles at UBS Financial Services and Morgan Stanley prior to joining LPL Financial in 2021. 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 wide range of financial planning and investment management services, utilizing both proprietary research and third-party strategies across various account types.

Chancellor Harkins is a CFP® professional with seven years of industry experience. He is currently with LPL Financial and previously worked at Commonwealth Financial Network and Liberty Mutual Insurance. Outside of financial advising, he is co-owner of Nightshade, LLC, a bar and restaurant in Providence, Rhode Island. 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 and access to third-party asset management, supported by both discretionary and non-discretionary investment strategies.

Frank Voli is a CFP® professional affiliated with LPL Financial, with 36 years of industry experience. He previously worked at firms including RBC Capital Markets Corporation and Commonwealth Financial Network. Voli is also the owner of V & V Financial, 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 institutions. The firm offers a variety of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Louis Ingargiola is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He is a co-owner of I&M Wealth Advisors and has held positions at LPL Financial and Commonwealth Financial Network. Outside of his advisory work, he has served as an expert witness in court cases and is a notary public. 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 financial planning and asset management solutions delivered through a large network of investment adviser representatives.

Carlos Kaehler is a financial advisor with UBS Financial Services and holds the Series 66 designation. He has one year of industry experience, including prior roles at ConocoPhillips and FedEx. Kaehler also has an academic background from Clemson University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Kevin Pentz is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has previously worked at Commonwealth Financial Network, Wealthmark Advisors, Wealth Solutions By Design, and Thrivent Financial. He is also involved in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services through a large network of representatives.

Nataly Tracy is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Royal Alliance Associates and Charles Schwab & Co., Inc. Outside of her advisory career, she owns rental real estate properties. 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, institutions, and municipalities, offering financial planning and investment consulting through various programs and strategies.

Jeremy Schuyler is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He worked at Waddell & Reed from 2010 to 2021 before joining LPL Financial in 2021. 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 access to third-party asset management, and supports its large network of advisors with technology and research tools.

Timothy Barrett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with LPL Financial since 2019 and previously spent three years at Independent Financial Group. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Irfan Dossani is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at 360 Wealth Management, LLC and earlier positions with LPL Financial. He has also operated a CPA practice since 2005. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research, model strategies, and various operational tools.

Rachel Mccray is a financial advisor at LPL Financial with 12 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Commonwealth Financial Network, Sage Creek Planning and Investments, Mass Mutual Investors Services, MassMutual Life Insurance Company, MetLife Securities Inc, and Edward Jones. She is also involved in fixed insurance sales on a limited basis. 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, supporting over 22,900 advisors and managing more than $819 billion in discretionary assets.

Cory Triolo is a Series 66-licensed financial advisor at LPL Financial with 22 years of industry experience. He previously worked at Merrill for 13 years, Banc of America Investment Services for 4 years, and Ameriprise for 1 year. He is based in Fort Mill, South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of investment and retirement solutions, including model portfolios, third-party asset management access, and institutional platforms.

Christian Davis is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Pacer Advisors, Inc. in 2012. 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, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Marci Stier is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and 29 years of industry experience. She was previously with Lincoln Financial Advisors Corporation from 1995 to 2024 before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in various wrap programs.

Marty Monahan is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, with 18 years of industry experience. His background includes roles at The Vanguard Group and Ameriprise, among others. He is based in Fort Mill, SC. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Matini Baruwa Etti is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Her prior experience includes roles at Bank of America, KeyBank, JPMorgan Chase Bank, and affiliated securities firms. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Garrett Hicks is a financial advisor with Thrivent Investment Management in Charlotte, NC. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining Thrivent, he worked in various roles including at Publix and Olympic High School, and operates a painting business called Garrett Hicks Painting. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses and a planning service that can be combined with managed-account programs under a consolidated billing option known as “WealthPlan.”

Bradley Stoehr is a financial advisor with Cambridge Investment Research Advisors in Fort Mill, SC, holding Series 65 and Series 63 licenses and having 19 years of industry experience. His prior experience includes roles at Quasar Distributors, LLC and Horizon Investments LLC. Outside of his advisory work, he is involved in local youth athletics as secretary of Elite 9 Softball, serves as president of the non-profit Odd Kidneys, and is vice president of LMStoehr Designs, a retail business. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base and offering account implementation across multiple platforms and custodians.

Jayashree Rajesh is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill since 2005. Outside of her advisory role, she serves on the Memberships Committee of the Parent Teacher Student Organization at her son's high school. 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 to individuals, high-net-worth clients, and institutions.