John Wood Jr. is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 41 years of industry experience. His career includes lengthy tenures at Cambridge Investment Research and Commonwealth Financial Network. He is also president and owner of Strategic Planning Group, Inc., a private entity focused on securities and advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Stacy Baldree is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2011. She has over two decades of experience in the financial planning industry, working with individuals and families to develop and implement financial plans focused on wealth creation, preservation, and transfer. Her professional experience includes positions as Client Manager at Sapere Wealth Management LLC from 2009 to 2011, Relationship Manager at Fidelity Investments from 2001 to 2009, Financial Advisor at PFS Investments Inc. from 2000 to 2001, Financial Advisor at J.C. Bradford & Co. from 1998 to 1999, and Financial Representative at Fidelity Investments from 1995 to 1998.

Suzi Lederer is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked previously at Ameriprise Financial Services and Raymond James Financial. 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 a large network of investment adviser representatives and a broad platform of investment options.

Brian Price is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. He previously spent 23 years with Commonwealth Financial Network before joining LPL Financial in 2026. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various portfolio programs and institutional platforms.

Martin Joyce is a financial advisor affiliated with LPL Financial, holding a Series 65 designation and three years of industry experience. His career includes roles at Bestgen Wealth Management, Commonwealth Financial Network, Carson Wealth, Hirst Financial Independence Planning, Gleeson Powers, and Buyer's Edge Platform. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors through a broad range of financial planning and investment management services, offering various advisory platforms and institutional programs.

Lisabeth Thiessen is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in crafting personalized financial strategies that align with the unique goals and needs of her clients. Her expertise includes college education planning, family wealth management, legacy planning, retirement planning, philanthropic planning, special needs planning strategies, women and wealth, tax minimization, and retirement income. Lisabeth holds a Bachelor's Degree from SUNY New Paltz and a Master's Degree from Mercy College. She has earned the Personal Investment Advisor (PIA) designation, underscoring her commitment to professional development and client service. Lisabeth is actively involved in professional and community organizations, including Merrill Lynch Wealth Management, the American Cancer Society, and Rock the Street Wall Street. Outside of her professional work, Lisabeth enjoys antiquing, gardening, interior decorating, spending time with her family, and practicing yoga. She is a mother to two college-aged children and owns a pet, and she values staying connected to nature, maintaining an active lifestyle, and traveling.

Jason Bryson is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plans, banks, trust companies, and institutions.

Kate Ferguson is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Capital Investment Advisory Services, Curian Capital, and Wells Fargo Advisors. She is also a commissioned notary public in South Carolina. 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.

Michael Crowell is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at TIAA-CREF, Nuveen, UBS Financial Services, and a previous tenure at LPL Financial. 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, supported by advanced operational and research tools.

Arrik Wilkins is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked previously at Primeline Capital, Bayview Asset Management, and ON24. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans for clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Douglas Thornton is a financial advisor with Equitable Advisors in Rock Hill, SC, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Mony Securities Corporation from 2003 to 2005. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers, emphasizing personalized risk assessment and model matching.

Jacob Schreck is a financial advisor at Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes a position at Carnegie Private Wealth and roles outside the financial industry, including work with Muckenthaler Lawn and Landscape and as a student at Queens University of Charlotte. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet net-worth thresholds, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Grey Wordsworth is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade, NYLIFE Securities LLC, and New York Life. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Wesley Stringfield is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, 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 large network of investment adviser representatives.

Olasupo Oniyilo is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at United Community Bank, Page Capital, and AXA Mansard Investments. 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 other institutions. The firm offers a range of financial planning and portfolio management solutions supported by various third-party subadvisors and proprietary research tools.

Kendall Wilson is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo and South Street Brewery. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services delivered by a large network of financial advisors.

Emily Morreale is a financial advisor at Equitable Advisors in Charlotte, NC, with seven years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors since 2019, having previously worked at AXA Advisors and in roles outside the financial industry including at Nephron Pharmaceuticals and OneLife Fitness. Additionally, she is involved as a sales associate with Realty Benefit Services, focusing on tax account programs. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of advisory models and third-party asset managers, providing services that include mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Jordan Fuller is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Dixon Wells. Wells Fargo Advisors Financial Network is an institution serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with services that include specialized planning for business owners, sports and entertainment professionals, and other niche client needs.

Mathias Schek is an advisor at Charles Schwab with Series 65 and Series 63 credentials. He has no prior industry experience before joining Charles Schwab in 2026. His previous work includes roles outside of finance at companies such as NBCUniversal and BNY Mellon. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, combining extensive scale with an integrated client service model.

Howard Shoe Jr. is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Raymond James since 2009. He is also CEO and President of Shoe Private Wealth Advisors, a wealth management and consulting firm. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its unique affiliations.