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.

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.

Bradley Smith is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at UBS Financial Services Inc., The Vanguard Group, Inc., and served in the North Carolina General Assembly. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory network. The firm offers a range of financial planning and investment management services, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies.

Evan Johnson is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Aline Capital and The Exercise Coach, as well as service in the South Carolina House of Representatives and time as a full-time student. 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 financial planning and investment management services delivered through a large network of advisors who utilize model portfolios, third-party subadvisors, and customized strategies.

Gavin Lucca is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He worked for Commonwealth Financial Network for 21 years and Citizens Securities, Inc. for one year 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 institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various strategic and tactical investment options.

Jay Hitselberger is a CFP®-designated financial advisor with Raymond James & Associates in Charlotte, NC, bringing nine years of industry experience. Prior to joining Raymond James, he held roles at Purshe Kaplan Sterling Investments, Thrivent Financial, and LPL Financial. Outside of advising, he is a partner in Jay's Maize Kettle Corn Company, assisting with event coordination for the business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research resources.

Austin Williams Ayers is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Thermo Fisher Scientific and Auburn University. 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 and model portfolio programs, supported by a large network of investment adviser representatives and diverse investment strategies.

Sean Garrity is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2010 and previously held positions at UBS Financial Services, Merrill, and Banc of America Investment Services. He also serves as a board member in another business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of investment strategies, including model portfolios and third-party management, supported by advanced operational and research tools.

Claire Mccarthy is a CFP®-credentialed financial advisor at Osaic with 27 years of industry experience. She previously worked at LPL Financial for five years and spent 20 years with M&T Securities, Inc. and M&T Bank. She is an investor in Wing Financial, a financial planning technology startup. Osaic Wealth serves a wide range of retail and institutional clients through a large multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing tools like risk-tolerance questionnaires and efficient frontier analysis to support various managed account strategies.

Richard Burns is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group, Inc. for 18 years and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets through structured planning processes and various investment offerings.

Anthony Ruffalo is a CFP® professional with 21 years of experience in the financial industry. He has been with LPL Financial since 2008 and worked at Equitable Advisors from 2005 to 2008. In addition to his advisory role, he is involved in digital marketing education. 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 variety of investment and financial planning solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Michael Firestone is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management in Charlotte. He is also a partner in The Rivlin Firestone Group. With over 30 years of experience, Michael provides financial guidance to companies and individuals, creating Wealth Management Plans and financial strategies that align with clients' goals and objectives. His areas of focus include wealth preservation, investment portfolio selection, retirement income strategies, concentrated stock strategies, charitable giving, business succession strategies, college planning, estate maximization strategies, long-term care, and access to mortgage lending through Bank of America. Michael participates in Merrill's Alternative Investment Academy accreditation program covering Hedge Funds, Private Equity, and Real Assets. Michael holds the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc.; the Chartered Retirement Planning Counselor™ (CRPC™) designation from The College for Financial Planning Institutes Corp.; the Certified Plan Fiduciary Advisor® (CPFA®) designation issued by the National Association of Plan Advisors; and FINRA Series 7 and Series 66 registrations. He also possesses life and health insurance licenses, as well as long-term care and Medicare licenses. He previously worked as a Certified Public Accountant (CPA) at Ernst & Young and KPMG, providing assurance, advisory, and tax services to Fortune 1000 companies, C-level executives, audit committees, and boards of directors. Additionally, he led a mergers and acquisitions department for a Fortune 10 company for over six years. Michael earned both his MBA in Finance and Bachelor of Business Administration in Accounting with Magna Cum Laude honors from Pace University. Michael volunteers and donates to various charities, including First Book of Charlotte and Junior Achievement, and has served as a board member for various religious organizations. He enjoys traveling and spending time with his wife, Lisa, their two sons, and their dog Clay.

Jasmine Frazier is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and previously worked for eight years at Founders Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Erin Hester is a financial advisor with Fidelity in Rock Hill, SC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. Her background includes roles at Fidelity Investments since 2021, as well as prior experience at First Citizens Investor Services, Vestmark, and TDAmeritrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, delegation to sub-advisers, and advisory roles to multiple registered investment companies.

Satish Markanda is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at A. G. Edwards & Sons, Inc. and Transamerica Financial Advisors, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and analytics.

Chris Soucheck is a financial advisor with LPL Financial in Fort Mill, SC. He holds the Series 63 and Series 66 licenses and has 24 years of industry experience, including 16 years with 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 services including financial planning, wrap and model portfolio programs, access to third-party asset management, and institutional platforms, utilizing various strategies across discretionary and non-discretionary accounts.