Parker Dowd is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2008. 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 investment strategies and operational tools.

Justine Mc Carthy is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 designations and nine years of industry experience. Her prior roles include positions at Morgan Stanley, UBS Financial Services, and The Vanguard 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 financial planning and investment management services supported by a large network of advisors and various institutional platforms.

Edison Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2015, he has served as a relationship manager, focusing on evolving client experience standards and the goal identification process. Edison and his team provide clients with comprehensive wealth management strategies, combining Merrill Lynch’s investment insights and the banking services of Bank of America to address various aspects of their financial lives. Edison began his career in the financial services industry in 2014. His expertise covers a wide range of areas including college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, small business strategies, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor of Science in Business Administration from the University of North Carolina at Wilmington. Edison is bilingual in English and Spanish. Outside of his professional role, Edison and his wife Carly reside in the Charlotte area. He has interests in camping, football, golfing, hiking, music, running, soccer, traveling, and spending time with family. He is involved in community organizations such as the Charlotte Rescue Mission and the Humane Society of Charlotte.

Edward Jordan is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding a Series 66 designation and offering 10 years of industry experience. He has been with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he serves as a licensed agent for individual life and health insurance and owns Jordan Wealth Management LLC, which is used for managing business income and expenses. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and provides event-driven planning services such as estate settlement and divorce planning.

Ashton Dufresne is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked in various roles including involvement with Mason Jar Matthews LLC, an Irish public house. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Edward Wiederspiel is a financial advisor at UBS Financial Services in Charlotte, NC, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets solutions.

Carl Edwards Jr. is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Cambridge in 2023, Edwards was with Lincoln Financial Securities and Calton & Associates, Inc. He is also the secretary of the Under the Fig Tree Foundation, a nonprofit organization based in Franklin, NC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a nationwide network of independent professionals using various portfolio management and model-based strategies.

Graham Burke is a financial advisor with LPL Financial in Charlotte, NC, holding the CFP® designation and Series 66 license, with five years of industry experience. He has worked at several firms including OSAIC and The Prudential Insurance Company of America. Burke is also a wealth manager at Steward Wealth Strategies, an S Corporation where he manages client relationships and financial plans. 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 technology tools for operational and research purposes.

Thomas Cavanaugh II is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. Outside of his advisory role, he is a partner in a restaurant business, Brewburgers, and served as treasurer for the George C. Marshall 45th Reunion Committee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Lana Hillis is a financial advisor at Merrill with 31 years of industry experience. She has held Series 63, 65, and 66 credentials and has been with Merrill since 2005. 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. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Montgomery is a CFP®-certified financial advisor with 20 years of industry experience. He has been with LPL Financial since 2014 and previously worked at BB&T Investment Services, Uvest Financial Services Group, Synergy Investment Group, and Grove Point Investments. Montgomery is based in Fort Mill, SC. 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 portfolio programs, third-party asset management, and institutional platforms, supported by advisor tools and extensive non-advisory financial activities.

Nicholas Medlin is a financial advisor at Merrill with 17 years at the firm and five years of industry experience. He holds a Series 66 designation. 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, and various institutional investors.

Christian Montero is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including E*TRADE Capital Management, Bank of America, Merrill, and TD Ameritrade. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Terry Haines is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has worked with Cambridge Investment Research since 2019 and previously with H.D. Vest Advisory Services and other financial firms. Haines is also the owner of TLH Financial Services, Inc., operating as Haines Financial Services, Inc., and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse clientele, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm utilizes multiple custody arrangements and proprietary and third-party investment strategies, providing flexible and tailored solutions through a nationwide network of independent financial professionals.

Troy Fonseca is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 10 years of industry experience. He has worked with LPL Financial since 2018 and previously with Woodbury Financial Services INC from 2016 to 2018. Additionally, he is involved with PAUL GLOBAL BENEFITS, an ongoing business activity since 2015. 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 broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Thomas Nichols Jr. is a CFP® professional with 23 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2019. His prior work includes positions at PNC Investments, Wells Fargo Clearing, Ameriprise, and McShane Partners. Outside of his advisory role, Nichols serves as a lacrosse official for the Charlotte Area Lacrosse Officials. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad network of advisors with various investment strategies and combines advisory services with a diverse set of financial products and partnerships.

Scott Lieberman is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at TIAA for eight years before joining 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Amy Sullivan is a financial advisor with Wells Fargo Clearing in Waxhaw, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. She previously worked at UBS Financial Services Inc. from 2016 to 2017. Outside of her advisory role, she owns and operates Three Point Consulting, providing administrative and bookkeeping services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Anne Van Demark is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and three years of industry experience. She has worked with LPL Financial since 2020 and was previously self-employed as a consultant from 2018 to 2022. 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 portfolios, third-party asset management, and institutional platforms.

Julie Ann Isbey is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. Her work history includes multiple roles at UBS Financial Services and Merrill. Prior to her advisory career, she was involved with the University of North Carolina at Charlotte and Rocky River Coffee Co. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors utilizing proprietary research and model-based asset allocation.