Jon Gandy is a financial advisor at UBS Financial Services with 13 years of industry experience. He previously worked at Wells Fargo Advisors for 19 years before joining UBS in 2024. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to proprietary research and institutional trading capabilities.

Jeff Leichman is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity for over two decades, contributing to various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Service Trader. His extensive experience within the company reflects his commitment to exceptional client service and personalized financial guidance. Throughout his career at Fidelity, Jeff has focused on partnering with clients to develop financial plans aimed at achieving their financial goals. His expertise encompasses diverse investment choices and tailored advisory services. Jeff's long tenure at Fidelity demonstrates his dedication to the firm's principles and client-centered approach.

Quinn Rickert is a Series 66-licensed financial advisor with LPL Financial, based in Fort Mill, SC, with four years of industry experience. Prior to joining LPL Financial in 2026, he worked for Commonwealth Financial Network for seven years and was affiliated with Brandeis University for four years. 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, third-party asset management, and institutional platforms, supporting its network of over 22,900 investment adviser representatives.

Ryan Schachtner is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge Investment Research Advisors since 2020. Prior to that, he was with OneAmerica Securities, American United Life, and Securian Financial Services. Outside of advisory work, he is CEO of Caroline Asset Management, an independent insurance agency, and 1Market Street, LLC, a book sales and speaking business. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Jason Driver is a financial advisor with Ameriprise in Tega Cay, SC, holding a Series 66 designation and 12 years of industry experience. He previously worked at LPL Financial for seven years and has served at Family Trust Federal Credit Union for over a decade. He is a board member of the Eagle Club in Rock Hill, SC. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Andrew Harper is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Comprehensive Asset Management and Servicing, Inc., EISNER AMPER WEALTH MANAGEMENT Corporate Benefits, and CFS Investment Advisory Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

William Annin is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with clients to help simplify and manage their financial lives by delivering a comprehensive approach to managing wealth. His approach begins with listening to each client's needs and ensuring every strategy is grounded in an understanding of their personal goals. William utilizes the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of clients' financial lives. His areas of expertise include college education planning, executive compensation, investment consulting for defined contribution plans, portfolio management services, and retirement income. William holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of North Carolina System. William is involved in his community through participation in the Fort Mill Rotary Club. In his personal time, he enjoys biking, golfing, and swimming.

Brayden Kurtz is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at George Washington University and was involved with Bubbles N' Bows Doggie Salon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions through a large 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 tools and extensive non-advisory financial services.

Gina Piscura is a financial advisor with LPL Financial based in Fort Mill, South Carolina, holding a Series 66 designation and bringing 20 years of industry experience. She is also the owner of Piscura Family Financial Advisors, a private entity focused on securities, advisory, and insurance services. Outside of her advisory work, she is involved in the daily operations of Hoof Hearted Farm, an animal raising business. 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, model portfolios, and access to third-party asset managers, supported by a network of over 22,900 investment adviser representatives.

Aaron Kauffman is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, he worked in physical therapy at Architech Sports and Physical Therapy and Elite Physical Therapy. He maintains a physical therapy license but is not currently practicing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Carl Myers is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities Corporation and MSI Financial Services, Inc. Myers is also involved in a separate real estate business and serves as an insurance agent through WealthPlan Financial Group. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Billy Mason is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Blue Haven Strategic Financial Group, MetLife Securities Inc, and Equitable Advisors. Outside of his advisory work, he co-owns two property management companies focused on residential real estate in Virginia and Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various advisory and brokerage services, including financial planning and access to model portfolios, with advice delivered by a large network of investment adviser representatives using a range of investment strategies and operational support tools.

Jennifer Lorick is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 credentials and having 25 years of industry experience. She has worked at LPL Financial since 2012 and was previously with Morgan Stanley from 2010 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies alongside various technology tools to support advisors.

Bryn Henry is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 designation and 24 years of industry experience. Prior to joining LPL Financial, he spent nearly two decades at Commonwealth Financial Network and also has experience with Guided Path Financial, where he serves as CEO and owner. His other business activities include ownership of GP Wealth Solutions, LLC, a private entity engaged in securities, advisory, and insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad array of financial planning and investment solutions supported by extensive advisor tools and a large network of over 22,900 advisors.

Lee Ann Miller is a financial advisor with LPL Financial, holding a Series 65 designation and one year of industry experience. Prior to joining LPL Financial in 2025, she worked in education at Coastal Carolina University, South Pointe High School, and Saluda Trail Middle School. 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 investment management services, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Nicholas Jansson is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked in automotive sales at Stateline Chrysler and CarMax. 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 portfolios, third-party asset management, and institutional platforms.

Kyle St Clair is a financial advisor at LPL Financial with a Series 66 designation and experience starting in 2023. Prior to joining LPL Financial, he held positions at Tesla, Mitchell Martin Inc, Mason Frank International, and several other firms. He has been affiliated with Binghamton University since 2016. 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 services through a network of investment adviser representatives, utilizing various portfolio strategies and technology tools.

Jonathan Dunn is a CFP®-certified financial advisor with nine years of industry experience. He is currently with LPL Financial and has held prior roles at Capitol Family Office, Morgan Stanley Smith Barney, UBS Financial Services, and The Vanguard 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 financial planning and investment services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Amy Schlager is a Series 66-licensed financial advisor with Equitable Advisors in Charlotte, NC, where she has worked since 2001, bringing 25 years of industry experience. Prior to Equitable Advisors, she was affiliated with Axa Advisors, LLC for 19 years. Schlager serves on the executive leadership team of the American Heart Association's Go Red for Women Charlotte chapter and participates in recruiting and corporate sponsorship efforts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a range of advisory programs, including referrals to third-party asset managers and LPL-sponsored programs.

Faith Hess is a financial advisor with LPL Financial based in Fort Mill, SC. She holds a Series 65 designation and has recently begun her career in the industry, including prior experience at Hillcrest Financial Group. Before entering financial advising, she held positions in the hospitality sector and completed her studies at the University of Cincinnati. 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 investment management services through a large network of advisors, supported by extensive technology and institutional resources.