David Bement is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for eight years. His background also includes roles outside of finance, such as at Life Time Athletic and Elon University Campus Recreation. 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 access, and institutional platforms.

Kylie Miras is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of America Merrill Lynch and Bank of America, as well as positions outside the financial sector at J.Crew and Starbucks Corporation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christian Huggins is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining LPL Financial, he held roles at Robinhood Markets, The Vanguard Group, and worked in educational and community organizations. 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 access, and institutional platforms.

Matthew Anderson is a CFP® with eight years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial, he worked at UBS Financial Services Inc. and held positions at Waddell & Reed and Cetera Advisor Networks LLC. Outside of his advisory career, he spent time backpacking the Appalachian Trail. 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, and institutional platforms, supported by a large network of investment adviser representatives and advanced advisor tools.

Lindsey Bessant is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 66 and Series 63 licenses and 15 years of industry experience. She previously worked at TIAA and TIAA-CREF from 2012 to 2020 and was associated with Gladstone Wealth Partners and FRGIS between 2020 and 2025. Outside of her advisory role, she provides administrative support to Gladstone Institutional Advisory. 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 portfolios, third-party asset management, and institutional platforms.

Kristy Schreiber is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. Her prior roles include positions at Commonwealth Financial Network and Associated Investment Services, Inc. Outside of advising, she is involved in bookkeeping services for her family-owned businesses, Schreiber Electric, LLC and Schreiber Property Holdings, LLC. 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, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Patricia Eardley is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Bank, and LPL Financial. Outside of her advisory role, she maintains involvement with Limestone Products, where she performs housekeeping duties, and serves as a notary public in South Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary investment services tailored to plan objectives and risk tolerances.

Victoria Christiano is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 24 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith since 2007. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Griffin is a financial advisor with Ameriprise in Rock Hill, SC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Family Trust Federal Credit Union and LPL Financial from 2009 to 2020. Griffin serves on the Board of Directors for an organization in Charlotte, NC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Aaron Inkrote is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Robinhood Markets, Inc. and TIAA prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines wealth management services with institutional trading capabilities, providing a broad range of investment solutions.

Diane Malison is a financial advisor with Raymond James Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and 44 years of industry experience. She has been with Raymond James Financial and its affiliates since 1993 and is the owner and president of The Malison Financial Group, LLC, a support company for her Raymond James business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients, using analytical tools to tailor recommendations based on client goals. The firm also offers municipal advisory services and specialized retirement plan consulting programs.

Brad Kirchenbaum is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with 14 years of industry experience. He has been with Merrill since 2010. Merrill, along 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 institutional investors.

Jason Mayer is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing from 2016 to 2023. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Lawrence Papola Jr. is a financial advisor at LPL Financial with 10 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at Guardian Life and several insurance-related firms, including U.S. Captive Partners & Associates, Inc. Outside of advisory work, he is involved in insurance services related to life, health, annuities, and long-term care beyond his Guardian affiliation. 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 broad range of financial planning and investment management services supported by extensive advisor tools and a large network of more than 22,900 advisors.

Norah Pliss is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America since 2023, following two years at The Vanguard Group. Her background includes roles outside finance, such as with City Year and entrepreneurial activities at Flamingo Kid Enterprises. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Miller is a Series 66-registered advisor with LPL Financial and has less than one year of industry experience. His prior work includes roles in education and corporate settings, including positions at State College Area School District, Focused Wealth Advisors, Cooper Vision, and Penn State. 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.

Timothy Rahmeier is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with LPL Financial and previously worked at Commonwealth Financial Network and Resource Financial Planning Corporation. Outside of his advisory role, Rahmeier is president and owner of Advance Financial, Inc., a private company operating in the securities and investment advisory sector. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with a broad range of advisory services supported by advanced research and operational tools.

Richard Jarman is a CFP®-certified financial advisor with 26 years of industry experience, currently with Wells Fargo Advisors. His prior roles include ten years at Wells Fargo Clearing and two years at Prudential Equity Group, LLC. Outside of advisory work, he holds ownership interests in several small business ventures related to commercial and farm land leasing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm combines its proprietary research and planning tools with optional implementation through brokerage or advisory programs.

Amelia Metzler is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to that, she held positions at Bank of America Merrill Lynch, North Star Resource Group, and Saint Francis University. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Porcaro is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles in accounting as president of a CPA firm and leadership positions in real estate management and development companies. Outside of advising, he is involved in several business ventures including real estate and accounting. 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 portfolios, supported by advanced research and operational tools.