Frederic Kane is a financial advisor at First Citizens Investor Services, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience with NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial industry, he spent several years in educational roles at Coastal Carolina University, Campbell University, and Carolina Forest High School. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-focused process combining fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes and offers a variety of investment platforms and financial planning services.

Paul Goetz III is a financial advisor with Independent Advisor Alliance, LLC and holds Series 65 and Series 63 licenses. He has two years of industry experience, including roles at LPL Financial and R.J. Schrift Private Asset Management. Outside of finance, he owns a home-based detailing business called PGM Detailing. Independent Advisor Alliance serves a diverse clientele, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm uses a network model with several hundred advisory representatives and integrates various portfolio management strategies alongside technology platforms for comprehensive client service.

Brian Booe is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company, among other positions outside finance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management supported by research and model portfolios.

Branon Pope is a financial advisor with Edward Jones in York, SC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at North Western Mutual and was involved in the golfballs.com business. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services.

William Simpson is a financial advisor with LPL Financial in Rock Hill, SC, holding a Series 66 credential and 18 years of industry experience. Prior to joining LPL Financial in 2021, he was involved in real estate and investment advisory roles at Southern Commercial Real Estate LLC, Capital Investment Advisory Services, LLC, and Capital Investment Group, Inc. Simpson is also engaged in tax preparation and accounting services through W. Frank Simpson LLC affiliated with Brittany Ayers, CPA, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management alongside model portfolios, research, and technology-driven investment solutions.

Deep Patel is a financial advisor at LPL Financial with two years of industry experience. He previously worked at Wells Fargo for two years and has been with LPL Financial since 2023. Patel holds the Series 66 designation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from internal and third-party sources.

Michael Schweller is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with three years of industry experience. Prior to joining Cambridge, he worked at Cetera and Ameriprise. His background includes various roles outside finance, such as positions at Sohi Grilled Sandwiches and Huntington Nursery and Florist. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

David Fanta is a financial advisor with LPL Financial in Fort Mill, SC. He holds a Series 66 designation and has recently begun his career in the industry. His prior work experience includes roles at Hammer and Hammer Law and various positions during his education at the University of South Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Melissa Clark is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and six years of industry experience. She has worked at LPL Financial since 2021 and previously held roles at Wells Fargo Securities and Wells Fargo Clearing Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by in-house and third-party research.

Joshua Beckham is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked for the Chester County School District for six years. Beckham is also involved in property investment as a rental property owner in South Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Richard Harvey is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Shane Carter is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and several financial and non-financial organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and model portfolios supported by proprietary and third-party research.

David Mc Donald is a Series 66 licensed financial advisor with Edward Jones, based in Gastonia, NC, and has six years of industry experience. He has been with Edward Jones since 2019 and is also affiliated with the Gastonia Grizzlies. Outside of his advisory role, he occasionally drives for Uber on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

James Baker is a Series 66-licensed financial advisor with LPL Financial in Fort Mill, SC, where he has worked since 2015. He has 15 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting through a nationwide network of investment adviser representatives.

Jerry Richi is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Regions Bank, and Akahana. LPL Financial is a nationally registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and advanced portfolio strategies.

Richard Bugg is a financial advisor at LPL Financial with six years of industry experience and a Series 66 designation. His prior experience includes roles at Fidelity Investments, UBS Financial Services, Monroe Financial Services, and Michael Oana Retirement Specialist. He also worked at the University of South Carolina for four years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides access to model portfolios, research, and various investment strategies.

Nathan Herricks is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 registrations and has been with LPL Financial since 2015. Outside of his advisory role, he works as a bus driver in Fort Mill, SC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by model portfolios and research from multiple sources.

Daniel Hylton is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation and has a background including several years at Continental Tire. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using a variety of portfolio management and model-based solutions.

Marc Ross is a CFP® and CFA® charterholder with 24 years of industry experience. He has been with LPL Financial since 2019 and previously worked at Signator Investors, Inc. and MLR. Ross contributes to the CFA Society of Boston by producing practice questions and guideline answers on a freelance basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and multiple portfolio management options.

James Moore is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2021. Prior to that, he was with First Citizens Investor Services and First Citizens Bank beginning in 2017, and earlier at Park Sterling Bank. Outside of his advisory work, he has reported occasional activity as a food delivery driver. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.