William Solomon III is a financial advisor at Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Equitable Advisors since 1999, including during its period as Axa Advisors, LLC. Outside of his advisory role, he serves as a director on the board of a nonprofit organization, the Dilworth Center. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a range of advisory models and third-party asset managers, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Bryan Cooper is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His work history includes multiple roles at Commonwealth Financial Network and managing Cooper Associates since 2017. He is also associated with BRC Appraisal, where he has experience dating back over 20 years. 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 other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, utilizing both proprietary research and third-party subadvisors.

Mikai Hunt is a financial advisor with LPL Financial in Fort Mill, South Carolina. He holds Series 63 and Series 65 credentials and has been in the industry since 2024, including a prior role at Florida Financial Advisors (DBA Tristate Financial Advisors). Hunt has a background that includes work in insurance and financial consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by research and technology tools.

David Huther is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Fidelity Investments, PNC Investments, UBS Financial Services, and Wells Fargo Home Mortgage. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports a broad range of investment approaches through a large network of advisors, combining scale with diverse financial services and technology tools.

Lance Barnhardt is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Aventine Financial Planning, Securities America Advisors, and Cambridge Investment Research Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs, supported by extensive advisor-facing technology and a broad platform of non-advisory financial services.

Tennyson Shifley is a financial advisor with Cambridge Investment Research Advisors who holds the ChFC® designation and has 38 years of industry experience. He has been with Cambridge since 2009 and serves as an associate pastor and music ministry assistant at Christ Lutheran Church. He is also a board member of the Department of Lutheran Studies at Gordon-Conwell Theological Seminary and serves as a supply pastor and musician for churches in North Carolina and South Carolina. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Mary Gravelle is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing for ten years prior to joining Wells Fargo Advisors. Outside of her advisory role, Gravelle operates a coaching business focused on career, resume, and interview preparation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored through a broad menu of planning options. The firm combines its proprietary research and planning tools with a variety of financial products and services, offering clients customized recommendations without requiring implementation.

Katherine Daniels is a financial advisor with LPL Financial in Fort Mill, South Carolina. She holds a Series 66 designation and has 14 years of industry experience. Her work history includes roles at LPL Financial since 2017 and Wells Fargo Clearing from 2011 to 2017. Outside of her advisory role, she is involved in real estate investment activities. 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.

Samuel Fisher is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 66 and Series 63 licenses and three years of industry experience. He previously worked at The Vanguard Group and Wells Fargo Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor plans aligned with clients' goals and risk tolerances.

Erik Malzahn is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. 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 research and operational tools.

Nefartari Ward is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. Her prior roles include positions at The Vanguard Group, Inc. and GWFS Equities, Inc. She is based in Fort Mill, South Carolina. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

John Lohse is a CFA® charterholder affiliated with LPL Financial, with three years of industry experience. He previously worked at Pathfinder Wealth Consulting and Cerberus Capital Management, L.P. Outside of finance, he has engaged in extended travel. 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, third-party asset management, and institutional platforms, supported by a broad advisory network and various operational tools.

Brandon Dunford is a financial advisor at J.P. Morgan Securities with 12 years of industry experience and holds a Series 66 designation. He has been with J.P. Morgan entities since 2016, working in various capacities within both JPMorgan Chase Bank and JPMorgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory program offers non-discretionary, written asset allocation advice supported by centralized due diligence and incorporates forward-looking capital market assumptions.

Yolanda Mattaldi is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 10 years of industry experience. She previously worked at Wells Fargo Clearing Services and Edward Jones. Outside of her advisory role, she operates a blog called Talk and Tea. 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 large network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools but not automated investment decisions.

Claus Larsen is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metropolitan Life Insurance, TD Ameritrade, and Merrill. Larsen is based in Fort Mill, South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of advisors and advanced operational tools.

Michael Irvin 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 at firms including Reed Lake Private Wealth, Commonwealth Financial Network, PlanWise Financial Group, and U.S. Capital Wealth Advisors. Outside of his advisory role, he serves as a Temporary Director for the Travis County Improvement District 1 in Austin, TX. 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 institutions. The firm offers a range of financial planning and investment management solutions, supported by research-driven models and technology tools, alongside significant non-advisory financial services.

Austin Flajnik is a financial advisor at LPL Financial with two years of industry experience. He holds Series 66 and Series 63 registrations and has previously worked with Commonwealth Financial Network, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of finance, he has experience in web design and worked at Coleman Web Design Agency. 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, supported by a large network of investment adviser representatives and advanced operational tools.

Robert Maki is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. His prior experience includes positions at Mass Mutual Investors Services and MetLife Securities Inc. He has been with LPL Financial since 2018. 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 technology tools.

Richard Gilles is a financial advisor with LPL Financial in Rock Hill, SC, holding a Series 66 credential and 22 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He is involved with Gilles Wealth Management LLC, a business entity for tax and investment purposes. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Priscilla Gunter is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Queensborough National Bank, LPL Financial LLC, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research.