Robert Mcgowan Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing comprehensive financial planning services, including retirement income, portfolio management, and tax minimization strategies. His client focus encompasses college education planning, family wealth management strategies, employee financial health, legacy planning, and liquidity management. Robert holds a Bachelor's Degree in Business Administration from the University of North Carolina at Chapel Hill. He has earned several professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials reflect his commitment to maintaining high standards of expertise and professionalism in financial advising. In his personal time, Robert enjoys various outdoor and recreational activities, such as boating, cooking, fishing, football, hunting, skiing, and surfing.

Meghan Keogh is a financial advisor with Edward Jones in Fort Mill, SC, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked in healthcare roles at several medical centers including Grady Memorial Hospital, Emory Healthcare, Atrium Health, Piedmont Medical Center, and Pruitt Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies, managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Gary Blount Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. He has been with LPL Financial since 2018 and runs Gary Blount Jr. LLC, which he established in 2014. He also worked at Foresters Advisory Services and Foresters Financial Services over a combined period beginning in 2010. 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, and institutional platforms, supporting over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Mark Connors is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Equity Services, Inc. since 1998. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using a variety of customizable investment strategies.

Mary Liola is a financial advisor with LPL Financial and holds the CFP® and Series 66 designations. She has 24 years of industry experience, including previous roles at Ameriprise and Commonwealth Financial Network. Mary is also co-owner of Jack Books, LLC, a company focused on authoring and publishing books outside of her investment practice. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Castleman is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior career includes roles at Park Avenue Securities, Guardian Life Insurance Company, Primerica Advisors, Honeywell, and GE Aviation. Outside of his advisory work, he serves in the United States Navy Reserve, volunteers as a US Naval Academy Blue and Gold Officer, and coaches youth soccer. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary capital market assumptions, model-based asset allocations, and global research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Charles Long is a financial advisor at UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining UBS in 2025, he worked at The Vanguard Group and has diverse experience including roles outside of finance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management strategies. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Garrett Fish is a financial advisor at LPL Financial with seven years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining LPL Financial in 2022, he worked at JPMorgan Asset Management and its institutional affiliates from 2002 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, including model portfolios, third-party asset management, and institutional platforms.

Stephen Blanchette is a CFP® designated advisor with 20 years of industry experience. He is currently with LPL Financial and has previously worked at Commonwealth Financial Network and operated The Blanchette Financial Group, where he serves as president and co-owner. He is also a member and director of the board of directors at the Newburyport Five Cents Savings Bank. 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.

Brian Parrish is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2010 and has been in the financial services industry since 1998. Brian follows a disciplined process that begins with taking time to fully understand each client's particular needs, concerns, and priorities. He offers access to Merrill's investment resources and Bank of America's banking services to help clients address various aspects of their financial lives. Brian's areas of expertise include college education planning, family wealth management strategies, liquidity management, personal retirement planning, tax minimization, and retirement income. He holds a bachelor's degree in Applied Economics with a minor in Finance from East Carolina University. Additionally, he holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) professional designations. Brian lives in Charlotte, North Carolina with his wife Jennifer and their three children. They spend much of their free time watching their children participate in various sports. Brian's personal interests include cooking, fishing, golfing, hunting, music, reading, and traveling.

Katie Scott is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 10 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2016. 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.

Evan Gould is a financial advisor at UBS Financial Services with six years of industry experience. He holds the Series 66 designation and has previously worked at Bankers Life and Medi Weightloss Clinics. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings supported by proprietary research and model-based asset allocation.

Cynthia Galvan is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors before joining Merrill in 2021. 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 individual and institutional clients.

Stephanie Fralin is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Sage Creek Planning and Investments, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities, and Truist Investment Services. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

Pantelis Miliotis is a CFP®-certified financial advisor with nine years of industry experience, currently affiliated with LPL Financial in Fort Mill, SC. His career includes roles at The Vanguard Group, Commonwealth Financial Network, and Pathfinder Wealth Consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Michael Penn is a financial advisor with Edward Jones in Rock Hill, SC, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated products through a nationwide network of more than 23,700 advisors.

Thomas Donahue is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently with LPL Financial and has held roles at The Pinnacle Financial Group and Commonwealth Financial Network, among others. Donahue is also the treasurer and part-owner of Elite Benefits Group, Inc., a company involved in fixed insurance sales. LPL Financial is a national broker-dealer and registered investment adviser that serves individual and institutional clients through a large network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Greg Solaz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with LPL Financial 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

Cory Mc Cleaf is a financial advisor with LPL Financial holding a Series 66 designation and no prior industry experience. Before joining LPL Financial in 2026, he was with Cambridge Investment Research, Inc. for one year. He is also involved with CrossFit Pineville, where he has been active since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive advisor tools and partnerships.

David Meier is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Citigroup for nine 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.