Lisa Hanline is a financial advisor at Raymond James Financial with 35 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Hanline has been with Raymond James since 2009 and also operates Lisa Martin & Associates, Inc., a business entity used for securities-related tax and payroll purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and incorporates advanced analytical tools and technology in its advisory services.

Debra Mc Donald is a CFP®-designated financial advisor with 20 years of industry experience. She is currently with LPL Financial and has previously worked at Commonwealth Financial Network, Tfc Financial, and Wingate Financial Group, Inc. 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, supporting advisors with advanced research and operational tools.

Nathan Vanderford is a Series 66-licensed financial advisor with LPL Financial in Fort Mill, SC, and has 14 years of industry experience. He has been with LPL Financial since 2004 and has also been involved in catering events for Sea World in San Diego since 1998. 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 portfolio programs, third-party asset management access, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Amos Kendricks Jr. is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 license and 14 years with the firm. He has five years of industry experience. 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, supported by a large network of investment adviser representatives.

Jack Quist is a financial advisor with MassMutual Investors Services holding a Series 66 credential. He began his financial services career in 2023 with Wells Fargo and has been with MassMutual and its subsidiary since 2024. Outside of advising, he is involved with Go Big Red Management LLC as an investment analyst focused on real estate opportunities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm employs a collaborative, annual planning process using firm-approved analytical tools and provides various event-driven planning programs.

Jake Long is a financial advisor with UBS Financial Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at RealtySouth and experience at the University of Alabama and Spain Park High School. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor investment plans based on clients’ goals and risk tolerances.

Susan Shoe is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services since 2018. Outside of her advisory role, she is Vice President of Shoe Private Wealth Advisors, a wealth management and consulting business. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary advisory services supported by analytical tools and offers specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Hetal Sethi is a Financial Advisor at the Merrill Lynch Wealth Management Office in Charlotte, NC. She holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations and brings over 14 years of financial and wealth management experience to her role. Hetal works closely with individuals, families, and business owners to simplify wealth management and help clients meet and exceed their financial goals. She earned a Bachelor's Degree from the University of South Carolina, Columbia. Hetal's client focus areas include legacy planning, personal retirement planning, small business strategies, and women and wealth. She leverages the resources and specialized lending and banking solutions available through Bank of America and Merrill Lynch to provide personalized guidance. Outside of her professional work, Hetal is involved in community organizations such as Autism Strong Foundation, Common Heart, Nourish Up, and Young Man's Service League. She enjoys cooking, golfing, reading, spending time with her family, traveling, and practicing yoga.

Francis Moise III is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, he worked at TPC Piper Glen and had various roles in education and retail. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and models, while generally acting in an advisory capacity for implementation.

Gianni Abballe is a CFP®-certified financial advisor with 13 years of industry experience, currently serving at Morgan Stanley in Charlotte, NC. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2023, and previously spent nine years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and emphasizes advisory services without providing individual security recommendations as part of standalone plans.

Kathy Sommer is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2015. In her role, she collaborates with clients to build and enhance relationships, focusing on creating multi-generational and dynamic partnerships with the families she supports. Her professional experience centers on wealth management planning, where she applies her expertise to assist clients in achieving their financial goals. Outside of her professional work, Kathy engages in activities such as spending time at the beach, gardening, reading, volunteering, and practicing yoga.

Jennifer Statler is a Certified Financial Planner (CFP®) with eight years of industry experience. She is currently affiliated with LPL Financial and has previously worked with firms including Commonwealth Financial Network, Gale Investment Management, and Five Point Wealth Advisors. Statler has been involved with Chaparral Christian Church since 2012. 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 investment and planning solutions, integrating multiple asset management strategies and advisor tools, and oversees over $819 billion in discretionary assets across a network of more than 22,800 advisors.

Susan Haney is a financial advisor at LPL Financial with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has been with LPL Financial 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 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.

Guy Tomase is a CFP® with 20 years of industry experience, currently affiliated with LPL Financial in Fort Mill, SC. His prior experience includes roles at Commonwealth Financial Network, Holmes Investment Management, and Voya Retirement Advisors. 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 portfolio programs, and institutional platforms, with advice delivered by investment adviser representatives using a variety of strategic, tactical, and customized approaches.

Riann Barlow is a Series 66-licensed financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones, Riann worked for six years at Matthews Presbyterian Church Child Development Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Dan Singletary is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Liam Duggan is a Financial Consultant who collaborates with local families to assist them in growing, protecting, enjoying, and passing on their wealth. Currently, he serves as a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this position, Liam held various roles at Fidelity Investments, including Investment Solutions Representative III from 2022 to 2023, Investment Consultant in 2022, and Investment Solutions Representative from 2021 to 2022. Before joining Fidelity Investments, he was an Asset Transfer Specialist at Vanguard from 2019 to 2021.

William Gross is a CFA® charterholder with six years of industry experience. He is currently a financial advisor at Raymond James Financial Services Advisors, Inc., with prior experience at Biltmore Family Office. Gross is also a portfolio analyst and partner at Cygnus Asset Management, LLC, where he dedicates significant time to his role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools to support client goals, and maintains specialized programs in municipal finance and employer-sponsored retirement plans.

Christian Stout is a financial advisor with LPL Financial in Fort Mill, SC, holding the Series 66 designation and bringing 24 years of industry experience. He is the owner of Stout Asset Management, LLC, which facilitates securities, advisory, and insurance activities. His prior roles include positions at Commonwealth Financial Network, UBS Financial Services, and Morgan Stanley. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by its extensive network of investment adviser representatives.

Lacie Witherspoon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses, and has eight years of industry experience. She previously worked at The Vanguard Group for seven years and has multiple years of self-employed advisory experience. Outside of financial advising, she is engaged as a Mary Kay beauty consultant. 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 a large network of investment adviser representatives and advanced operational tools.