Sean Potter is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. He has prior experience at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial services industry, he spent ten years at Carolina Premium Beverage. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Andrew Perkins is a Financial Consultant currently working at Fidelity Investments. He has been in this role since 2024. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024. From 2017 to 2023, Andrew worked as a Financial Consultant at E*TRADE Financial. His professional experience spans several years in financial consulting and investment advisory, focusing on building financial plans tailored to clients' goals. Andrew emphasizes forming trusting relationships with clients and prioritizes trust, reliability, and proficiency in his work.

Fred Mangano is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Merrill and Mass Mutual Investors Services. He has been with UBS Financial Services since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and research to tailor plans to clients’ goals and risk tolerances.

Matthew Lester is a Series 66-licensed financial advisor with eight years of industry experience, currently with Equitable Advisors since 2020. He previously worked at Edward Jones for three years and Dereda Porter State Farm for one year. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives and third-party sponsors.

Katie Stogner is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Founders Federal Credit Union. Outside of her advisory role, she is involved with the Center for Student Leadership & Engagement and the YMCA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various model portfolio and third-party asset management programs.

James Mullis III is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax advisory and insurance services from 2021 to 2025. Outside of his advisory role, he has experience assisting with tax return processing and serves as a poll manager during elections in Lancaster County, SC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a wide range of investment management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, with more than 10,000 advisors managing over $256 billion in assets.

Keith Benton is a financial advisor with LPL Financial in Rock Hill, SC, holding CFP®, Series 63, and Series 65 designations and has 31 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Founders Federal Credit Union, CUNA Brokerage Services, and Harrisdirect LLC. He serves as a board member of the Rock Hill / Fort Mill Minority Scholarship Foundation. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolio programs, third‑party asset management, and institutional platforms, supported by extensive operational and research tools.

Xiaoju Zhang is a financial advisor at LPL Financial with three years of industry experience. Prior to joining LPL Financial, Zhang held roles at The Vanguard Group, Wells Fargo Bank, New York Life, and Language Line Solution. 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.

William Byars IV is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Ace Gaming Co. LLC and was involved with Phi Iota Alpha and Inspire Academic Coaching. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing both proprietary and third-party investment strategies.

William Fondo is a financial advisor with Equitable Advisors based in Charlotte, NC. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining Equitable Advisors, he has worked with Ameriprise Financial in multiple periods and has held various roles outside the financial sector. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

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.