Brian Lenhardt is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 20 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 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.

Timothy Hamilton is a financial advisor with LPL Financial in Monroe, NC, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has worked at The Pinnacle Financial Group, Commonwealth Financial Network, Equitable Advisors, and Mony Securities Corporation. Outside of his advisory roles, he is president and part-owner of Elite Benefits Group, Inc., which conducts fixed insurance sales. 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 financial planning and portfolio management services delivered through a large network of investment adviser representatives utilizing both proprietary and third-party strategies.

Sarah Drummond is Vice President and Branch Leader at Fidelity Investments. In her role, she leads a team of financial professionals who work collaboratively with clients and their families to develop financial plans tailored to their definitions of success, including making sound investment decisions, growing or protecting wealth, and leaving a legacy. Drummond has been with Fidelity Investments since 2010, progressing through various roles including Financial Representative, Relationship Manager, Branch Service Manager, Assistant Branch Leader, and currently Branch Leader. Her extensive experience at Fidelity encompasses client relationship management and branch leadership responsibilities.

Scott Ellis is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior work includes positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he owns and operates an educational website focused on cereal history and co-authored a hardcover book on the subject. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, drawing on a range of portfolio management styles and affiliated research.

Carter Mathiason is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining Cambridge, he worked at Morgan Stanley and Florida Financial Advisors DBA Tristate Financial Advisors. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Karl Badey is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 65 designation and has worked at Montovani Murray Nemphos & Tierinni, LLC since 2010. Based in Fort Mill, SC, he joined LPL Financial in 2026. 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 variety of financial planning and asset management services through a large network of investment adviser representatives.

Samuel Pratt is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016. Prior to that, he was with Wachovia Bank, N.A. beginning in 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Johnathan Shaw is a CFP® with 25 years of industry experience, currently associated with Wells Fargo Clearing. He has previously worked at Morgan Stanley and operated businesses including Pivott Transport, LLC and Cohesive Management Solutions, LLC. Shaw’s other business activities include managing transportation services and a real estate management company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a broad platform.

Thomas Mc Lean is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and JPMorgan Chase Bank. He has been with Edward Jones since 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Edward Bennett Jr. is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 63 licenses and having 17 years of industry experience. He has been with LPL Financial since 2011 and also works with Uvest Financial Services Group, Inc. since 2008. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Michael Bird is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior roles include positions at Principal Securities Inc., Principal Life Insurance Company, and Edward Jones. He is also president of Everest Retirement, a separate business activity based in Fort Mill, South Carolina. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers various account platforms, proprietary model strategies, and access to third-party advisers.

Thomas Crutchfield is a CFP® with 32 years of industry experience, currently affiliated with LPL Financial since 2026. He has previously worked with Commonwealth Financial Network for 14 years and has served as a consultant since 2009. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Andrew Harding is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Merrill since 2009 and concurrently affiliated with Bank of America since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, and institutional clients with model-based and discretionary investment strategies constructed by internal and third-party managers.

Rachel Barker is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 65 credential and eight years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Carson Wealth Boston, Kestra Financial, and TEAM Wealth Planning and Management. She is a partner in Windy Ridge Farm, which is a family business. 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, third-party asset management, and institutional platforms, supporting a wide array of investment strategies and operational tools.

Marc Blount is a financial advisor at Fidelity with the designations ChFC® and Series 63, and 25 years of industry experience. He worked at TIAA from 2002 to 2025 before joining Fidelity in 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios of mutual funds, ETFs, and ETPs.

Katie Fitzpatrick is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2026. She has held several roles at Fidelity Investments, including Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative from 2020 to 2022. Her work focuses on helping clients simplify their finances and develop well-designed financial strategies. She assists with planning for retirement, building wealth, and creating security for loved ones, aiming to provide clarity and confidence as clients work toward their financial goals. Outside of her professional role, Katie enjoys fitness, running, puzzles, exploring food, and spending time at the lake.

Michelle Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at LPL Financial since 2026 and was previously affiliated with Commonwealth Financial Network and Riverstone Wealth Management. Martin is president and owner of RiverStone Wealth Management, Inc., a private entity that operates her securities, investment advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning, asset management, and institutional platforms, combining scale with diverse non-advisory financial services.

Michael Jensen is a financial advisor with LPL Financial, holding a Series 65 designation and two years of industry experience. He previously worked at Grant Capital and Commonwealth Financial Network. Outside of advising, he is a co-owner of a residential real estate management company in Overland Park, Kansas. 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 financial planning and asset management solutions supported by a large network of investment adviser representatives.

Vaishali Trivedi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her career includes prior roles at Fifth Third Securities and a total of 16 years with Wells Fargo entities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions through a large network of over 14,000 advisors.

Randall Schmailzl Jr. is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Commonwealth Financial Network, Generation Strategies, LLC, and New York Life-related firms. Outside of his advisory roles, he serves as treasurer of the Echo Valley Professional Group, a networking organization in West Des Moines, IA. 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 financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.