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.

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.

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.

Christopher Rumley is a financial advisor with Wells Fargo Clearing and holds Series 66 and Series 63 designations. He has 11 years of industry experience, including five years with Wells Fargo Clearing Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets through a network of more than 14,000 advisors and emphasizes research-driven investment approaches and a broad range of financial products.

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.

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.

James Paolone is a financial advisor with Edward Jones in Rock Hill, SC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.