Robert Brooks is a Series 66-licensed financial advisor with six years of industry experience, currently with LPL Financial in Fort Mill, SC. His prior roles include positions at Wheeler DeGraaf Financial, Commonwealth Financial Network, and DeGraaf Financial. Outside of his advisory work, he is involved with Brooks Farm & Greenhouse in Princeton, MN. 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 and model portfolio programs, supported by research and technology tools.

Warren Brooks is a financial advisor at UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo, and Uber. He also has experience working with MechanicMe and has held academic roles at the University of Washington, University of Houston, Houston Community College, and Lonestar Kingwood Community College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a platform offering custody, underwriting, and capital markets services.

Phillip Mazzola is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Commonwealth Financial Network. 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 services including financial planning, model portfolios, third-party asset management access, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

David Sain is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. His prior work includes roles at Pruco Securities LLC and BlackBridge Financial, as well as multiple positions at the University of South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with operational and research tools.

Carly Griffin is a CFP®-certified financial advisor with 14 years of industry experience, currently serving at LPL Financial since 2019. Her prior experience includes roles at J.W. Cole Financial, Inc. and Foresters Financial Services. Griffin is involved with multiple entities affiliated with her LPL business, including a specialized DBA focused on investment strategies. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a wide range of financial planning, asset management, and institutional platforms.

Simone Henry is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and seven years of industry experience. She 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a range of non-advisory financial activities.

Howard Jacobs III is a financial advisor with Fidelity, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Pruco Securities LLC, The Prudential Insurance Company of America, Edward Jones, Merrill, and Ameriprise. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, employing algorithmic methodologies and long-term asset allocation benchmarks.

Michael Starensier is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2018, following four years at MML Investors. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-facing technology.

Steven Artman is a Series 66-licensed financial advisor with LPL Financial, based in Fort Mill, SC. He has seven years of experience with LPL Financial, following roles at MassMutual and MetLife Securities Inc. 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, including financial planning, model portfolios, third-party asset management, and retirement advice, supported by a large network of investment adviser representatives and multiple institutional platforms.

Robert Hill is a CFP® professional with one year of industry experience, currently affiliated with LPL Financial. He is co-owner of Cardinal Hill Wealth Management, a private firm engaged in securities, advisory, and insurance business. Prior to LPL, he held roles at Commonwealth Financial Network and worked in various capacities including at the University of North Carolina at Chapel Hill and Premier Inc. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Adam Barnes is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He joined LPL Financial in 2017 after three years at The Vanguard Group, Inc. The firm delivers advisory and brokerage services through a national network serving individuals, retirement plans, banks, trust companies, and institutions. LPL Financial offers a wide range of investment options and support tools while overseeing over $819 billion in discretionary assets with more than 22,800 advisors nationwide.

David Kelly is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Commonwealth Equity Services, Inc. for over three decades and joined LPL Financial in 2026. Kelly also serves as secretary and insurance agent for CES Insurance Agency, LLC. 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 range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Cristine Ale is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she owns and manages a mobile food business and a residential remodeling service. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary market research and client goals.

Noah Morris is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL Financial in 2022, he worked at The Vanguard Group and held various positions affiliated with Indiana University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Mia Annunziata is an advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, she held roles at Wake Forest University and The Clearing House. 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.

Erin Esposito is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 16 years of industry experience. She has previously worked at Commonwealth Financial Network and Sullivan-Kreiss Financial. 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.

Jessica Holloway is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. Her career includes roles at Merrill Lynch Pierce Fenner & Smith, UBS Financial Services, Chase Investment Services Corp., and Equitable Advisors. She is based in Fort Mill, SC. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a wide network of investment adviser representatives.

Donna Canty is a financial advisor with LPL Enterprise in Fort Mill, SC, holding Series 63 and Series 66 licenses and 29 years of industry experience. She previously worked at Prudential Insurance Company of America and its affiliated entities from 2003 through 2024. Canty is also a licensed public notary in Georgia. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Trenton Mcghee is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial since 2012. His prior roles include positions at Merrill, Banc of America Investment Services, Inc., and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions through its large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michael Yannucci is a CFP®-designated financial advisor with 21 years of industry experience. He is currently with LPL Financial and has previously worked at Commonwealth Financial Network and Hillcrest Financial Group. He is also involved with Hillcrest Financial Group as an insurance agent and owner of its operating company. 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 range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies, supported by technology tools, and oversees significant discretionary assets through a large network of advisors.