Jacob Bump is a Series 66-registered advisor with LPL Financial, based in Fort Mill, SC, and has two years of industry experience. Prior to joining LPL Financial in 2024, he worked at The Vanguard Group in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services through a large network of investment adviser representatives to individual and institutional clients. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolios, third-party asset management, and retirement plan services, supported by proprietary research and operational tools.

John Mcauley III is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 15 years with Sterling Capital Management LLC and Sterling Capital Distributors, Inc., where he served as Head of Intermediary Distribution and Marketing and Managing Director. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and tools, including artificial intelligence.

Cody Lamarque is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining LPL Financial in 2022, he held roles at Wells Fargo Clearing Services and RHI. 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 diverse financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Clayton Scholand is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on a committee at Mallard Creek Presbyterian Church that reviews financial statements and advises on spending. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to clients.

Brooke Stephens is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked at firms including City National Bank and The Vanguard Group. Outside of her advisory role, she is involved in non-variable insurance sales. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides customized portfolio management and financial planning services through various advisory programs, integrating in-house and third-party investment managers with options for tax management and responsible investing.

Brant Hinckley is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. since 2007. He is also a life insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning using firm-approved analytical tools and delivers recommendations through ongoing annual engagements.

Christopher Knox is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and has four years of industry experience. He has worked with firms including Securities America Advisors and Advisor Group, Inc. Outside of his advisory role, he serves as a senior advisor consultant for Highland Capital Brokerage, where he wholesales fixed annuity insurance and recruits financial and insurance professionals. OSAIC serves a diverse client base ranging from individual investors to institutional and corporate clients, offering brokerage and advisory services across multiple financial programs. The firm’s investment approach includes model-based asset allocation and portfolio optimization, supported by various tools and strategies, with a platform notable for its scale and affiliate network.

Benjamin Mcclelland is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and The Vanguard Group. 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 uses proprietary research and asset allocation models to tailor investment plans to clients' goals.

Xavier Tufty is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Truist Investment Services, UBS Financial Services, and Banc of America Investment Services. 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 services supported by proprietary research and technology, with a platform that includes advisory and brokerage options alongside various financial products and partnerships.

Dustin De Feo is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is also involved in part-time bartending and has operated the Bad Bean Baja Grill for over a decade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Andrew Vendal is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience in the food service industry, having worked at Thirsty Fellow Pizzeria and Pub. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Stephen Burgess is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing investment advice to individuals, families, and businesses by gaining a comprehensive understanding of their short- and long-term financial objectives. With 35 years of experience in the financial services industry, Stephen joined Merrill Lynch Wealth Management in 2008. Prior to this, he practiced as a Certified Public Accountant (CPA) for eight years. He holds a bachelor's degree in Accounting from Florida State University and has earned the Personal Investment Advisor (PIA) designation.

Douglas Rivlin is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Charlotte and a partner in The Rivlin Firestone Group. He has been providing financial guidance to companies, C-level executives, entrepreneurs, and business owners for over 29 years. Douglas creates Wealth Management Plans and financial strategies tailored to clients' goals and objectives, working alongside their trusted CPA and attorney to ensure sound estate planning. Douglas has extensive experience in developing and managing advisor discretion equity and fixed income portfolios, as well as alternative investments to concentrated equity positions. His expertise spans areas such as college education planning, divorce transition planning, executive and equity compensation services, legacy planning, managing new wealth, and retirement income strategies. He holds the Certified Plan Fiduciary Advisor (CPFA) designation, Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials, as well as Series 7 and Series 66 registrations. Douglas earned a Bachelor of Science degree in Business Administration from West Virginia University. Throughout his career, Douglas has volunteered and contributed to various charitable organizations including Receptions for Research, Morrison YMCA, and the Isabella Santos Foundation. He lives in the Ballantyne community with his wife Ellen and their four children. In his spare time, Douglas supports his children's sporting activities such as AAU basketball, cross country, and golf, and enjoys traveling with his family.

Troy Jackson Jr. is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and having 42 years of industry experience. His prior roles include positions at South State Bank, Ameritas Investment Corp, Lincoln Financial Distributors, StanCorp Investment Advisers, and Principal Financial Services. He also serves as Vice President of South State Retirement Services. 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 various operational and research tools.

Marc Harrell is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at UBS Financial Services and Wells Fargo Clearing Services. Before entering the financial industry, he held various roles at Chick-fil-A locations and other companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms.

Candace Cline is a CFP®-certified financial advisor with UBS Financial Services in Charlotte, NC, bringing 19 years of industry experience. She has been with UBS since 2010. Outside of her advisory role, she serves on the board of directors for the Park Terrace Towns Owners Association, where she assists with community maintenance oversight. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research to tailor strategies to clients’ goals and risk tolerances.

Thomas Fischer is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and AXA Advisors, LLC. Fischer is based in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Daniel Gilmore is a Series 66 licensed financial advisor with four years of industry experience. He is currently with LPL Financial in Fort Mill, SC, having previously worked at Commonwealth Financial Network, Granite Telecommunications, and State Street Corporation. 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 management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Daniel Wood is a Financial Consultant at Fidelity Investments, where he partners with clients to pursue their financial goals through personalized planning strategies. He has held several positions at Fidelity Investments in 2024, including Investment Consultant and Financial Representative. Prior to joining Fidelity, Daniel worked as a Business Analyst at McKinsey & Company from 2022 to 2023. He also gained experience in the financial sector through roles at Wells Fargo, including Financial Crimes Specialist and Corporate Risk Associate between 2020 and 2022. Earlier in his career, Daniel held internship positions focused on financial and budget analysis at Dominion Energy in 2018 and 2019. Outside of his professional work, Daniel has interests in baseball, beach activities, music, pets, and snowboarding.

Cecilia Mc Queen is a financial advisor with LPL Financial based in Fort Mill, South Carolina. She holds the Series 63 and Series 66 designations and has 18 years of industry experience. Prior to joining LPL Financial in 2022, she worked at Wells Fargo Clearing Services, Mass Mutual Investors Services, and MetLife Securities. 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 portfolio management solutions, supported by a network of investment adviser representatives.