Brian Glazer is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2026, he spent 14 years with Commonwealth Financial Network. Outside of advisory work, he is involved in a commercial carpet cleaning business, DFS, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Dereck Cochran is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Commonwealth Financial Network, Grant Capital, and Northwestern Mutual Wealth Management Company. Outside of advisory work, he is involved in fixed insurance sales. 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 through a large network of advisors and utilizes various model portfolios and third-party subadvisors.

Lysa Garcia is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She previously worked at Wells Fargo Advisors for 11 years. Garcia serves on the finance and budget committee of the National Congress of Black Women in Kansas City, MO. 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 across multiple platforms.

John Foery is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016 and at Citigroup Global Markets from 2001 to 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services that include investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Isabella Peterson is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill, she held roles at Morgan Stanley and James Madison University. Outside of finance, she is a professional women’s lacrosse player competing in the Women’s Lacrosse League and owns a lacrosse training business focused on coaching girls. 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.

Lewis Martin IV is a Series 65-licensed financial advisor with six years of industry experience. He has worked at Cooley & Martin since 2020 and 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 broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced operational and research tools.

Dylan Dobrosky is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and six years of industry experience. He previously worked at UBS and has held various roles at Marquette University and Primary Financial. 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, and institutional platforms, supporting investment strategies through a combination of proprietary research and third-party subadvisors.

Joshua Goyette is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and possessing 11 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he works as an independent contractor providing test preparation assistance for GMAT, GRE, and LSAT candidates. 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 extensive advisor tools and a broad network of investment professionals.

Jonathan Neipris is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for 12 years before joining LPL Financial. 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, and institutional platforms, supporting advisors with technology and research tools.

Kristen Wasilewski is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she owns a home-based business called TheGeekyPerler. 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 portfolios, third-party asset management, and institutional platforms.

Jessica Soucia is a Series 65-licensed financial advisor with five years of industry experience. She is currently with LPL Financial and has prior experience at Commonwealth Financial Network, Bestgen Wealth Management, and Rockefeller & Co. 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 portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Mitchell Pickard is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and five years of industry experience. He has worked at several firms, including Equitable Advisors and Stewart Capital Management. Outside of his advisory role, he owns and operates Shock Performance Horses, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by technology tools for operational and research support.

Kimberly Eubanks is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at ServiceMac and was a homemaker for 18 years. 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, and institutional platforms, and supports its advisors with research tools and diversified investment options.

William Bramlet is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He joined LPL Financial in 2025 after roles in staffing, logistics, and retail sectors. 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.

Matheus De Souza is a financial advisor at UBS Financial Services in Charlotte, NC, holding Series 66 and Series 63 licenses with one year of industry experience. He has previously worked at Fidelity Investments, TJX Companies, and HD Chasen. Outside of his advisory role, he is involved with Fresh Touch LLC, an ongoing business activity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing financial planning, portfolio management, and a broad range of capital markets services. The firm integrates institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Andres Cordoba is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has over 16 years of experience in the financial services industry, during which he has worked in various capacities including Senior Financial Consultant at TD Ameritrade; Financial Advisor at UBS Financial Services; Financial Solutions Advisor at Merrill Lynch; Banker at JP Morgan Chase; Trader at Etrade Financial; and Registered Sales Assistant at PNC Investments. As a military veteran, Andres combines his background with his financial expertise to provide straightforward and unbiased guidance. He partners with clients and their families to develop personalized financial plans aimed at achieving their unique goals. His approach focuses on helping clients make confident and informed financial decisions. Outside of his professional work, Andres has interests in camping, cars, football, gardening, military service, and outdoor adventures.

Kendra Gooden is currently a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she works closely with clients to develop financial plans that align with their needs and goals. Prior to this, she gained experience as a Mortgage Loan Officer at Mutual of Omaha Mortgage from 2021 to 2022 and as a Senior Financial Services Officer at State Employees' Credit Union from 2014 to 2021. Her earlier roles include Member Service Representative at Navy Federal Credit Union, Teller at Bank of America, and Teller Retail Banker at Woodforest National Bank. Kendra's professional background encompasses various areas of financial services, including wealth management, mortgage lending, and financial advising. She brings over a decade of experience in the financial sector, working with a range of clients to meet their financial needs. Outside of her professional work, Kendra has an interest in art, beach activities, family activities, music, and traveling.

Cole Cecconi is a Financial Advisor with Merrill Lynch Wealth Management in Charlotte, North Carolina. He works with individuals, families, and business owners to develop personalized financial strategies, focusing on investment planning, retirement planning, wealth management, and long-term financial goals. Cole emphasizes clear communication and thoughtful guidance to assist clients in making confident decisions about their financial future. He began his career with the CBC Group as an intern in 2023 and holds the Personal Investment Advisor (PIA) designation. Cole earned his Bachelor's Degree and Master of Business Administration (MBA) from Rollins College. He leverages his education and experience to provide tailored financial advice aligned with clients' needs and objectives.

William Weeks is a financial advisor with LPL Financial based in Fort Mill, SC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Commonwealth Financial Network, Wealthmark Advisors, and Thrivent Financial, as well as four years at CRISTA Ministries. 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 investment solutions, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Warren Chapman is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held roles at Bank of America and Bethune Cookman University. 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 individuals, institutions, and charitable organizations.