Arthur Walters is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2013. 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.

Elliott Jones is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. His background includes roles in education at Davidson College and Christ the King Catholic High School, as well as experience at Hilton Head Financial Advisors. 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, supported by a large network of over 22,800 advisors.

Courtland Stout is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 license and four years of industry experience. His prior work includes roles at Bank of America, MML Investors Services, MassMutual, Truist, and Northwestern Mutual. Outside of finance, he is involved in a family-owned wedding and event planning business, Grace + Honey Events, where he assists with event setup and planning. 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, high-net-worth clients, and institutional investors.

Daren Queenan is a financial advisor with Morgan Stanley, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. He has worked at Morgan Stanley since 2023 and previously spent 15 years at TIAA-CREF, along with time at E*TRADE Securities and Capital Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved tools.

Nathan Kraynack is a financial advisor with LPL Financial in Fort Mill, South Carolina. He holds the Series 66 designation and has 16 years of industry experience, having worked with LPL Financial since 2008. 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 solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a combination of technology and diverse investment options.

John Paul Sullivan is a Senior Financial Advisor with the Biedrycki Sullivan Vaughan Group at Merrill Lynch Wealth Management in Charlotte, North Carolina. He began his career in the financial services industry in 2016 with TIAA and joined the Biedrycki Sullivan Vaughan Group in July 2017. At Merrill Lynch, he works with clients to develop and execute customized financial strategies aimed at achieving both their short- and long-term goals, utilizing the resources of Merrill Lynch and Bank of America. John Paul holds a bachelor's degree from North Carolina State University, where he majored in finance and minored in accounting. He is a CERTIFIED FINANCIAL PLANNER (CFP) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. His expertise encompasses family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Outside of his professional role, John Paul is involved in the community through Heart Math Tutoring. He enjoys fishing, football, golfing, hiking, ice hockey, reading, skiing, soccer, table tennis, and spending time with his family.

Brad Bestgen is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and previously worked at Commonwealth Financial Network and Banc of America Investment Services. He is also the owner of Bestgen Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolio programs, third-party asset management, and retirement advice to individuals, institutions, and plan participants. The firm supports advisors with a range of investment approaches and integrated financial services.

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.

Jon Brownfield Sr. is a financial advisor with Edward Jones in Rock Hill, SC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory role, he is involved in managing a family farm and a commercial rental property in his local area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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.

Allison Grier is a financial advisor with Cetera in Rock Hill, SC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at LPL Financial and Independent Advisor Alliance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in client assets.

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.