Cherie Chen is a financial advisor at LPL Financial with 7 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Ally Invest Advisors, Ally Invest Securities LLC, The Vanguard Group, and the International Rescue Committee. 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 third-party asset management, utilizing both discretionary and non-discretionary strategies supported by advanced research tools.

Christopher Dadrat is a CFP® with eight years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include six years at UBS Financial Services and one year at Crown Wealth Strategies. Dadrat attended Elon University before beginning his career in financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeffery Ferguson is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 65 and Series 63 designations and bringing 27 years of industry experience. He previously worked for INVEST Financial Corp for 30 years before joining LPL Financial in 2017. 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 asset management solutions through a large network of advisors, combining advisory services with a broad array of financial products and institutional platforms.

Debbie Homan is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 36 years of industry experience. Her career includes positions at Prudential Insurance Company of America and PRUCO Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers along with financial planning and consulting services.

Roy Blakeburn is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and previously worked at The Huntington Investment Company and Wells Fargo. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

William Dornik is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Enterprise, The Prudential Insurance Company of America, and Janney Montgomery Scott. Outside of finance, his background includes roles in the restaurant and automotive dealership industries. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Amanda Bateman is a CFP® professional affiliated with LPL Financial, based in Fort Mill, SC, with 11 years of industry experience. Her prior roles include positions at The Vanguard Group, Dentist Advisors, and Northwestern Mutual Investment Management. She is also involved in an outside employment role unrelated to investments. 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, model portfolios, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

Benjamin Lloyd is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2015. Based in Fort Mill, South Carolina, his work focuses within a national firm that serves a diverse client base. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning, asset management, and institutional platforms, supporting both discretionary and non-discretionary strategies with access to model portfolios, third-party managers, and advanced research tools.

Kristen Shrimplin is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of her advisory work, she is also an independent stylist with Color Street. 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, utilizing various investment strategies and technology tools, supported by a large network of advisors and a diverse platform of financial products.

Logan Culver is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors, Door Dash, Midwood Smokehouse, and Mamma Goldberg's Deli. Outside of financial advising, he works part-time as a delivery driver for Door Dash. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Evan Tidwell-Weinzierl is a Wealth Management Senior Relationship Manager at Fidelity Investments, where he has been serving since 2026. In this role, he acts as a primary point of contact for clients, delivering personalized service tailored to individual needs and preferences. When deeper wealth planning is necessary, he facilitates discussions with Wealth Management Advisors to ensure comprehensive support for clients and their families. Evan has been with Fidelity Investments since 2021, initially working as a Planning Consultant before advancing to his current position. Prior to joining Fidelity, he gained experience at several financial firms including Wells Fargo Advisors, United Planners Financial Services, and MetLife Premier Client Group of the Carolinas. His career has focused on providing financial services and client relationship management. Outside of his professional work, Evan enjoys hiking, outdoor adventures, and spending time with his pets.

Frank Pizzichillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Brinker Capital and Assetmark, Inc. He is also a part owner of Victory Sport Technologies, a business that manufactures ball throwing machines for tennis and pickleball. 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 through a large network of investment adviser representatives, utilizing various portfolio strategies and technology tools.

Jason Demeo is a ChFC® with 20 years of experience in the financial services industry, currently with LPL Financial since 2022. His prior roles include positions at P.J. Robb Variable Corp., Crump Life Insurance Services, Fidelity Brokerage Services LLC, HSBC Securities, and New York Life-related entities. Outside of his advisory work, he serves as a team coordinator for the Charlotte Independence Soccer Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a variety of financial planning and investment management solutions to individuals, institutions, and retirement plan participants.

Davis Bottemiller is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Fidelity Investments, and Equitable Advisors. 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 research and operational tools.

Timothy McMaster is a financial advisor with LPL Financial holding a Series 66 designation and six years of industry experience. He previously worked at Commonwealth Financial Network for nine years and has academic experience from Bentley University. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and technology tools.

Samuel Niro is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, he worked at Commonwealth Financial Network for two years and has experience with Blackstone Valley Naturals LLC. and Knapik Law Office. 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 access to third-party asset management, with a platform supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Kyle Jenkins is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for five years and Grimaldi's for three years. 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, participant-level retirement advice, and institutional platforms, supporting a broad range of customized investment strategies.

Derek Kucharski is a financial advisor at Equitable Advisors in Charlotte, NC, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to his current role, he has held positions at New York Life and Dominion Payroll. Outside of finance, he works as an independent contractor providing pet care and boarding services through the Rover platform. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes matching clients to advisory models or discretionary managers and incorporates both proprietary and third-party solutions in its service delivery.

Andrew Holden is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Ameriprise and has experience in logistics and capital management, as well as roles related to education and swim club management. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies driven by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of investment approaches including tax-aware strategies and customizable investment restrictions.

Russell Stewart is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Truist Investment Services, Nuveen Asset Management, TIAA-CREF, and New York Life, among other firms. He is also the author of *30 Day Difference: Make It A Habit and Make It Happen*. 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, third-party asset management, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.