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.

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.

Christopher Larkin is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 25 years of industry experience. His career includes roles at Nationwide Insurance, Nationwide Financial, and Nationwide Securities prior to joining LPL Financial in 2019. 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.

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.