David Cook is a financial advisor with LPL Financial in Fort Mill, SC, holding the ChFC®, Series 66, and Series 63 designations and has 19 years of industry experience. His prior roles include positions at The Vanguard Group from 2007 to 2017 and a year as a self-employed advisor before joining LPL Financial in 2017. Outside of his advisory work, he has also worked as an Uber driver. 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 financial planning and portfolio management services, utilizing both proprietary research and third-party subadvisors, and supports a large network of advisors with various operational and research tools.

James Gibson is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes eight years at LPL Financial and two years at Bluerock Capital Markets, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with an emphasis on tailored, non-discretionary advisory services.

Malik Banks is a financial advisor at Thrivent Investment Management in Charlotte, NC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Thrivent, he worked in various roles including at Dodge Construction, Wealth Domination University, and Tetratech. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm’s approach includes goal-based analyses and separate planning and managed-account services under a consolidated billing option called “WealthPlan.”

Joshua Williams is a financial advisor with LPL Financial based in Charlotte, NC. He holds the Series 66 designation and has six years of industry experience. He has been with LPL Financial since 2019 and also operates Keith Richardson Consulting LLC, a tax preparation and accounting business. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lucas Ferster is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Raymond James Financial Services and Baughman Capital Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, supported by a large network of advisors and advanced operational tools.

Iris Ilao is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has previously worked at firms including Powell Financial Group, Commonwealth Financial Network, Mutual Securities, Inc., Argosy Wealth Management Corporation, and Cetera Advisor Networks. Outside of her advisory work, Ilao is President and Owner of Polaris Lighthouse, Inc., which operates Postal Junction, a pack and ship service and gift shop. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with resources including machine-learning tools to support advisors’ operational and research activities.

Paul Ferrucci is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has previously worked at Commonwealth Financial Network for a combined 24 years and operates The Ferrucci Company, an independent securities business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment programs including financial planning, model portfolios, third-party asset management, and institutional platforms with a focus on both discretionary and non-discretionary account management.

Michael Wilson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Avantax, as well as ownership of Wilson Accounting Group, which provides accounting and payroll services. 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 and access to third-party asset management, utilizing model portfolios and customized strategies across various investment approaches.

Chelsea Blake is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with two years of industry experience. Prior to joining UBS in 2023, she worked at Stitch Fix and has been involved with Starz In Step Dance Academy. She also has experience with Campbell University and North Lincoln High School. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through its extensive platform and proprietary research, tailoring plans to clients’ goals and risk tolerances.

Tracy Guo Aiken is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 designations and having 18 years of industry experience. She has been with LPL Financial since 2014. 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, with an emphasis on both discretionary and non-discretionary strategies supported by technology tools for operational and research support.

Lawrence Gillum is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He is currently with LPL Financial, where he has worked since 2021, and previously held roles at Raymond James and Associates, Newport Group Securities, Inc., and Nuveen Fund Advisors, LLC. 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, supported by a network of over 22,800 advisors.

Alan Robinson is a financial advisor at LPL Financial with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Wells Fargo, Credit Suisse, and First Citizens Bank. 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 investment management solutions, including access to model portfolios, third-party subadvisors, and institutional platforms.

Michael Anderson is a Series 66-licensed financial advisor with Morgan Stanley, based in Charlotte, NC, and has 21 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Anderson is the sole proprietor of Anderson Timber Farm LLC, an agricultural property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Casey Deck is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has worked previously at Koch Financial Services. His background includes roles outside finance at Crumbl Cookies and Buckhorn Springs Golf and Country Club. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

John Ryan Jr. is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has previously worked at Ic Advisory Services Inc and The Investment Center Inc and has operated Ryan Hess Morais Financial Advisors, Inc. since 1998. He serves on the board of the Tryon Garden Club and is active in local governance and nonprofit activities in Hendersonville, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional solutions supported by technology tools and a broad network of over 22,800 advisors.

Peter Dunican is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at The Vanguard Group, UL LLC, and Eisenmann Corporation. Outside of finance, he has work history in event rentals and hospitality-related businesses. 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, incorporating model portfolios, third-party asset management, and institutional platforms, supported by operational and research tools.

Robert Tinsley is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2009, including 11 years with Morgan Stanley Private Bank, National Association, and spent nine years at Citigroup Global Markets prior to that. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services centered on structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Byron Edwards is a financial advisor with LPL Financial, holding Series 65, Series 63, and Series 66 registrations and possessing 16 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Uvest Financial Services Group, Inc. and Morgan Stanley DW Inc. Byron serves as an executor of an estate in a fiduciary capacity. 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 asset management solutions, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies.

Steven Dishman is a financial advisor with LPL Financial in Fort Mill, SC, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience, having previously worked at Wells Fargo Clearing and Ameriprise. 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, utilizing both discretionary and non-discretionary strategies.

Kristina Pyle is a financial advisor with Merrill in Matthews, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her work history includes roles at Bank of America, Wells Fargo, and SunTrust Advisory Services. 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, pension plans, corporations, and charitable organizations.