Ashley Dambreville is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 66 licenses and having 11 years of industry experience. Her career includes roles at J.P. Morgan Chase Bank NA, Wells Fargo Clearing Services, and TIAA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Anthony Palomba is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network and Heritage Private Wealth Management. Outside of his advisory role, he owns an LLC that provides debt and credit counseling through Lighthouse Personal Finance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. It offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Matthew Stys is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include nearly a decade at Commonwealth Financial Network and a position at Hampshire Country School. 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 and platforms, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Semludin Avdic is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and six years of experience at LPL following six years at CVS Pharmacy. He has a total of one year in the financial industry. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools.

Mercedes Dockery is a financial advisor at Cambridge Investment Research Advisors with Series 65 credentials. She has experience in real estate, having worked at EXP Realty since 2020 and previous roles at Wilkinson ERA and Citywide Realty. Dockery has been with Cambridge Investment Research Advisors since 2026. Cambridge Investment Research Advisors serves individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management and operates proprietary model strategies under the Founders Gate Capital brand.

Christy Broccardo is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has a longer tenure at Wells Fargo Bank, N.A., starting in 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Adam Greene is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes roles at Citizens Securities, TD Ameritrade, and Scottrade. 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 variety of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor-facing technology and a broad range of financial products.

Richard Keelty is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following a 19-year tenure at Capital Research & Management Co. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets and provides customized written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, primarily for assets held in Ameriprise-managed accounts.

Danielle Danner is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 2009 as an intern and progressed to a Registered Client Associate before becoming an advisor. Danielle focuses on helping clients with strategies related to retirement planning, education planning, family wealth management, and retirement income. She works closely with individuals, families, and businesses to understand and align financial advice with their short- and long-term objectives. Danielle holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Personal Investment Advisor (PIA) designation. She earned a bachelor’s degree in Business Administration with a focus on Finance and a minor in Communication Studies from the University of Florida. Originally from the Tampa Bay area, she now resides in Matthews, North Carolina with her husband and two children. In addition to her professional work, Danielle is involved in the community through her participation with Samaritan’s Purse U.S. Disaster Relief and the Matthews Athletic & Recreation Association Softball program. She enjoys running, reading, playing softball, and spending time with her family.

Austin Konecke is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016, with prior roles at The Mutual Fund Store and Banc Of America Investment Services, among others. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, providing both discretionary and non-discretionary investment options and managing approximately $326 billion for roughly 477,000 clients.

Christina De La Espriella is a financial advisor at Thrivent Investment Management in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Her prior work history includes roles at Thrivent Financial, Rover, YMCA, DoorDash, and Chubb. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning that covers retirement, tax, estate, business continuation, divorce, and special needs topics. The firm offers planning and managed-account solutions separately, with a consolidated billing option called “WealthPlan.”

Timothy Briggs is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 20 years of industry experience. His career includes positions at Barings, Advisors Asset Management, UBS Financial Services, and Wells Fargo Clearing. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Dorian Carbunari is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked for 19 years at Commonwealth Financial Network. He is currently based in Fort Mill, SC. 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 asset management services through a large network of investment adviser representatives, employing a variety of investment strategies and operational tools.

Erin Larney Themig is a CFP® professional with 23 years of experience in the financial industry. She is currently with LPL Financial and has previously worked at Commonwealth Financial Network and Azimuth Wealth Management. Her career includes multiple engagements with Commonwealth Financial Network across several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and customized strategies, supported by advanced operational and research tools.

Steven Robbins is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015. Outside of his advisory role, he is a joint owner of an LLC involved in owning a rental property. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a combination of non-discretionary advisory and discretionary managed account options supported by centralized custody and operational infrastructure.

John Grant is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at The Vanguard Group and Bank of America. 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, pension plans, corporations, and charitable organizations.

Nicholas Deneault is a CFP®-designated financial advisor with 20 years of industry experience, currently with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc. and Edward Jones. He also has a background in tax preparation through his involvement with ND Tax Prep. 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, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Tejas Borse is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2026, he worked at Commonwealth Financial Network for seven years and held positions at Bank of America, Merrill, First Republic Investment Management, First Republic Securities Company LLC, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Guy Mcbride III is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Truist Advisory Services, UBS Financial Services, and PNC Investments. Outside of his advisory work, he owns and operates an online marketplace business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Nikolaos Peroulas is a financial advisor with LPL Financial, holding a Series 66 designation and with 21 years of industry experience. He has worked at LPL Financial since 2008 and previously spent time at Harrisdirect LLC in 2005. 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, including model portfolios, third-party asset management, and institutional platforms.