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.

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.

Lesley Wilson is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Securities Corporation and Osaic FS, Inc. Wilson is also involved with Wilson Financial Group LLC and WealthPlan Financial Group as an agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to proprietary model strategies and third-party advisers.

Andrew Hoff is a Chartered Financial Consultant (ChFC®) with 37 years of industry experience. He is currently with LPL Financial and previously worked for Commonwealth Financial Network for 23 years. Hoff has operated the Andrew Hoff Agency since 1989. His other business activities include tax preparation and serving as trustee for company retirement plans. 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 financial planning, model portfolio programs, and institutional platforms, with advice provided primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

William Stephens is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at SFP-1 LLC, Principal Securities Inc., and Wells Fargo Clearing Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, asset management programs, and institutional platforms, utilizing various investment strategies and supporting tools.

David Barse is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Commonwealth Financial Network from 2015 to 2026. Outside of his advisory role, he owns Your Dedicated Fiduciary, LLC, a private entity supporting securities, advisory, and insurance 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 and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research and operational tools.

Maxwell Mc Arthur is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at The Vanguard Group, PNC Bank, and Audi Northlake. 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, supporting advisors with research and operational tools.

Vicky Rivera is a financial advisor at LPL Enterprise with 12 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for a combined eight years. Outside of her advisory role, she coaches CrossFit. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual investors, high-net-worth individuals, retirement plans, and institutional entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Reagan Mangos is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 65 designation and has been in the industry since 2026. His prior experience includes roles at Commonwealth Financial Network, Weller Financial Group, and educational positions at St Bonaventure University and local schools. 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, utilizing both proprietary and third-party strategies across various account types.

Robert Karcz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Merrill, Commonwealth Financial Network, and Wells Fargo Clearing. In addition to his advisory work, Karcz is president and owner of Stonehedge Financial, a private entity serving as the operating company for his securities, investment advisory, and insurance business. 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 other institutions through a large network of investment adviser representatives.

Thomas Prebeck is a Series 66-licensed financial advisor with LPL Financial in Fort Mill, SC. He joined the firm in 2026 and has prior experience in various roles including work within the wine industry and community service organizations. He also has held positions in education and hospitality. 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, third-party asset management, and institutional platforms.