Alexander Willhite is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 15 years of industry experience. He previously worked at UBS Financial Services and Edward Jones before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives offering various advisory and brokerage services.

Gabe Gregory is a financial advisor with Edward Jones in Indian Land, South Carolina, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Jason Hoody is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at LPL Financial since 2015. Prior to this, he worked at Primetrust Advisors LLC from 2012 to 2015. He is based in Fort Mill, South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management options, including access to third-party asset managers and institutional platforms.

Christopher Mitchell is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with LPL Financial in Fort Mill, SC, having joined in 2026 after 13 years at Commonwealth Financial Network. 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 services including financial planning, model portfolios, third-party asset management, participant-level retirement advice, and institutional platforms, supported by technology tools for operational and research purposes.

Olivia Makemson is a financial advisor at UBS Financial Services with Series 66 credentials and recent entry into the industry. Prior to joining UBS in 2025, she held roles at the University of North Carolina at Chapel Hill, Bucknell University, and Providence Day School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining model-based asset allocation and proprietary research to tailor financial plans. The firm operates both wealth management and institutional trading functions, offering a broad array of capital markets services.

Meaghan Beadle is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial. She previously worked at Ameriprise Financial Services and Commonwealth Financial Network. Beadle is also engaged in fixed insurance sales as a minor part of her business activities. 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, and institutions. The firm offers various financial planning and asset management programs and supports its large network of advisors with advanced research tools and extensive non-advisory financial services.

Katherine Chapman is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She has been with LPL Financial since 2015 and is currently associated with LPL Enterprise LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kirby Sale is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and nine years of industry experience. Prior to rejoining LPL Financial in 2019, he worked at Wells Fargo Clearing Services and operated Kirby's Painting, Inc. for over two decades. 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, including access to model portfolios, third-party asset managers, and institutional platforms.

Daniel Poole is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Guardian Life, Fifth Third Securities, and Merrill. 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 through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jada Hood is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has a background that includes four years at Hampton University and previous roles in secondary education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, mutual fund distribution, and capital markets services supported by proprietary research and model-based asset allocations.

Brian Brelinsky is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has 25 years of industry experience, including over 21 years at Commonwealth Financial. 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.

Mary Terrando is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2014. Outside of her advisory role, she is involved in her local community as a musician with the Calvary Church music team. 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 a large network of investment adviser representatives.

Charles Upchurch is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 24 years at Ameritrade. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing a variety of investment strategies and operational tools across its extensive platform.

Kol Birke is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network for 25 years. Birke also provides behavioral coaching services and seminars unrelated to investment activities. 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 broad range of advisory and brokerage services.

Kaleb Brigham is a financial advisor at LPL Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at Tristate Financial Advisors and in the hospitality sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ashley Wallace is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation. She has one year of industry experience, previously working at Olin Corporation and Roy-El Morgan Farm before joining the financial sector. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platform offerings.

James Ebert is a financial advisor with LPL Financial, holding a Series 65 designation and eight years of industry experience. Prior to joining LPL Financial in 2026, he worked at Commonwealth Financial Network for four years and has professional experience with Renbrook School, Financial Planning Suite, Inc., and Yale University. He is also co-owner of Pendleton Capital Partners, LLC, an entity involved in commercial and residential real estate investment in Greenville, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Marion Nobles is a financial advisor at Fidelity with eight years of industry experience. They hold Series 63 and Series 66 credentials and have worked at firms including MML Investors Services, Mass Mutual Life Insurance, and Wells Fargo Clearing Services. Prior to their advisory roles, Nobles was employed by the University of Connecticut and its Veteran Affairs and Military Programs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation strategies.

Mark Stevenson II is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at The Vanguard Group and Total Wine and More. 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 utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Jessica Beard is a Series 65-licensed advisor with LPL Financial based in Fort Mill, SC. She has two years of industry experience, including her current role at LPL Financial since 2026. Prior to joining LPL, she worked at Sherrill, Blake & Harrison CPA PA and Abby H. Champion CPA PC, with over a decade of experience in accounting firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment options and utilizes advanced tools to support advisors, managing over $819 billion in discretionary assets through a broad network of more than 22,800 advisors.