Maxim Nechitailo is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and is based in Fort Mill, South Carolina. He has worked at LPL Financial since 2015, with a brief gap from 2023 to 2024. 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 portfolio programs, third-party asset management, and institutional platforms.

Allison Dunn is a financial advisor at Morgan Stanley with eight years of industry experience. She previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC in 2023. Outside of her advisory role, Dunn is involved in property management and customer service activities related to short-term vacation rentals. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory process.

Joseph Larraga is a financial advisor at LPL Financial with Series 65 credentials and one year of industry experience. He previously worked at Capital Group for five years and Dimensional Fund Advisors for three years. 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 network of over 22,800 advisors.

Matthew Trencheny is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 license and four years of industry experience. Prior to joining UBS in 2022, he worked at Joseph Gunnar & Co. LLC and held various roles related to education and recreation at High Point University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor solutions aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Gustavo Zarate Jr. is a CFP® certificant with 17 years of industry experience currently affiliated with LPL Financial. He previously worked at Commonwealth Financial Network for 16 years and is the owner and president of GRZ Wealth Management, Inc., operating under Powell Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Patrick Stanton is a Series 65-licensed financial advisor with LPL Financial, based in Fort Mill, SC, and has one year of industry experience. His background includes multiple roles at LPL Financial and academic positions at Wofford College and Louisiana Tech University over the past several years. 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 advanced operational tools and a large network of advisors.

Stephen Poulton is a Series 66 licensed financial advisor with Equitable Advisors in Charlotte, NC, and has 16 years of industry experience. He has been with Equitable Advisors since 2010, including its predecessor Axa Advisors. Outside of his advisory role, he serves as an executor of his parent’s estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual and institutional clients. The firm uses a range of investment programs, including third-party advisory models and proprietary options, to tailor solutions based on client risk tolerance and needs.

Tuongvan Nguyen is a financial advisor with LPL Financial, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, Wells Fargo Clearing, and Equitable Advisors. Nguyen also operates Ruffalo Wealth Management as a side business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a network of over 22,800 advisors managing more than $819 billion in discretionary assets.

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.