Gregory Judge is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2021 before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Kurt Hoffer is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with Cetera and its affiliated entities since 2019, previously working at Summit Financial Group Inc. Outside of his advisory role, he owns a fitness training business and a health and nutrition venture, and he distributes portable charging stations for consumer use. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Hadden Gsell is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Food Lion and Top Mops. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, supported by in-house and third-party research and model portfolios.

Kathryn Hodge is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial since 2019 and previously was employed at Wells Fargo Clearing from 2014 to 2021. Prior to her financial career, she spent one year at Ann Taylor Loft. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology solutions across discretionary and non-discretionary management approaches.

Caleb Wood is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, Athos Private Wealth, and held various roles at Brigham Young University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Ricardo Gonzalez is a Financial Consultant at Fidelity Investments, where he has been serving since 2020. He brings over a decade of experience in the financial industry, having held various roles within Fidelity Investments since 2008, including Investment Consultant, Relationship Manager, Private Client Group Representative, and Financial Representative. Throughout his career, Ricardo has focused on partnering with clients to develop strategies aligned with their goals and comfort levels. He emphasizes understanding the specific needs and preferences of each client's financial plan to create and implement investment approaches utilizing the Fidelity platform's strategies.

William Stillman is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory work, Stillman is involved with Will-O-LLC, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Olivia Major is a Financial Advisor at Merrill for the CBC Group based in Charlotte, North Carolina, with residence in Carbondale, Colorado. She takes a planning-based approach focusing on client goals and objectives to guide clients through investment management, strategic banking and credit, as well as daily liquidity and service needs. Olivia covers clients on both sides of the country while developing new client relationships and ensuring a professional and personal client experience. Prior to joining Merrill, Olivia served as a Wealth Management Associate at Bank of America Private Bank and was an analyst with Bank of America Capital Introductions. She has experience working with high-net-worth individuals and families and assists clients in areas including college education planning, corporate executive services, employee benefits planning, family wealth management strategies, philanthropic planning, and portfolio management services. Olivia was born and raised in Charlotte, North Carolina, and holds a Bachelor's Degree in Business Administration from Washington and Lee University. She holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). She is affiliated with Bank of America Merrill Lynch and involved in the Roaring Fork Mountain Biking Association. Outside of work, Olivia enjoys mountain biking, snowboarding, adventure sports, cooking, reading, and yoga.

Terry Halvorson is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Halvorson is also listed as a representative of record on previously sold Genworth Long-Term Care insurance policies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering planning on a one-time or ongoing basis. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Vijayalakshmi Soundararajan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has previously worked at Bank of America, N.A., and has been involved with yoga-related enterprises. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Ben Hollis is an Investment Consultant at Fidelity Investments, where he assists clients in designing and executing financial plans aimed at helping them achieve their goals. He has been with Fidelity Investments since 2021, progressing through roles from Customer Relationship Advocate to Investment Solutions I, and currently holding the position of Investment Solutions II from 2023 to 2026. Ben's professional experience at Fidelity Investments encompasses client relationship management and investment consulting, providing him with a comprehensive understanding of financial planning and investment solutions. His work focuses on aligning client objectives with appropriate financial strategies. No information about Ben's education, credentials, personal interests, or community involvement has been provided.

Camryn Clements is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, Camryn held positions at Boston Trust Walden, Myriad Genetics, and Elsevier Inc. Camryn’s background also includes roles in education at North Carolina Central University, Mount Tabor High School, and Wiley Middle School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of financial planning, portfolio management, and capital markets solutions. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad service platform.

Isabella Clark is a financial advisor with LPL Financial based in Fort Mill, SC. She holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, she worked at Principal Life Insurance Co and Principal Securities Inc, and has experience outside finance including roles at Tractor Supply and in education at Winthrop University and White Oak High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Charmaine Brown is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds the Series 63 and Series 66 designations. Brown has worked within Wells Fargo’s affiliated firms since 2015, including Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, with tailored recommendations supported by Wells Fargo research and tools.

Amy Wurthmann is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2019. Prior to her current role, she worked at Mood Media/Muzak and Apple One. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Stanley Ciotoli is a financial advisor at Merrill with Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Merrill and Bank of America since 2009. Outside of his advisory role, he serves as a director of Christ Lutheran Children's Center, a nonprofit organization in Charlotte, North Carolina. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Hicham Benothmane is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he works part-time as a delivery driver for DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Michael Phillips is a financial advisor at Ameriprise in Charlotte, NC, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Casey Hall is a financial advisor at LPL Financial with 12 years of industry experience and holds a Series 66 designation. He has worked with LPL Financial for multiple periods, including from 2010 to 2024 and again starting in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party research, and technology-driven portfolio management options.

Richard Stockton III is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley PWM and Sandalwood Securities. Prior to his advisory career, he was involved with the Siasconset Casino Association and held roles at Wake Forest University and Delbarton School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, providing services such as fee-based financial planning, portfolio management, and access to alternative products. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.