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.

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.

Andrew Sbardella is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and three years of industry experience. He serves as a referee for high school and middle school soccer with the NCHSAA and coaches for the Bethel Vikings Wrestling Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations through a network of Investment Adviser Representatives and third-party asset managers.

Kevin Wilczek is a financial advisor with UBS Financial Services in Charlotte, NC. He holds the Series 66 designation and has been with UBS since 2026. Outside of his advisory role, he is involved with Bradshaw Social House. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

James Henry III is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2017, bringing extensive experience in financial services dating back to 2000. James specializes in areas including wealth and investment management, cash flow planning, legacy planning, education planning, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, personal retirement planning, philanthropic planning, tax minimization, and retirement income. He holds a Bachelor's Degree in Finance from Florida State University and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). James is a member of the Queen City Corvette Club and participates in community involvement with Princeton's Meow in Concord, NC. Outside of his professional life, James enjoys spending time with his family, boating, football, gardening, golfing, and traveling. He is also an enthusiast of Corvettes and classic cars, and participates in motorsports and Cars and Coffee events.

Shaun Rashley is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has worked with LPL Financial since 2010 and was previously with Uvest Financial Services Group, Inc. from 2008 to 2010. 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.

Nicholas Stapleton is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Lima One Capital, Colby College, Apple Mountain Golf Club, Amarillo Bulls Hockey Club, Shanty Creek Resorts, and Culver Academies. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a wide range of capital markets and lending services.

Christopher Gurganus is a financial advisor with OSAIC in Charlotte, NC, holding CFP® and ChFC® designations and bringing 22 years of industry experience. He previously worked at John Hancock for 15 years before joining OSAIC in 2018. Gurganus also conducts business under Capitol Financial Solutions and works as a broker recommending fixed insurance products as appropriate. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary management and third-party managers, and is notable for its scale, consolidation activity, and complex affiliate network.

Joseph Silva is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC and Prudential Insurance Company of America. Silva served 16 years in the United States Marine Corps. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through a broad network of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary investment strategies.

John Shinas is a financial advisor with MassMutual Investors Services, holding Series 65 and Series 63 licenses. Although he is new to the industry with less than a year of experience, he has a longstanding background in business through his role at Insulating Services, Inc. since 2007. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved tools and offers asset management, wrap and money-manager programs, and educational seminars.

Robert Garret is a financial advisor with LPL Enterprise who holds the Series 63 and Series 66 licenses and has 28 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2024. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated trust and insurance services.

Hui Zhu is a CFA® charterholder and holds a Series 66 license with six years of experience in the financial services industry. They are currently with LPL Financial and have previously worked at Commonwealth Financial Network, Quantis Wealth Management, and Oppenheimer. 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 solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Jessica Abrams is a CFP® professional with 11 years of experience in the financial services industry. She is currently with LPL Financial and has held prior roles at Pacific Crest Wealth Planning, Commonwealth Financial Network, and Facet Wealth, among others. Abrams also serves as a Personal Financial Councilor with Magellan Federal and is a Notary Public in Truckee, CA. 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, with support from advanced operational and research tools.

Kedishia Grant is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and seven years of industry experience. She has previously worked at UBS Financial Services, Wells Fargo Bank, and Charlotte Metro Credit Union. 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 financial planning and asset management services through a large network of advisors, utilizing both proprietary research and third-party strategies.

Asheem Koirala is a Series 66 licensed financial advisor with Morgan Stanley in Waxhaw, NC, bringing 11 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by proprietary tools and strategic market models. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and corporate financial planning agreements.