Shelley Verhagen is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior work includes roles at Merrill and Bank of America. 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 financial planning and investment solutions delivered through a large network of advisors using various model portfolios, third-party subadvisors, and customized strategies.

Serafim Pistiolis is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and has worked at UBS since 2017, including a prior role at UBS-Stanford Wealth Management and earlier positions at Sun and Ski and the University of North Carolina at Charlotte. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Allison Manning is a financial advisor at Edward Jones in Rock Hill, SC, holding a Series 66 designation with 24 years of experience at the firm since 2002. 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 nationwide.

Tucker Beale is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 65 credential and has five years of industry experience. Prior to joining LPL Financial in 2022, he worked at Waldron Private Wealth and has experience in various roles including positions at Duquesne University and GNC. 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 wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

Winston Huie is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors, LLC. He serves as power of attorney and healthcare proxy for his wife, a role he has held since 2005. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm works with a variety of investment programs and third-party managers, focusing on personalized client assessment and multi-faceted advisory solutions.

Robert Morrison is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he gained experience with several firms including Metrolina Eye Associates and Connecticut Eye Consultants. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jarod Reed is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. He has been with LPL Financial since 2007. 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, supporting advisors with tools such as machine learning for operational and research purposes.

Cynthia Honaker is a financial advisor at Cetera with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of her advisory role, she is the manager and owner of CNH Financial Advisors, LLC, a DBA for investment services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including access to third-party managers and customized strategies, supported by a large network of advisors.

Christine Parks is a financial advisor at Stifel with seven years of industry experience. She holds the Series 66 designation and has been with Stifel since 2015. Outside of her advisory role, she works as a freelance photographer specializing in family and portrait sessions. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support financial planning and client decision-making.

John Edmunds is a CFP® professional with 27 years of industry experience. He is currently with LPL Financial and has held prior roles at Commonwealth Financial Network, Sage Creek Planning and Investments, Mass Mutual, and Metlife Securities. Edmunds is a co-owner of Valley Tax Solutions, LLC, a tax preparation firm. 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 various portfolio management programs, combining large-scale operations with diverse financial products.

David Ferrucci is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and bringing 28 years of industry experience. He previously worked at Commonwealth Financial Network for 24 years and is also the owner of Ferrucci Financial Services Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining scale with a range of advisory and non-advisory financial services.

Stuart Miller is a financial advisor at LPL Financial with 45 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has worked at firms including Miller McCurry, Commonwealth Financial Network, PWA Securities, and Private Wealth Advisors. Miller is also a co-owner of Miller McCurry, 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

John Offenburger is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 28 years of industry experience. His prior work includes roles at Commonwealth Financial Network, Wells Fargo Advisors, Morgan Stanley, and Merrill. He is also the owner and president of Offenburger Capital Management LLC and serves as a notary public. 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 supported by advisor-facing technology and a broad platform of complementary financial services.

John Helms is a financial advisor with LPL Financial in Fort Mill, SC. He holds the CFP®, PFS™, and Series 65 credentials and has 10 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Provident Financial Planning & Investment Management, Commonwealth Financial Network, and Hull Wealth Management. Outside of his advisory work, he provides tax preparation and general accounting services through Darnell CPA P.L.L.C. 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 portfolios, third-party asset management, and institutional platforms.

Todd Haines is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.

Danna Demos is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with 10 years of industry experience. She has been with Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Tully is a Series 66 credentialed financial advisor with nine years of experience, currently affiliated with LPL Financial in Fort Mill, SC. Prior to joining LPL Financial in 2017, he worked briefly at Conbraco Industries and was a full-time student for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, leveraging both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Linda Abbott is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates, Stifel Nicolaus & Co Inc, and The Vanguard Group, Inc. Abbott is based in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans, operating as a broker-dealer, investment adviser, and futures commission merchant.

Cameron Church is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with LPL Financial. He has worked at Cambridge Investment Research Advisors and North Star Resource Group, among other firms. Outside of his advisory role, Church is involved in fitness as a part-time employee at a CrossFit facility and owns businesses focused on wealth management and tax planning. 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 model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

Thomas Ketzer is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Merrill in Charlotte, NC, and has worked in various roles at Merrill and Bank of America N.A. Outside of his advisory work, Ketzer teaches an EMT class at South Piedmont Community College. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.