Anne Van Demark is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and three years of industry experience. She has worked with LPL Financial since 2020 and was previously self-employed as a consultant from 2018 to 2022. 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 portfolios, third-party asset management, and institutional platforms.

Julie Ann Isbey is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. Her work history includes multiple roles at UBS Financial Services and Merrill. Prior to her advisory career, she was involved with the University of North Carolina at Charlotte and Rocky River Coffee Co. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors utilizing proprietary research and model-based asset allocation.

Andrew Kitchings is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 designation and 17 years of industry experience. His prior work includes 12 years with Commonwealth Financial Network and an earlier five-year tenure at LPL 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.

Bradley Turner Jr. is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked with Equitable Advisors since 2004, including time at its predecessor firms AxA Advisors and Mony Securities Corporation. Outside his advisory role, he is involved with Royal Financial Partners LLC, an entity used for managing staff and marketing expenses. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs, with offerings including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Harrison Holmes is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2024 and previously held roles at Bank of America, Pruco Securities LLC, and State Farm. 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.

Gabrielle Baker is a CFP® designated advisor with five years of industry experience. She is currently with LPL Financial and has previously worked at Ameriprise and Commonwealth Financial Network. Baker also spends a small portion of her time in fixed insurance sales conducted at her branch location. 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 serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a variety of financial planning and portfolio management options supported by proprietary research and technology.

Stephanie Gale is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial. She has held roles at Commonwealth Financial Network and has operated Gale Investment Management since 2005. She is also the proprietor and president of S. S. GALE INC., an investment advisory firm. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Gregg Nelsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 30 years and has led Nelsen Financial since 2002. In addition to advisory work, he dedicates a significant portion of his time to insurance sales, including life, long-term care, disability, and fixed annuity products. 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 wide range of advisory and brokerage services, including financial planning and institutional platforms.

Grady Howard is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as a director for the Charlotte Kiwanis Club, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and tailored investment strategies.

Madeline Hamel is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with one year of industry experience. She previously worked at McGriff Insurance and has a background that includes roles in education and at Anne Springs Close Greenway. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans while offering institutional trading capabilities alongside wealth management.

Peter Essele is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He previously worked for Commonwealth Financial Network for 22 years before joining LPL Financial in 2026. Outside of advising, he owns PS Crokinole, a business that markets and sells custom crokinole game boards. 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 and access to model portfolios and third-party asset management.

Damon Martin is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes positions at Mass Mutual Investors Services and Winthrop University. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Poor is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He worked at Merrill from 2003 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Keith Kerber is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Robert W. Baird and involvement with The Reserve at Lake Keowee, The Walker Course, and Clemson University. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Joshua Ervasti is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at multiple firms including Commonwealth Financial Network, Eagle Strategies, and New York Life. Outside his advisory role, he is involved in business consulting through Ervasti Financial, LLC. 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, combining advisory services with extensive non-advisory financial products.

Candace Gary is a CFP® and holds a Series 66 designation with 27 years of industry experience. She is currently affiliated with LPL Financial and is the owner of Provident Wealth Planning, LLC, a private entity facilitating securities, advisory, and insurance business. Her prior roles include positions at Ameriprise Financial Services and Commonwealth Financial Network. 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 22,900 advisors.

Kevin Arquette is a financial advisor with LPL Financial, holding the CFP® and Series 66 designations and bringing 23 years of industry experience. His career includes roles at Wealthpoint Financial Planning, Commonwealth Financial Network, and BB&T Investment Services, among others. He also engages in fixed insurance sales as part of his business activities. 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 wide range of advisory and brokerage services, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies.

Christopher Barton is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Allstate Insurance Company, and Bank of America. Outside the financial industry, he is an owner and partner of All Set Ventures LLC, a business involved in wholesale and brokerage of boats, powersports, and real estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing a range of financial planning and portfolio management services supported by proprietary research and model-based asset allocations. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

Blaine Shira is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior work includes positions at Commonwealth Financial Network, Concurrent Advisors, Citrus Wealth Management, and Raymond James Financial Services. He is also the owner of Shira Financial, LLC, which facilitates securities, advisory, and insurance business. 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, with advice delivered primarily through investment adviser representatives.

William Sharpe is a financial advisor with Edward Jones in Fort Mill, SC, holding the CFP® and ChFC® designations and possessing 26 years of industry experience. He has been with Edward Jones since 1999. Sharpe is the sole shareholder of William T. Sharpe, P.A. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.