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.

Beverly Mcbride is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 credential and 20 years of industry experience. She has worked with several firms, including Commonwealth Financial Network and Triad Advisors, Inc. Outside of her advisory role, she owns Vinylmag, LLC, a social and entertainment blogging entity. 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 asset management solutions, utilizing both proprietary and third-party strategies across various asset classes.

Anna Miller is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2002. Prior to her current role, she was employed at Bank of America N.A. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Wesley Winston is a Series 65-licensed financial advisor with LPL Financial, based in Fort Mill, SC. He joined LPL Financial in 2026 and has prior experience at Florida Financial Advisors and Ametek, as well as academic roles at Coastal Carolina and the University of Coastal Carolina. 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 through a large network of investment adviser representatives.

Dwayne Deatherage is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Pinnacle Financial Partners, Raymond James Financial Services Advisors Inc., and Bank of North Carolina, among other firms. Outside of his advisory role, he is employed as an investment advisor at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools to support client goals and maintains affiliations that enhance its municipal and public finance capabilities.

Christopher Walsh is a CFP®-designated financial advisor with 16 years of industry experience. He currently works at LPL Financial and has held prior roles at Commonwealth Financial Network, Pathfinder Wealth Consulting, Wealth Wise Planning, and Keystone Financial Partners. Walsh 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 other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various strategies including model portfolios, third-party subadvisors, and customized approaches.

Ian Stephens is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including John Hancock, Commonwealth Financial Network, Edward Jones, and Natixis Global Associates. Outside of his advisory work, he is a partner in RUNdays, a marathon training and run coaching business. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Brandon Hertzberg is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 license with four years of industry experience. His prior roles include positions at The Cape Cod Five Cents Savings Bank and Ames Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor client plans. The firm offers a broad range of services including fee-based financial planning, discretionary portfolio management, and capital markets activities.

Trevor Gebhart is a financial advisor with Edward Jones, holding a Series 66 designation and over seven years of professional experience. His prior roles include positions at PepsiCo, Europa Sports Products, and Crisp, as well as entrepreneurial activities with his own venture, Hut Appeal. 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 strategies, separately managed accounts, and affiliated mutual funds.

Parker Stockmoe is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining UBS in 2026, he worked at Equitable Advisors for three years. He has experience in the food service sector, including a role at Fresco Salad and Grain Bowls. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Thomas Olsen Jr. is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing customized planning strategies for affluent families, senior executives, business owners, and multigenerational households. His work involves simplifying complex financial decisions and coordinating strategies related to wealth management, retirement planning, executive compensation, business succession planning, and trust and estate planning considerations. Thomas is a CERTIFIED FINANCIAL PLANNER® professional and holds several additional designations including Accredited Asset Management Specialist, Accredited Portfolio Management Advisor, Accredited Wealth Management Advisor, Certified Exit Planning Advisor, Chartered Retirement Planning Counselor, Personal Investment Advisor, and Sports & Entertainment Accredited Wealth Management Advisor. Born and raised in Charlotte, North Carolina, he graduated from Charlotte Catholic High School and earned degrees in Economics & Finance and Sustainable Business & Community Development from Catawba College. During college, he was involved in campus leadership and athletics. He serves on the Catawba College Alumni Board of Directors and is dedicated to leadership and mentorship. Outside of work, Thomas enjoys spending time with his family and follows soccer, football, and hockey.

Christine Goldsmith is a Senior Financial Advisor and a partner of The CBC Group at Merrill Lynch Wealth Management. She has been in the financial services industry since 2000 and has been with Merrill since 2008. Christine focuses on financial planning and portfolio strategies for individuals and families, as well as corporate retirement and deferred compensation plans. She holds the Retirement Benefits Consultant (RBC) designation from Merrill and has earned several professional credentials, including the Chartered Retirement Planning Counselor™ (CRPC™), Certified 401(k) Professional® (C(k)P®), Certified Plan Fiduciary Advisor® (CPFA®), and Certified Divorce Financial Analyst® (CDFA®) designations. Christine works with corporate clients on retirement benefits, including plan design, investment selection, and providing education and support to participants and investment committees. She is passionate about assisting individuals and families through difficult life transitions, particularly in divorce financial analysis. Christine graduated from North Carolina State University with a Bachelor of Arts degree in Interdisciplinary Studies, focusing on law, political philosophy, and finance. Born in Charlotte, Christine returned there in 2000 and lives with her husband Eric and their three sons. In her spare time, she enjoys playing tennis, running, spending time with her family, watching youth soccer, attending football games, and traveling.

Deborah Mc Nulty is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her prior roles include positions at Ally Invest Securities LLC, Linden Thomas & Company, Zeus Financial, and Nathan Hale Capital, LLC. 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 portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Vincent Ratliff is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, PNC Investments, and M&T Securities. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a broad range of investment strategies and advisor-support tools.