Troy Taber is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he gained experience as a Relationship Manager from 2023 to 2024 and as a Financial Representative from 2022 to 2023, all within Fidelity Investments. His professional focus centers on developing long-lasting relationships with clients and co-creating financial plans that provide a clear roadmap and instill confidence. He emphasizes a team-oriented approach to financial planning, aiming to understand each client's unique story to achieve effective outcomes. Outside of his professional activities, Troy has interests in baseball, fitness, food, football, golf, and traveling.

Jonathan Jagolinzer is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include five years at Commonwealth Financial Network. He has been affiliated with The George Washington University for over two decades. 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 institutions. The firm offers a range of financial planning and asset management solutions, utilizing various model portfolios and third-party subadvisors, supported by extensive operational and research tools.

Nicholas Walder is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at First Citizens Bank and Door Dash. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and discretionary managers to deliver its services.

Luke Scroggins is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation. Prior to joining UBS, he worked at Family Church and Southwest Baptist University, as well as The King's Academy. UBS Financial Services 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 and provides research-driven, model-based investment solutions.

Matthew Burns is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Bb&T Securities, BB&T Investment Services, Wells Fargo Clearing, Truist Investment Services, NCF Financial Services, and Osaic FA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by a large network of investment adviser representatives.

Jacob Eddy is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding a Series 66 designation and 19 years of industry experience. His prior work experience includes roles at Private Client Services, Alight Financial Advisors, Wells Fargo Clearing, and Ameriprise. 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.

James Bower is a Series 66 licensed financial advisor with Edward Jones, based in Rock Hill, SC, and has eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Southeast Valve Inc for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management, supported by a network of approximately 23,701 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Austin is a financial advisor with LPL Financial in Fort Mill, SC, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including prior roles at Commonwealth Financial Network, Ameriprise Financial Services, Wells Fargo Clearing, and A. G. Edwards & Sons. He also conducts fixed insurance sales through Pacific Crest Wealth Planning on a limited basis. 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 broad range of financial planning and investment services supported by research-driven strategies and various institutional platforms.

Irene Chemayek is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2017 and was previously with Citi Financial/OneMain Financial from 2009 to 2017. 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 other institutions with a range of financial planning and investment management solutions.

Andre Chung is a financial advisor with UBS Financial Services in Charlotte, NC. He holds a Series 66 designation and has 13 years of industry experience, having worked at UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to its clients.

Ryan Peterson is a financial advisor at LPL Financial based in Fort Mill, SC. He holds a Series 65 designation and has prior work experience in various industries, including three years at Superior Water Light & Power Company and four years at Twin Ports Paper & Supply. 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 institutions through a large network of investment adviser representatives. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Holly Brown is a financial advisor at Edward Jones in Rock Hill, SC, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm maintains a large nationwide network of financial advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Michelle Cortes Harkins is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has previously worked at Commonwealth Financial Network, Merrill, and has been involved with Harkins Wealth Management, LLC since 2019. Outside of her advisory work, she is the owner of My Divorce Ally, Inc., which provides divorce planning services, and a co-owner of Nightshade, LLC, a restaurant and bar in Providence, RI. 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 broad range of financial planning and investment management services, with a large network of advisors implementing various portfolio strategies supported by advanced research and operational tools.

Dylan Kidd is a Series 66-licensed financial advisor with Equitable Advisors in Charlotte, NC, and has three years of industry experience. Before joining Equitable Advisors, he worked in the service industry and at Nester Hosiery, Inc. Outside of his advisory role, he works part-time as an expo at Empire Pizza in Pineville. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of investment adviser representatives and third-party program sponsors.

Steven La Porte is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and with 28 years of industry experience. His career includes roles at High Point Financial, Commonwealth Financial Network, Legacy Planning Partners, Securian Financial Services, Minnesota Life Insurance, and Wells Fargo Advisors. He is also involved in fixed insurance sales as a secondary business activity. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Vandana Sachdeva is a financial advisor with Merrill, holding a Series 66 designation and based in Rock Hill, SC. She has been with Merrill since 2015 and has also worked at Bank of America, N.A. since 2026. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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 developed by internal and third-party teams.

Julia Marble is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Merrill since 2002. 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 and profit-sharing plans, corporations, and charitable organizations.

Anthony De Marco is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2018. Outside of his advisory work, he serves as a soccer referee in San Diego. 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 institutions. The firm offers a range of financial planning and investment solutions, leveraging model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Garrett Johnson is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and having two years of industry experience. His prior work experience includes roles outside finance such as positions at Taco Molino and Piedmont Medical Center. 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 portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.

Corey Myers is a financial advisor at LPL Financial in Charlotte, NC, holding CFP® and Series 66 credentials with 12 years of industry experience. His prior roles include positions at Edward Jones, IFG Advisory, Securities America Advisors, and OSAIC. 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 with access to model portfolios, third-party asset management, and institutional platforms.