Robert Rice is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with LPL Financial and has prior experience at Commonwealth Financial Network, Harvest Wealth Management, and Ameriprise. Rice is a co-owner of Harvest Wealth Management, a private entity involved in 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Matthew Reynolds is a financial advisor affiliated with LPL Financial in Fort Mill, SC. He holds a Series 65 designation and has recently begun his career in the industry with experience at several firms, including Commonwealth Financial Network and BNY Mellon. Prior to entering financial services, he was associated with LA Fitness and the University of Central Florida. 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 variety of investment strategies and technology tools while overseeing substantial discretionary assets through a large network of advisors.

Marjori Brown is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 66 and Series 63 credentials and 17 years of industry experience. Her prior roles include positions at Rockefeller Financial LLC, Barings LLC, Barings Securities, and Wells Fargo Securities, LLC. Outside of finance, she works as a sales associate at Anthropologie. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that integrates firm-approved tools and modeling techniques.

Andrew Viditz Ward is a CFP® with five years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Credit Suisse Securities (USA) LLC. He serves as a board member for the Anniston Chase Home Owners Association and is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Mark Schlumpberger is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise, Commonwealth Financial Network, and Integrated Equity Management. 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 with a range of strategic and tactical investment options.

Brandon Martin is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop and implement personalized financial plans tailored to their goals. He leverages his experience to help clients navigate various life stages and work toward improved financial outcomes. Brandon has been with Fidelity Investments since 2021, progressing through roles from Financial Representative to Relationship Manager before becoming a Planning Consultant in 2024. His background includes identifying opportunities to strengthen financial plans and providing ongoing support to clients. Outside of his professional role, Brandon enjoys activities such as board games, bowling, hiking, playing instruments, and traveling.

Robert Piscura is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 63 designation and over 44 years of industry experience. He previously worked at Commonwealth Financial Network and Ameriprise and has operated Piscura Family Financial Consultants since 2007. Outside of his advisory work, Piscura is involved as a musician and master of ceremonies with The Groove Houndz. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, using both proprietary and third-party strategies, supported by extensive technology and a broad platform of non-advisory financial services.

Paul Panuccio is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2014. 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, including model portfolios, third-party asset management, and institutional platforms.

Nicole Blumenthal is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in the art and culture sector as a sole proprietor in Charlotte, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of direct client engagement and employer-sponsored financial planning agreements.

Julia Burke is an Investment Consultant at Fidelity Investments, a position she has held since 2025. In this role, she collaborates with individuals and families to develop tailored financial plans and strategies aligned with their goals, values, and concerns. Julia's experience at Fidelity Investments spans several roles since 2020, including Workplace Planning Consultant III, II, and I, as well as Customer Relationship Advocate. Through these positions, she has gained expertise in workplace planning and client relationship management. No information regarding Julia's education, credentials, personal interests, or community involvement has been provided.

Barry Gilrane is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LPL Financial LLC, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Sidney Journigan is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 designation. Sidney has prior experience at McKim & Creed and several other firms across different industries, with a total of zero years in the advisory industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a broad range of retail and institutional offerings.

Brandon Roy is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 66 credentials and five years of industry experience. His background includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and various other firms. He has also worked briefly in the hospitality and retail sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, using multi-asset model portfolios and a centralized operational structure.

Aleyda Maylone is a financial advisor at UBS Financial Services with seven years of industry experience. She holds the Series 66 designation and previously worked at Merrill for fourteen years before joining UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through a broad range of products and research-driven strategies.

Bradley Groth is a financial advisor with LPL Financial in Fort Mill, SC, holding the Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones and Commonwealth Financial Network and owns Groth Wealth Management, 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Russell Miller is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2025, he worked at MassMutual Life Insurance Co and Mass Mutual Investors Services from 2021 to 2025. He is also the owner of ERC Partners LLC, a real estate business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a retirement income service that provides written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Heath Courtright is a financial advisor with LPL Financial in Weddington, NC, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he operates a DBA under the name Epic Capital Wealth Management in Charlotte, NC. 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 investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools including machine learning.

Max Hockenberry is a financial advisor with OSAIC in Charlotte, NC, holding CFP® and ChFC® designations, and has 40 years of industry experience. His prior roles include over three decades at Signator Investors, Inc., and he is a managing partner of Maxworth Consulting Group, LLC, where he works on consulting engagements related to assessing on-call burdens for hospital emergency departments. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization supported by various tools and offers discretionary and advisor-managed strategies alongside third-party manager options.

Shannon Ostinelli is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. Her career includes roles at Merrill, UBS Financial Services, TIAA-CREF, and Tiaa prior to joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jordan Hernandez is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, Hernandez has a minority ownership interest in Untamed Waters Brewing, LLC, a brewery and brewpub in Fort Mill, South Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.