Paul Cooper is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 40 years of industry experience. He has worked primarily with Commonwealth Financial Network and has maintained his own securities business, Cooper Associates, since 1985. 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, asset management, and retirement advice services, utilizing both proprietary model portfolios and third-party strategies.

Eric Radinsky is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of advisors and branches.

James Ellison is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and four years of industry experience. He has worked at Cambridge since 2022 and has prior experience with Anthony & Sylvan and S&L Windows & Doors. Ellison is also president of JLT Associates LLC, an independent advisory practice. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, pension funds, and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through a wide network of financial professionals and multiple platform options.

Jeremiah Fitzpatrick is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Ameriprise since 2005. Outside of his advisory role, Fitzpatrick is involved in real estate investment through multiple LLCs and occasionally participates in poker tournaments. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with financial advisors.

Vance Talbot is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network, Sierra Pacific Wealth Advisory Group Inc., and Private Wealth Advisors. Outside of his advisory role, Talbot serves as an Account Executive for IntelliChief, LLC, a position he has held since 2022. 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 variety of financial planning and investment solutions, including model portfolio programs and institutional platforms, supported by a large network of investment adviser representatives.

David Steele is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Wells Fargo and TIAA-CREF. 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, and institutional platforms, with more than 22,800 advisors and $819 billion in discretionary assets under management.

James Tuttle is a Series 66-registered financial advisor with LPL Financial, based in Fort Mill, SC, and has 16 years of industry experience. Before joining LPL Financial in 2014, he worked at UBS Financial Services, Merrill, and New England Securities. 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, utilizing both proprietary and third-party models, supported by advanced operational tools.

Archie Garner Jr. is a CFP® professional affiliated with LPL Financial, with four years of industry experience. Prior to joining LPL Financial in 2024, he worked at The Vanguard Group for four years and operated Archie's Lakeshore Bakery for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Carron Flinter is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Wells Fargo, Carron worked in educational roles within Charlotte-Mecklenburg and Union County Public Schools. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors. The firm uses research and analytics to guide investment selection and offers a range of brokerage and advisory solutions.

Sean Martin is a financial advisor at Edward Jones in Charlotte, NC, holding CFP® and Series 66 designations with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and 15,100 branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Robert Mc Kernan is a financial advisor at J.P. Morgan Securities in Charlotte, NC, holding a Series 66 designation. He has been with J.P. Morgan Securities since 2026 and has prior experience at Morgan Stanley and JPMorgan Chase Bank, N.A. His background includes roles in both financial services and other sectors, as well as studies at Washington & Lee University. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations within an ESG eligibility framework.

Reginald Mccall is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 12 years. Outside of his advisory role, he is also employed as a tax associate with H&R Block. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and various affiliated financial services.

Isaiah Gash is an Investment Consultant who collaborates with individuals and families to develop customized financial strategies tailored to their goals, priorities, and long-term vision. He employs a collaborative planning approach based on clarity and trust to guide clients confidently as their needs and circumstances change.

Alexander Zikos is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation. He has been with Ameriprise since 2023. Prior to this role, he worked at Roberts & Ryan and has experience in the food service industry. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Bush is a financial advisor at Robert Baird & Co. in Charlotte, NC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert Baird & Co. since 2019, following roles at J.J.B. Hilliard, W.L. Lyons LLC, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed accounts, supported by ongoing manager selection, internal research, and strategic partnerships.

Gregory Judge is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at UBS Financial Services Inc. for six years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and 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 advisors and advanced operational tools.

Kurt Hoffer is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with Cetera and its affiliated entities since 2019, previously working at Summit Financial Group Inc. Outside of his advisory role, he owns a fitness training business and a health and nutrition venture, and he distributes portable charging stations for consumer use. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Hadden Gsell is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2021 and previously held positions at Food Lion and Top Mops. 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 various financial planning and investment management programs, utilizing a range of strategies including model portfolios and third-party subadvisors.

Kathryn Hodge is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial since 2021 and previously at Wells Fargo Clearing and Ann Taylor Loft. 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, and institutional platforms, supported by a large network of investment adviser representatives and various operational tools.

Caleb Wood is a CFP® professional at J.P. Morgan Securities with three years of industry experience. He has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Athos Private Wealth. Caleb’s career also includes several roles at Brigham Young University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, guided by forward-looking capital market assumptions.