Chancellor Harkins is a CFP® professional with seven years of industry experience. He is currently with LPL Financial and previously worked at Commonwealth Financial Network and Liberty Mutual Insurance. Outside of financial advising, he is co-owner of Nightshade, LLC, a bar and restaurant in Providence, Rhode Island. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by both discretionary and non-discretionary investment strategies.

Frank Voli is a CFP® professional affiliated with LPL Financial, with 36 years of industry experience. He previously worked at firms including RBC Capital Markets Corporation and Commonwealth Financial Network. Voli is also the owner of V & V Financial, LLC, a private entity facilitating securities, advisory, and insurance business. 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 variety of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Michael Guile is a Senior Financial Advisor at The Croom Guile Group at Merrill Lynch Wealth Management. He has over 20 years of experience helping clients create, grow, preserve, and distribute their wealth through a dedicated process of financial planning. Michael provides comprehensive wealth management services by leveraging the resources of Bank of America and Merrill, combined with a personalized approach typical of a boutique firm. His expertise spans retirement income planning, asset allocation strategies, wealth preservation, estate and trust services, as well as tax-efficient investing. Michael's consultative approach focuses on improving clients' financial well-being by addressing asset allocation, cash flow management, and debt reduction, often coordinating with clients' tax and legal advisors to optimize financial outcomes. Michael holds a Bachelor's Degree from UNC Charlotte and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Prior to his financial services career, he served in the 82nd Airborne Division of the United States Army. He resides in Huntersville with his wife and two daughters. His personal interests include boating, golfing, and traveling.

Andrew Boyle is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has previously held roles at Autobell and Woodmen Life Insurance. Boyle has also been involved with the UNC Charlotte Baseball Program and Student Union during his time at the University of North Carolina at Charlotte. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm utilizes proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.

Louis Ingargiola is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He is a co-owner of I&M Wealth Advisors and has held positions at LPL Financial and Commonwealth Financial Network. Outside of his advisory work, he has served as an expert witness in court cases and is a notary public. 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 and asset management solutions delivered through a large network of investment adviser representatives.

Matthew Jones is a financial advisor with Charles Schwab, holding a Series 66 designation and 28 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2002 and Charles Schwab Bank, SSB since 2005. Outside of his advisory role, he serves as the men's tennis coach at Weddington High School in North Carolina. 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 discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Carlos Kaehler is a financial advisor with UBS Financial Services and holds the Series 66 designation. He has one year of industry experience, including prior roles at ConocoPhillips and FedEx. Kaehler also has an academic background from Clemson University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Kevin Pentz is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has previously worked at Commonwealth Financial Network, Wealthmark Advisors, Wealth Solutions By Design, and Thrivent Financial. He is also involved in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services through a large network of representatives.

Stephanie Roundy is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation. Prior to joining Merrill, she worked for two years at the Law Office of Kelli Y Allen and spent ten years as a contract paralegal for Latham Vocational Services. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeremy Schuyler is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He worked at Waddell & Reed from 2010 to 2021 before joining LPL Financial in 2021. 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 third-party asset management, and supports its large network of advisors with technology and research tools.

Timothy Barrett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with LPL Financial since 2019 and previously spent three years at Independent Financial Group. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Irfan Dossani is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at 360 Wealth Management, LLC and earlier positions with LPL Financial. He has also operated a CPA practice since 2005. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research, model strategies, and various operational tools.

Rachel Mccray is a financial advisor at LPL Financial with 12 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Commonwealth Financial Network, Sage Creek Planning and Investments, Mass Mutual Investors Services, MassMutual Life Insurance Company, MetLife Securities Inc, and Edward Jones. She is also involved in fixed insurance sales 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,900 advisors and managing more than $819 billion in discretionary assets.

Cory Triolo is a Series 66-licensed financial advisor at LPL Financial with 22 years of industry experience. He previously worked at Merrill for 13 years, Banc of America Investment Services for 4 years, and Ameriprise for 1 year. He is based in Fort Mill, South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of investment and retirement solutions, including model portfolios, third-party asset management access, and institutional platforms.

Christian Davis is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Pacer Advisors, Inc. in 2012. 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 portfolio programs, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Marci Stier is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and 29 years of industry experience. She was previously with Lincoln Financial Advisors Corporation from 1995 to 2024 before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in various wrap programs.

Magay Shepard is a CFP®-credentialed financial advisor with 40 years of industry experience, currently with Stifel Nicolaus & Co., Inc. since 2009. He serves on the Board of Trustees at Mars Hill University and is a member of the church council at Sardis Baptist Church in Charlotte, NC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Marty Monahan is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, with 18 years of industry experience. His background includes roles at The Vanguard Group and Ameriprise, among others. He is based in Fort Mill, SC. 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 both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Garrett Hicks is a financial advisor with Thrivent Investment Management in Charlotte, NC. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining Thrivent, he worked in various roles including at Publix and Olympic High School, and operates a painting business called Garrett Hicks Painting. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses and a planning service that can be combined with managed-account programs under a consolidated billing option known as “WealthPlan.”

Isaac Williams is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Fidelity Investments and Charles Schwab Bank, SSB. 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 offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing arrangements.