Richard Stockton III is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley PWM and Sandalwood Securities. Prior to his advisory career, he was involved with the Siasconset Casino Association and held roles at Wake Forest University and Delbarton School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, providing services such as fee-based financial planning, portfolio management, and access to alternative products. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Richard All is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TIAA-CREF and TD Ameritrade. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various investment vehicles.

Kevin Lam is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Bank of America Merrill Lynch, and a position in private equity. Kevin is based in Charlotte, NC. 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 and qualitative research, and includes ESG considerations, with implementation support from affiliated entities.

Brittney Braicu is a financial advisor with LPL Financial, holding a Series 66 designation and currently based in Fort Mill, SC. She has been with LPL Financial since 2021 and has prior experience working in various business roles, including ownership and management positions in the brewing and hospitality industries. 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, offering a range of financial planning and investment management solutions.

Steven Emerson is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 28 years of industry experience. His work history includes roles at Commonwealth Financial Network, First Pacific Financial Services, and Charles Schwab. 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, supported by a large network of investment adviser representatives.

Crystal Markovitz is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include two years at Wells Fargo Clearing before joining LPL Financial in 2018. 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, including model portfolios and third-party subadvisors, supported by advanced operational and research tools.

Jonathan Johnston is a financial advisor with Edward Jones in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Duke Energy for 38 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Gregory Allen is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 28 years of industry experience. He has worked with LPL Financial since 2008 and previously at Banc of America Investment Services and A. G. Edwards & Sons. Outside of his advisory role, Allen is involved in coaching high school sports and owns an apparel 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Celeste Dearnley is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has a background that includes four years at Clemson University and prior teaching roles at Fayetteville High School and St. Joseph Catholic School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research.

Frederick Ingold is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked at Foresters Financial Services and Foresters Advisory Services LLC for a combined 33 years before joining LPL Financial in 2018. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Andrew Wood Jr. is a CFP® professional with 39 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Cambridge Investment Research Advisors, Capital Guardian Wealth Management, and Mutual Service Corporation. Outside of advising, he maintains a role in non-variable insurance. 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, supported by a large network of investment adviser representatives.

Jared Burke is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. His career includes roles at firms such as Quest Financial Group, Commonwealth Financial Network, NewEdge Advisors, Mid Atlantic Financial Management, and Ameriprise Financial Services. He also engages 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

William Barlow is a Wealth Management Advisor who provides financial advisory services focused on helping entrepreneurs and business builders achieve their financial goals. He manages portfolio management services and offers expertise in areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, and retirement income. Mr. Barlow holds a Bachelor's Degree from the University of North Carolina System and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is affiliated with professional organizations such as the 24 Foundation, Guiding Eyes for the Blind, and Moments of Hope Church, and is involved in community activities with the 24 Foundation, Covenant Day School, and Moments of Hope Church. Beyond his professional pursuits, Mr. Barlow is an avid enthusiast of cycling, boating, hiking, photography, running marathons, table tennis, tennis, and traveling. He values spending time with his family.

William Hadley is a CFP® certificant with over 41 years of industry experience. He is currently with Ameriprise Financial Services, LLC, where he has worked since 2019, and previously held roles at Wells Fargo Clearing and Wachovia Securities. He serves on the Board of Directors for The Fletcher School in Charlotte, NC. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.

Summer Sneed is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2022. Outside of her advisory role, she has been involved with Providence Baptist Church for nine years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with advanced analytical tools and specialized municipal and employer advisory services.

Robert Mann is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at Lincoln Financial Securities and Capital Guardian Wealth Management. Mann also operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and a broad network of financial professionals.

Shawn Mccutchan is a financial advisor with Edelman Financial Engines in Charlotte, NC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at The Mutual Fund Store and Principal Financial Services. He serves as a board member for the Fellowship of Christian Athletes, a nonprofit organization. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary advice.

Kyle Stricker is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at T. Rowe Price for eight years and has experience in both investment management and related roles. 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, including financial planning and model portfolio programs, supported by extensive operational and research tools.

Korey Speight is a Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2019, he has focused on helping clients simplify complex financial decisions and develop more structured, intentional strategies. Korey partners with successful professionals to bring clarity and discipline to their finances, emphasizing investment management, retirement planning, and long-term wealth strategies. A graduate of the University of North Carolina at Charlotte, Korey holds a Personal Investment Advisor (PIA) designation. He adopts a relationship-driven approach, emphasizing a deep understanding of each client's goals, priorities, and values to achieve strong financial outcomes. Outside of his professional work, Korey is involved with the UNC Charlotte Alumni Board. He enjoys golfing, often connecting with clients and colleagues on the course, as well as traveling and attending sporting events, particularly basketball and football.

William Peerman is a CFP® with 42 years of industry experience, currently affiliated with LPL Financial. His prior experience includes over 17 years at Commonwealth Financial Network and roles at Stanford Group Company, Lanark Financial, and his own firm, Peerman Davis LLC. He is president and owner of Peerman Capital Management, LLC, a private entity managing securities and insurance 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.