Shauna Blake is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding a Series 66 designation and 22 years of industry experience. She has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Jacob Titus is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Cola Wealth Advisors. Outside of advising, he is also involved with a non-variable insurance agency related to his financial professional activities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutions, offering a combination of advisory and brokerage services supported by research, model portfolios, and third-party managers. The firm integrates adviser programs with financial product sales, including insurance, and participates in collateralized lending programs.

Ankush De is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, he worked at BlackRock from 2019 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by model portfolios and research.

Mark Reynolds is a financial advisor at LPL Financial in Fort Mill, SC, holding a Series 66 designation with six years at LPL and a total of five years of industry experience. Prior to his advisory career, he worked for Delta Air Lines, Inc. for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

John Burns is a CFP® with 54 years of industry experience, currently with Raymond James & Associates in Charlotte, NC. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he owns a rental property on Bald Head Island, NC, which is managed by a property manager. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services using fact-finding interviews, risk profiling, and a range of portfolio management styles supported by affiliated research and model managers.

Stephen Price is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. He serves as a board member on the finance committee of Children's Attention Home, a nonprofit organization providing services to children in need. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Sean Mcnally is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Securities America. In addition to advising, he is involved in independent insurance brokering focused on long-term care through Brighthouse Financial. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice, utilizing proprietary research and third-party data.

Brian Masucci is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has been in the industry since 2023, with prior experience in retail and recreational settings including GNC, Hall's Plumbing, and Mooresville Golf Course. Outside of his advisory role, he has been involved with the Lake Norman Swim League. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios, research, and a range of investment strategies.

Mateaia Lovejoy is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds Series 66 and Series 63 credentials and previously worked at Wells Fargo Clearing Services, LPL Financial, The Vanguard Group, MetLife Securities, and Robinhood. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Andrew Oliva is a financial advisor at UBS Financial Services with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining UBS, he worked at Fidelity Investments for four years and has held positions in various industries including technology and retail. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor plans to clients' goals and risk tolerances.

Laura Killette is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and 27 years of industry experience. She has worked at Merrill since 1998. Outside of her advisory role, Killette is a consultant for Arbonne, selling products through connections and home parties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Deborah Cook is a financial advisor at LPL Enterprise with 25 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Co. She also provides accounting and bookkeeping services for a nonprofit organization, Carteret Partnership for Children. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage programs. The firm’s integrated platform combines adviser programs with the sale of financial products and insurance, supported by LPL’s research, model portfolios, and third-party strategists.

William Stafford is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, charitable organizations, and public entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Paulino Diaz is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 designation with five years of industry experience. His career includes roles at Wells Fargo Clearing, Randstad USA, Luxcom Builders, and Alexis LLC prior to joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and proprietary planning tools.

Samuel Stringfellow is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at ScentAir Technologies and BIC Distribution Center. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, operating a hybrid referral and implementation model that combines advisory and brokerage channels.

Lauren Poleto is a CFP® professional with 19 years of experience in the financial industry. She is currently with Morgan Stanley, having previously worked at Wells Fargo Clearing and Merrill. Her background includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs centered on financial planning supported by firm-approved tools and strategies. The firm manages substantial client assets and provides customized planning through its Financial Advisors and Estate Planning Strategies Group.

Neil O'Connor is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining UBS, he held roles related to tennis facility management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

William Merchad is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Prior to joining LPL, he worked for Maven Wealth Management and Dimensional Fund Advisors. Outside of his advisory work, he is involved in mortgage and real estate services through Realty Dynamics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and technology-driven research.

Daniel Jones is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2026 after entering the financial advising industry in 2025 following his graduation from the University of North Carolina at Wilmington. Daniel's advisory work focuses on providing clarity, direction, and support that go beyond traditional financial planning, assisting clients with family wealth management strategies, managing new wealth, and tax minimization. Daniel holds registrations for FINRA Series 7 and Series 66, as well as Life, Accident & Health insurance licenses. He is also a Personal Investment Advisor (PIA). Born and raised in Charlotte, he graduated from Carmel Christian in 2021. Outside of his professional work, Daniel is involved in his church and enjoys participating in and watching various sports including golf, football, basketball, and pickleball. He spends time with his family and friends and engages in activities such as working out.

Liz Brown is an Executive Planning Consultant at Fidelity Investments, a position she has held since 2025. In her role, she collaborates with clients to develop financial plans that align with their goals and incorporate their workplace benefits. She emphasizes maintaining adaptable plans that respond to changes in clients' lives and objectives. With nearly 17 years of experience in the financial industry, Liz has held various roles including Benefits and Planning Consultant, Executive Services at Fidelity Investments from 2021 to 2025, Centralized Wealth Management Advisor at TIAA from 2018 to 2021, and Investment Consultant at Fidelity Investments from 2015 to 2018. Her career also includes positions at BB&T Securities, Vanguard, and other financial institutions. Liz holds insurance licenses in Arkansas and California. Outside of her professional work, she enjoys fitness, social events with friends, parenthood, and running.