Jaime Walker is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for The Vanguard Group, Inc. for 10 years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and asset management solutions, utilizing both proprietary and third-party strategies, and supports its advisors with technology tools for operational and research purposes.

Brooke Taylor is a financial advisor at LPL Financial with a Series 65 credential. Brooke has experience in various roles including at Fleet Feet, Unilever, and Equitable Advisors, and has been with LPL Financial since 2025. Brooke’s background includes education at UC Berkeley and work prior to the advisory industry. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Kiana Lopez is an Investment Consultant at Fidelity Investments, a role she has held since 2024. She partners with clients to develop and implement plans aimed at achieving their financial and personal goals, emphasizing understanding clients' priorities to build trust and co-create effective strategies. Kiana has been with Fidelity Investments since 2020, progressing through various roles including Financial Representative, Central Relationship Manager, and Relationship Manager before her current position. She holds an Arkansas Insurance License. Outside of her professional career, Kiana enjoys activities such as family time, fitness, exploring food, social events with friends, outdoor adventures, and spending time with pets.

Christopher Stevens is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 designations and 11 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for five years before joining LPL Financial in 2016. 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.

Tiffany Rozek is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research and model-based asset allocations with a broad platform of capital markets and wealth management services.

Jennifer Kasbek is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 19 years of industry experience. She has been with LPL Financial since 2008, following a prior role at Wells Fargo Clearing. 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 22,800 advisors and managing more than $819 billion in discretionary assets.

Ryan Hamilton is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He 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 through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Dwight House is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for nine years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025. 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 to build model asset allocations, incorporating ESG criteria and utilizing a range of eligible investment strategies.

Madelyn Ambrose is a Series 66-licensed financial advisor with LPL Financial in Fort Mill, SC, with three years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Horizon Financial, Cetera, and West Shore Bank. Before entering the financial services industry, she spent five years in full-time education and operated Red Rooster Coffee & Community for four years. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Owen Culver is a financial advisor at LPL Financial with two years of industry experience and holds a Series 66 credential. Prior to joining LPL Financial in 2024, he worked at Northwestern Mutual and has been involved in roles outside finance, including serving as a range safety officer and firearm sales associate at Point Blank Range. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, and institutions, with a focus on customizable financial planning and multiple investment strategies.

Kelli Fountain is a financial advisor with Ameriprise in Matthews, NC, holding a Series 66 designation and eight years of industry experience. She previously worked at Merrill for 16 years before joining Ameriprise in 2022. Outside of her advisory role, she serves as a Client Relationship Manager at Dilworth Management Group LLC, supporting Global Rock WM clients operating as a franchise under Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to deliver tailored advice, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Peter Di Blasi is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Equitable Advisors and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also engages in fund advisory and delivers model portfolios to intermediary platforms.

Ian McDade is a Private Wealth Advisor and founding partner of the McDade Group, an advisory team based in Charlotte, NC within Merrill Private Wealth Management. He focuses on serving a select number of individuals, families, and institutional clients with significant wealth, providing a high level of service to clients with $10 million to $100 million in investible assets. With over 28 years of experience in the financial services industry, Ian has advised founders, corporate executives, professionals, business owners, and institutions on succession planning, wealth transfer, philanthropic strategies, investment management, and preparing the next generation to manage significant wealth. He holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Investment Management Analyst® designation, and the Certified Plan Fiduciary Advisor® designation. Ian earned a Bachelor of Science in Biology and German from Hampden-Sydney College and has completed executive education programs at several business schools including Stanford, Wharton, Georgetown, Chicago Booth, Harvard, and Dartmouth's Tuck School of Business. Ian is actively involved in his community, serving as a Founding Trustee of the PGA Foundation for the Carolinas and as a board member of GenOne, a nonprofit that supports first-generation college students from underserved communities. He lives in Charlotte, NC with his wife and three children.

Ross Hendrix is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Citi Private Alternatives and Wells Fargo Clearing. Outside of his advisory role, he is also an associate at Pinnacle Asset Management, where he serves as a licensed bank advisor connecting clients to banking and investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored planning and consulting using analytical tools and supports clients through advisory programs, with notable capabilities in municipal and public finance advisory services.

Kathryn Felts is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She has previously worked at Regions Bank, Cetera Investment Services, and BB&T in various roles spanning from 2008 to 2023. Outside of her advisory work, she has ownership in a family real estate investment partnership. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Trevor Conwell is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network, Oaktree Financial Advisors, PFS Investments, and Primerica Financial Services. His background includes roles at Indiana University and the City of Noblesville. 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 variety of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive operational tools and a broad range of affiliated financial services.

Chelsea Emde Gerdine is a financial advisor with Fidelity in Charlotte, NC. She holds the Series 66 designation and has less than one year of industry experience. Prior to joining Fidelity, her work history includes roles in education and various business ventures. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a universe of mutual funds, ETFs, and ETPs.

Helen Nix is a financial advisor at Merrill with Series 63 and Series 65 licenses and four years of industry experience. She has worked at Merrill since 2023 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2016 to 2023. 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 plans, corporations, and charitable organizations.

Stephen Ridge is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he has held various positions including serving as a server at Selwyn Pub. 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.

Ryan O'Connor is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Ameriprise, The Vanguard Group, and Wolters Kluwer, as well as a position at the University of South Carolina. 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 a range of financial planning and investment management solutions, leveraging both proprietary and third-party strategies across discretionary and non-discretionary platforms.