Michael Jones is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2010 and works with his team to develop customized wealth and financial strategies tailored to each client’s individual needs and goals. With over 20 years of experience, Michael specializes in education planning, family wealth management strategies, managing new wealth, philanthropic planning, portfolio management services, tax minimization, and retirement income. He holds the professional designations of Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Michael earned a High School Diploma from Totino Grace and attended the University of Minnesota System without obtaining a degree. Originally from Kentucky, Michael resides in Laguna Niguel with his family. His personal interests include boating, cooking, fishing, golfing, and reading.

Brenton Purcell is a Series 66-registered financial advisor with 18 years of industry experience. He is currently with Morgan Stanley, having previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved in Living Proof Art Collective LLC, a business based in Charlotte, North Carolina. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and investment services, managing approximately $2.74 trillion in client assets.

Laura Silva Flores is a financial advisor at LPL Enterprise with 16 years of industry experience. She has held roles at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade before joining LPL Enterprise. Outside of her advisory work, she is involved in direct sales with Young Living Business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Kristin Arena is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent six years at UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Laney Savoie is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and six years of industry experience. Her prior roles include positions at Brighthouse Financial and Genesee Regional Bank. She also has experience outside finance, including work with Pizza D's. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Ryan Donaghy is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, having worked with MML Investor Services, LLC and MassMutual since 2004. Donaghy also owns and manages Donaghy Financial Planning, LLC, an LLC focused on business operations and administrative functions. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved tools and models.

Adam Crandall is a financial advisor with LPL Financial holding Series 63 and Series 65 registrations and 21 years of industry experience. His prior experience includes roles at Equitable Advisors, AXA Advisors, and TIAA-CREF. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Brandon Turner is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 20 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, third-party research, and advanced investment strategies.

Robert Boyd is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory work, he engages in photography and serves as a photojournalist covering sporting events. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Charles Hopman is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2014, with a three-year period at Cadaret, Grant & Co., Inc. prior to returning to LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, supporting both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Matthew Chavis is a financial advisor at UBS Financial Services with 11 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Chavis holds Series 63 and Series 65 licenses and is based in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocation to tailor client plans.

Caroline Devir is a financial advisor at UBS Financial Services with Series 66 credentials and experience beginning in 2024. She previously worked at Northwestern Mutual and has a background that includes roles at Children's Health Foundation and teaching positions at the University of Connecticut and Eastchester schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Logan Schorr is a financial advisor at Fidelity with four years of industry experience and a Series 66 designation. He has been with Fidelity since 2021, following a brief period at Equitable Advisors and earlier roles at James Madison University and Express Valet. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to diverse clients including retail investors, institutions, and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves in advisory roles for multiple registered funds.

Jason Steiner is a financial advisor at LPL Financial with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Merrill and The Vanguard Group, Inc. before joining LPL Financial. 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, financial planning, and retirement consulting, utilizing model portfolios, research, and various management approaches.

Catherine Camp is a financial advisor with UBS Financial Services in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Empire Distribution, Red Bull, and Waterbean Coffee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining model-based asset allocations and research to tailor financial plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers custody, underwriting, and capital markets solutions.

Joann Sacco is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds the Series 66 designation and previously worked at Comerica Securities, Inc. for nine years. Outside of her advisory role, she is also a Mary Kay consultant. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated advisory and brokerage platform.

Anthony Urban is a financial advisor at Osaic Wealth, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and was previously with Fsc Securities Corp for eight years. Outside of his advisory work, Urban is an executive partner at Magnolia Capital Partners and is also involved in selling baseball cards with his son. Osaic Wealth serves a diverse mix of retail and institutional clients through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated financial services and uses proprietary tools and third-party solutions to construct portfolios across a wide range of investment types.

Erik Kuschner is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Wells Fargo Clearing, Us Tech Solutions, Edduheimar Ehf., and HS Orka. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.

Deryl Wells is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Prudential Annuities Distributors, Inc. and Prudential Insurance Co of America. Wells has been with LPL Financial since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Clarence Blanton is a financial advisor with LPL Enterprise in Fort Mill, SC, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Dempsey Lord Smith, LLC and Cambridge Investment Research Advisors. Outside of finance, he works as a sound engineer for Encore Music and serves as a tech director for St. Andrews Church, where he operates and maintains audio/visual systems. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining advisory services with product sales.