Ernest Mathis is a CFP® with 15 years of industry experience and has been with Edward Jones since 2010. He is based in Fort Mill, SC, and serves on the finance committee of the First Baptist Church in Fort Mill, where he participates in investment decisions for church funds. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services, supported by a network of more than 23,700 advisors and 15,000 branches nationwide.

David Semelsberger is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset types.

Jesse Noblett is a Series 66-licensed financial advisor with LPL Enterprise, based in Fort Mill, SC, and has seven years of industry experience. He has worked at LPL Financial since 2017 and was previously employed at Premium Assignment Corporation. Outside of his advisory role, he contributes by answering questions on a Q&A chat app called Superfy. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm utilizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and various non-securities products and services through affiliated entities.

Brian Almeida is a financial advisor at LPL Financial with 10 years of industry experience. He has held prior roles at Brighthouse Securities and MetLife Investors Distribution Company. Almeida holds Series 63 and Series 65 designations and is based in Fort Mill, South Carolina. 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.

Karl Williams is a financial advisor with LPL Financial based in Fort Mill, SC. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. His prior roles include nine years at Infinex Investments, Inc., and four years at LPL Financial earlier in his career. 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 investment management services through a large network of advisors, providing access to model portfolios, third-party subadvisors, and institutional platforms.

Roger Wiltse is a financial advisor with LPL Financial based in Fort Mill, SC. He holds Series 63 and Series 66 licenses and has 20 years of industry experience, including prior work at UBS Financial Services. Outside of advising, he serves as a football official in Charlotte, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, combining advisory platforms with various non-advisory financial products.

Joshua Dove is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and four years of industry experience. His prior roles include positions at The Vanguard Group, Inc., Better Mortgage Company, and NFP Advisor Services. 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 provides a broad range of advisory and brokerage services through a large network of investment adviser representatives, offering various investment strategies and institutional platforms.

Earl Windell III is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Robinhood Financial and The Vanguard Group, as well as experience in tax and small business services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies and its use of advanced methodologies including AI in portfolio management.

James Alessandro is a financial advisor with Fidelity, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 34 years of industry experience, including a 30-year tenure at TIAA and five years with Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

David Rich is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. His work history includes roles at Financial Resources Group, Gladstone Wealth Partners, National Securities Corp, and VFinance Advisors, among others. He is based in Fort Mill, South Carolina. 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, with a platform supported by extensive technology and a large network of over 22,800 advisors.

Jaclyn Maurer is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 registrations and 19 years of industry experience. She has previously worked at Mass Mutual, UBS Financial Services, and Merrill. 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 services including financial planning and access to model portfolios, combining technology tools with personalized strategies.

Arthur Surridge is a financial advisor with LPL Financial in Fort Mill, SC, holding the Series 63 and Series 66 designations and having 16 years of industry experience. He has worked at LPL Financial since 2016 and previously spent two years with 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 and model portfolio programs, and supports its advisors with advanced operational and research tools.

Nathan Valenta is a financial advisor at LPL Financial with a Series 66 designation and experience at several firms including The Vanguard Group. He has been in the industry since 2024 and is based in Fort Mill, SC. His prior roles include positions in financial services and other sectors such as at Applecross Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with support from advanced operational tools and a broad network of advisors.

Mark Ettinger is a financial advisor at LPL Financial with 25 years of industry experience and holds a Series 66 designation. His prior work includes roles at First National Bank of PA, Cetera, Johnson Bank, and INVEST Financial Corporation. 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.

Jonathan Hreha is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group and Truliant Federal Credit Union. 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 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.

Ethan Garrety is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 65 designation and beginning his advisory career in 2025. His prior experience includes roles at New Western, Pantana Bobs, Catalyst Capital Partners, and other firms, as well as academic positions at UNC Chapel Hill and Marvin Ridge High School. 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, incorporating model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad array of financial products.

Kristine Pennington is a financial advisor at LPL Financial with 17 years of industry experience. She has held prior roles at Triad Advisors, Inc., Questar Asset Management, Questar Capital Corporation, and GCG Wealth Management. She holds Series 63 and Series 66 licenses. 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 with diverse investment options and utilizes technology tools for operational and research support.

Jimmy Taylor is a financial advisor at LPL Financial with 15 years of industry experience. He previously worked at Forefront Capital and THE Vanguard Group, Inc. Outside of his advisory work, Taylor co-owns a home-based business unrelated to investment management. 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, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Steven Carver is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northern Lights Distributors, Donoghue Forlines, and Mass Mutual Investors Services. 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 technology tools and a broad network of over 22,800 advisors.

Christopher Pfuhl is a financial advisor with LPL Financial, holding a Series 66 designation. He has experience working at ExecOnline and in educational roles prior to joining LPL Financial. 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.