Matthew Scott is a Financial Advisor with the CBC group, part of Merrill Lynch Wealth Management, where he works within a larger team focused on helping clients meet their personal wealth goals. He provides assistance to clients in planning their financial objectives across various areas including college education planning, family wealth management strategies, retirement income, legacy planning, philanthropic planning, and small business strategies. Matthew holds a Bachelor of Supply Chain Management and Management Information Systems from the University of North Carolina at Charlotte, earned in 2018, and holds the Personal Investment Advisor (PIA) designation. Prior to entering financial advising in 2022, Matthew served nine years in the United States Marine Corps, including two deployments to Afghanistan, and earned a Naval Achievement Medal before being honorably discharged as a Sergeant. He also worked with Target Corporation in their distribution network, where he was recognized as manager of the year. Outside of his professional career, Matthew is involved as a para guide working with the blind. His personal interests include painting, reading, spending time with family, watching movies, and writing.

Jaquam Morris is a Series 66-licensed financial advisor with six years of industry experience, currently practicing at LPL Financial in Fort Mill, South Carolina. His career includes roles at PFM Asset Management, The Vanguard Group, Fidelity, Bank of America, Merrill, and Wells Fargo National Bank. 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 financial planning and investment management solutions, including model portfolios and third-party asset management, supported by technology tools and a broad network of over 22,800 advisors.

Thomas Austell is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of advisory roles, he is a continuing education instructor and is involved in life settlements and insurance sales. He also owns OmniWealth Financial Planning, LLC. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved software without discretionary authority, with implementation of recommendations managed through separate arrangements.

Tracy Levering is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Equitable Advisors since 2015 and previously worked at Axa Advisors. Levering also serves as a Notary Public for Mecklenburg County. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs through its network of Investment Adviser Representatives, utilizing third-party asset managers and model portfolios for client solutions.

John Ciccone Sr. is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 63 designation and has worked previously at Commonwealth Financial Network and Capital Navigation Group, where he also served as president and sole owner. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 advanced operational tools and a broad non-advisory financial services platform.

Seth Condon is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group for three years. Outside of finance, he operates Sebo's Painting & Art LLC, a home-based 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 through a broad network of investment adviser representatives, utilizing a variety of portfolio strategies and operational tools.

Alan Tuchmann is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Northwestern Mutual and The Leaders Group, Inc., as well as operating Jaigantic Studios LLC, an entrepreneurial venture ongoing since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of advisors and extensive operational resources.

Anthony Dibattista is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and 24 years of industry experience. Prior to joining LPL Financial in 2026, he spent over two decades with Commonwealth Financial. 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, supported by extensive operational tools and a large network of over 22,900 advisors.

Ryan Brockington is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors. Edward Jones offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Mariah Tastet is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has previously worked at Liberty University, Ronald Blue Trust, Upkey Inc., Walmart Inc., and Guilford Technical Community College. Her background includes roles in education and finance. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeff Fitch is a Financial Consultant currently working at Fidelity Investments since 2021. He has over 15 years of experience in the financial services industry, having held positions at TD Ameritrade as a Senior Financial Consultant from 2013 to 2021 and at AXA Advisors as a Financial Consultant from 2009 to 2013. Jeff focuses on helping clients achieve their financial goals through thoughtful planning and fostering a clear understanding of their priorities. He collaborates with clients to build financial plans that support confident and comfortable investment decisions. Outside of his professional work, Jeff has interests in cars, family activities, fitness, football, golf, and pets.

Alaina Cass is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Citibank NA and Citigroup. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines systematic quantitative screens with qualitative research and includes capabilities in derivatives and commodities.

Brice Gibson is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Commonwealth Financial Network, Pathfinder Wealth Consulting, CAPTRUST, Fountain Financial Associates, Cetera Advisor Networks, and Edward Jones. 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 institutions. The firm offers a range of financial planning and investment management services through a broad network of advisors, utilizing both proprietary and third-party strategies.

Jennifer Winstel is a financial advisor at UBS Financial Services with 32 years of industry experience. She has previously worked at Bank of America, N.A. and Merrill, each for 11 years. Winstel serves as a co-trustee and co-executor of the M. B. Revocable Trust in Charlotte, North Carolina. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, 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 plans.

Robert Oh is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 credential and previously worked for six years at American Funds Service Company. 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 both discretionary and non-discretionary investment strategies.

Jason Wheeler is a financial advisor at LPL Financial in Fort Mill, SC, holding the CFP® and ChFC® designations with 26 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Pathfinder Wealth Consulting, and Morgan Stanley. He also engages in fixed insurance sales as part of his business activities. 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 institutions. The firm provides a range of financial planning, portfolio management, and institutional platforms, leveraging a large network of advisors and various operational tools to support client investment strategies.

Blaine Andreadis is a CFP® professional affiliated with LPL Financial, with six years of industry experience. Prior to joining LPL Financial in 2025, he worked at UBS Financial Services Inc. from 2019 to 2025 and held roles at Compliance.ai and Gray's Outer Banks Lifestyle Clothing Company. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ryan Dixon is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Ballast Wealth Partners, Commonwealth Financial Network, Harwood Advisory Group, and Mass Mutual Investors Services. He is also involved in fixed insurance sales, dedicating part of his business hours to this activity. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad network of over 22,900 advisors.

James Boswell is a financial advisor with LPL Financial in Fort Mill, South Carolina. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Avantax Advisory Services from 2011 to 2016. 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 investment adviser representatives.

Kelly Williams is a financial advisor at Morgan Stanley in Charlotte, NC, with three years of industry experience. Prior to joining Morgan Stanley in 2022, Williams worked for Wells Fargo Bank, NA from 2010 to 2022. Outside of advising, Williams owns and operates AmazeKelly Paints, an online retail business focused on art and culture. Morgan Stanley Wealth Management provides a variety of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.