Lance Barnhardt is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Aventine Financial Planning, Securities America Advisors, and Cambridge Investment Research Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs, supported by extensive advisor-facing technology and a broad platform of non-advisory financial services.

Crockett Clark is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, Clark works as a bartender at Fitzgerald's Irish Pub and is associated with Rodan and Fields. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and banking solutions.

Mary Gravelle is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing for ten years prior to joining Wells Fargo Advisors. Outside of her advisory role, Gravelle operates a coaching business focused on career, resume, and interview preparation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored through a broad menu of planning options. The firm combines its proprietary research and planning tools with a variety of financial products and services, offering clients customized recommendations without requiring implementation.

Katherine Daniels is a financial advisor with LPL Financial in Fort Mill, South Carolina. She holds a Series 66 designation and has 14 years of industry experience. Her work history includes roles at LPL Financial since 2017 and Wells Fargo Clearing from 2011 to 2017. Outside of her advisory role, she is involved in real estate investment activities. 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 portfolios, third-party asset management, and institutional platforms.

Thomas Atkinson is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior work includes 15 years with Waddell & Reed, Inc and various insurance carriers through W & R Insurance Agencies. 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.

Samuel Fisher is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 66 and Series 63 licenses and three years of industry experience. He previously worked at The Vanguard Group and Wells Fargo Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor plans aligned with clients' goals and risk tolerances.

Erik Malzahn is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. 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, supporting advisors with research and operational tools.

Nicholas Baumgarten is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in customizing wealth planning strategies for a limited number of high net-worth families, focusing on areas such as concentrated stock positions, tax-minimization strategies, retirement income planning, trust and estate planning services, and education planning strategies. He works collaboratively with clients' attorneys, accountants, and other advisors to coordinate and manage tailored financial plans. Nicholas holds a Bachelor of Science in Business Administration from Appalachian State University and is a CERTIFIED FINANCIAL PLANNER® practitioner. He is also designated as a Personal Investment Advisor (PIA). Originally from the greater Cleveland, Ohio area, Nicholas moved to Charlotte, North Carolina in 2009. Outside of his professional work, Nicholas enjoys traveling with his growing family, playing tennis, and participating in community activities.

Nefartari Ward is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. Her prior roles include positions at The Vanguard Group, Inc. and GWFS Equities, Inc. She is based in Fort Mill, South Carolina. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

John Lohse is a CFA® charterholder affiliated with LPL Financial, with three years of industry experience. He previously worked at Pathfinder Wealth Consulting and Cerberus Capital Management, L.P. Outside of finance, he has engaged in extended travel. 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, third-party asset management, and institutional platforms, supported by a broad advisory network and various operational tools.

Anna Hathaway is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo in various capacities since 2006, with additional experience at Banc of America Investment Services. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources.

Brandon Dunford is a financial advisor at J.P. Morgan Securities with 12 years of industry experience and holds a Series 66 designation. He has been with J.P. Morgan entities since 2016, working in various capacities within both JPMorgan Chase Bank and JPMorgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory program offers non-discretionary, written asset allocation advice supported by centralized due diligence and incorporates forward-looking capital market assumptions.

Yolanda Mattaldi is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 10 years of industry experience. She previously worked at Wells Fargo Clearing Services and Edward Jones. Outside of her advisory role, she operates a blog called Talk and Tea. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools but not automated investment decisions.

Christian Rorie is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Northwestern Mutual, and Duke University. He volunteers with Junior Achievement as a workforce readiness coach and has served as a fellow for the Black Student Athlete Summit, where he led workshops on financial literacy for student athletes. Merrill 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, institutions, and charitable organizations.

Brooke Flanigan is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she worked briefly at UBS and has experience in the hospitality sector. She is based in Charlotte, NC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Claus Larsen is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metropolitan Life Insurance, TD Ameritrade, and Merrill. Larsen is based in Fort Mill, South Carolina. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of advisors and advanced operational tools.

Stephen Rook is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he partners with the Parker-Rook Group. He specializes in areas including Corporate Executive Services, Executive Compensation, Legacy Planning, LGBT Wealth Planning, Tax Minimization, and Retirement Income, helping clients simplify their financial lives to focus on what is most important to them. Stephen earned his bachelor's degree from the University of North Carolina at Chapel Hill. He holds multiple professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been recognized on the Forbes "Best-in-State Wealth Advisors" list for 2022-2023. Outside of his professional work, Stephen enjoys running, swimming, and yoga. He and his family reside in Charlotte, North Carolina. He has been involved in community activities, including participation with Y-Guides.

Michael Irvin is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 10 years of industry experience. He has worked at firms including Reed Lake Private Wealth, Commonwealth Financial Network, PlanWise Financial Group, and U.S. Capital Wealth Advisors. Outside of his advisory role, he serves as a Temporary Director for the Travis County Improvement District 1 in Austin, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by research-driven models and technology tools, alongside significant non-advisory financial services.

Gregory Cash is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at UBS since 2020, following nine years at Bank of America and over two decades at Merrill. Outside of his advisory role, he is involved with a family-owned beach house business and participates as a limited partner in an investment LLC. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates proprietary research and model-based strategies with institutional trading capabilities and a broad range of financial products and services.

Austin Flajnik is a financial advisor at LPL Financial with two years of industry experience. He holds Series 66 and Series 63 registrations and has previously worked with Commonwealth Financial Network, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of finance, he has experience in web design and worked at Coleman Web Design Agency. 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 and advanced operational tools.