Kirby Sale is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018, with a brief tenure at Wells Fargo Clearing Services in 2018–2019. Prior to his finance career, he operated Kirby's Painting, Inc. for over two decades. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Daniel Poole is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment management options that include discretionary and non-discretionary strategies supported by in-house and third-party research.

Jada Hood is a financial advisor at UBS Financial Services with Series 66 credentials and no prior industry experience. Before joining UBS in 2025, she worked in educational roles at Hampton University, Hopewell High School, and Carter G Woodson Middle School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor its advice to client goals and risk tolerances.

Gregory Jorgensen is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes positions at City National Bank and RBC Capital Markets. He serves on the Board of Directors for Coastal Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Connor Larson is a Planning Consultant at Fidelity Investments, where he works to understand clients' overall financial situations, goals, and concerns. He prepares clients for the planning process and facilitates their transition to financial consultants. Connor has been with Fidelity Investments since 2023, previously serving as a Relationship Manager and Financial Representative. His roles have provided him with experience in client relationship management and financial representation. Connor's work focuses on supporting clients through various stages of financial planning. Outside of his professional responsibilities, he is interested in comedy, fitness, reading, volunteering, and writing.

Hannah Thomas is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Wells Fargo Clearing, Equitable Advisors, and Axa Advisors. Outside of finance, she is involved in educating customers and selling wine through Petit Philippe Fine Wine. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Mary Terrando is a financial advisor at LPL Financial with 19 years of industry experience. She has been with LPL Financial since 2014 and holds Series 63 and Series 66 designations. Outside of her advisory role, she is involved in the music team at Calvary Church in Charlotte, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.

Charles Upchurch is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He worked at Ameritrade for 24 years before joining LPL Financial in 2021. Based in Fort Mill, South Carolina, he serves clients through LPL’s extensive network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Richard Bean is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes seven years at UBS Financial Services and two years at Ameriprise Financial Advisors Inc. He is based in Charlotte, NC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Ashley Wallace is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and no prior industry experience. Before joining the firm, she worked at Olin Corporation and Roy-El Morgan Farm and spent several years as a homemaker. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management and model-based solutions.

Juan Sandoval is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS Financial Services Inc. since 2008 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Mark Stevenson II is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining LPL Financial, he briefly worked at The Vanguard Group and has experience in retail from Total Wine and More. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Richard Gallos Jr. is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 designations and 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menus.

Andrew Sbardella is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and with three years of industry experience. He has worked at Equitable Advisors since 2022 and is also involved as a soccer referee for the North Carolina High School Athletic Association and coaches wrestling for the Bethal Vikings Wrestling Club. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs through a broad network of program sponsors and managers.

Charles Inglefield IV is a CFP® with 28 years of experience in financial advising, currently associated with LPL Financial since 2006. He operates Inglefield Retirement Solutions, a financial planning and investment management business, and is the sole owner of Holy Cow Publications, through which he self-published the book "Holy Cow, You're Retiring." LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of investment strategies supported by in-house and third-party research.

Kevin Wilczek is a financial advisor with UBS Financial Services in Charlotte, NC. He holds the Series 66 designation and has been with UBS since 2026. Outside of his advisory role, he is involved with Bradshaw Social House. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

James Henry III is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2017, bringing extensive experience in financial services dating back to 2000. James specializes in areas including wealth and investment management, cash flow planning, legacy planning, education planning, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, personal retirement planning, philanthropic planning, tax minimization, and retirement income. He holds a Bachelor's Degree in Finance from Florida State University and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). James is a member of the Queen City Corvette Club and participates in community involvement with Princeton's Meow in Concord, NC. Outside of his professional life, James enjoys spending time with his family, boating, football, gardening, golfing, and traveling. He is also an enthusiast of Corvettes and classic cars, and participates in motorsports and Cars and Coffee events.

Shaun Rashley is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved in a real estate rental business. 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Charles McClure is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL Financial in 2019, he worked for Ameriprise Financial Services for 14 years. He is also involved with McClure Investment Company, a real estate investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary portfolio management supported by research and technology tools.

Gaylen Allen is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Gaylen partners with individuals and families to simplify complex financial decisions, create thoughtful strategies, and build confidence around their financial futures. Gaylen's work includes assisting clients in areas such as family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Gaylen holds a Bachelor's Degree from the University of North Carolina System and has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of the advisory practice, Gaylen is involved with the Ellevate Network and has personal interests in sewing, spending time with family, and traveling.