Justin Robinson is a financial advisor with LPL Financial based in Fort Mill, SC. He holds the Series 63 and Series 66 designations and has three years of industry experience. Prior to joining LPL Financial, he worked at Principal Life Insurance and Principal Securities. 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 and access to various portfolio management programs, and supports its advisors with proprietary research and operational tools.

Julia Fleming is an investment adviser representative at LPL Financial with Series 63 and Series 66 licenses and four years of industry experience. She previously worked at The Vanguard Group and has held various positions including roles at Mystic Seaport Museum and Siena College. 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 through a large network of advisers, utilizing model portfolios, third-party subadvisors, and proprietary tools for research and operational support.

Dagmar Adams is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. Prior to joining LPL Enterprise in 2024, Adams worked at Pruco Securities, LLC and Prudential Insurance Company of America from 1986 through 2024. Outside of finance, Adams is the owner of Gem Jewel MFG, LLC, a jewelry manufacturing business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and various financial planning services.

Sean Lawton is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Commonwealth Financial Network for 22 years before joining LPL Financial. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Conor Clougherty is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Guardian Wealth Advisors, North State Bank, Aptus Capital Advisors, and Gordon Asset Management. Outside of finance, he is an NCAA football official and has officiated Atlantic Coast Conference games since 2015, as well as participating in the National Football League’s Mackie Development Program since 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm employs centralized due diligence combining quantitative and qualitative analysis and offers broader derivatives and commodities capabilities through specialized regulatory registrations.

Geoffrey Roberts is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Express Financial Advisors Inc. for 24 years before joining Ameriprise in 2020. Outside of his advisory role, he serves as president and a board member of the Charlotte International Cricket Club. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves high-net-worth clients and delivers its services through a centralized consulting team in partnership with financial advisors.

Kadeem Griffith is a financial advisor at LPL Financial in Fort Mill, SC, holding a Series 66 license with three years of industry experience. His prior roles include positions at Nuveen, TIAA, J.P. Morgan Chase, and Amazon. Outside of his advisory work, Griffith is a commissioned notary and works part-time as a freight handler at FedEx. 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 and access to model portfolios and third-party asset managers.

Carol Guidry is a financial advisor at UBS Financial Services with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Truist Advisory Services and Truist Investment Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including 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.

Noah West is a financial advisor with UBS Financial Services in Charlotte, NC. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles outside the financial industry, such as at Vitense Golfland and MacGregor Downs Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing clients with tailored financial planning and portfolio management based on proprietary research and capital market assumptions.

Matthew Abramo is a CFP® and holds a Series 66 license with three years of industry experience. He currently works at OSAIC and Campas Legacy Planning, Inc. Prior to this, he held positions at Woodbury Financial Services, the University of Texas at Austin, and other organizations. Outside of his advisory roles, Abramo is the managing member of Twin States Property Group LLC, a company focused on real estate investment and property management. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and access to multiple investment programs and third-party platforms.

Rebecca Day is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at Merrill since 2002 and at Bank of America, N.A. since 2014. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chaminuka Holliman is a Client Experience Advisor at Merrill Lynch Wealth Management, specializing in supporting clients through their financial decision-making processes. In this role, Chaminuka works with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. Chaminuka holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of North Carolina System. With a focus on developing personalized strategies, Chaminuka assists clients with various financial needs, including general investing, retirement planning, and preparing for unexpected expenses. Emphasizing a thorough understanding of what matters most to clients and their families, Chaminuka aims to provide ongoing advice and guidance aligned with their evolving goals and challenges.

Steven Cataldo is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he held positions at Winthrop University and the College of Charleston. 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 investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Benjamin Fikejs is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James, Fidelity Investments, and Alba Study Abroad Barcelona. 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 uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Kirby Horan Adams is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2006 and was previously affiliated with Fortigent, LLC for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, including model portfolios and third-party subadvisors, supported by extensive operational and research tools.

John Corron is a CFP® with 10 years of industry experience, currently serving as a financial advisor at LPL Financial. He has worked at multiple firms including Morpheus Family Wealth, Commonwealth Financial Network, and Putnam Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports its advisors with various investment platforms and advisor-facing technologies while maintaining oversight of substantial discretionary assets.

Mark Greer is a financial advisor at Raymond James & Associates with 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and UBS Financial Services. He holds Series 63 and Series 65 designations and is based in Charlotte, NC. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients—including individuals, institutional and pension plans, and municipal entities—and offers financial planning, non-discretionary investment consulting, wrap fee advisory programs, and institutional fiduciary solutions.

Christie Keenan is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 designations and having 22 years of industry experience. She has been with J.P. Morgan in various capacities since 2010, including roles at JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research, incorporating ESG criteria and broader derivatives and commodities capabilities.

Benjamin Slone is a financial advisor at Equitable Advisors in Charlotte, NC, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2013, including time when the firm operated as Axa Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models and third-party asset managers to tailor investment solutions.

Justin Romero is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill from 2015 to 2023. 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 other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and operational tools.