David Ferguson is a financial advisor with MassMutual Investors Services in Charlotte, NC. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at MML Investors Services Inc. since 2010 and at MassMutual Life Insurance Company since 2009. In addition to his advisory role, he acts as an agent for individual and group life insurance and disability insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and a collaborative annual planning process.

Alexander Baran is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he worked at Wells Fargo Investment Institute, Inc. and Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, retirement plan consulting, and offers both brokerage and advisory solutions.

Rachel Ramm is a financial advisor at J.P. Morgan Securities with 5 years of industry experience and holds a Series 66 designation. She has worked at J.P. Morgan entities since 2022 and previously held positions at Citigroup, Energy Impact Partners, and the University of Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities not common among institutional advisory programs.

Steven Dellinger is a financial advisor at J.P. Morgan Securities in Charlotte, NC, holding Series 65 and Series 63 licenses with 25 years of industry experience. He previously worked at Wells Fargo Securities, LLC for 22 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective wealth advisor program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program combines quantitative and qualitative research to support investment recommendations and includes broader derivatives and commodities capabilities.

Lincoln Steelman is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America N.A. prior to joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets solutions.

Katrina Bamford is a Series 66-licensed financial advisor with LPL Financial, based in Fort Mill, SC. She has two years of industry experience, including four years with LPL Financial and two decades at Rosauers Supermarkets prior to her advisory career. 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 options, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

April Martin is a financial advisor at Fidelity with seven years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Merrill. Her career includes a period of extended travel and time as a homemaker. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Blake Cooling is a financial advisor with UBS Financial Services in Charlotte, NC. He holds the Series 66 designation and began his career at UBS in 2026. Prior to joining the firm, he spent five years at Hofstra University and over a decade in educational roles at Cardinal Gibbons High School and St. Michael's School. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Stephen Breton is a financial advisor at LPL Financial in Fort Mill, SC, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously spent 20 years with Commonwealth Financial Network. 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, leveraging a large network of investment adviser representatives.

Joshua Cline is a financial advisor with LPL Financial based in Fort Mill, SC. He holds the Series 66 designation and has three years of industry experience. Prior to joining LPL Financial in 2022, he worked in various roles including positions at the South Carolina Department of Archives and History and the University of South Carolina Department of Housing. Outside of his advisory work, he is the owner of Airrington Domestic 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided mainly by investment adviser representatives using a range of strategies and tools.

Dennis Rankowitz is a financial advisor with Raymond James Financial, holding the CFP® designation and Series 63 and 66 licenses. He has six years of industry experience, including roles at Avatar Securities, Xanthus Capital Management, Axa Advisors, and Wells Fargo. Outside of Raymond James, he works as a portfolio strategist and financial advisor with Gaskin Asset Management in Charlotte, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christopher Travis is a Series 65 licensed financial advisor with three years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Hillcrest Financial Group, Commonwealth Financial Network, St James White Oak, and Inwood Academy for Leadership. 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, with account management provided primarily by investment adviser representatives using strategic, tactical, and customized investment strategies.

Richard Miller is a financial advisor at Stifel with 43 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel since 2007. He is based in Charlotte, NC. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach includes proprietary asset allocation and planning methodologies developed by its Investment Strategy Group, which provide clients with analytical guidance to support their financial decisions.

Judith Mohr is a CFP® certified financial advisor with 37 years of industry experience. She is currently with LPL Financial and has held prior roles at Securities America Advisors, Householder Group Financial Advisors, Woodbury Financial Services, and Equity Services. Outside of her advisory work, she serves in a fiduciary capacity for the Estate of Gregory A Lohr. 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 wide range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Geoff Coyne is an Investment Consultant at Fidelity Investments. In his role, he assists clients in defining their financial goals and aligning investment strategies with long-term objectives through disciplined, education-based planning. He emphasizes building meaningful relationships to gain a deeper understanding of each client's unique financial goals. Geoff has progressed through several positions at Fidelity Investments, starting as a Financial Services Representative in 2024, moving to Financial Representative from 2025 to 2026, and currently serving as an Investment Consultant since 2026. Outside of his professional responsibilities, Geoff has interests in beach activities, fitness, golf, running, and traveling.

Jeffrey Holden is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial in multiple periods since 2011, as well as at Osaic Wealth from 2022 to 2024. 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 portfolios, third-party asset management, and institutional platforms.

Kayla Dillon is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 license and previously worked at Commonwealth Financial Network and Foundry Financial Group. Outside of finance, she worked at Patrick's Pub & Eatery for three years during her early career. 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 portfolio management services, utilizing both proprietary models and third-party strategies, supported by technology tools for operational and research purposes.

Elizabeth Younts is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and has previously worked at Sterling Financial Group, Commonwealth Financial Network, Lincoln Investment, USI Insurance Services, and Wells Fargo Insurance Services. Outside of her advisory work, she is a trustee for a family member's trust. 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 portfolios, third-party asset management, and institutional platforms.

Tanner Braunschweig is a financial advisor at Ameriprise with Series 66 and Series 63 designations and two years of industry experience. His prior roles include positions at Crowders Mountain and The Vanguard Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Duncan Sullivan is a CFP® professional with three years of industry experience, currently serving as a financial advisor at LPL Financial in Charlotte, NC. His prior roles include positions at First Citizens Investor Services and First Citizens Bank. Sullivan is also a licensed notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning and investment management solutions supported by a large network of advisors and advanced operational tools.