Edward Doughty III is a Certified Financial Planner (CFP®) with 32 years of industry experience. He has been with LPL Financial since 2009, following prior roles at Morgan Stanley and Citigroup Global Markets. He is based in Charlotte, NC. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Robert Maki is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. His prior experience includes positions at Mass Mutual Investors Services and MetLife Securities Inc. He has been with LPL Financial since 2018. 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, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and technology tools.

Richard Gilles is a financial advisor with LPL Financial in Rock Hill, SC, holding a Series 66 credential and 22 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He is involved with Gilles Wealth Management LLC, a business entity for tax and investment purposes. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Douglas Labrosse is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the Byerley LaBrosse Group. He joined Merrill Lynch in 2011 and focuses on providing financial strategies for high net-worth individuals, families, and small business owners. His services include retirement planning, education planning, wealth preservation, trust and estate planning, tax minimization, and investment management. Doug is a native of Charlotte and holds a bachelor's degree in Economics & Commerce and Political Science from Hampden-Sydney College. He also earned a high school diploma from Charlotte Catholic High School. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). His client focus areas include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Outside of his professional work, Doug enjoys golfing, reading, and spending time with his family. He is involved with the Charlotte Sports Foundation and Charlotte Succession.

Priscilla Gunter is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Queensborough National Bank, LPL Financial LLC, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research.

Sean Potter is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. He has prior experience at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial services industry, he spent ten years at Carolina Premium Beverage. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Fred Mangano is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Merrill and Mass Mutual Investors Services. He has been with UBS Financial Services since 2012. 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 provides a broad range of financial products and research to tailor plans to clients’ goals and risk tolerances.

Matthew Lester is a Series 66-licensed financial advisor with eight years of industry experience, currently with Equitable Advisors since 2020. He previously worked at Edward Jones for three years and Dereda Porter State Farm for one year. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives and third-party sponsors.

Keith Benton is a financial advisor with LPL Financial in Rock Hill, SC, holding CFP®, Series 63, and Series 65 designations and has 31 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Founders Federal Credit Union, CUNA Brokerage Services, and Harrisdirect LLC. He serves as a board member of the Rock Hill / Fort Mill Minority Scholarship Foundation. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, 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 extensive operational and research tools.

Xiaoju Zhang is a financial advisor at LPL Financial with three years of industry experience. Prior to joining LPL Financial, Zhang held roles at The Vanguard Group, Wells Fargo Bank, New York Life, and Language Line Solution. 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.

Hank Hunt is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to address their planning needs and facilitate a professional experience at the Investor Center. He focuses on developing financial plans that align with clients' objectives, emphasizing flexibility, protection, and growth. Hank has held multiple positions within Fidelity Investments, including Investment Solutions Representative I (2024 to present), Investment Consultant (2026), Investment Solutions Representative II (2025 to 2026), High Net Worth Service Associate (2023), and Customer Relationship Advocate (2022 to 2023). This progression reflects his experience in investment solutions and client service within the firm.

Matthew Gardner is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he is part of the Hall Crawford Group. He specializes in assisting corporate executives, business owners, and nonprofit organizations with complex financial planning needs, including executive compensation, equity compensation services, family wealth management strategies, legacy planning, philanthropic planning, and tax minimization. Matthew graduated summa cum laude from Campbell University with a degree in Trust and Wealth Management and earned his MBA from the same institution. He holds the Certified Trust and Fiduciary Advisor (CTFA) designation sponsored by the American Bankers Association. Prior to joining Merrill Lynch in 2014, he led a team at Wells Fargo managing personal trusts, investment management accounts, endowments, and foundations. Outside of his professional work, Matthew is devoted to his family and community. He is married to his high school sweetheart, Janeé, and is a father to two children, Theo and Emilia. He volunteers with several local charitable organizations including Social Venture Partners, The Arts and Science Council, The Bridge Foundation, and United Way of Central Carolinas.

William Byars IV is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Ace Gaming Co. LLC and was involved with Phi Iota Alpha and Inspire Academic Coaching. 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 through a large network of investment adviser representatives, utilizing both proprietary and third-party investment strategies.

William Fondo is a financial advisor with Equitable Advisors based in Charlotte, NC. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining Equitable Advisors, he has worked with Ameriprise Financial in multiple periods and has held various roles outside the financial sector. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Robert Mcgowan Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing comprehensive financial planning services, including retirement income, portfolio management, and tax minimization strategies. His client focus encompasses college education planning, family wealth management strategies, employee financial health, legacy planning, and liquidity management. Robert holds a Bachelor's Degree in Business Administration from the University of North Carolina at Chapel Hill. He has earned several professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials reflect his commitment to maintaining high standards of expertise and professionalism in financial advising. In his personal time, Robert enjoys various outdoor and recreational activities, such as boating, cooking, fishing, football, hunting, skiing, and surfing.

Meghan Keogh is a financial advisor with Edward Jones in Fort Mill, SC, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked in healthcare roles at several medical centers including Grady Memorial Hospital, Emory Healthcare, Atrium Health, Piedmont Medical Center, and Pruitt Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies, managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Gary Blount Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. He has been with LPL Financial since 2018 and runs Gary Blount Jr. LLC, which he established in 2014. He also worked at Foresters Advisory Services and Foresters Financial Services over a combined period beginning in 2010. 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, and institutional platforms, supporting over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Mark Connors is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Equity Services, Inc. since 1998. 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 delivered primarily through investment adviser representatives using a variety of customizable investment strategies.

Mary Liola is a financial advisor with LPL Financial and holds the CFP® and Series 66 designations. She has 24 years of industry experience, including previous roles at Ameriprise and Commonwealth Financial Network. Mary is also co-owner of Jack Books, LLC, a company focused on authoring and publishing books outside of her investment practice. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mason Hancock is an Investment Consultant at Fidelity Investments. In this role, he works directly with clients to develop tailored financial plans aimed at providing direction and security for their financial futures. He utilizes Fidelity's resources and expertise to support and educate clients throughout the financial planning process. Mason joined Fidelity Investments in 2024 as a Customer Relationship Advocate, progressed to the role of Investment Solutions Representative in 2025, and became an Investment Consultant in 2026. His experience within the company has equipped him with comprehensive knowledge of investment solutions and client relationship management. Outside of his professional career, Mason has personal interests that include cars, golf, outdoor adventures, running, and snowboarding.