James Young is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 25 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Young serves as a Board Commissioner for the South Carolina Education Lottery Commission. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. Its investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services such as financial planning and access to third-party asset managers.

Christopher Castleman is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior career includes roles at Park Avenue Securities, Guardian Life Insurance Company, Primerica Advisors, Honeywell, and GE Aviation. Outside of his advisory work, he serves in the United States Navy Reserve, volunteers as a US Naval Academy Blue and Gold Officer, and coaches youth soccer. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary capital market assumptions, model-based asset allocations, and global research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Charles Long is a financial advisor at UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining UBS in 2025, he worked at The Vanguard Group and has diverse experience including roles outside of finance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management strategies. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Garrett Fish is a financial advisor at LPL Financial with seven years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining LPL Financial in 2022, he worked at JPMorgan Asset Management and its institutional affiliates from 2002 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, including model portfolios, third-party asset management, and institutional platforms.

Stephen Blanchette is a CFP® designated advisor with 20 years of industry experience. He is currently with LPL Financial and has previously worked at Commonwealth Financial Network and operated The Blanchette Financial Group, where he serves as president and co-owner. He is also a member and director of the board of directors at the Newburyport Five Cents Savings Bank. 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.

Brian Parrish is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2010 and has been in the financial services industry since 1998. Brian follows a disciplined process that begins with taking time to fully understand each client's particular needs, concerns, and priorities. He offers access to Merrill's investment resources and Bank of America's banking services to help clients address various aspects of their financial lives. Brian's areas of expertise include college education planning, family wealth management strategies, liquidity management, personal retirement planning, tax minimization, and retirement income. He holds a bachelor's degree in Applied Economics with a minor in Finance from East Carolina University. Additionally, he holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) professional designations. Brian lives in Charlotte, North Carolina with his wife Jennifer and their three children. They spend much of their free time watching their children participate in various sports. Brian's personal interests include cooking, fishing, golfing, hunting, music, reading, and traveling.

Katie Scott is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 10 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2016. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Evan Gould is a financial advisor at UBS Financial Services with six years of industry experience. He holds the Series 66 designation and has previously worked at Bankers Life and Medi Weightloss Clinics. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings supported by proprietary research and model-based asset allocation.

Cynthia Galvan is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors before joining Merrill in 2021. 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 investment strategies for individual and institutional clients.

Stephanie Fralin is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Sage Creek Planning and Investments, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities, and Truist Investment Services. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

Pantelis Miliotis is a CFP®-certified financial advisor with nine years of industry experience, currently affiliated with LPL Financial in Fort Mill, SC. His career includes roles at The Vanguard Group, Commonwealth Financial Network, and Pathfinder Wealth Consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Michael Penn is a financial advisor with Edward Jones in Rock Hill, SC, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated products through a nationwide network of more than 23,700 advisors.

Greg Solaz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with LPL Financial since 2015. 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, supported by technology and a broad network of over 22,800 advisors.

Cory Mc Cleaf is a financial advisor with LPL Financial holding a Series 66 designation and no prior industry experience. Before joining LPL Financial in 2026, he was with Cambridge Investment Research, Inc. for one year. He is also involved with CrossFit Pineville, where he has been active since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive advisor tools and partnerships.

David Meier is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Citigroup for nine years. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Archie Martin is a CFP® and Series 66-registered financial advisor with 14 years of industry experience, currently with Wells Fargo Advisors since 2021. He previously worked for Wells Fargo Clearing from 2016 to 2021. Martin serves as a board member of the Academy of Finance at Williams High School and is a finance committee member for the North Carolina Grand Lodge. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning.

Christopher Rumley is a financial advisor with Wells Fargo Clearing and holds Series 66 and Series 63 designations. He has 11 years of industry experience, including five years with Wells Fargo Clearing Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets through a network of more than 14,000 advisors and emphasizes research-driven investment approaches and a broad range of financial products.

James Powell is a CFP® with 43 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors Inc. since 2015. He operates Powell Capital, LLC, a support company based in Charlotte, NC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors, using analytical tools to tailor non-discretionary advice to client goals.

Kevin Jones is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to provide tailored, non-discretionary recommendations through a centralized consulting team.

Brian Lenhardt is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2015. 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, supported by a large network of investment adviser representatives.