Grace Jaehnen is a CFP®-designated financial advisor with one year of industry experience, currently associated with LPL Financial. Her prior experience includes roles at Carnegie Private Wealth, MAI Capital Management LLC, Bowling Portfolio Management, and Park National Bank. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Fabricio Cardoso is an advisor with LPL Financial, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining LPL Financial, he worked at MWA Financial Services, Modern Woodmen of America, and held various roles outside the financial industry, including positions at Autobell, University of North Carolina at Charlotte, Taco Bell, Central Piedmont Community College, Chipotle, and Porter Ridge Middle/High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

Marc Zabicki is a CFA® charterholder with 27 years of industry experience. He is currently with LPL Financial and has prior experience at firms including Global Retirement Partners, Bower Hill Capital Management, and SWS Partners. His career spans roles at both advisory and broker-dealer firms. 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 provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research from internal and third-party sources.

Benjamin Asseff is a financial advisor at Edward Jones with 13 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Michael Jones III is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His previous work history includes roles at Bank of America, Merrill Lynch, and positions in the hospitality sector. Merrill serves a broad range of clients including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by a comprehensive suite of investment strategies.

Brenton Purcell is a Series 66-registered financial advisor with 18 years of industry experience. He is currently with Morgan Stanley, having previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved in Living Proof Art Collective LLC, a business based in Charlotte, North Carolina. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and investment services, managing approximately $2.74 trillion in client assets.

Laura Silva Flores is a financial advisor at LPL Enterprise with 16 years of industry experience. She has held roles at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade before joining LPL Enterprise. Outside of her advisory work, she is involved in direct sales with Young Living Business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Kristin Arena is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent six years at UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Laney Savoie is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 66 and Series 63 designations and has worked previously at Brighthouse Financial, Genesee Regional Bank, and Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Ryan Donaghy is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, having worked with MML Investor Services, LLC and MassMutual since 2004. Donaghy also owns and manages Donaghy Financial Planning, LLC, an LLC focused on business operations and administrative functions. MML 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, wrap and money-manager programs, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved tools and models.

Adam Crandall is a financial advisor with LPL Financial holding Series 63 and Series 65 registrations and 21 years of industry experience. His prior experience includes roles at Equitable Advisors, AXA Advisors, and TIAA-CREF. 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 provides various advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Brandon Turner is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 20 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, third-party research, and advanced investment strategies.

Robert Boyd is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory work, he engages in photography and serves as a photojournalist covering sporting events. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Charles Hopman is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2014, with a three-year period at Cadaret, Grant & Co., Inc. prior to returning to LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, supporting both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Matthew Chavis is a financial advisor at UBS Financial Services with 11 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Chavis holds Series 63 and Series 65 licenses and is based in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocation to tailor client plans.

Caroline Devir is a financial advisor at UBS Financial Services with Series 66 credentials and experience beginning in 2024. She previously worked at Northwestern Mutual and has a background that includes roles at Children's Health Foundation and teaching positions at the University of Connecticut and Eastchester schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Logan Schorr is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. He has worked at Fidelity Investments since 2021 and previously held positions at Equitable Advisors and James Madison University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI in investment research and its formal advisory roles with multiple registered investment companies.

Jason Steiner is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and The Vanguard Group, Inc. Steiner’s background also includes roles outside the financial industry, including experience at Snyder's Lance and at Brigham Young University - Idaho. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and brokerage services with both discretionary and non-discretionary management, incorporating model portfolios, research, and advanced technologies.

Catherine Camp is a financial advisor with UBS Financial Services in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Empire Distribution, Red Bull, and Waterbean Coffee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining model-based asset allocations and research to tailor financial plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers custody, underwriting, and capital markets solutions.

Joann Sacco is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds the Series 66 designation and previously worked at Comerica Securities, Inc. for nine years. Outside of her advisory role, she is also a Mary Kay consultant. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated advisory and brokerage platform.