Logan Schorr is a financial advisor at Fidelity with four years of industry experience and a Series 66 designation. He has been with Fidelity since 2021, following a brief period at Equitable Advisors and earlier roles at James Madison University and Express Valet. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to diverse clients including retail investors, institutions, and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves in advisory roles for multiple registered funds.

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.

Anthony Urban is a financial advisor at Osaic Wealth, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and was previously with Fsc Securities Corp for eight years. Outside of his advisory work, Urban is an executive partner at Magnolia Capital Partners and is also involved in selling baseball cards with his son. Osaic Wealth serves a diverse mix of retail and institutional clients through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated financial services and uses proprietary tools and third-party solutions to construct portfolios across a wide range of investment types.

Erik Kuschner is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Wells Fargo Clearing, Us Tech Solutions, Edduheimar Ehf., and HS Orka. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.

Deryl Wells is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Prudential Annuities Distributors, Inc. and Prudential Insurance Co of America. Wells has been with LPL Financial since 2017. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Clarence Blanton is a financial advisor with LPL Enterprise in Fort Mill, SC, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Dempsey Lord Smith, LLC and Cambridge Investment Research Advisors. Outside of finance, he works as a sound engineer for Encore Music and serves as a tech director for St. Andrews Church, where he operates and maintains audio/visual systems. 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 portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining advisory services with product sales.

Susan Filburn is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and having two years of industry experience. Prior to joining UBS in 2023, she worked at Milestone Advice Group from 2020 to 2023. She also spent ten years as a stay-at-home parent and volunteer while working at Raterlabs, Inc (Appen). UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and a broad array of capital markets services.

William Koster is a CFP® and Series 66 registered advisor with MassMutual Investors Services, based in Charlotte, NC, with eight years of industry experience. He has worked at MassMutual and its affiliates since 2017 and previously at Hornor, Townsend & Kent, Inc. Koster is also licensed as a life and disability insurance agent. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations.

Steven Shaneyfelt is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles with political organizations such as the NC GOP and experience at JAARS Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management and platform options.

Kyle Blumenstock is a CFP® and holds a Series 66 designation, with 15 years of experience in the financial services industry. He has been with UBS Financial Services in Charlotte, NC since 2011. Outside of his advisory role, he owns a small business selling health and wellness products at street fairs. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing model-based asset allocations and research to tailor financial plans to clients’ goals and risk tolerances.

Daniel Devaraju is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and five years of experience in the industry. His prior work includes roles at First Bank of The Lake, Katch, Stoop, and WCT Brookfield, as well as teaching positions at the University of North Carolina at Charlotte and Brookfield High School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, institutional plans, and other fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide array of products and services beyond traditional investment management.

Matthew Roberts is a Financial Advisor at Merrill Lynch Wealth Management. He serves as a trusted confidant for his clients, managing every aspect of their financial lives with a focus on transparency and trust. Matthew and his team provide comprehensive services including investment management, tax optimization, retirement and income planning, estate and legacy coordination, and lending solutions. Matthew holds a Bachelor's degree from the University of South Carolina System. He earned his CERTIFIED FINANCIAL PLANNER (CFP) certification in 2024 and holds the Personal Investment Advisor (PIA) designation. Since beginning his professional journey with The Vanguard Group in 2021, Matthew has developed expertise in executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, sports and entertainment, and tax minimization. Born and raised in Long Island, New York, Matthew has lived in the Southeast for over a decade. Outside of work, he enjoys football, golfing, music, pickleball, skiing, swimming, tennis, traveling, volleyball, and spending time with his family. His mission is to deliver client-focused advice grounded in effective communication, intentional planning, and unwavering integrity.

Parth Parikh is a Financial Advisor based in Charlotte, NC, affiliated with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop customized financial strategies aimed at building, preserving, and transferring wealth. Parth focuses on managing new wealth, individual and corporate investment strategies, and tax minimization. He emphasizes careful listening to clients in order to understand what they value most, and collaborates with them to create plans that align with their financial goals. His approach aims to simplify complex financial matters and provide trusted guidance through every stage of life. He holds a Bachelor's Degree from the University of North Carolina System and the Personal Investment Advisor (PIA) designation. Parth communicates with clients in English, Gujarati, and Hindi. Outside of his professional work, he has interests in basketball, golfing, traveling, and watching movies.

James Xiarhos is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Pruco Securities, LLC and Prudential Insurance Company of America for 18 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm provides access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products through an integrated platform.

Forbes Arbaugh is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS in 2025, he worked in various roles including at Backstreets Pub and Bar and the Township of Bethany Beach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations for tailored client solutions.

Matthew Fillion is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He previously worked at Fifth Third Bank for ten years before joining JPMorgan Securities LLC and JPMorgan Chase Bank, NA in 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Laura Ciotoli is a financial advisor at Merrill with 17 years at the firm and 11 years of industry experience. She holds a Series 66 designation and is based in Fort Mill, South Carolina. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Michael Haire is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2012, including roles at LPL Enterprise LLC beginning in 2024. 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, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.