Noah Morris is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL Financial in 2022, he worked at The Vanguard Group and held various positions affiliated with Indiana University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Mia Annunziata is an advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, she held roles at Wake Forest University and The Clearing House. 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 a large network of investment adviser representatives.

Erin Esposito is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 16 years of industry experience. She has previously worked at Commonwealth Financial Network and Sullivan-Kreiss Financial. 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 a large network of investment adviser representatives and advanced operational tools.

Orestes Jason is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 credential and eight years of industry experience. He has worked at LPL Financial and Epic Capital Wealth Management since 2013. Outside of his advisory role, he is involved with Dimitriou Associates, LLC, which is engaged in real estate rental activities. 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.

Bailey Bartee is a CFP® with 23 years of industry experience and is currently with Wells Fargo Advisors, where he has worked since 2019. Prior to that, he spent three years at Wells Fargo Clearing. Bartee serves as chair of the Endowment Committee at SouthPark United Methodist Church, where he discusses investment performance and project costs. 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 institutions. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, combining research, planning tools, and optional implementation through brokerage or advisory programs.

Jessica Holloway is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. Her career includes roles at Merrill Lynch Pierce Fenner & Smith, UBS Financial Services, Chase Investment Services Corp., and Equitable Advisors. She is based in Fort Mill, SC. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a wide network of investment adviser representatives.

Donna Canty is a financial advisor with LPL Enterprise in Fort Mill, SC, holding Series 63 and Series 66 licenses and 29 years of industry experience. She previously worked at Prudential Insurance Company of America and its affiliated entities from 2003 through 2024. Canty is also a licensed public notary in Georgia. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

John Obrien is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with UBS since 2011. 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 utilizes proprietary research and model-based asset allocations to tailor client solutions.

Trenton Mcghee is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial since 2012. His prior roles include positions at Merrill, Banc of America Investment Services, Inc., and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions through its large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michael Yannucci is a CFP®-designated financial advisor with 21 years of industry experience. He is currently with LPL Financial and has previously worked at Commonwealth Financial Network and Hillcrest Financial Group. He is also involved with Hillcrest Financial Group as an insurance agent and owner of its operating company. 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 financial planning and portfolio management services, utilizing both proprietary and third-party strategies, supported by technology tools, and oversees significant discretionary assets through a large network of advisors.

William Kutters Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he operates Kawall Colors Shop, 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various advisor tools and a broad range of financial activities.

Kostandinos Alexiou is a financial advisor at UBS Financial Services with three years of industry experience. He previously worked at Wells Fargo and operated a Greek restaurant called "It's Greek to Me" for five years. Outside of his advisory role, he owns eAgora Marketplace, an online Greek marketplace selling candy and soft drinks. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to clients’ goals and risk tolerances.

Christopher Adams is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at Merrill from 2005 to 2018 before joining Wells Fargo Clearing in 2018. Adams serves on the Board of Trustees for the Alexander Children's Foundation in Charlotte, where he participates in meetings and assists with fundraising and event promotion. Wells Fargo Clearing provides retirement plan consulting to 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 grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Gregory Marsh is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He has previously worked at Citizens Bank, Wells Fargo, and TIAA, and took two sabbaticals during his career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

James Jenson is a financial advisor with LPL Enterprise holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial since 2013, including time at National Planning Corporation from 2016 to 2017. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and various corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Elizabeth Mandaleris is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch since 2013. 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. The firm offers model-based and discretionary strategies managed by internal teams and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gerald Linen is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has worked at several firms including Merrill and Banc of America Investment Services. Linen has been with LPL Financial since 2011, with a brief period at Merrill between 2017 and 2019. 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, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Richard Sheehan is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. His prior work includes roles at LPL Financial, RBC Capital Markets, and American Enterprise Investment Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written reports and annual advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools within a defined investment universe influenced by affiliated products and fee arrangements.

Isabella Beale is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has worked at several firms including Janney Montgomery Scott and Waldron Private Wealth. 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 financial planning and investment services, utilizing both proprietary and third-party strategies to meet client needs.

Istelma Giers is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for seven years before joining LPL Financial in 2017. In addition to her advisory role, she is a North Carolina Certified Paralegal. 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 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.