Indira Tinsley is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 license with nine years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously spent 13 years at Carolinas HealthCare System. Outside of her advisory role, she serves as a referral coordinator for Women in Networking, a community organization in Charlotte. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning processes and advanced modeling tools, offering a broad range of investment and financial services.

Timothy Weller is a CFP® professional affiliated with LPL Financial, with 33 years of experience in the financial services industry. He has worked at Commonwealth Financial Network and operated his own firms, including Weller Group LLC and Weller Financial Group. Outside of his advisory work, he is involved in a snowplowing services business through a separate entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, utilizing various investment strategies and technology tools to support its network of over 22,900 advisors.

John Holbrook is a financial advisor at UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining UBS, he worked in various roles including at Lowes and in small business operations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining model-based asset allocations with research from its Chief Investment Office and UBS Global Research. The firm integrates institutional trading capabilities with wealth management, offering services such as discretionary portfolio management, financial planning, and capital markets activities.

Jeanna Brandt is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. She previously worked at Raymond James Financial before joining LPL Financial in 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its large network of advisors with varied investment strategies, technology tools, and a broad set of financial products and institutional platforms.

Jason Bolduc is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 designation and four years of industry experience. His career includes roles at Fidelity Investments, Cetera Investment Services, Commonwealth Financial Network, and Bank of New Hampshire. He is also a co-owner of Granite Capital Advisors, LLC, a private entity involved in securities, advisory, and insurance business. 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 through a broad network of representatives, providing financial planning, asset management, and institutional platforms supported by advanced operational and research tools.

Gregory Lewis is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 20 years of industry experience. Prior to joining LPL Financial Services in 2010, he worked at Alight Financial Solutions, Banc of America Investment Services, and Ameriprise. LPL Financial is a national broker-dealer and 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 portfolio programs, and institutional platforms, supporting its advisors with research, technology tools, and a broad spectrum of investment options.

Matthew Fallaw is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has previously worked at firms including Infinex Investments and Community One/Capital/FTB. He serves as Treasurer and Board Member for the McCullough Townhome Owners Association, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance advisory services not commonly found among large institutional advisors.

Rylan Stephens is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, he worked at Equitable Advisors LLC and has held roles in various sectors including healthcare and education. Stephens’s background includes positions at Baylor Scott White/Aramark and Iowa State University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory solutions, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Laura Wolfrom is a financial advisor with Equitable Advisors in Fort Mill, SC, holding a Series 66 designation and 12 years of industry experience. She has worked at Equitable Advisors since 2014, previously associated with Axa Advisors, LLC from 2014 to 2020. She is also the managing member of Wolfrom Financial Services, LLC. Equitable Advisors serves individual investors, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives. The firm relies on third-party asset managers and advisory programs and offers a variety of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives, while providing ERISA fiduciary services to qualified plans.

Jackson Hansen is a financial advisor with LPL Financial based in Fort Mill, SC. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes positions at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. 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 institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by technology tools that assist advisors in their service delivery.

Scott Peck is a financial advisor at LPL Financial in Fort Mill, SC, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network, Northwestern Mutual, and several independent advisory practices. Outside of advising, he is involved in fixed insurance sales. 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 financial planning and investment management services, including access to model portfolios, third-party subadvisors, and institutional platforms.

Jessica Favatella is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at firms including Robinhood Financial, Capital Investment Advisory Services, and Dustin Kern, CPA, PC. In addition to her advisory roles, she was involved with Caprice Bistro for six years. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Grace Jaehnen is a CFP®-certified financial advisor with one year of experience, currently with LPL Financial in Charlotte, NC. Her prior roles include positions at Carnegie Private Wealth, MAI Capital Management LLC, Bowling Portfolio Management, and Park National Bank. She is also involved with Carnegie Private Wealth, LLC in an advisory capacity relating to LPL business activities. 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 management solutions, utilizing both proprietary and third-party strategies across various account types and platforms.

Fabricio Cardoso is an advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. His prior work includes roles at MWA Financial Services, Modern Woodmen of America, and various service and educational positions. 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 portfolio programs, third-party asset management, and institutional platforms.

Marc Zabicki is a CFA® charterholder with 27 years of experience in the financial industry. He is currently affiliated with LPL Financial and has held positions at Global Retirement Partners, Bower Hill Capital Management, and Ameriprise. Zabicki 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Erin Rainwater is a financial advisor at LPL Financial with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Commonwealth Financial Network and Fidelity Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supporting advisors with various investment approaches and operational tools.

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.

Christopher White is a financial advisor with LPL Financial in Fort Mill, SC, holding the CFP®, ChFC®, and Series 66 designations. He has 19 years of industry experience, having previously worked at firms including Commonwealth Financial Network, Chronicle Partners LLC, and Raymond James Financial. Outside of his advisory work, he is a co-owner of Chronicle Partners, LLC and has involvement with an Airbnb business, Flag Stop Acres. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory services, including financial planning and model portfolio programs, supported by a network of over 22,000 advisors and advanced research and operational tools.

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-licensed financial advisor with 19 years of industry experience, currently with Morgan Stanley in Charlotte, NC. He has worked at various Morgan Stanley entities and Wells Fargo Clearing prior to his current role. Outside of his advisory work, he is an officer of Living Proof Art Collective LLC, a business involved in real estate. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, utilizing structured financial planning tools and serving clients through both direct relationships and employer-sponsored agreements.