Caroline Holladay is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Costal Wealth Management and has experience in the education sector at the University of South Carolina and First Baptist School. 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 individuals, high-net-worth clients, and institutional investors.

Michele Cahayla is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 26 years of industry experience. She previously worked for Prudential Insurance companies and Pruco Securities from 1999 to 2024. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, and institutional clients, offering investment advisory and brokerage services with a model-driven approach to portfolio management and access to third-party asset managers.

Elizabeth Leventis is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Monat and Foresters Financial Services. Outside of her advisory role, she hosts a podcast titled Butterflies & Rainbows. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

John Black III is a ChFC® credentialed financial advisor with 23 years of industry experience. He is currently with Cetera and has previously worked with LPL Financial and Independent Advisor Alliance. Black also serves as a member of the Rock Hill City Council, a position he has held since 2010. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and consulting services delivered through a large nationwide network of independent advisors.

Ethan Burke is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has worked previously at Oppenheimer, Bank of America, Northwestern Mutual, and also has experience in the apparel industry. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad range of capital markets solutions.

Julia Ladson is a financial advisor at LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials with two years of industry experience. Her prior roles include positions at US Tech Solutions and Wells Fargo Clearing Services. She has also been involved with Blue Heron Restaurant and Catering and Clemson Outdoor Recreation Education. 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.

Shawn O'Brien is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, and Mutual of Omaha Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management solutions supported by extensive operational tools and a broad network of over 22,800 advisors.

Kristian Kerr is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 66 licenses and two years of industry experience. Prior to joining LPL Financial, he worked at CitiGroup for six years and Comerica Bank for one year. 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 financial planning, model portfolio programs, and institutional platforms, supporting a broad range of investment strategies delivered through a network of over 22,800 advisors.

Robert Crigler is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Equitable Advisors since 2001, with additional experience at Axa Advisors and Transamerica Financial Advisors. Outside of his advisory work, he is a member of Buck Hollar, LLC and serves as co-executor of a family will under Royal Financial Partners. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party managers.

Keith Sandvoss is a financial advisor with Edward Jones in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Brian Chapman is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior roles include positions at Lincoln Financial Securities, Cetera Wealth Services, Capital Guardian Wealth Management, Woodbury Financial Services, and Mony Securities Corporation. He is also an owner of Wealth Plan Financial Group, LLC, and WealthGuard Insurance Services, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through independent Financial Professionals, utilizing multiple custody platforms and both discretionary and non-discretionary strategies.

Sana Seth is a CFP® credentialed advisor with four years of industry experience, currently serving at J.P. Morgan Securities. Prior to joining J.P. Morgan in 2022, she worked at PNC and has a background that includes both financial services and a role at Banana Republic. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Jamie Lanik is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Customer Solutions LLC, Pruco Securities, LLC, and Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap program.

Christopher Ganoe is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 66 credentials and having 25 years of industry experience. He was previously with Truist Investment Services, Inc. for seven years before joining LPL Financial in 2013. 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, supporting advisors with various investment strategies and technology tools.

Karl Stuppnig is a ChFC® with 28 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities, Inc. Stuppnig also works as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, ongoing financial planning relationships and offers various programs including educational seminars and specialized planning services.

Reginald Dees is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2013. He has also been involved with Focus Four, Inc. as a consultant and facilitator since 2004, and with Brent Dees Financial Planning since 2003. In addition to his advisory role, he works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers various investment solutions through a network of independent Financial Professionals and supports both discretionary and non-discretionary strategies.

Zachariah Abiad is a financial advisor with UBS Financial Services in Charlotte, NC. He holds the Series 66 designation and has three years of industry experience. Prior to joining UBS in 2022, he worked at Lowes, FedEx, and HomeGoods. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Paige Donaghy is a Series 66-credentialed financial advisor with six years of industry experience, currently with Morgan Stanley in Charlotte, NC. Her prior experience includes roles at Mass Mutual Investors Services and Arthur J. Gallagher. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment committee analysis. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Robert Futrell is a financial advisor with LPL Financial in Fort Mill, South Carolina. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 17 years with LPL 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 portfolios, third-party asset management, and institutional platforms.

Robert Mcmillan II is a financial advisor at Robert W. Baird & Co. in Charlotte, NC, holding a Series 66 designation with 15 years of industry experience. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he serves as treasurer for the Heron Marsh Villas Unit 53 HOA and is a board member of The Benedicts in Charlotte; he also participates as a guest speaker for Abbvie Inc. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, combining in-house and third-party managers to implement a range of investment strategies from traditional to complex allocations.