Lysa Garcia is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She previously worked at Wells Fargo Advisors for 11 years. Garcia serves on the finance and budget committee of the National Congress of Black Women in Kansas City, MO. 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 both proprietary and third-party strategies across multiple platforms.

John Foery is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016 and at Citigroup Global Markets from 2001 to 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services that include investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Joseph Zentner Jr. is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is involved with an auto parts business and partners in real estate ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor investment plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and financial planning services.

Jon Brownfield Sr. is a financial advisor with Edward Jones in Rock Hill, SC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory role, he is involved in managing a family farm and a commercial rental property in his local area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Isabella Peterson is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill, she held roles at Morgan Stanley and James Madison University. Outside of finance, she is a professional women’s lacrosse player competing in the Women’s Lacrosse League and owns a lacrosse training business focused on coaching girls. Merrill, along 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.

Hayden Watkins is a Series 66-licensed financial advisor with Merrill, based in Lake Wylie, SC. He has been with Merrill since 2024 and has prior experience at Bank of America, N.A., Wilson Air Center, Trolley Barn Brewery LLC, and several other firms. Merrill, along 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.

Lewis Martin IV is a Series 65-licensed financial advisor with six years of industry experience. He has worked at Cooley & Martin since 2020 and joined LPL Financial in 2026. 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 broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced operational and research tools.

Dylan Dobrosky is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and six years of industry experience. He previously worked at UBS and has held various roles at Marquette University and Primary Financial. 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, and institutional platforms, supporting investment strategies through a combination of proprietary research and third-party subadvisors.

Joshua Goyette is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and possessing 11 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he works as an independent contractor providing test preparation assistance for GMAT, GRE, and LSAT candidates. 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 extensive advisor tools and a broad network of investment professionals.

Jonathan Neipris is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for 12 years before joining LPL Financial. 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, and institutional platforms, supporting advisors with technology and research tools.

Kristen Wasilewski is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she owns a home-based business called TheGeekyPerler. 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.

Allison Grier is a financial advisor with Cetera in Rock Hill, SC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at LPL Financial and Independent Advisor Alliance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in client assets.

William Turner is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management in Charlotte, where he leads Turner and Associates. He provides personalized financial guidance to clients from diverse backgrounds, including business owners, executives, physicians, and multi-generational families. His expertise covers areas such as wealth accumulation, tax-sensitive portfolio design, retirement planning, cash-flow management, and wealth transfer strategies. William holds a Bachelor's Degree with a double major in Finance and Real Estate from Appalachian State University. He is credentialed with several designations including Certified Private Wealth Advisor®, Chartered Retirement Planning Counselor™, Certified Plan Fiduciary Advisor®, and Certified Exit Planning Advisor (CEPA). These qualifications support his comprehensive approach to addressing clients' financial goals. Active in his community, William has volunteered with organizations like the Mens Shelter of Charlotte (Roof Above) and has participated in city-based trash cleanup initiatives. He has also served in leadership roles within his homeowners' association and at Christ Episcopal Church. Outside of his professional and community engagements, William enjoys cycling, skiing, golfing, and spending time with his wife Catherine, their three adult children, and their Aussiedoodle.

Jessica Soucia is a Series 65-licensed financial advisor with five years of industry experience. She is currently with LPL Financial and has prior experience at Commonwealth Financial Network, Bestgen Wealth Management, and Rockefeller & Co. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Dana Keener is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2009 and holds the Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a comprehensive platform.

Mitchell Pickard is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and five years of industry experience. He has worked at several firms, including Equitable Advisors and Stewart Capital Management. Outside of his advisory role, he owns and operates Shock Performance Horses, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by technology tools for operational and research support.

Kimberly Eubanks is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at ServiceMac and was a homemaker for 18 years. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, and supports its advisors with research tools and diversified investment options.

William Bramlet is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He joined LPL Financial in 2025 after roles in staffing, logistics, and retail sectors. 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 portfolios, third-party asset management, and institutional platforms.

Matheus De Souza is a financial advisor at UBS Financial Services in Charlotte, NC, holding Series 66 and Series 63 licenses with one year of industry experience. He has previously worked at Fidelity Investments, TJX Companies, and HD Chasen. Outside of his advisory role, he is involved with Fresh Touch LLC, an ongoing business activity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing financial planning, portfolio management, and a broad range of capital markets services. The firm integrates institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Cole Cecconi is a Financial Advisor with Merrill Lynch Wealth Management in Charlotte, North Carolina. He works with individuals, families, and business owners to develop personalized financial strategies, focusing on investment planning, retirement planning, wealth management, and long-term financial goals. Cole emphasizes clear communication and thoughtful guidance to assist clients in making confident decisions about their financial future. He began his career with the CBC Group as an intern in 2023 and holds the Personal Investment Advisor (PIA) designation. Cole earned his Bachelor's Degree and Master of Business Administration (MBA) from Rollins College. He leverages his education and experience to provide tailored financial advice aligned with clients' needs and objectives.