Emillian Udekigbo is a CFP® professional with nine years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at UBS, Wells Fargo Clearing, and The Vanguard Group. Outside of advising, he is an author. LPL Financial serves a diverse client base including individuals, retirement plans, and institutions, offering a range of advisory programs, financial planning, and brokerage services through a large national network.

Joshua Shelton is a financial advisor at Edward Jones in Kings Mountain, NC, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Broad River Retail dba Ashley HomeStore from 2016 to 2018. Outside of his advisory role, he is vice president of C J Farms Inc in Shelby, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the country.

David Mancuso is a financial advisor at LPL Financial with 17 years of industry experience. He has previously worked at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Outside of his advisory role, he works as a pickleball instructor in Cornelius, NC. 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 consulting services, utilizing both discretionary and non-discretionary management approaches along with model portfolios and research from multiple sources.

Cameron Davis Kania is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments. Outside of finance, he has experience with the Madison Racquet and Swim Club and Inspire Tennis Academy. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Calvin Lougassy is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Bank of America, Wells Fargo Bank, and Wells Fargo Clearing. Outside of his financial services career, he was involved with Study Hall LLC from 2019 to 2021. 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 both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Weemhoff is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked primarily with LPL Financial since 2010, with a one-year tenure at Cadaret Grant & Co., Inc. He is also licensed as a non-variable insurance agent, selling whole, term, and universal life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

James Shoemaker is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise provides a retirement-income planning service designed for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Leah Flores is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and 25 years of industry experience. She has worked within various Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jason Grgurina is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources alongside discretionary and non-discretionary management options.

Darren Champlin is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, various advisory programs, and brokerage services through a national network of investment adviser representatives.

Veronica Lommel is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo and JPMorgan affiliates throughout her career. Outside of finance, she works as a part-time delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and uses modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William France is a CFA® charterholder and financial advisor with over a decade of industry experience. He is currently with LPL Financial and previously worked at Wells Fargo and United Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

Adam Bohlen is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at Financial Resources Group, Infinex Investments, Inc., and Ming Entertainment Group LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers diverse advisory programs and retirement plan consulting, employing both discretionary and non-discretionary management supported by model portfolios and research.

Michael Lenahan is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial since 2017 and previously was affiliated with the University of North Carolina at Chapel Hill from 2015 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Mark Estante is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Christopher Lecroy is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Lecroy is also a co-owner of Upstate SC Flyers LLC, a business entity for tax and investment purposes. 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Justin Haynes Watkins is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Uvest Financial Services Group, Inc. since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Quinn Semling is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and five years of industry experience. Prior to joining LPL Financial in 2018, Quinn worked for three years at Pearlz Oyster Bar. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven solutions.

Edwin Parra is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services LLC and other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Matthew Barhorst is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He previously worked at Ameriprise and has had two separate tenures at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.