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.

Laura Silva Flores is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 16 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2009 to 2024. Outside of her advisory role, she is involved in direct sales with Young Living. LPL Enterprise provides investment advisory and brokerage services to a varied client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a wrap program through a network of investment adviser representatives.

Kristin Arena is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent six years at UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Laney Savoie is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and six years of industry experience. She previously worked at Brighthouse Financial and Genesee Regional Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Daniel Mccurry is a CFP® professional with 20 years of industry experience, currently serving at LPL Financial since 2026. He co-owns Miller McCurry, LLC, a private entity involved in securities, advisory, and insurance business, and has previously worked at Commonwealth Financial Network, PWA Securities, Inc., and Private Wealth Advisors, Inc. 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, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Ryan Donaghy is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, having worked with MML Investor Services, LLC and MassMutual since 2004. Donaghy also owns and manages Donaghy Financial Planning, LLC, an LLC focused on business operations and administrative functions. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved tools and models.

Adam Crandall is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Equitable Advisors, TIAA-CREF, and Wells Fargo Clearing. 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 broad range of financial planning and investment management options, utilizing research-supported portfolios and customized strategies delivered through a large network of advisors.

Brandon Turner is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill, Banc of America Investment Services, Inc., and Harrisdirect LLC. Turner 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and comprehensive operational tools.

Robert Boyd is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, Boyd is involved in photography and photojournalism, contributing to sports media through writing and photographing sporting events. 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 asset management services, utilizing various model portfolios and customized strategies supported by research and technology tools.

Charles Hopman is a financial advisor with LPL Financial holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Morgan Stanley and Cadaret, Grant & Co., Inc., before joining LPL Financial in 2014. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms while supporting advisors with operational and research tools.

Matthew Chavis is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for six years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings and proprietary research to tailor plans to clients' goals and risk tolerances.

Linda Lemaster is a financial advisor with LPL Financial based in Fort Mill, South Carolina, holding seven years of industry experience. Her career includes roles at Avantax Advisory Services, Commonwealth Financial Network, and Cetera, among others. She is also involved with Donnelly-Boland Tax Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Caroline Devir is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has previously worked at Northwestern Mutual and the Children's Health Foundation. Caroline's background includes academic roles at the University of Connecticut and teaching positions at Eastchester High School and Middle School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans based on clients’ goals and risk tolerances.

Logan Schorr is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. He has worked at Fidelity Investments since 2021 and previously held positions at Equitable Advisors and James Madison University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI in investment research and its formal advisory roles with multiple registered investment companies.

Ramsey Bodeen is a Series 65 licensed financial advisor with LPL Financial, based in Fort Mill, SC. He has one year of industry experience, including prior roles at Premier Portfolio Strategies and Commonwealth Financial Network. 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, and institutional platforms, supported by extensive operational and research tools.

Jason Steiner is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and The Vanguard Group, Inc. before joining LPL Financial in 2023. 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, and institutional platforms, supported by various operational and research tools.

Catherine Camp is a financial advisor with UBS Financial Services in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Empire Distribution, Red Bull, and Waterbean Coffee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining model-based asset allocations and research to tailor financial plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers custody, underwriting, and capital markets solutions.

Joann Sacco is a financial advisor with LPL Enterprise in Fort Mill, SC, holding a Series 66 designation and 13 years of industry experience. Her prior experience includes nine years at Comerica Securities, Inc., and she also works as a Mary Kay consultant in a non-investment-related role. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment strategies and offering access to third-party asset managers, financial planning, and a range of affiliated financial products and services.