Katherine Robinson is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses and having 9 years of industry experience. Her prior roles include positions at Merrill Lynch and The Vanguard Group, as well as four years at Davidson College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and providing access to proprietary research and a broad range of investment products.

Kyle Jenkins is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for five years and Grimaldi's for three years. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting a broad range of customized investment strategies.

Derek Kucharski is a financial advisor at Equitable Advisors in Charlotte, NC, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to his current role, he has held positions at New York Life and Dominion Payroll. Outside of finance, he works as an independent contractor providing pet care and boarding services through the Rover platform. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes matching clients to advisory models or discretionary managers and incorporates both proprietary and third-party solutions in its service delivery.

William Connor is a Series 66-licensed financial advisor with seven years of industry experience, currently with UBS Financial Services since 2019. Prior to joining UBS, he worked at Dogwood Southern Table and Campbell University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Andrew Holden is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Ameriprise and has experience in logistics and capital management, as well as roles related to education and swim club management. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies driven by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of investment approaches including tax-aware strategies and customizable investment restrictions.

Russell Stewart is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Truist Investment Services, Nuveen Asset Management, TIAA-CREF, and New York Life, among other firms. He is also the author of *30 Day Difference: Make It A Habit and Make It Happen*. 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, third-party asset management, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Holly Clark is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2018, following five years at both Bank of America, N.A. and Merrill. Based in Charlotte, NC, she provides advisory services within a large institutional firm. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Thomas Wagner is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America and Merrill, and National Life Group. Outside of his advisory career, he has experience working in fitness and food service sectors, including time at Lynn University Fitness Center and Playa Bowls. 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, supported by a large network of investment adviser representatives.

Carter Knight is a financial advisor with LPL Financial in Fort Mill, SC. He holds a Series 66 designation and has experience working at several firms, including Sagepoint Financial Inc and Coda Financial Group. His professional background also includes roles outside the financial industry, such as positions at Target and Greensboro Country Club. 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 advisory services and investment solutions, supported by a large network of investment adviser representatives and advanced operational tools.

Stephanie Mullenax is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 66 and Series 65 designations and possessing 21 years of industry experience. Her prior roles include tenures at National Planning Holdings, Jackson National Life Distributors, and multiple periods at LPL Financial. She serves as a volunteer Guardian Ad Litem for the South Carolina Department of Children's Advocacy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Bryan Bobo is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Based in Charlotte, NC, he has spent over 18 years with the firm in total. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with client advisors.

Tyler Yohn is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior work experience at McDaniel College and Northern York County High School. 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 access, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Gregory Monaco is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 23 years of industry experience. He has previously worked at Commonwealth Financial Network and Cambridge Investment Research Advisors. 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 a large network of investment adviser representatives.

Jackson Lathrop is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds the Series 66 designation and previously worked at MassMutual Life Insurance Co. Outside of his advisory role, he serves as a lead planning analyst for Holistic Planning Support, providing data entry services into planning software for financial planners. Mass Mutual 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 ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and structured annual planning engagements.

David Hall is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 21 years of industry experience. He has worked at Merrill since 2005 and is also affiliated with Bank of America, N.A. since 2009. Outside of his advisory role, he serves as vice president of a home furnishings company and holds leadership positions in several community organizations, including a student housing project and his children's school PTA. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes integrated investment solutions through multiple program strategies and manager-selection capabilities, supported by its affiliation with Bank of America and extensive capital markets resources.

Patrick Murchison is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at LPL Financial since 2009 and previously held positions at Charles Schwab and TIAA-CREF. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Christopher Ginger is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Mutual of America and several logistics companies. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of strategies and operational tools.

Mark Tincher is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Prior to joining LPL Financial in 2025, he spent 16 years at TIAA and TIAA-CREF and one year at Morgan Stanley. 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 and access to third-party asset management, with advice delivered primarily through investment adviser representatives utilizing various portfolio strategies.

Erin Waller is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities for 12 years before joining Ameriprise in 2022. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Moore is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation and bringing 21 years of industry experience. He has previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management.