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.

Andrew Keener is a Series 66-licensed financial advisor with six years of industry experience. He currently works at LPL Financial and previously spent eight years at Commonwealth Financial Network. Before his advisory career, he was affiliated with the University of Massachusetts Boston for three years. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology tools while managing over $819 billion in discretionary assets.

Walter Hutsell is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Commonwealth Financial Network and Pathfinder Wealth Consulting. Outside of finance, he has experience working in retail and hospitality, including at Surf City Surf Shop and Poe's Tavern. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

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.

Jordan Raniszeski is a CFP® professional with 20 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2023, following seven years at Wells Fargo Clearing and an earlier role at Deloitte Investment Advisors LLC. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Daniel Schuette is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS, he worked at Point Blank Range and Queen City K9. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and a broad range of capital markets activities.

Priscilla Jarvis is a financial advisor with UBS Financial Services in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, Jarvis worked in the mortgage industry and operates the Charlotte Plant Gallery as an entrepreneurial venture. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research to tailor client solutions.

Erik Smith is a CFP® professional with 13 years of industry experience. He has worked at LPL Financial since 2017 and previously spent five years with UBS. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with research and operational tools.

Kathryn Mclaughlin is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley & Co. LLC for seven years before joining Wells Fargo in 2016. Outside of her advisory role, she serves as a notary public in Charlotte, NC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Derenig Kostikian is a CFP® professional with 20 years of industry experience, currently advising clients at LPL Financial. Prior to joining LPL in 2026, Kostikian held roles at Commonwealth Financial Network, AssetMark Brokerage, and Signator Investors, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

William Mitchell Jr. is a financial advisor at Merrill with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Bank of America and Merrill since 2014. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, utilizing internal and third-party asset managers.

Jeannette Raypholtz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Sierra Pacific Wealth Advisory Group Inc., and Private Wealth 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 financial planning and investment management solutions through a large network of advisers, utilizing both proprietary research and third-party strategies across diverse asset classes.

John Bradberry is a CFP®-certified financial advisor at LPL Financial with 24 years of industry experience. He has previously worked at Commonwealth Financial Network, Mass Mutual Investors Services, and Metlife Securities. He is a co-owner of SageCreek Properties, LLC, a commercial office property management company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management services, utilizing various portfolio strategies and advisor support tools.

Warren Duthie is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63, 65, and 66 licenses and 21 years of industry experience. He has previously worked at Commonwealth Financial Network and Northwestern Mutual in various capacities. Duthie is the owner of Duthie Financial Group, LLC, which facilitates securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, using both proprietary and third-party strategies.

Sunil Nagpal is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Mass Mutual Investors Services in 2017, he worked at Metlife Securities Co. for 14 years. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services 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 offers collaborative, goal-oriented financial planning engagements and various investment programs, including wrap and money-manager offerings.

Kiairra Dixon is a Series 66 licensed financial advisor with LPL Financial, based in Fort Mill, SC, and has one year of industry experience. Prior to joining LPL Financial, she worked at Ally Bank for three years and Heartland ECSI 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of more than 22,800 advisors and extensive operational tools.

Jeffrey Walters is a CFP® professional with 27 years of industry experience, currently affiliated with Raymond James Financial in Charlotte, NC. He previously worked at LPL Financial, Independent Advisor Alliance, and SunTrust Advisory Services, among others. Walters owns and operates a support company named Jeff Walters, where he serves as an advisor and proprietor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management across a broad advisor network.

Meg Johnson is a financial advisor at Merrill with Series 63 and Series 66 credentials and 29 years of industry experience. She has worked at Merrill since 2009 and has been with Bank of America, N.A. since 2011. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Britt Byerley is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. She began her career with Merrill Lynch in 1997 and specializes in providing comprehensive wealth planning services for high net worth families and business owners. Britt's expertise includes estate and income tax minimization strategies, multigenerational planning, and customized retirement and education strategies. She holds the professional designations of Chartered Retirement Planning Counselor™ and CERTIFIED FINANCIAL PLANNER® practitioner. Britt earned a Bachelor of Science degree from the College of Charleston. Outside of her professional work, Britt's personal interests include football, tennis, and spending time with her family.

Kevin Patterson is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and a variety of investment strategies in its services.