Bradford Parsons is a financial advisor with Raymond James & Associates in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and nonprofit entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Edward Ramsey is a CFP®-certified financial advisor with 38 years of industry experience. He is currently affiliated with LPL Financial and Avantis Private Wealth, having previously worked at Quantis Wealth Management and operated his own CPA and tax accounting firms. Outside of advising, he owns a business that provides accounting and business valuation services for dental offices. 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 portfolios, third-party asset management access, and institutional platforms, providing advice primarily through investment adviser representatives using a range of discretionary and non-discretionary strategies.

Wesley Botto is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial and Hillcrest Financial Group. His prior experience includes roles at Commonwealth Financial Network and MCF Advisors LLC. He is also the owner of Botto Wealth Management, a private entity facilitating securities, advisory, and insurance business. 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, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Terri Miller is a Series 65 licensed financial advisor with LPL Financial, based in Fort Mill, SC, and has five years of industry experience. She previously worked at Commonwealth Financial Network and Raymond James Financial Services. Outside of her advisory role, she also conducts tax preparation services as a CPA. 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 portfolio management services, utilizing both proprietary research and third-party strategies across various asset allocations.

Elizabeth Lachanski is a financial advisor with Merrill in Charlotte, NC, holding a Series 63 designation and 36 years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith, Inc. since 1996. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Reed Bowling is a Series 66 licensed financial advisor at Fidelity with five years of industry experience. He worked at CGI from 2019 to 2021 before joining Fidelity Investments, where he has been since 2021. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to build model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Andrew Capecci is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Ameriprise, Merrill, Bank of America, and Morgan Stanley. 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, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Stephen Powers is a CFP® and CFA® with 25 years of industry experience. He currently works at LPL Financial and has held prior roles at firms including CliftonLarsonAllen Wealth Advisors, Foreside Fund Services, and Aegon USA Investment Management. 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 advisory and brokerage services with a range of investment strategies supported by research and technology.

Emma Palomba is a financial advisor with LPL Financial, holding a Series 65 designation and entering her first year in the industry. Her prior experience includes roles at Commonwealth Financial Network and KPMG US, among others. 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, and institutional platforms, supporting advisors with research tools while overseeing more than $819 billion in discretionary assets.

Kara Burkholder is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2013 and also has experience with South Carolina Bank and Trust dating back to 2006. 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.

Tyrrell Keim is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Ally Invest Securities LLC and The Vanguard Group, Inc. Outside of finance, Keim has experience in the food service industry and worked at New South Pizza, Inc. for three years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services. The firm integrates institutional trading capabilities with wealth management, offering tailored investment plans based on proprietary research and model-based asset allocations.

Jean Metayer Jr. is a financial professional based in Charlotte, NC, affiliated with Cambridge Investment Research Advisors. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Edward Jones, Cetera, The Prudential Insurance Company of America, and Waddell & Reed Inc. Outside of his advisory work, he is involved in financial services through ownership and professional roles at Convergent Financial Partners, LLC and Selwyn Strategic Capital LLC, as well as in fixed insurance sales and service. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and custodians and provides proprietary model strategies under the Founders Gate Capital brand.

Martha Roman is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and five years of industry experience. She has previously worked at Bank of America and MassMutual 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 other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing a range of investment strategies and advisor support tools.

Peter Jawidzik is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Stratos Wealth Partners and Osaic FS, Inc., in addition to multiple positions within LPL Financial since 2006. 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 and model portfolio programs, with a platform that supports diverse investment strategies and integrates advanced operational tools.

Samuel Fink is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at Real Genius Mortgage and Cedarwood Country Club. He also attended East Carolina University and Ardrey Kell High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to deliver tailored financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Benner Crigler Jr. is a financial advisor at Equitable Advisors with 47 years of industry experience. He holds Series 63 and Series 65 designations and has been with Equitable Advisors since 1999. He serves on the board of The Good Samaritan Foundation and is involved in several business ventures including BUCK HOLLAR, LLC and BBCJR LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves matching clients to investment models or discretionary managers through a network of Investment Adviser Representatives and uses a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

James Rice is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he co-owns Mason-Dixon Properties, LLC, which manages real estate, including leasing office space to his financial practice. Ameriprise is a large institutional firm offering retirement-income planning services for clients generally holding at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Daniel Grossman is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Acorn Financial, LLC, and Financial Strategies Retirement Partners. Outside of advisory services, he provides life coaching through Affinity Coaching. 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, and access to third-party asset managers, supporting advisors with various investment strategies and operational tools.

Marie Thieman is a Series 66-registered advisor at J.P. Morgan Securities in Charlotte, NC, with less than one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., SwimSafe, and Ritz Safety. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice supported by quantitative and qualitative due diligence.

Leila Vitale is a Series 66 licensed financial advisor with 24 years of industry experience. She has been with UBS Financial Services in Charlotte, NC since 2014. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets services and proprietary research to tailor client investment strategies.