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.

Anthony Urban is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at FSC Securities Corp, Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. Outside of his advisory work, he is an avid baseball card collector who sells portions of his collection online. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies along with access to third-party managers and proprietary models.

Erik Kuschner is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Wells Fargo Clearing, Us Tech Solutions, Edduheimar Ehf., and HS Orka. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with proprietary investment and trading activities.

Deryl Wells is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. His career includes previous roles at Prudential Annuities Distributors and Prudential Insurance Company of America, as well as Equitable Advisors. He is based in Fort Mill, South Carolina. 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 network of over 22,800 advisors.

Clarence Blanton is a financial advisor with LPL Enterprise in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His prior roles include positions at Dempsey Lord Smith, LLC and Cambridge Investment Research. Outside of his advisory work, he has been involved as a sound engineer and tech director for music and church events, and he conducts educational workshops on Medicare for nonprofit organizations. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including employer-sponsored retirement plans and charitable entities. The firm emphasizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Susan Filburn is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and having two years of industry experience. Prior to joining UBS in 2023, she worked at Milestone Advice Group from 2020 to 2023. She also spent ten years as a stay-at-home parent and volunteer while working at Raterlabs, Inc (Appen). UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and a broad array of capital markets services.

Rebecca Foret is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 credential with two years of industry experience. Her prior roles include one year as a self-employed advisor and six years at Hope Academy. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Koster is a CFP® certificant with nine years of experience, currently serving at MassMutual Investors Services since 2017. His prior experience includes four years at the University of North Carolina at Chapel Hill. He also works as a life and disability insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using advanced analytics and offers specialized programs such as estate settlement and employer-sponsored planning.

Steven Shaneyfelt is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Cambridge Investment Research Advisors, he held various roles including positions with the NC GOP and Union County Government. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Brian Ephraim is a financial advisor at LPL Financial with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously with Commonwealth Financial Network and Northwestern Mutual in various capacities. Ephraim is also involved in fixed insurance sales as an agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology.

Kyle Blumenstock is a CFP® and holds a Series 66 designation, with 15 years of experience in the financial services industry. He has been with UBS Financial Services in Charlotte, NC since 2011. Outside of his advisory role, he owns a small business selling health and wellness products at street fairs. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing model-based asset allocations and research to tailor financial plans to clients’ goals and risk tolerances.

Daniel Devaraju is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at First Bank of The Lake, Katch, and WCT Brookfield, as well as teaching experience at the University of North Carolina at Charlotte and Brookfield High School. 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 plans, corporations, and charitable organizations.

Matthew Roberts is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Bank of America, The Vanguard Group, and DoorDash. His background includes roles in diverse sectors such as marketing and education. 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 institutions, supported by internal Chief Investment Office teams and third-party managers.

Robert Loweth is a CFP® professional affiliated with LPL Financial, bringing 36 years of industry experience. He previously spent over two decades at Commonwealth Financial Network and Rexroad, Loweth And Associates. Outside of advising, he is a 50% owner of PLR, LLC, a company managing commercial properties. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Parth Parikh is a Financial Advisor based in Charlotte, NC, affiliated with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop customized financial strategies aimed at building, preserving, and transferring wealth. Parth focuses on managing new wealth, individual and corporate investment strategies, and tax minimization. He emphasizes careful listening to clients in order to understand what they value most, and collaborates with them to create plans that align with their financial goals. His approach aims to simplify complex financial matters and provide trusted guidance through every stage of life. He holds a Bachelor's Degree from the University of North Carolina System and the Personal Investment Advisor (PIA) designation. Parth communicates with clients in English, Gujarati, and Hindi. Outside of his professional work, he has interests in basketball, golfing, traveling, and watching movies.