Douglas Woodruff is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Charles Schwab since 1994 and has worked at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and cash-sweep services.

Christina Mccalla is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and bringing 26 years of industry experience. Her prior roles include 16 years at Commonwealth Financial Network and positions at Uvest Financial Services Group, Inc. and Investment Advisors Corp. Outside of financial advising, she has served as treasurer for a local political campaign and worked in various catering roles in Massachusetts. 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 broad range of advisory and brokerage services, utilizing a variety of investment approaches including model portfolios, third-party subadvisors, and customized strategies.

Caroline Holladay is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Costal Wealth Management and has experience in the education sector at the University of South Carolina and First Baptist 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Michele Cahayla is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 26 years of industry experience. She previously worked for Prudential Insurance companies and Pruco Securities from 1999 to 2024. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, and institutional clients, offering investment advisory and brokerage services with a model-driven approach to portfolio management and access to third-party asset managers.

Sarah Hunt is a financial advisor with LPL Financial and holds a Series 66 designation. She has 14 years of industry experience, including prior roles at Commonwealth Financial Network and Independent Financial Group. Hunt previously worked with Plotkin Financial Advisors in a consulting capacity. 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, supported by a large network of investment adviser representatives and various institutional platforms.

Brennan Mayfield is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Wealthmark Advisors, and Thrivent 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 portfolio programs, third-party asset management, and institutional platforms.

Elizabeth Leventis is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Monat and Foresters Financial Services. Outside of her advisory role, she hosts a podcast titled Butterflies & Rainbows. 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 investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

John Black III is a ChFC® credentialed financial advisor with 23 years of industry experience. He is currently with Cetera and has previously worked with LPL Financial and Independent Advisor Alliance. Black also serves as a member of the Rock Hill City Council, a position he has held since 2010. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and consulting services delivered through a large nationwide network of independent advisors.

Ethan Burke is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has worked previously at Oppenheimer, Bank of America, Northwestern Mutual, and also has experience in the apparel industry. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad range of capital markets solutions.

Julia Ladson is a financial advisor at LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials with two years of industry experience. Her prior roles include positions at US Tech Solutions and Wells Fargo Clearing Services. She has also been involved with Blue Heron Restaurant and Catering and Clemson Outdoor Recreation Education. 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, third-party asset management, and institutional platforms.

Shawn O'Brien is a financial advisor with LPL Financial, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, Mutual of Omaha Investment Services, and Foreside Financial Services. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with support from extensive research tools and a large network of advisors.

Kristian Kerr is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 66 licenses and two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Citigroup for six years and spent time at Comerica Bank in 2017. 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 technology tools and oversight of over $819 billion in discretionary assets.

Robert Crigler is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Equitable Advisors since 2001, with additional experience at Axa Advisors and Transamerica Financial Advisors. Outside of his advisory work, he is a member of Buck Hollar, LLC and serves as co-executor of a family will under Royal Financial Partners. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party managers.

Keith Sandvoss is a financial advisor with Edward Jones in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Brian Chapman is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior work includes roles at Lincoln Financial Securities and Cetera Wealth Services, among others. He is also the owner of Wealth Plan Financial Group, LLC, and WealthGuard Insurance Services, LLC, both based in Charlotte, NC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to proprietary model strategies as well as unaffiliated third-party advisers across various platforms.

Sana Seth is a CFP® and Series 66 registered advisor with J.P. Morgan Securities in Charlotte, NC, with four years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022 and previously held roles at PNC and Banana Republic. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and both quantitative and qualitative research.

Jamie Lanik is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Customer Solutions LLC, Pruco Securities, LLC, and Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap program.

Christopher Ganoe is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 66 credentials and having 25 years of industry experience. He was previously with Truist Investment Services, Inc. for seven years before joining LPL Financial in 2013. 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, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and technology tools.

Drew Hefflefinger is a CFP® with 13 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Acorn Financial, Commonwealth Financial Network, and CliftonLarsonAllen Wealth Advisors, LLC. He also conducts fixed insurance sales as an agent under the name Acorn Financial. 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 advanced operational tools and oversight of substantial client assets.

Karl Stuppnig is a ChFC® with 28 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities, Inc. Stuppnig also works as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. Mass Mutual Investors Services, LLC 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 emphasizes collaborative, ongoing financial planning relationships and offers various programs including educational seminars and specialized planning services.