Edward Rowell is a CFP® certificant with 37 years of industry experience, currently serving as a financial advisor at Cetera. He has held roles at Cetera Wealth Services, Summit Financial Group Inc, and Summit Brokerage Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and third-party money managers.

Derek Chalfant is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with diverse program options and custodial relationships.

Byron Edwards is a financial advisor with LPL Financial, holding Series 65, Series 63, and Series 66 registrations and possessing 16 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Uvest Financial Services Group, Inc. and Morgan Stanley DW Inc. Byron serves as an executor of an estate in a fiduciary capacity. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies.

Steven Dishman is a financial advisor with LPL Financial in Fort Mill, SC, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience, having previously worked at Wells Fargo Clearing and Ameriprise. 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, utilizing both discretionary and non-discretionary strategies.

Dorothy Yandle is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 credentials and 26 years of industry experience. Her prior roles include positions at Triad Advisors, Avantax Advisory Services, North American Co for Life & Health, and Veravest Investment Advisors. 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.

Zackary Venus is a CFP® and Series 66-registered financial advisor with Charles Schwab, based in Charlotte, NC, and has two years of industry experience. His work history includes roles at Charles Schwab Bank, Ambassador Advisors Equity Res, and Enhancing Capital. Outside of finance, he has worked as a DoorDash driver. Charles Schwab & Co., Inc. serves primarily 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 offers a mix of non-discretionary and discretionary investment solutions, combining broad client coverage with centralized supervisory and operational capabilities.

Lesley Wilson is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Securities Corporation and Osaic FS, Inc. Wilson is also involved with Wilson Financial Group LLC and WealthPlan Financial Group as an agent. Cambridge Investment Research Advisors serves 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 and provides access to proprietary model strategies and third-party advisers.

Andrew Hoff is a Chartered Financial Consultant (ChFC®) with 37 years of industry experience. He is currently with LPL Financial and previously worked for Commonwealth Financial Network for 23 years. Hoff has operated the Andrew Hoff Agency since 1989. His other business activities include tax preparation and serving as trustee for company retirement plans. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, with advice provided primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

William Stephens is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at SFP-1 LLC, Principal Securities Inc., and Wells Fargo Clearing Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, asset management programs, and institutional platforms, utilizing various investment strategies and supporting tools.

David Barse is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Commonwealth Financial Network from 2015 to 2026. Outside of his advisory role, he owns Your Dedicated Fiduciary, LLC, a private entity supporting 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 other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research and operational tools.

Maxwell Mc Arthur is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at The Vanguard Group, PNC Bank, and Audi Northlake. 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, supporting advisors with research and operational tools.

Fletcher Dameron is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at Wells Fargo and has held various roles outside finance, including positions at Appalachian Ski Mountain, Hound Ears Golf Course, Duke Energy, Appalachian State University, and Windyrush Country Club. He volunteers with Crawfish for a Cause, a nonprofit that raises funds and awareness for mental health through annual events. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Vicky Rivera is a financial advisor at LPL Enterprise with 12 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for a combined eight years. Outside of her advisory role, she coaches CrossFit. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual investors, high-net-worth individuals, retirement plans, and institutional entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Nicholas Stikeleather is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Stikeleather & Associates in 2019 after graduating from Appalachian State University with a bachelor's degree in Finance and Banking. Nicholas is one of two Financial Advisors on the team and serves as a single point of contact for his clients across planning, investments, banking, lending, and insurance. Nicholas holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. A native of Charlotte, Nicholas enjoys camping, cooking, football, photography, spending time with his family, and watching movies. He is an avid sports fan, particularly of the Carolina Panthers and the Appalachian State University Mountaineers.

Reagan Mangos is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 65 designation and has been in the industry since 2026. His prior experience includes roles at Commonwealth Financial Network, Weller Financial Group, and educational positions at St Bonaventure University and local schools. 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 services, utilizing both proprietary and third-party strategies across various account types.

Robert Karcz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Merrill, Commonwealth Financial Network, and Wells Fargo Clearing. In addition to his advisory work, Karcz is president and owner of Stonehedge Financial, a private entity serving as the operating company for his securities, investment advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Thomas Prebeck is a Series 66-licensed financial advisor with LPL Financial in Fort Mill, SC. He joined the firm in 2026 and has prior experience in various roles including work within the wine industry and community service organizations. He also has held positions in education and hospitality. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Maxim Nechitailo is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and is based in Fort Mill, South Carolina. He has worked at LPL Financial since 2015, with a brief gap from 2023 to 2024. 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.

Allison Dunn is a financial advisor at Morgan Stanley with eight years of industry experience. She previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC in 2023. Outside of her advisory role, Dunn is involved in property management and customer service activities related to short-term vacation rentals. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory process.

Ellen Rankin is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and 66 licenses with 21 years of industry experience. She has been with UBS since 2012. Rankin is involved in nonprofit leadership, serving on the boards of multiple community organizations including the Women's Impact Fund and YWCA Central Carolinas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans based on client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets products and advisory solutions.