Ryan Collin is a financial advisor with LPL Financial in Fort Mill, SC, holding CFP® and ChFC® designations and over 20 years of industry experience. His prior roles include positions at Synovus Securities Inc., Highland Capital/Brokerage, and Investacorp Advisory Services, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios and third-party research.

Seaver Riccordella is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, Edward Jones, and The Chestnut Group. Riccordella has also spent time working at the University of South Carolina and West Morris Regional High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

Robert Condron Jr. is a CFP® professional with 36 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Cetera and Bridge Financial Partners. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management options, including proprietary and third-party strategies, with both discretionary and non-discretionary implementations.

John Parker is a financial advisor at Merrill in Charlotte, NC, with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2008, as well as Bank of America, N.A. since 2009. Merrill, along 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, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel De Milo is a Series 66 licensed financial advisor with LPL Financial, based in Fort Mill, SC. He has one year of industry experience and joined LPL Financial in 2024. Prior to his advisory role, his background includes various positions in retail and educational environments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches alongside model portfolios and research from multiple sources.

John Newbanks is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1987 and brings over three decades of experience in financial advising, portfolio management, and wealth planning. His client focus includes college education planning, liquidity management, retirement income, and managing new wealth through goals-based investing. John earned a Bachelor of Science degree in Business Administration from the University of North Carolina at Chapel Hill and a Master of Business Administration degree with Honors from the University of Notre Dame. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and is recognized as a Personal Investment Advisor (PIA). His approach emphasizes one-on-one communication to align financial strategies with clients’ values and life goals. Outside of his professional commitments, John is involved with Saint Gabriel Catholic Church, participating in activities such as the Hand Bells and Men’s Club. He has a wide range of personal interests including antiquing, chess, football, genealogy, painting, photography, reading, traveling, watching movies, and writing.

Lisa Leavy is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 designation and has a work history that includes 22 years at Wells Fargo Bank before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Chloe Du is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, she worked at the University of North Carolina at Chapel Hill and in secondary education at Marvin Ridge High School and Nonsuch High School for Girls. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Glen Viditz Ward is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and 65 credentials and bringing 33 years of industry experience. He has been with Cambridge since 2008 and also serves as an independent insurance agent. Ward is president of Viditz-Ward Financial Services Inc., a separate financial services entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charities, and trusts. The firm offers a range of financial planning and investment management services through independent advisors, utilizing various custody platforms and both discretionary and non-discretionary strategies.

Matthew Estel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Midland Wealth Advisors, Midland States Bank, U.S. Bancorp Investments, JPMorgan Chase Bank, J.P. Morgan Securities, and Waddell & Reed. Outside of his advisory work, he is the owner and CEO of W4ME Enterprises, Inc., an RV rental business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matthew Bennett is a Financial Advisor with Merrill Lynch Wealth Management, focusing on providing wealth management strategies to high net-worth individuals and industry professionals. He works closely with clients to develop customized strategies that address tax mitigation, risk management, disciplined investment allocation, and long-term capital preservation. Matthew also coordinates with attorneys, accountants, and other trusted advisors to ensure decisions align with an intentional and cohesive financial plan. Matthew's areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, and tax minimization. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Auburn University. He is a member of the Auburn Alumni Association. Outside of his professional work, Matthew is involved with the Boston Police Foundation. His personal interests include golfing, pickleball, running marathons, skiing, spending time with his family, and tennis.

Bryce Adams is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previous experience at The Prudential Insurance Company of America, Pruco Securities LLC, and Agfirst. Outside of finance, he has worked in the hospitality sector, including roles at Lee's Inlet Kitchen and Liberty Taproom. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a wide range of portfolio management options.

Shelley Verhagen is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by internal and third-party research.

Serafim Pistiolis is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and has worked at UBS since 2017, including a prior role at UBS-Stanford Wealth Management and earlier positions at Sun and Ski and the University of North Carolina at Charlotte. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Allison Manning is a financial advisor at Edward Jones in Rock Hill, SC, holding a Series 66 designation with 24 years of experience at the firm since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

David Halvorsen is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He previously worked at UBS Financial Services Inc and has been associated with FTB Advisors since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by research and access to diversified investment strategies.

Dawson Shirley is a financial advisor at Robert Baird & Co. in Charlotte, NC, holding Series 63 and Series 66 designations with three years of industry experience. His prior roles include positions at Merrill, US TEH SOLUTIONS INC, Wells Trade Clearing Services LLC, New York Life Insurance Company, and Clemson University. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies alongside ongoing manager selection and internal research tools.

Tucker Beale is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 65 designation. Prior to joining LPL Financial, he worked at Waldron Private Wealth and has experience in roles at Duquesne University, GNC, and Texas Roadhouse. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Winston Huie is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors, LLC. He serves as power of attorney and healthcare proxy for his wife, a role he has held since 2005. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm works with a variety of investment programs and third-party managers, focusing on personalized client assessment and multi-faceted advisory solutions.

Robert Morrison is a financial advisor with LPL Financial in Fort Mill, SC. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Metrolina Eye Associates, Red Ventures, and Connecticut Eye Consultants. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.