Jason Garcia is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at several organizations, including Dominion Energy and the Nautical Boat Club, prior to joining Fidelity. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to a broad client base, including retail and institutional investors. Its investment approach combines proprietary research with quantitative analysis and systematic portfolio construction, utilizing a range of mutual funds, ETFs, and ETPs.

Joseph Larraga is a financial advisor at LPL Financial with Series 65 credentials and one year of industry experience. He previously worked at Capital Group for five years and Dimensional Fund Advisors for three years. 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, supported by a network of over 22,800 advisors.

Matthew Trencheny is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 license and four years of industry experience. Prior to joining UBS in 2022, he worked at Joseph Gunnar & Co. LLC and held various roles related to education and recreation at High Point University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor solutions aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Marvin Rosario is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2019 and previously held roles with Primerica Advisors and Primerica Financial Services. Outside of his advisory work, Marvin holds a 25% ownership in a business related to applied behavior analysis. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs more than 14,000 advisors, utilizing research and analytics to guide investment decisions.

Gustavo Zarate Jr. is a CFP® certificant with 17 years of industry experience currently affiliated with LPL Financial. He previously worked at Commonwealth Financial Network for 16 years and is the owner and president of GRZ Wealth Management, Inc., operating under Powell Financial Group. 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 portfolio programs, third-party asset management, and institutional platforms.

Jason M. Beckert is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he serves as a Portfolio Manager in the Merrill Investment Advisory Program. He joined Merrill Lynch in 1996 and provides discretionary management of personalized and defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. His expertise encompasses portfolio design and management, retirement planning and income strategies, commercial and residential lending through Bank of America, estate reviews and trust services coordination, design and management of corporate retirement plans, as well as faith-based investing. Jason holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jason earned a Bachelor of Arts with Honors in Economics from the University of North Carolina at Chapel Hill in 1990. Prior to joining Merrill, he was a Manager with Andersen Consulting (now Accenture), where he supported Fortune 500 clients with management consulting services. He is involved in the St. Ann Catholic Church and volunteers with the St. Vincent de Paul Society. His personal interests include chess, hiking, and spending time with his family.

Patrick Stanton is a Series 65-licensed financial advisor with LPL Financial, based in Fort Mill, SC, and has one year of industry experience. His background includes multiple roles at LPL Financial and academic positions at Wofford College and Louisiana Tech University over the past several years. 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, supported by advanced operational tools and a large network of advisors.

Stephen Poulton is a Series 66 licensed financial advisor with Equitable Advisors in Charlotte, NC, and has 16 years of industry experience. He has been with Equitable Advisors since 2010, including its predecessor Axa Advisors. Outside of his advisory role, he serves as an executor of his parent’s estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual and institutional clients. The firm uses a range of investment programs, including third-party advisory models and proprietary options, to tailor solutions based on client risk tolerance and needs.

Alexis Thomas is a financial advisor with Merrill in Charlotte, NC, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to Merrill, Alexis worked at Bank of America, Vanguard Marketing Corporation, The Vanguard Group, and Sound View Wealth Advisors. Outside of finance, Alexis has experience working with The Landings Golf and Athletic Club. 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 developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Haley Hill is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds the Series 66 designation and has been with UBS since 2011. The firm serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of mutual funds and alternative products. UBS integrates institutional trading capabilities with wealth management, providing extensive research and capital markets services.

Tuongvan Nguyen is a financial advisor with LPL Financial, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, Wells Fargo Clearing, and Equitable Advisors. Nguyen also operates Ruffalo Wealth Management as a side 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Alexander Willhite is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 15 years of industry experience. He previously worked at UBS Financial Services and Edward Jones before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives offering various advisory and brokerage services.

Gabe Gregory is a financial advisor with Edward Jones in Indian Land, South Carolina, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. 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, and operates under a fiduciary standard.

Jason Hoody is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at LPL Financial since 2015. Prior to this, he worked at Primetrust Advisors LLC from 2012 to 2015. He is based in Fort Mill, South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management options, including access to third-party asset managers and institutional platforms.

Stephanie Johnson Craig is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and with 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016. Outside of her advisory role, she owns and operates several businesses including a bookstore, a notary service, and a non-emergency medical transportation company, and she also works as a personal shopper. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Christopher Mitchell is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with LPL Financial in Fort Mill, SC, having joined in 2026 after 13 years at Commonwealth Financial Network. 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 services including financial planning, model portfolios, third-party asset management, participant-level retirement advice, and institutional platforms, supported by technology tools for operational and research purposes.

Olivia Makemson is a financial advisor at UBS Financial Services with Series 66 credentials and recent entry into the industry. Prior to joining UBS in 2025, she held roles at the University of North Carolina at Chapel Hill, Bucknell University, and Providence Day School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining model-based asset allocation and proprietary research to tailor financial plans. The firm operates both wealth management and institutional trading functions, offering a broad array of capital markets services.

Meaghan Beadle is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial. She previously worked at Ameriprise Financial Services and Commonwealth Financial Network. Beadle is also engaged in fixed insurance sales as a minor part of her business activities. 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, and institutions. The firm offers various financial planning and asset management programs and supports its large network of advisors with advanced research tools and extensive non-advisory financial services.

William Anderson is a Financial Advisor with Merrill Lynch Wealth Management, serving clients since 2017. He previously worked as a Financial Solution Advisor for Merrill Edge- Self Directed. William is a Chartered Financial Analyst (CFA) charterholder, holds the Chartered Retirement Planning Counselor (CRPC) designation, and is FINRA registered. He earned his bachelor's degree from Gettysburg College. William's expertise encompasses a range of client focus areas including college education planning, divorce transition planning, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and sports and entertainment. He provides goals-based wealth management to affluent families, accomplished professionals, and successful business owners, emphasizing strong client relationships and customized advice. Outside of his professional responsibilities, William is involved in community organizations such as the Boys and Girls Club of America and the Y Readers Giving Challenge. He is also a member of the Carolinas Golf Association. In his personal time, he enjoys golfing, fishing, staying fit, watching sports, and spending time with his family and friends.

Katherine Chapman is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She has been with LPL Financial since 2015 and is currently associated with LPL Enterprise LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.