Kirby Sale is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and nine years of industry experience. Prior to rejoining LPL Financial in 2019, he worked at Wells Fargo Clearing Services and operated Kirby's Painting, Inc. for over two decades. 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, including access to model portfolios, third-party asset managers, and institutional platforms.

Daniel Poole is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Guardian Life, Fifth Third Securities, and Merrill. 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 through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jada Hood is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has a background that includes four years at Hampton University and previous roles in secondary education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, mutual fund distribution, and capital markets services supported by proprietary research and model-based asset allocations.

Gregory Jorgensen is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes positions at City National Bank and RBC Capital Markets. He serves on the Board of Directors for Coastal Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Connor Larson is a Planning Consultant at Fidelity Investments, where he works to understand clients' overall financial situations, goals, and concerns. He prepares clients for the planning process and facilitates their transition to financial consultants. Connor has been with Fidelity Investments since 2023, previously serving as a Relationship Manager and Financial Representative. His roles have provided him with experience in client relationship management and financial representation. Connor's work focuses on supporting clients through various stages of financial planning. Outside of his professional responsibilities, he is interested in comedy, fitness, reading, volunteering, and writing.

Hannah Thomas is a Series 66-credentialed financial advisor with seven years of industry experience. She currently works at UBS Financial Services and has previously held roles at Wells Fargo Clearing, Equitable Advisors, and Axa Advisors. Outside of her advisory work, she is involved in educating customers and selling fine wine at Petit Philippe Fine Wine in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and fiduciary solutions.

Brian Brelinsky is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has 25 years of industry experience, including over 21 years at Commonwealth 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.

Mary Terrando is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2014. Outside of her advisory role, she is involved in her local community as a musician with the Calvary Church music team. 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, supported by a large network of investment adviser representatives.

Charles Upchurch is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 24 years at Ameritrade. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing a variety of investment strategies and operational tools across its extensive platform.

Richard Bean is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes seven years at UBS Financial Services and two years at Ameriprise Financial Advisors Inc. He is based in Charlotte, NC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kol Birke is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network for 25 years. Birke also provides behavioral coaching services and seminars unrelated to investment activities. 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 broad range of advisory and brokerage services.

Kaleb Brigham is a financial advisor at LPL Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at Tristate Financial Advisors and in the hospitality sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ashley Wallace is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation. She has one year of industry experience, previously working at Olin Corporation and Roy-El Morgan Farm before joining the financial sector. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platform offerings.

James Ebert is a financial advisor with LPL Financial, holding a Series 65 designation and eight years of industry experience. Prior to joining LPL Financial in 2026, he worked at Commonwealth Financial Network for four years and has professional experience with Renbrook School, Financial Planning Suite, Inc., and Yale University. He is also co-owner of Pendleton Capital Partners, LLC, an entity involved in commercial and residential real estate investment in Greenville, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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.

Juan Sandoval is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS Financial Services Inc. since 2008 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Mark Stevenson II is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at The Vanguard Group and Total Wine and More. 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 utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Richard Gallos Jr. is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior employment includes eight years at Merrill. He is the 100% owner of Bradford Five LLC, a shell company based in New York. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Jessica Beard is a Series 65-licensed advisor with LPL Financial based in Fort Mill, SC. She has two years of industry experience, including her current role at LPL Financial since 2026. Prior to joining LPL, she worked at Sherrill, Blake & Harrison CPA PA and Abby H. Champion CPA PC, with over a decade of experience in accounting firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment options and utilizes advanced tools to support advisors, managing over $819 billion in discretionary assets through a broad network of more than 22,800 advisors.

Andrew Sbardella is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and three years of industry experience. He serves as a referee for high school and middle school soccer with the NCHSAA and coaches for the Bethel Vikings Wrestling Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations through a network of Investment Adviser Representatives and third-party asset managers.

Charles Inglefield IV is a CFP® professional with 28 years of experience in the financial services industry. He has been with LPL Financial since 2006 and previously worked at Raymond James Financial Services. Inglefield is also the sole owner of Holy Cow Publications, LLC, under which he self-published the book "Holy Cow, You're Retiring." LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.