Kara Burkholder is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2013 and also has experience with South Carolina Bank and Trust dating back to 2006. 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.

Tyrrell Keim is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Ally Invest Securities LLC and The Vanguard Group, Inc. Outside of finance, Keim has experience in the food service industry and worked at New South Pizza, Inc. for three years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services. The firm integrates institutional trading capabilities with wealth management, offering tailored investment plans based on proprietary research and model-based asset allocations.

Jean Metayer Jr. is a financial professional based in Charlotte, NC, affiliated with Cambridge Investment Research Advisors. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Edward Jones, Cetera, The Prudential Insurance Company of America, and Waddell & Reed Inc. Outside of his advisory work, he is involved in financial services through ownership and professional roles at Convergent Financial Partners, LLC and Selwyn Strategic Capital LLC, as well as in fixed insurance sales and service. Cambridge Investment Research Advisors serves a diverse range of 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 across multiple platforms and custodians and provides proprietary model strategies under the Founders Gate Capital brand.

Martha Roman is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and five years of industry experience. She has previously worked at Bank of America and MassMutual before joining LPL 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing a range of investment strategies and advisor support tools.

Peter Jawidzik is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Stratos Wealth Partners and Osaic FS, Inc., in addition to multiple positions within LPL Financial since 2006. 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, with a platform that supports diverse investment strategies and integrates advanced operational tools.

Samuel Fink is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at Real Genius Mortgage and Cedarwood Country Club. He also attended East Carolina University and Ardrey Kell High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to deliver tailored financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Benner Crigler Jr. is a financial advisor at Equitable Advisors with 47 years of industry experience. He holds Series 63 and Series 65 designations and has been with Equitable Advisors since 1999. He serves on the board of The Good Samaritan Foundation and is involved in several business ventures including BUCK HOLLAR, LLC and BBCJR LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves matching clients to investment models or discretionary managers through a network of Investment Adviser Representatives and uses a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

James Rice is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he co-owns Mason-Dixon Properties, LLC, which manages real estate, including leasing office space to his financial practice. Ameriprise is a large institutional firm offering retirement-income planning services for clients generally holding at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Daniel Grossman is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Acorn Financial, LLC, and Financial Strategies Retirement Partners. Outside of advisory services, he provides life coaching through Affinity Coaching. 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, model portfolio programs, and access to third-party asset managers, supporting advisors with various investment strategies and operational tools.

Marie Thieman is a Series 66-registered advisor at J.P. Morgan Securities in Charlotte, NC, with less than one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., SwimSafe, and Ritz Safety. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice supported by quantitative and qualitative due diligence.

Leila Vitale is a Series 66 licensed financial advisor with 24 years of industry experience. She has been with UBS Financial Services in Charlotte, NC since 2014. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets services and proprietary research to tailor client investment strategies.

Christopher Settle is a financial advisor at UBS Financial Services with 10 years of industry experience. He previously worked at Edward Jones Investments before joining UBS in 2018. Outside of finance, he has participated as a rideshare driver for peer-to-peer transportation services. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm employs model-based asset allocations and proprietary research to tailor financial plans and manages a broad range of capital markets and wealth management activities.

Heather Brountas is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. In her role, she focuses on collaborating with clients to identify their core values and design financial strategies that align with their priorities. Prior to joining Fidelity Investments, Heather worked as a Project Manager for the Education Team at Alight Financial Solutions from 2020 to 2021. She also served as a Financial Advisor at Alight Financial Solutions from 2017 to 2020 and at Ameriprise Financial from 2014 to 2017, bringing extensive experience in financial advising and planning to her current work. Outside of her professional career, Heather enjoys activities such as art, spending time at the beach, cars, cooking and baking, family activities, and kayaking.

Nora Mankaryos is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and bringing 24 years of industry experience. Her work history includes roles at Waddell & Reed, INC., various insurance carriers, and as founder of NMT1, LLC, a business entity for tax and investment purposes unrelated to advisory services. She also worked with Lake Forest Church from 2018 to 2021. 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 research and operational tools.

Brian Blanchard is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley and Wells Fargo. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

James Jones is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1993, alongside a 15-year tenure at Bank of America, N.A. Outside of his advisory work, he owns a rental property in Chapel Hill, NC, which he leases to students at UNC. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed accounts, third-party manager selection, discretionary portfolio management, and brokerage services. The firm’s approach includes multiple program strategies and manager-constructed solutions, supported by oversight from its CIO and integration with Bank of America affiliates.

Edward Watson is a financial advisor with LPL Financial in Fort Mill, SC. He holds Series 65 and Series 63 licenses and has 10 years of experience in the industry. Prior to joining LPL Financial in 2026, he worked at Wells Fargo Clearing Services and Sterling Capital Management and Distributors for a combined 24 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Paige Passerallo is a financial advisor with Raymond James & Associates in Charlotte, NC, holding the ChFC® designation and Series 63 and 66 licenses, and has 22 years of industry experience. Her prior roles include positions at Bank of America, N.A., and Merrill. Outside of her advisory work, she assists with a charitable organization, Our Little Roses Foreign Mission Society, supporting an annual fundraiser for at-risk girls in Honduras. 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 nonprofit entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Justin Long is a Series 66-credentialed financial advisor with Equitable Advisors in Charlotte, NC, bringing five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Positec Tool Corporation and Stabilus Inc. Outside of his advisory work, Long manages two residential rental properties as a sole proprietor. Equitable Advisors serves a range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm’s advisory approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, often utilizing third-party asset management platforms and offering a variety of investment options including mutual funds, ETFs, and select alternative investments.

Jayne Hollifield is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with a variety of investment-related activities.