Daniel De Milo is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. His background includes various roles prior to joining LPL Financial in 2024, including work in retail and food service. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing 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 with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has worked in the hospitality industry and has a background connected to the University of South Carolina. Raymond James & Associates serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis. The firm is notable for its comprehensive service offerings, including municipal and public finance capabilities and an extensive affiliate network that supports integrated custody and product sourcing.

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 at Equitable Advisors with 39 years of industry experience. He has held roles at Equitable Advisors and Axa Advisors, Llc, spanning over two decades. Huie holds Series 63 and Series 65 licenses. He also serves as power of attorney and healthcare proxy for his wife, a role he established in 2005. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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.

Jarod Reed is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Cynthia Honaker is a financial advisor at Cetera with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of her advisory role, she is the manager and owner of CNH Financial Advisors, LLC, a DBA for investment services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including access to third-party managers and customized strategies, supported by a large network of advisors.

Christine Parks is a financial advisor at Stifel with seven years of industry experience. She holds the Series 66 designation and has been with Stifel since 2015. Outside of her advisory role, she works as a freelance photographer specializing in family and portrait sessions. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support financial planning and client decision-making.

Qutevia Weaver is a Series 66 licensed financial advisor at Cetera with nine years of industry experience. Her prior roles include positions at Bank of America, Truist Investment Services, and BB&T. Outside of her advisory work, she owns and operates a financial literacy education company and a scholarship foundation. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.