Peirce Ward is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co since 2014. Ward serves as a compensated board member for TowneBank. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including asset management and educational seminars.

Kerry Cassell is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Merrill. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services, utilizing model portfolios, third-party asset management, and an integrated platform that includes insurance products and lending services.

Nicholas Walder is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, he worked in various roles including at First Citizens Bank and Door Dash. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a mix of advisory and brokerage solutions and participates in several LPL-sponsored investment programs.

Luke Scroggins is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation. Prior to joining UBS, he worked at Family Church and Southwest Baptist University, as well as The King's Academy. UBS Financial Services 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 and provides research-driven, model-based investment solutions.

Matthew Burns is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at LPL Financial since 2018 and previously held positions at Bb&T Securities, LLC and BB&T Investment Services, Inc. in the 2012–2018 period. LPL Financial is a 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 and a variety of model portfolios and research resources.

Jacob Eddy is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial in various capacities since 2014, with prior experience at Private Client Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

James Bower is a Series 66 licensed financial advisor with Edward Jones, based in Rock Hill, SC, and has eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Southeast Valve Inc for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management, supported by a network of approximately 23,701 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Irene Chemayek is a financial advisor with LPL Financial, holding a Series 66 designation and having two years of industry experience. She has worked at LPL Financial since 2017 and previously spent eight years at Citi Financial/OneMain Financial. 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 brokerage services, utilizing discretionary and non-discretionary management along with research from various sources.

Andre Chung is a financial advisor with UBS Financial Services in Charlotte, NC. He holds a Series 66 designation and has 13 years of industry experience, having worked at UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to its clients.

Kenneth Ladd is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. His prior experience includes roles at First Horizon Bank, Wells Fargo Clearing, Flagstar Bank, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Holly Brown is a financial advisor at Edward Jones in Rock Hill, SC, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm maintains a large nationwide network of financial advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Matthew Payne is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 designation. He has six years of prior experience with Wells Fargo Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved planning tools.

Dylan Kidd is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Chili's Bar and Grill. Outside of his advisory role, Dylan works part-time as an expo at Empire Pizza in Pineville. 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 third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.

Julia Marble is a financial advisor at Merrill in Charlotte, NC, with 28 years of industry experience. She has been with Merrill since 2002 and holds Series 63 and Series 65 licenses. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a wide range of products and services beyond typical investment management.

Anthony De Marco is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding a Series 66 designation and six years of industry experience. He has been with LPL Financial since 2018. Outside of his advisory role, he works as a soccer referee in San Diego. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and advanced technologies to support both discretionary and non-discretionary management.

Garrett Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked in various positions including at Taco Molino and Piedmont Medical Center. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Corey Myers is a CFP®-certified financial advisor with 12 years of industry experience, currently with LPL Financial in Charlotte, NC. His prior experience includes roles at OSAIC, Securities America Advisors, IFG Advisory, and Edward Jones. 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 advisory and brokerage services, including financial planning, retirement plan consulting, and access to diversified investment strategies supported by internal and third-party research.

Patrick Vaughn is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He previously worked at Summit Brokerage Services Inc for 12 years before joining LPL Financial in 2019. Vaughn is co-owner of Arbitrage Management Partners, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Ryan Colatrella is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC. He holds Series 65 and Series 63 credentials and has one year of industry experience. His prior work history includes roles at MML Investors Services, MassMutual Life Insurance, National Life Group, and Ernst & Young LLP. Outside of his advisory role, he is involved with Stone Press Financial Group in an insurance capacity. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management strategies and platform arrangements.

Jerod Hubbard is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 1998. Outside of his advisory role, he acts as power of attorney for his brother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.