James Elliott is a financial advisor with Wells Fargo Clearing in Rock Hill, SC, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Wells Fargo Advisors Financial Network, Bb&T Securities, and BBTIS. 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 provides both brokerage and advisory solutions, relying on research from Wells Fargo Investment Institute and third-party sources.

Devyn Joyce is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, Devyn’s background includes roles at Insteel Industries, Inc. and involvement with UNC Charlotte’s football program. Outside of finance, Devyn has experience working at Cross Creek Country Club. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Troy Fonseca is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 10 years of industry experience. He has worked with LPL Financial since 2018 and previously with Woodbury Financial Services INC from 2016 to 2018. Additionally, he is involved with PAUL GLOBAL BENEFITS, an ongoing business activity since 2015. 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 provides a broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Glen Tautges is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His career includes prior roles at Wheeler DeGraaf Financial, Commonwealth Financial Network, and DeGraaf Financial. In addition to advisory work, he is involved in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and technology tools to support advisors across its broad network.

Tara Kovach is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 65 designation and five years of industry experience. Her prior roles include positions at Miller McCurry LLC and Commonwealth Financial Network. She also spent ten years with Pittsburgh Opera. 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 solutions supported by research, technology, and a large network of advisors.

Kristi Hull is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2022, she worked at UBS Financial Services from 2020 to 2022 and Private Client from 2015 to 2018. Outside of finance, she has been involved with Hawkers Asian Street Fare since 2019. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering various portfolio strategies and technology-supported research tools.

William O'Brien is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Thomas Nichols Jr. is a CFP® professional with 23 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2019. His prior work includes positions at PNC Investments, Wells Fargo Clearing, Ameriprise, and McShane Partners. Outside of his advisory role, Nichols serves as a lacrosse official for the Charlotte Area Lacrosse Officials. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad network of advisors with various investment strategies and combines advisory services with a diverse set of financial products and partnerships.

Scott Lieberman is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at TIAA for eight years 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Anne Van Demark is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and three years of industry experience. She has worked with LPL Financial since 2020 and was previously self-employed as a consultant from 2018 to 2022. 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 portfolios, third-party asset management, and institutional platforms.

Julie Ann Isbey is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. Her work history includes multiple roles at UBS Financial Services and Merrill. Prior to her advisory career, she was involved with the University of North Carolina at Charlotte and Rocky River Coffee Co. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors utilizing proprietary research and model-based asset allocation.

Andrew Kitchings is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 designation and 17 years of industry experience. His prior work includes 12 years with Commonwealth Financial Network and an earlier five-year tenure at 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Chad Wilfong is a CFP® and holds a Series 66 designation with 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016. 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, utilizing research from internal and third-party sources to support its investment approach.

Bradley Turner Jr. is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked with Equitable Advisors since 2004, including time at its predecessor firms AxA Advisors and Mony Securities Corporation. Outside his advisory role, he is involved with Royal Financial Partners LLC, an entity used for managing staff and marketing expenses. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs, with offerings including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Howard Glasgow III is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2009, following prior roles at Credit Suisse Securities and Morgan Stanley & Co. LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory products, combining institutional trading capabilities with wealth management services through a broad platform that includes financial planning, portfolio management, and capital markets solutions.

Gabrielle Baker is a CFP® designated advisor with five years of industry experience. She is currently with LPL Financial and has previously worked at Ameriprise and Commonwealth Financial Network. Baker also spends a small portion of her time in fixed insurance sales conducted at her branch location. 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 serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a variety of financial planning and portfolio management options supported by proprietary research and technology.

Phillip Jordan is a CFP® certificant with 25 years of experience in the financial industry. He is currently with Wells Fargo Advisors in Charlotte, NC, and previously worked at Wells Fargo Clearing and Edward Jones. He also owns and operates Bespoke Asset Management LLC, an investment-related business based in Matthews, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with client engagement options that include brokerage and advisory programs.

Chris Reilly is a financial advisor at Merrill with 26 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1999. Outside of his advisory role, he co-owns Burn Boot Camp GA, a fitness center in Atlanta, Georgia, alongside his wife. 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 strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Stephanie Gale is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial. She has held roles at Commonwealth Financial Network and has operated Gale Investment Management since 2005. She is also the proprietor and president of S. S. GALE INC., an investment advisory firm. 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 portfolios, third-party asset management, and institutional platforms.

Catherine Sheehy is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Merrill, she worked at Wells Fargo Clearing, Robert W. Baird & Co., Inc., and TIAA-CREF. Merrill, along 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.