Sara Radigan is a financial advisor at LPL Financial with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2014, with a brief tenure at Barings in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. 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.

Corey Holcomb is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services and Morgan Stanley. Holcomb is based in Fort Mill, South Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 internal and third-party research.

Kristin Laxton is a financial advisor at Ameriprise in Charlotte, NC, holding a Series 66 designation with four years of industry experience. She has been with Ameriprise since 2017 and previously worked at Hickory Mechanical, Inc. and Lenoir Rhyne. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Michael Guile is a Senior Financial Advisor with The Croom Guile Group at Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry, focusing on helping clients create, grow, preserve, and distribute their wealth through a consultative and dedicated planning process. His expertise includes retirement income planning, asset allocation strategies, wealth preservation, estate and trust services through Bank of America Private Bank, and tax-efficient investing. Michael and his team work closely with clients to design, implement, and periodically review customized wealth management strategies tailored to their personal financial goals. Michael began his career in financial services in 2001 after graduating from the University of North Carolina at Charlotte. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Prior to entering the financial industry, he served in the 82nd Airborne Division of the United States Army. Michael is originally from upstate New York and resides in Huntersville with his wife and two daughters. His personal interests include boating, golfing, and traveling.

Andrew Boyle is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has previously held roles at Autobell and Woodmen Life Insurance. Boyle has also been involved with the UNC Charlotte Baseball Program and Student Union during his time at the University of North Carolina at Charlotte. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm utilizes proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.

Matthew Jones is a financial advisor with Charles Schwab, holding a Series 66 designation and 28 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2002 and Charles Schwab Bank, SSB since 2005. Outside of his advisory role, he serves as the men's tennis coach at Weddington High School in North Carolina. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Carlos Kaehler is a financial advisor with UBS Financial Services and holds the Series 66 designation. He has one year of industry experience, including prior roles at ConocoPhillips and FedEx. Kaehler also has an academic background from Clemson University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Chintan Mehta is a financial advisor at Wells Fargo Clearing with six years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley, Merrill, Bank of America, and Park Avenue Securities. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Stephanie Roundy is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation. Prior to joining Merrill, she worked for two years at the Law Office of Kelli Y Allen and spent ten years as a contract paralegal for Latham Vocational Services. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeremy Schuyler is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at Waddell & Reed Inc since 2011 and has been with LPL Financial since 2021 in Fort Mill, SC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Timothy Barrett is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He worked previously at Independent Financial Group from 2016 to 2019 before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and research from internal and third-party sources, with both discretionary and non-discretionary management options.

Cory Triolo is a Series 66-credentialed financial advisor at LPL Financial with 22 years of industry experience. He worked at Merrill for 13 years before joining LPL Financial in 2023. 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 services, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with model portfolios and research from internal and third-party sources.

Christian Davis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with LPL Financial since 2012. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios, research, and various technology platforms.

Marci Stier is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 designations and 29 years of industry experience. She previously worked for Lincoln Financial Advisors Corporation from 1995 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.

Magay Shepard is a CFP®-credentialed financial advisor with 40 years of industry experience, currently with Stifel Nicolaus & Co., Inc. since 2009. He serves on the Board of Trustees at Mars Hill University and is a member of the church council at Sardis Baptist Church in Charlotte, NC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Marty Monahan is a CFP® professional at LPL Financial with 18 years of industry experience. He worked at The Vanguard Group, Inc. for nine years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and various investment strategies supported by LPL Research.

Matini Baruwa Etti is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Her prior experience includes roles at Bank of America, KeyBank, JPMorgan Chase Bank, and affiliated securities firms. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Isaac Williams is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Fidelity Investments and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing arrangements.

Bradley Stoehr is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and 19 years of industry experience. His prior roles include positions at Quasar Distributors, LLC and Horizon Investments LLC. Outside of his advisory work, he serves as president of a nonprofit organization and holds leadership roles in youth athletics and retail businesses, as well as volunteering on a regional chamber of commerce board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Jayashree Rajesh is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2005. Outside of her advisory role, she serves on the Memberships Committee of the Parent Teacher Student Organization at her son's high school. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.