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.

Griffin Korner is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Red Ventures and held positions at Lowe's Home Improvement, EY, and Comerica Bank. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

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.

Scott Smith is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2014 to 2023. Smith is a managing partner at Convergent Financial Partners, LLC, where he provides brokerage and advisory services, and serves as a board member of the NCSHP Foundation, a nonprofit supporting troopers and their families. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Andrew Kittelson is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has been with UBS since 2013. Outside of his advisory work, he is the proprietor of a business focused on growing and distributing legal mushrooms, including their sale in powder form for holistic use. He also serves as treasurer for the Friendship Fund, a family foundation that distributes grants to nonprofit organizations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with client goals and risk tolerances.

Andrew Schroeder is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thrivent Financial, CUNA Mutual Group, BrightHouse Securities, and MetLife Investors Distribution Company. Schroeder is based in Fort Mill, South Carolina. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Chance Lopez Coleman is a financial advisor at LPL Financial with Series 66 credentials. He has worked in various industries since 2016, including roles at Beverly Benson State Farm and multiple service and distribution companies, and joined LPL Financial in 2024. 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 consulting services, utilizing model portfolios, third-party subadvisors, and advanced technologies across discretionary and non-discretionary management options.

Andrew Johnson is a financial advisor with Cetera in Charlotte, NC, holding Series 63 and Series 66 licenses and having four years of industry experience. He previously worked at NOVA 401(k) Associates for eight years and is currently associated with multiple entities including AGJ, LLC and two other financial services businesses. Cetera Investment Advisers LLC provides investment advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and financial planning options. The firm operates a multi-manager platform offering model portfolios, third-party managers, and bespoke strategies across various program structures and custodial relationships.

Deanna Ingrassia is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Based in Charlotte, NC, she provides advisory services through a well-established firm. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm employs model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leo Sbardella Jr. is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and over 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC from 2005 to 2020. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Charles Kaufman is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge Investment Research Advisors since 2005. Kaufman also operates an independent insurance agency and owns a bookkeeping service as a CPA in Indian Land, SC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions.

James Ratchford is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He also serves as a trustee for family trusts, including an insurance trust and a trust created by his brother for his children. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jay Garman is a financial advisor at Ameriprise with 46 years of industry experience. He has been with Ameriprise and its related entities since 2005 and holds a Series 63 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jason Westmoreland is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. His prior roles include positions at The Vanguard Group, Bank of America, and Clemson University. He is also a partner at Makarios Family LLC, an investment-related business based in Fort Mill, South Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to assist clients in financial decision-making.

Kevin Phillips is a CFP® professional with 35 years of industry experience, currently serving at Robert Baird & Co. since 2013. He holds Series 63 and Series 65 licenses and is based in Davidson, NC. Phillips serves as a board member of The Rock Church in Boone, NC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Collin Kotek is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Equitable, Natixis, and various positions in education and retail. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Jordan is a financial advisor with Edward Jones in Rock Hill, SC, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, John coaches the 7th and 8th grade baseball team at York Middle School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies and affiliated services through a large network of financial advisors and branch offices nationwide.

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.