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 16 years of industry experience. He worked at Waddell & Reed from 2010 to 2021 before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports its large network of advisors with technology and research tools.

Timothy Barrett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with LPL Financial since 2019 and previously spent three years at Independent Financial Group. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Cory Triolo is a Series 66-licensed financial advisor at LPL Financial with 22 years of industry experience. He previously worked at Merrill for 13 years, Banc of America Investment Services for 4 years, and Ameriprise for 1 year. He is based in Fort Mill, South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of investment and retirement solutions, including model portfolios, third-party asset management access, and institutional platforms.

Christian Davis is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Pacer Advisors, Inc. in 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Marci Stier is a financial advisor at LPL Enterprise with Series 63 and 65 licenses and 29 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation from 1995 to 2024 before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, alongside offering financial planning and access to various third-party asset managers.

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 financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, with 18 years of industry experience. His background includes roles at The Vanguard Group and Ameriprise, among others. He is based in Fort Mill, SC. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

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.

Garrett Hicks is a financial advisor with Thrivent Investment Management in Charlotte, NC. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining Thrivent, he worked in various roles including at Publix and Olympic High School, and operates a painting business called Garrett Hicks Painting. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses and a planning service that can be combined with managed-account programs under a consolidated billing option known as “WealthPlan.”

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 at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Quasar Distributors, LLC and Horizon Investments LLC. Outside of his advisory role, he serves as president of the nonprofit Odd Kidneys and is involved in youth athletics as secretary of Elite 9 Softball, both in Fort Mill, SC, and holds a vice president position at LMStoehr Designs. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers both discretionary and non-discretionary investment strategies through various custody platforms and maintains proprietary as well as third-party model strategies.

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.

Bradley Smith is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at UBS Financial Services Inc., The Vanguard Group, Inc., and served in the North Carolina General Assembly. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory network. The firm offers a range of financial planning and investment management services, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies.

William Cooper is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he serves as a board member for E. C. Griffith Company, a real estate business. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and corporate financial planning agreements.

Sara Bevilacqua is a Planning Consultant at Fidelity Investments, where she collaborates with a team of advisors to develop personalized financial plans tailored to clients' goals. In her role, she focuses on understanding clients both personally and financially to prepare and implement goal-based strategies. She has been with Fidelity Investments since 2020, holding various positions including Relationship Manager, Financial Representative, High Net Worth Associate, and Customer Relationship Advocate. This experience has provided her a comprehensive understanding of client needs and financial planning processes. Outside of her professional role, Sara enjoys activities such as family time, fitness, golfing, softball, traveling, and exploring culinary interests.

Evan Johnson is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Aline Capital and The Exercise Coach, as well as service in the South Carolina House of Representatives and time as a full-time student. 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 management services delivered through a large network of advisors who utilize model portfolios, third-party subadvisors, and customized strategies.

Garrett Smith is a CFP® professional affiliated with LPL Financial in Charlotte, NC, with six years of industry experience. Prior to joining LPL Financial in 2023, he worked at Wells Fargo Clearing Services LLC from 2019 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, utilizing various portfolio strategies and technology tools.

Jay Hitselberger is a CFP®-designated financial advisor with Raymond James & Associates in Charlotte, NC, bringing nine years of industry experience. Prior to joining Raymond James, he held roles at Purshe Kaplan Sterling Investments, Thrivent Financial, and LPL Financial. Outside of advising, he is a partner in Jay's Maize Kettle Corn Company, assisting with event coordination for the business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research resources.

Joel Heimbigner is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and eight years of industry experience. He has worked with Mass Mutual Life Insurance Co and Mass Mutual Investors Services since 2017, and previously spent eight years at Travelers Insurance. He also acts as a producer for outside insurance products, specializing in disability and fixed annuities on a limited basis. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning relationships and provides a variety of investment and event-driven planning services.