Charlotte, NC 6101 Carnegie Blvd. Office

Jeffrey Vandiver is a financial advisor at LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses with 33 years of industry experience. He previously worked at Wells Fargo Clearing for seven years before joining LPL Financial in 2023. Outside of his advisory role, he is a partner in BRJK, LLC, a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Donna Fitzer is a Series 66-licensed financial advisor with 21 years of industry experience, currently with LPL Financial since 2021. She previously worked at Wells Fargo Clearing from 2016 to 2021. In addition to her advisory role, she has outside employment with Benham Builders Inc and Carolina Country Acres LLC, which operates Horse Show Leases LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Alexander Aucoin is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Louisiana State University and educational institutions such as Sequitur Classical Academy and Parkview Baptist School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Kevin Lewis is a CFP® with 12 years of industry experience, currently serving as a financial advisor at LPL Financial in Charlotte, NC. Prior to joining LPL Financial in 2025, he spent 11 years at Edward Jones. 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 other institutions, offering a range of financial planning and portfolio management solutions supported by both proprietary and third-party research and technology.

Jackson Miller is a CFP®-certified financial advisor with 15 years of industry experience. He currently works at LPL Financial and previously spent 14 years at Edward Jones. Based in Charlotte, NC, Miller’s designations also include Series 66. 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 broad range of financial planning and investment management services, leveraging model portfolios, third-party subadvisors, and customized strategies.

Duncan Sullivan is a CFP® professional with three years of industry experience, currently serving as a financial advisor at LPL Financial in Charlotte, NC. His prior roles include positions at First Citizens Investor Services and First Citizens Bank. Sullivan is also a licensed notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning and investment management solutions supported by a large network of advisors and advanced operational tools.

Grace Jaehnen is a CFP®-certified financial advisor with one year of experience, currently with LPL Financial in Charlotte, NC. Her prior roles include positions at Carnegie Private Wealth, MAI Capital Management LLC, Bowling Portfolio Management, and Park National Bank. She is also involved with Carnegie Private Wealth, LLC in an advisory capacity relating to LPL business activities. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various account types and platforms.

Jordan Raniszeski is a CFP® professional with 20 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2023, following seven years at Wells Fargo Clearing and an earlier role at Deloitte Investment Advisors LLC. 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 portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Stephen Powers is a CFP® and CFA® with 25 years of industry experience. He currently works at LPL Financial and has held prior roles at firms including CliftonLarsonAllen Wealth Advisors, Foreside Fund Services, and Aegon USA Investment Management. 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 advisory and brokerage services with a range of investment strategies supported by research and technology.

Brooks Mayfield is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior roles include seven years at Wells Fargo Clearing. He is involved in non-variable insurance sales, including fixed annuities and various types of life insurance, as part of his business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. Its platform offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by advanced operational and research tools.

William Mcdonald is a CFP® professional affiliated with LPL Financial, based in Charlotte, NC, with 27 years of industry experience. His career includes roles at Ameriprise Financial Services, Kestra Financial, National Planning Corporation, and J.J.B. Hilliard, W.L. Lyons, among others. He also serves as an instructor at Central Piedmont Community College. 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 other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by advanced research and technology tools.

James Larsen is a CFP® professional with 24 years of experience in the financial industry. He is currently with LPL Financial and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Larsen also holds Series 63 and Series 66 licenses and serves as a senior wealth advisor involved in non-variable insurance activities. 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 other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Robert Mauldin is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Ameriprise, United Rentals, and Halliburton Energy Services. 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 and access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by advanced operational tools.

Ross Kirwan is a financial advisor at LPL Financial with 16 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2024, he worked at PGIM Investments, Prudential Investment Management Services, and MBSC Securities Corporation. 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, supported by a large network of investment adviser representatives.

Claudia Angeles Ponce is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and four years of industry experience. She has previously worked at Davidson Wealth Management & Partners, Wells Fargo Clearing Services, SC Johnson Professional, and Merck & Co. Outside of her advisory role, she owns and operates a souvenir shop called Peru InLove Handmade Souvenirs LLC. 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 model portfolios and third-party asset management.