Jared Audette is a financial advisor at Eagle Wealth Management Group Inc. in Charlotte, NC, with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Abiding Wealth Advisors and Crown Capital Securities. Eagle Wealth Management Group serves both individual clients, including high-net-worth households, and institutional retirement-plan sponsors. The firm offers financial planning, discretionary portfolio management, retirement plan advisory, and business planning services through a multidisciplinary team with diverse credentials.

Shane Snively is a financial advisor with Eagle Wealth Management Group Inc. in Charlotte, NC, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked at Crown Capital Securities, LP and Concorde Investment Services, LLC. Outside of his advisory role, Snively is involved in entrepreneurial projects including content creation and sports media through KAZSource Inc., where he serves as COO and part owner, and he participates in nonprofit education initiatives as a past president and advisory board member for Gardner-Webb University Pace Board of Advisors. Eagle Wealth Management Group serves individual clients, including high-net-worth households, and institutional retirement-plan sponsors. The firm offers financial planning, discretionary portfolio management, and retirement plan advisory services, utilizing a multi-disciplinary investment approach and providing educational seminars and participant workshops to both individual and public-sector clients.