Richard Moll is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to develop personalized financial strategies tailored to their specific goals, including wealth building, retirement planning, and legacy creation. Richard's approach centers on understanding clients' priorities and providing ongoing guidance to navigate financial complexities. Richard holds a Bachelor's degree in Finance from the University of North Carolina at Charlotte and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His expertise covers areas such as college education planning, family wealth management, retirement income, and tax minimization. Outside of his professional work, Richard enjoys cooking, football, golfing, soccer, spending time with his family, and watching movies.

Austin George is a Financial Advisor with Merrill Lynch Wealth Management, where he has been registered since 2020. He focuses on personalized wealth management, retirement planning, and investment strategies tailored to meet the unique needs of his clients. Austin works to help clients achieve their financial goals through comprehensive services including education planning, legacy planning, liquidity management, managing new wealth, philanthropic planning, portfolio management, and both individual and corporate investment strategies. Austin grew up in the Charlotte area and attended Lake Norman High School. He graduated from the College of Charleston on a baseball scholarship, earning a bachelor's degree. He holds professional designations as a Personal Investment Advisor (PIA) and as a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional work, Austin enjoys watching sports, fishing, and boating.

Tiffany Guarino is a financial advisor at Raymond James Financial with a Series 65 credential and three years of industry experience. She previously worked at Cornerstone Wealth Group for six years. Outside of her advisory role, she is employed at Williamson Wealth Group in client relations and office administration. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a tailored, non-discretionary planning approach supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

William Payne is a Series 66-licensed financial advisor with Edward Jones in Denver, NC, with 17 years of industry experience. He has worked at Edward Jones since 2020 and previously held positions at BB&T Investments and BB&T Securities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices nationwide.

Elizabeth Bartunek is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and bringing 20 years of industry experience. She has been with J.P. Morgan Securities since 2015 and is also involved as an online fitness coach with Beachbody. Outside of finance, she is a part-owner of 2102 Motorsports LLC, a motorsports park focused on drag racing. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Zachary Tussel is a Series 66-licensed financial advisor with eight years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. He has worked previously at Elmore Financial Group and New York Life. Outside of advisory work, he is a partner in non-investment businesses including Boats & Tows LLC and Clean Supreme Ventures LLC, and he is also involved in insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools and supports advisory programs alongside institutional consulting and portfolio management.

Chris Angelino is a Wealth Management Advisor at Merrill Lynch Wealth Management with nearly thirty years of experience in financial services. He leads the financial services team of Angelino & Associates, providing comprehensive financial planning and portfolio management to a diverse client base including corporate executives, physicians, and affluent families. Chris emphasizes a client-centered approach through a comprehensive financial projection process, regular communication, consistent portfolio reviews, and bi-annual strategy updates. His expertise includes education planning, executive compensation, family wealth management strategies, services for defined benefit plans, retirement planning, philanthropic planning, tax minimization, socially responsible investing, and retirement income strategies. Chris has a deep understanding of the unique financial needs of medical professionals and delivers customized wealth management solutions to help physicians and their families integrate personal and professional finances, focusing on asset preservation, risk reduction, fiduciary services, and tax-efficient investing. Chris holds a Bachelor's Degree from Indiana University and a High School Diploma from Dulaney Sr High. He is a Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He speaks English, German, and Spanish. Outside of work, Chris enjoys adventure sports, biking, boating, camping, hiking, scuba diving, traveling, yoga, and spending time with his family.

Mitchell Sayers is a financial advisor with Ameriprise in Hickory, NC, holding Series 65 and Series 63 credentials and having 10 years of industry experience. He previously worked at The Vanguard Group, Inc. for one year before joining Ameriprise in 2017. Outside of his advisory role, he owns QC Somm LLC, a private sommelier and wine consulting business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines proprietary investment research and algorithmic tools to provide ongoing, tax-aware retirement-income recommendations within a defined investment universe influenced by affiliated product relationships.

Michele Compton is a financial advisor at Raymond James Financial with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Edward Jones and J.W. Cole Financial. Since 2020, she has also been associated with Signature Wealth Group as a Senior Wealth Advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and has a notable affiliation supporting municipal and public finance work.

Trudy Mullins is a financial advisor with Raymond James Financial Services Advisors, Inc. in Denver, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James since 2014 and is also an associate at Elmore Financial Group, where she performs administrative and financial assistant duties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations, utilizing risk profiling and analytical tools to inform non-discretionary planning and customized investment consulting.

David Byrne II is a CFP® professional with 16 years of experience in the financial industry, all with Edward Jones since 2010. He is based in Cornelius, NC. Outside of his advisory work, he is involved in managing rental properties through several entities in the Cornelius and Charlotte areas. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Dean Williamson is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and with Raymond James Financial since 2009. Outside of advising, he is the owner of Eagles Nest Winery, a winery and wine bar in North Carolina, and he has authored a book. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad network of advisors with specialized programs and consulting services.

Dyron Trotman is a Senior Financial Advisor specializing in building and preserving generational wealth. His practice focuses on assisting executives, professionals, and business owners in managing their income and assets efficiently while addressing the desire to enjoy the fruits of their labor without jeopardizing their financial future. He works closely with clients to develop personalized financial strategies that align with their long-term goals. With expertise in areas such as executive compensation, family wealth management strategies, legacy planning, and personal retirement planning, Dyron employs tools like the Merrill Personal Wealth Analysis® to help clients navigate complex financial questions related to exiting careers, managing RSUs, tax minimization, and ensuring family legacies. He is affiliated with Merrill Lynch Wealth Management and holds the Personal Investment Advisor (PIA) designation. Dyron earned a Bachelor's Degree from Norfolk State University. In addition to his professional work, Dyron participates in community volunteering organizations and enjoys personal interests including bowling, football, music, photography, spending time with his family, and watching movies.

Michael Gerken is a financial advisor with Thrivent Investment Management in Newton, NC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is president of Gerken Enterprises, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses and planning across a broad range of financial topics. The firm separates planning from managed-account services and does not provide portfolio management for institutional clients.

Matthew Starnes is a financial advisor with LPL Financial in Hickory, NC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with LPL Financial since 2019 and previously worked at SagePoint Financial and runs Starnes Financial Group. He is also a licensed insurance agent with experience in term life and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Mark Teague is a CFP® with 16 years of industry experience, currently affiliated with LPL Financial since 2014. He is also authorized to sell Medicare supplemental, Medicare Part D, and Medicare Advantage plans to residents of North Carolina through Blue Cross Blue Shield of NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions, offering diverse advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

David Schiff is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial in Cornelius, NC. He has been with Raymond James Financial Services, Inc. since 2002 and with Raymond James Financial since 2009. In addition to his advisory role, Schiff owns Schiff Financial, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to model potential outcomes.

Peter Nelson is a Series 66-credentialed financial advisor with 19 years of industry experience. He is currently with OSAIC and has previously worked at Spectrum Financial Inc. and Securities America Advisors. Outside his advisory role, Nelson serves on the board of Exodus Homes, a local nonprofit assisting individuals transitioning from rehab, jail, and prison, where he also chairs the marketing committee. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios and provides access to third-party money managers and wrap programs.

Florance Johnson is a Series 66 designated advisor with Thrivent Investment Management in Newton, NC, bringing two years of industry experience. Prior to joining Thrivent, Johnson held positions at Dollar General and HealthSmart Pharmacy, among other roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses on various financial topics with options for one-time or ongoing planning engagements. The firm separates planning from managed-account services and does not hold discretionary trading authority for its Dedicated Planning Service.

Terry Eskind is a financial advisor with Edward Jones in Conover, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Edward Jones since 2010. Outside of advisory work, he is president of Eskind Group LLC, a company involved in owning and maintaining rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.