John Jacob is a CFP®-designated financial advisor with 28 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008. He serves on the investment committee for Saint Mark’s Lutheran Church and is a finance committee member of the Charlotte Providence Rotary Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Lyle Back is a CFP®-designated financial advisor with over 21 years of industry experience. He is currently with Raymond James & Associates and previously spent 20 years at Edward Jones. Raymond James & Associates is a large, dually registered 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, non-discretionary consulting, and institutional advisory services supported by a broad range of portfolio management styles and affiliated research.

Richard Rainforth is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has previously worked with Commonwealth Financial Network, Generation Strategies, LLC, and New York Life, among others. He is co-owner of R2 Financial Strategies, LLC, a private entity facilitating securities, advisory, and insurance business. 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 services, leveraging a broad network of advisors and technology tools while overseeing more than $819 billion in discretionary assets.

Cooper Gower is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Lowe's and Appalachian State University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs primarily delivered through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment solutions, including managed accounts and ERISA fiduciary services for qualified plans.

Holly Townsend is a financial advisor at LPL Financial with nine years of industry experience. She holds the CFP® designation along with Series 65 and Series 63 licenses. Her prior work experience includes roles at UBS Financial Services, The Vanguard Group, Live Oak Bank, the Country Club of Landfall, and the University of North Carolina Wilmington. Outside of her advisory work, she is involved with Fora Travel Agency in Charlotte, North 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. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of investment and financial planning solutions with both discretionary and non-discretionary strategies.

Mark Flaherty is a financial advisor with LPL Financial holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial since 2026 and previously spent 11 years with Commonwealth Financial Network. He is also a co-owner of Weller Group, LLC, a private entity involved in securities, advisory, and insurance business. 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 portfolios, third-party asset management, and institutional platforms.

Jonathan Davis is a financial advisor at LPL Financial with the Series 66 designation and one year of experience in the industry. His prior work includes roles at First Citizens Bank, Auburn University Veterinary Hospital, Academy Sports + Outdoors, Auburn University, and St. Anne-Pacelli Catholic School. 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, model portfolio programs, third-party asset management, and institutional platforms.

Geoffrey Hodge is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 65 and Series 66 credentials and 22 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Ameriprise from 2002 to 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Diedrich Oglesbee Jr. serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advice and services to clients, focusing on wealth management strategies. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Diedrich is a graduate of Roanoke College, where he earned a Bachelor's Degree. Details about his specific areas of expertise, experience history, and personal interests are not provided in the available data.

Glenda Mcconneghey is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and bringing 39 years of industry experience. She has been with Merrill since 2016 and has concurrent work experience at CarMax Inc since 2012. Merrill, along 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.

Robert Burke is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes positions at Commonwealth Financial Network, Savvi Financial LLC, E*Trade Securities, and StanCorp Equities. He operates out of Fort Mill, South Carolina. 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 financial planning, wrap and model portfolio programs, third‑party asset management access, retirement advice, and institutional platforms, supporting a wide range of investment strategies and utilizing advisor‑facing tools for operational and research support.

Timothy Landicho is a CFP® professional currently affiliated with LPL Financial in Fort Mill, SC. He has worked in the financial services industry since 2023, including roles at Marotta Wealth Management, Commonwealth Financial Network, and Clarendon Wealth Management. Prior to his financial career, he held various positions in education and wellness-related organizations. 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, utilizing a broad array of investment strategies and tools, supported by a large network of investment adviser representatives.

Jeremy Mcpherson is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2023, he worked for UBS Financial Services for 15 years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outcome modeling.

Jacob Bump is a Series 66-registered advisor with LPL Financial, based in Fort Mill, SC, and has two years of industry experience. Prior to joining LPL Financial in 2024, he worked at The Vanguard Group in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services through a large network of investment adviser representatives to individual and institutional clients. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolios, third-party asset management, and retirement plan services, supported by proprietary research and operational tools.

Cody Lamarque is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining LPL Financial in 2022, he held roles at Wells Fargo Clearing Services and RHI. 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 diverse financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Benjamin Mcclelland is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and The Vanguard Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor investment plans to clients' goals.

Xavier Tufty is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Truist Investment Services, UBS Financial Services, and Banc of America Investment Services. 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 services supported by proprietary research and technology, with a platform that includes advisory and brokerage options alongside various financial products and partnerships.

Andrew Vendal is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience in the food service industry, having worked at Thirsty Fellow Pizzeria and Pub. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Douglas Rivlin is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Charlotte and a partner in The Rivlin Firestone Group. He has been providing financial guidance to companies, C-level executives, entrepreneurs, and business owners for over 29 years. Douglas creates Wealth Management Plans and financial strategies tailored to clients' goals and objectives, working alongside their trusted CPA and attorney to ensure sound estate planning. Douglas has extensive experience in developing and managing advisor discretion equity and fixed income portfolios, as well as alternative investments to concentrated equity positions. His expertise spans areas such as college education planning, divorce transition planning, executive and equity compensation services, legacy planning, managing new wealth, and retirement income strategies. He holds the Certified Plan Fiduciary Advisor (CPFA) designation, Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials, as well as Series 7 and Series 66 registrations. Douglas earned a Bachelor of Science degree in Business Administration from West Virginia University. Throughout his career, Douglas has volunteered and contributed to various charitable organizations including Receptions for Research, Morrison YMCA, and the Isabella Santos Foundation. He lives in the Ballantyne community with his wife Ellen and their four children. In his spare time, Douglas supports his children's sporting activities such as AAU basketball, cross country, and golf, and enjoys traveling with his family.

Troy Jackson Jr. is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and having 42 years of industry experience. His prior roles include positions at South State Bank, Ameritas Investment Corp, Lincoln Financial Distributors, StanCorp Investment Advisers, and Principal Financial Services. He also serves as Vice President of South State Retirement Services. 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 portfolios, third-party asset management, and institutional platforms, supported by various operational and research tools.