Kristine Pennington is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her previous roles include positions at Triad Advisors, Inc., Questar Asset Management, Questar Capital Corporation, and Gcg Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and supports both discretionary and non-discretionary management using research from LPL and third-party subadvisors.

Jimmy Taylor is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior roles include positions at Forefront Capital and THE Vanguard Group, Inc. Outside of his advisory work, he is a co-owner of a home-based business unrelated to investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven research.

Adam Leach is a financial advisor associated with Raymond James Financial Services Advisors, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at Edward Jones for seven years and is currently involved with Cygnus Asset Management as an associate. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, as well as institutional clients including pension plans and government entities. The firm offers tailored, non-discretionary advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Jeremy Brown serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works with high net-worth individuals and families, conducting comprehensive financial appraisals and creating strategic wealth management plans tailored to their unique priorities and agendas. He specializes in areas including college education planning, family wealth management strategies, legacy planning, retirement income, and small business strategies. Jeremy holds professional designations such as Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree from the University of North Carolina and is fluent in both French and English. Beyond his professional commitments, Jeremy is involved in the community through organizations including First Charlotte, Red Truck Men, and Uptown Farmer's Market in Charlotte, NC. His personal interests include adventure sports, baseball, basketball, boating, camping, football, gardening, golfing, music, and traveling.

Erika Cross is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and five years of industry experience. She previously worked at E*Trade Securities LLC and Montessori at Vickery. Outside of her advisory role, she is involved in coaching at Charlotte Latin School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Jason Shepherd is a financial advisor with Merrill based in Charlotte, NC. He holds a Series 66 designation and has work experience at several financial institutions including Bank of America, Mr Cooper, and Santander Consumer USA. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America offers access to a broad set of products and services beyond managed accounts.

Briana Campion is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. She is part of The Beanland Group, where she works with individuals, families, and business owners to assist with retirement planning, legacy creation, and managing complex financial situations. Briana focuses on creating customized investment plans tailored to each client's needs, emphasizing personalized service and ongoing attention. She holds the CERTIFIED FINANCIAL PLANNER® certification and has completed her master's degree in Trust and Wealth Management from Campbell University's Lundy-Fetterman School of Business, graduating summa cum laude. Briana also earned her bachelor's degree from the University of North Carolina at Chapel Hill. Her professional credentials include Series 7 & 66 FINRA registrations and an NC Life, Health & Accident insurance license. Outside of her professional duties, Briana enjoys activities such as boating, reading, skiing, tennis, traveling, writing, and spending time with her family. She is also involved in the Women's Giving Network of Wake County.

Michael Weaver is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining UBS, he was involved with the Preservation Society of Newport County and has experience in various educational and club organizations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor plans based on clients’ goals and risk tolerances.

Steven Carver is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Northern Lights Distributors, LLC and Donoghue Forlines, LLC from 2018 to 2023, and at Mass Mutual Investors Services from 2016 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Brian Moldenhauer is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2005. Based in Charlotte, NC, he has spent over 15 years at Ameriprise Financial Services, Inc. prior to his current role. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory processes through a centralized consulting team to deliver tailored, non-discretionary recommendations.

Josh Garbert is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, Garbert is involved in family entertainment through the organization and administration of Carolina Scale Racing Sports, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm delivers these services through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Elizabeth Feagans is a Financial Advisor with Merrill Lynch Wealth Management, joining the firm and the Nuttycombe Wealth Management Group in 2022. She focuses on wealth planning and relationship building, offering expertise in areas including family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization. Her approach incorporates personalized plans tailored to clients' unique goals and priorities. Before transitioning to financial advising, Elizabeth spent eight years practicing law as an attorney. This background, combined with her financial services industry licensing and training, has equipped her to serve her clients effectively in managing and planning their wealth. Her client focus includes supporting personal retirement planning, small business strategies, managing new wealth, and addressing the financial needs of women. Elizabeth earned a Bachelor's Degree from Christopher Newport University and a Juris Doctorate Degree from Charlotte School of Law. Originally from Newport News, Virginia, she now resides in Charlotte, North Carolina. Outside of work, she enjoys spending time with her husband, Andrew, and their sons, Bronx and Hudson, as well as engaging in activities such as baseball, football, hiking, skiing, swimming, interior decorating, music, traveling, and watching movies.

Christopher Horton is a financial advisor with Raymond James Financial in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for eight years and has operated his own firm, Horton Wealth, since 2025. Horton also serves as CEO of Horton Wealth. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory solutions and has specialized programs for small business retirement plans and state and municipal clients.

Christopher Pfuhl is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, he worked at ExecOnline for four years and has experience in educational roles at the College of William and Mary and South Mecklenburg High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Cheryl Scovell is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning with written Recommendation Reports and tax-aware withdrawal strategies.

Evan Guest is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior work experience includes roles at Bank of America, N.A. and Brighthouse Securities LLC. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Flint Schuller is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses and possessing 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and TIAA-Individual & Institutional Services, LLC. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Turner Bobbitt is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing bespoke wealth management strategies tailored to individual clients. He emphasizes understanding clients' personal and financial circumstances to create strategic plans aimed at achieving their financial goals. Turner holds a Bachelor's Degree from Washington and Lee University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Born and raised in Charlotte, North Carolina, he is dedicated to assisting families in the area to find confidence in their financial planning. Outside of his professional role, Turner enjoys cooking, interior decorating, running, swimming, traveling, watching movies, and spending time with his family.

Emillian Udekigbo is a CFP® professional with nine years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at UBS, Wells Fargo Clearing, and The Vanguard Group. Outside of advising, he is an author. LPL Financial serves a diverse client base including individuals, retirement plans, and institutions, offering a range of advisory programs, financial planning, and brokerage services through a large national network.

Anna Kenkel is a Financial Advisor with Merrill Lynch Wealth Management, bringing over twelve years of experience in the financial services industry. She specializes in wealth management and investment planning, focusing on guiding individuals and families through financial planning complexities. Anna works as part of a larger team to provide customized solutions based on clients' risk tolerance, time horizon, liquidity needs, and investment goals. Anna holds a Bachelor's degree from the University of South Carolina in both Finance and Marketing. She earned the Chartered Retirement Planning Counselor (CRPC) designation and maintains licenses for life, health, and long-term care insurance. Her background includes starting her career at Merrill in New York City and experience at industry-related firms before returning to Merrill in 2019. In her personal time, Anna enjoys running, music, and spending time with her family. She values building lasting relationships with clients and providing support throughout their financial journeys.