Colby Eckert is a financial advisor at Raymond James Financial with six years of industry experience. He holds the Series 66 designation and has worked since 2019 with both Raymond James Financial Services, Inc. and Jones Monk and Ranson LLC in an independent contractor capacity. Prior to his advisory roles, his background includes positions at Abercrombie and Fitch and Energy Corp of America. 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 investors. The firm offers tailored, non-discretionary planning and uses analytical tools to align investment strategies with client goals, supporting implementation through various advisory programs and partnerships.

Larry Grant is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, Brighthouse Financial, Mass Mutual Investors Services, and METLIFE Securities Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jessica Snyder is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities, LLC and JPMorgan Chase Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven investment process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Benjamin Mayo is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work history includes roles at Bank of America, Wells Fargo, and service positions at the University of North Carolina at Charlotte and Chick-fil-A. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations.

Stacey Polito is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 26 years of industry experience. She previously worked at Janney Montgomery Scott from 2008 to 2010 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gregory Talbot is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and over 31 years of industry experience. He previously worked at Merrill from 1998 to 2014 before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Lambert is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 22 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2004. Outside of his advisory role, Lambert is a co-owner and investor in a luxury day spa franchise that his wife operates. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Luanne Veitch is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Compass Group – Morrison Healthcare, Avonti Arabians, and Starbucks Coffee Company. 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 and offers both brokerage and advisory solutions.

Zachary Stephan is a financial advisor at Merrill with Series 63 and Series 66 credentials and six years of industry experience. He previously worked at The Vanguard Group and Bank of America. 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, and institutional investors.

Walter Greenwald is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining LPL Financial in 2025, he worked at IC Advisory Services Inc. and The Investment Center Inc. for 15 years, as well as at Next Financial Group, Inc. and FFP Advisory Services Inc. Greenwald's other business activities include roles related to non-variable insurance products. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Kirk Messick is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 2012. He began his career in the financial services industry in 2006 with Wachovia Securities. Kirk holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his high school diploma from West Iredell High School. With over sixteen years of experience, Kirk focuses on goal setting and retirement planning, specializing in consolidation and distribution of retirement and pension plans. He employs Goals Based Wealth Management, creating personalized strategies to help clients pursue their financial goals through a structured process of defining objectives and implementing solutions. His approach emphasizes putting the client's interests first and building trust through integrity and hard work. Outside of his professional role, Kirk participates in community activities such as coaching the All Pro Dads Odell Elementary Chapter and serving as an Assistant Scoutmaster for the Boy Scouts of America. His personal interests include hiking, spending time with his family, and watching movies.

James Thomas Jr. is a financial advisor at Merrill with 29 years of industry experience. He has been with Merrill since 2009 and holds the Series 63 and Series 65 credentials. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Mark Kuznitz is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bank of America and Merrill from 2009 to 2023. Kuznitz is based in Denver, NC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendations supported by a centralized consulting team.

Jonathan Wise is a financial advisor at Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at The Vanguard Group, Inc. from 2021 to 2024 and has a background that includes nearly a decade at the Charlotte Mecklenburg Library. Ameriprise offers a retirement-income planning service designed for individuals near or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations delivered through a centralized consulting team.

Daniel Willis is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Bankers Life Securities and Robert Half International. Willis is based in Charlotte, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to develop tailored recommendations.

Bailey Psuik is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, Bailey held positions at Bank of America, Merrill, and First Bank. Outside of finance, Bailey has experience working with the Republican Party of Florida. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

William Haugen is a CFP® credentialed financial advisor with 56 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wachovia Securities, Inc. from 2001 to 2002. Haugen serves as a board member of the Downtown Development Association of Morganton, NC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a broad range of brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.

Richard Robinson is a CFA® charterholder with nine years of industry experience. He is currently with Wells Fargo Clearing in Charlotte, NC, and has held prior roles at Wells Fargo Bank, Great Western Bank, Portia Capital Management, and Cetera Investment Advisors. 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 and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

John Shaffer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Corpay and Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Ryan Culpepper is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds professional designations including Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Ryan Culpepper earned a Bachelor's Degree from Wingate University.