Lawrence Marin is a CFP® with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Dahmen Lariviere is a CFP® with 24 years of industry experience, currently with LPL Enterprise since 2024. His prior roles include positions at PRUCO Securities, The Prudential Insurance Company of America, Forethought Distributor, Epoch Securities, and Global Atlantic Financial Group. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by a platform that integrates investment adviser programs with financial products and lending solutions.

Norman Getsinger is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2020, he worked at Castlight Health and Red Ventures. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios, retirement plan consulting, and brokerage services.

Matthew Hadley is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at New York Life Insurance Co and NYLIFE Securities LLC. He is also involved in outside insurance sales, focusing on life, disability, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and structured, annual planning engagements.

David Wilburn is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Equitable Advisors since 2015 and previously was with Axa Advisors. Outside of his advisory role, Wilburn serves as Treasurer for the National Association of Health Services Executives’ North Carolina chapter and is President and CEO of Echelon Enterprises, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a variety of third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Kelly Upton is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2014. Outside of her advisory role, she serves as an executor for two non-investment-related personal entities. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Peter Mudd is a financial advisor at UBS Financial Services with three years of industry experience. He previously worked at The Vanguard Group and has held roles in various clubs and educational institutions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets and advisory services.

Todd Gorden is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing clients approaching or in retirement with written recommendation reports and ongoing annual planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Kleiderlein is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on understanding clients’ unique financial situations to develop personalized strategies aimed at helping them pursue long-term goals. His practice emphasizes listening to clients first, addressing areas such as college education planning, divorce transition planning, family wealth management, legacy planning, retirement planning, tax minimization, and retirement income. Robert holds a Master’s Degree from the University of Texas System and a Bachelor’s Degree from Skidmore College. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English and French. Residing in South Charlotte with his wife and three teenage children, Robert enjoys outdoor activities such as skiing, hiking, boating, and swimming. He is a competitive masters rower and coaches a Cancer Survivors group focused on recovery, fitness, and peer support. His community involvement includes participation with the Belmont Rowing Center and Y-Guides.

Daniel McLaughlin is Vice President Private Wealth Management Advisor, currently serving in this role at Fidelity Investments since 2022. He focuses on collaborating with clients to pursue plans for financial security, emphasizing comprehensive financial planning, asset management, income protection, and family engagement. Daniel has extensive experience in the financial services industry, having held positions such as Vice President, Wealth Management Advisor at Fidelity Investments from 2014 to 2021, Director at UBS Financial Services from 2000 to 2014, and Vice President at Dreyfus Investments from 1997 to 1999.

James Hudock is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior firms include Financial Resources Group and Investment Centers of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Hogan Fulghum is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory work, he serves on the Board of Directors for the Marina View Homeowners Association and is involved in consulting activities through Catalyst Controls, LLC and McClain & Associates. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves high-net-worth individuals and integrates advisory, brokerage, and insurance solutions through its broad institutional platform.

Tyler Rue is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has previously worked at The Vanguard Group and Wonsulting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and consulting services.

Del Turner is a CFP® professional with six years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at The Prudential Insurance Co. of America, City National Bank, RBC Capital Markets, and Prudential. Outside of his advisory work, he owns a mountain cabin in Boone, NC, which he rents through a third-party management company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Matthew Stading is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with a select group of clients to help them grow, preserve, and pass on their wealth through strategies that manage cash flow, investment portfolios, and liabilities with tax efficiency in mind. His services include retirement planning, trust and estate planning in collaboration with family accountants and attorneys, company-sponsored 401(k) plan design, 529 college savings plans, and lending solutions through Bank of America N.A. Matthew emphasizes personalized wealth management strategies utilizing time-tested programs. He holds a business degree from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill and has earned the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Matthew is a native North Carolinian currently residing in Waxhaw with his wife Taylor and their three children. Matthew is active in his community and participates in volunteering, including involvement with the Arthritis Foundation and the Waxhaw Athletic Association. He is also a member of Forest Hill Church and the Wesley Chapel Weddington Athletic Association.

Jeff Tackett is the Regional Vice President of Private Wealth Management at Fidelity Investments. In this role, he focuses on creating a client-centered environment by emphasizing financial planning and attentive listening to clients. He has extensive experience within Fidelity Investments, having held several positions since 2004, including VP Regional Planning Leader, Vice President Branch Office Manager, Regional Vice President of Life Insurance, Regional Planning Consultant, and Insurance Wholesaler. Prior to joining Fidelity, Jeff was a Financial Representative at Northwestern Mutual Financial Network from 2000 to 2004. Outside of his professional duties, Jeff engages in fitness, golf, outdoor adventures, traveling, and volunteering.

Mark Walker is a financial advisor with Ameriprise in Matthews, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Walker serves on the Board of Directors for the British American Business Council. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to provide tailored, point-in-time recommendations delivered in partnership with client advisors.

Curtis Mason is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the VMI Business Advisory Council, providing advice on the economics curriculum, and is Vice Chair of the Pass Perfect Executive Advisory Board on the Future of Licensing, focusing on securities licensing education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating advanced modeling tools.

Kevin Ramirez is a Series 66-licensed financial advisor with LPL Financial, based in Fort Mill, SC. He has one year of industry experience, including prior roles at Wells Fargo and IGS Solutions. Before entering financial services, he worked at DoorDash and The Printing Press. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolios supported by LPL Research and third-party subadvisors.

Joe Jaspers is a CFP®-designated financial advisor with 35 years of industry experience, currently associated with LPL Financial since 2022. He has held roles at Carolinas Telco Federal Credit Union since 2007 and at CUNA Brokerage Services, Inc. since 1991. His other business activities include serving as an advisor at Carolinas Telco Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to research and model portfolios.