Scott Bowman is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and was previously with UBS Financial Services from 2008 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

John Violette is a financial advisor with LPL Financial in Fort Mill, SC. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including 16 years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of services such as financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

Frank Johnson is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2001 and with Bank of America, NA since 2009. His outside activities include serving as a power of attorney for a non-investment-related entity. 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, and charitable and corporate fiduciaries.

James Wolf is a Managing Director and Senior Financial Advisor with The Anderson Wolf Godsey Group at Merrill Lynch Wealth Management. He brings extensive experience in serving individuals and families with their financial planning needs. The Anderson Wolf Godsey Group has over 100 years of combined experience, and James plays a senior role in the team. He focuses on developing personalized financial strategies that address various client objectives including retirement planning, legacy planning, portfolio management, and philanthropic planning. James graduated from the University of South Carolina's Darla Moore School of Business with a Bachelor of Science degree in Finance and Marketing. He holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a member of the Investments & Wealth Institute™. In addition to his professional career, James is actively involved in community and alumni activities. He is President of both the Charlotte Gamecock Club and the University of South Carolina Alumni Association of Charlotte. James also serves on the boards and committees for organizations including the Cystic Fibrosis Foundation Standout Charlotte and the Gamecock Club Executive Committee. In his personal time, he enjoys golf, football, music, travel, and spending time with his family.

Jack Fischer is a Planning Consultant at Fidelity Investments, where he develops personalized financial plans and investment strategies tailored to clients' life goals. He has been with Fidelity Investments since 2021, progressing through roles including Benefits and Planning Consultant, Investment Solutions Representative in various capacities, and Customer Relationship Advocate. Prior to joining Fidelity, Jack worked as a Research Analyst at Fischer Investment Group in 2018 and 2020. His experience spans financial planning, investment solutions, and client relationship management. Outside of his professional work, Jack has interests in fitness, golf, and reading.

Chelse Stevens is the Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2020. She joined Fidelity in 2014 and has progressed through various roles including Investment Consultant, Financial Consultant, and Vice President, Wealth Planner. Prior to her tenure at Fidelity, she worked as a Financial Advisor at Capital Financial Group from 2009 to 2014. Her professional approach focuses on understanding clients and their families, identifying their aspirations, and collaborating to develop customized wealth strategies that align with their financial goals. Chelse's experience encompasses financial planning and wealth management, emphasizing personalized strategies for long-term financial success. Outside of her professional role, Chelse enjoys a variety of personal interests including family activities, food, golf, reading, soccer, and tennis.

Brooks Mayfield is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes seven years each at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Richard Spatola Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been associated with South State Bank (formerly South Carolina Bank and Trust) and LPL Financial since 2007. 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 retirement plan consulting.

Edwin Dalrymple is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as treasurer for a homeowners association in Charlotte, NC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process and various investment offerings.

Kaiana Padilla is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She has been with LPL Financial since 2017 and previously worked at Amazon Fulfillment Warehouse. Based in Fort Mill, SC, she serves clients through LPL's national network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with access to model portfolios, research, and various investment strategies.

Elizabeth Brennan is a financial advisor with LPL Financial in Fort Mill, South Carolina. She holds the Series 66 designation and has eight years of industry experience, including four years at LPL Financial and four years at ACCSC. Outside of her advisory work, she operates an online resale business on eBay and Poshmark. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research from various sources.

Don Ferguson Jr. is a financial advisor with LPL Financial in Rock Hill, SC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with LPL Financial since 2021 and previously was affiliated with Capital Investment Advisory Services, Capital Investment Group, and has operated Ferguson Financial, LLC since 2008. Ferguson Financial offers services related to life, fixed, and immediate annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, with access to model portfolios, research, and both discretionary and non-discretionary management options.

Cleo Kontoulas is a Senior Financial Advisor at Merrill Lynch Wealth Management. She supports clients by developing personalized wealth management strategies tailored to their unique financial goals. Cleo works closely with her clients using a goals-based approach, integrating insights from the Merrill and Bank of America teams to address areas such as college education planning, executive compensation, family wealth management, retirement planning, and socially responsible investing. Cleo graduated from the University of South Carolina in December 2015 with a Bachelor's degree in Economics and a minor in Finance. She began her career in the financial services industry immediately after graduating and joined Merrill Lynch Wealth Management in January 2020. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of her professional work, Cleo volunteers with community organizations. Her personal interests include boating, chess, football, golfing, reading, skiing, soccer, traveling, watching movies, and spending time with her family and dog.

Paige Ford is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. since 2017. Prior to that, she was affiliated with Columbia Business School from 2015 to 2017. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

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.

Stefanie Moxham is a financial advisor at Ameriprise with one year of industry experience. She previously worked at Oriental Bank and Wells Fargo. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through a Premier Retirement Income service that provides written recommendation reports and ongoing, tax-aware advice for clients approaching or in retirement.

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.