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.

Steven Carver is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northern Lights Distributors, Donoghue Forlines, and Mass Mutual Investors Services. 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 technology tools and a broad network of over 22,800 advisors.

Brian Moldenhauer is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security options. The firm’s investment recommendations draw on proprietary research and third-party data, operating within a defined product ecosystem that includes affiliated sub-advised options.

Nicholas Offenburger is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Commonwealth Financial Network and EmVision Capital Advisors LLC. He also operates Offenburger Capital Management LLC. Offenburger spends part of his time conducting fixed insurance sales. 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.

Peter Daniels is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with LPL Financial and has previously worked at Commonwealth Financial Network and Concentric Private Wealth. He is also a licensed notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and managed portfolio solutions, utilizing various advisory strategies and technology tools to support its extensive network of investment adviser representatives.

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.

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.

Christopher Pfuhl is a financial advisor with LPL Financial, holding a Series 66 designation. He has experience working at ExecOnline and in educational roles prior to joining LPL Financial. 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, supported by a large network of investment adviser representatives.

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.

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.

Evan Guest is a Financial Advisor at Merrill Lynch Wealth Management. He works with executives, business owners, and high-net-worth families who are navigating increasingly complex financial lives and seek clarity beyond traditional financial planning. His role involves helping clients simplify complexity and make confident, informed decisions aligned with their priorities as their careers and financial situations evolve. Evan focuses on areas including retirement planning and income strategies, investment management and portfolio construction, tax-efficient investing strategies, wealth transfer and legacy planning, concentrated stock and RSU management, alternative investments, college planning, charitable giving strategies, insurance planning and risk management, as well as banking and lending solutions through Bank of America. He aims to provide clients not just with strategy but with clarity and confidence to translate a lifetime of work into long-term security and meaningful legacy. He holds a Bachelor's Degree from the University of North Carolina System and has earned the Certified Private Wealth Advisor (CPWA) and Chartered Retirement Planning Counselor (CRPC) designations. Evan is also a member of the UNC Charlotte Alumni Association.

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 at LPL Financial with nine years of industry experience. He has worked previously at UBS, Wells Fargo Clearing, and The Vanguard Group. In addition to his advisory role, he is an author. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services, utilizing a network of investment adviser representatives and a variety of model portfolios, third-party asset managers, and customized strategies.

Anna Kenkel is a Financial Advisor at Merrill Lynch Wealth Management with over 14 years of experience in the financial services industry. She focuses on wealth management and investment planning, working as part of the CBC Group at Merrill Private Wealth Management. Her role includes analyzing market trends, identifying opportunities, and providing tailored financial strategies to help clients achieve their long-term goals. Anna holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. Anna graduated from the University of South Carolina with degrees in Finance and Marketing. She began her career at Merrill in New York City before returning to the Carolinas in 2014. She has experience guiding individuals and families through financial planning, especially in areas such as retirement income, college education planning, family wealth management strategies, and managing new wealth. Her approach centers on building lasting relationships and providing proactive, educational advice aligned with clients' risk tolerance, time horizon, liquidity needs, and investment goals. Outside of her professional work, Anna enjoys running, music, traveling, and spending time with her family.

Joseph Brown is a Series 66-credentialed advisor at Wells Fargo Clearing with three years of industry experience. Prior to his financial advisory role, he spent 14 years at MR Motorcycle. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary investment services tailored to plan objectives and risk tolerances.

Calvin Perry is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Allstate Insurance, and involvement in the mortgage and real estate business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated non-securities products and services.

Henry Winslett III is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously at Wells Fargo Securities from 2011 to 2018. Winslett is a co-founder and Treasurer of WARD'S Foundation, a nonprofit focused on supporting families with rare diseases. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary advice on asset allocation, investment manager selection, and performance reporting. The firm’s advisory process combines quantitative and qualitative research, includes an ESG eligibility framework, and features broad derivatives and commodities capabilities.

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.

Katherine Lazo is a financial advisor with Edward Jones in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018 and has prior experience in the solar energy and dental industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions through a large national network of advisors and branch offices.