Nathan Remmy is a Series 66-licensed advisor with J.P. Morgan Securities in Charlotte, NC, having begun his industry career in 2026. His prior experience includes roles at UBS, Fidelity Investments, and Eton Advisors. He also attended the University of North Carolina from 2022 to 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research supported by centralized due diligence and includes capabilities in derivatives and commodities through related affiliates.

William Dungan is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following over a decade at Wachovia Bank, N.A. based in Charlotte, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions across a broad range of financial products.

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 at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 certifications and has worked at LPL Financial since 2010, following one-year roles at Alight Financial Solutions and Wells Fargo Clearing. 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 financial planning and investment management services through a large network of advisors, with a focus on technology-supported operational and research tools.

Frank Johnson is a financial advisor at Merrill with Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 25 years and at Bank of America, NA for 17 years. He holds a power of attorney position for an entity named F E J in Charlotte, NC. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Wentzel is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes five years at The Vanguard Group, Inc. prior to joining LPL Financial in 2019. He has also been self-employed since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by a broad network of over 22,800 advisors.

James Wolf is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management and a senior partner with The Anderson Wolf Godsey Group. He has been in the financial services industry since 2007 and joined Merrill in 2013. He offers expertise in areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and women and wealth. James holds a Bachelor of Science degree in Finance and Marketing from the Darla Moore School of Business at the University of South Carolina. He has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a senior member of The Anderson Wolf Godsey Group, which has over 90 years of experience. His approach focuses on developing strategies for high-net-worth individuals, their families, and their businesses to address all aspects of their financial lives. Beyond his professional work, James serves as President of the Charlotte Gamecock Club and the University of South Carolina Alumni Association Charlotte Chapter. He is also involved with the Cystic Fibrosis Foundation Standout Charlotte and is a member of the Charlotte Chamber of Commerce, Sigma Phi Epsilon, and the SC Alpha Alumni Association. In his spare time, he enjoys golf, football, music, traveling, 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 with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior roles include seven years at Wells Fargo Clearing. He is involved in non-variable insurance sales, including fixed annuities and various types of life insurance, as part of his business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. Its platform offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by advanced operational and research tools.

Richard Spatola Jr. is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at LPL Financial and South State Bank since 2007, following a year at Uvest Financial Services Group, Inc. 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 portfolio programs, third-party asset management, and institutional platforms.

Edwin Dalrymple is a financial advisor with Morgan Stanley Wealth Management in Charlotte, NC, holding Series 63 and 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Wells Fargo Clearing, CapFinancial Securities, and Wells Fargo Advisors. Outside of his advisory work, he serves as treasurer of a homeowners association in Charlotte. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by firm-approved tools and offers a broad range of investment programs.

Kaiana Padilla is a financial advisor at LPL Financial with one year of industry experience. She has been with LPL Financial since 2017 and previously worked at an Amazon Fulfillment Warehouse for two years. 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 and access to third-party asset managers, supported by extensive operational tools and a broad network of over 22,800 advisors.

Elizabeth Brennan is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She has been with LPL Financial since 2018, following four years at ACCSC. Outside of her advisory work, she engages in online resale activities through eBay and Poshmark. 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.

Don Ferguson Jr. is a financial advisor with LPL Financial in Rock Hill, SC, holding Series 63 and Series 65 licenses and over 44 years of industry experience. His prior roles include positions at Capital Investment Advisory Services, Capital Investment Group, Ferguson Financial, and Scott & Stringfellow. He is also involved with Ferguson Financial, LLC, which offers life, fixed, and immediate annuities. 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 provides a range of advisory and brokerage services supported by various investment strategies and operational tools.

John Zachary is a CFP®-designated financial advisor with 17 years of industry experience, currently serving at LPL Financial. His career includes multiple terms at Commonwealth Financial Network and Pathfinder Wealth Consulting. He also engages in fixed insurance sales as an agent under the name Pathfinder Wealth Consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

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 been with JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. since 2017. Prior to this, she spent two years at Columbia Business School. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Lawrence Marin is a CFP® professional with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at UBS Financial Services from 2005 to 2007. Based in Charlotte, NC, Marin holds Series 63 and Series 66 licenses. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, 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.

Dahmen Lariviere is a CFP® with 24 years of industry experience, currently affiliated with LPL Enterprise. His prior experience includes roles at PRUCO Securities, The Prudential Insurance Company of America, Forethought Distributor, Epoch Securities, and several other firms dating back to 2010. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated trust and insurance services.