Michael Weaver is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining UBS, he was involved with the Preservation Society of Newport County and has experience in various educational and club organizations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor plans based on clients’ goals and risk tolerances.

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 nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Bankers Life Securities, Robert Half International, and DiSys. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Steven Carver is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Northern Lights Distributors, LLC and Donoghue Forlines, LLC from 2018 to 2023, and at Mass Mutual Investors Services from 2016 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Brian Moldenhauer is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2005. Based in Charlotte, NC, he has spent over 15 years at Ameriprise Financial Services, Inc. prior to his current role. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory processes through a centralized consulting team to deliver tailored, non-discretionary recommendations.

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.

Elizabeth Feagans is a Financial Advisor with Merrill Lynch Wealth Management, joining the firm and the Nuttycombe Wealth Management Group in 2022. She focuses on wealth planning and relationship building, offering expertise in areas including family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization. Her approach incorporates personalized plans tailored to clients' unique goals and priorities. Before transitioning to financial advising, Elizabeth spent eight years practicing law as an attorney. This background, combined with her financial services industry licensing and training, has equipped her to serve her clients effectively in managing and planning their wealth. Her client focus includes supporting personal retirement planning, small business strategies, managing new wealth, and addressing the financial needs of women. Elizabeth earned a Bachelor's Degree from Christopher Newport University and a Juris Doctorate Degree from Charlotte School of Law. Originally from Newport News, Virginia, she now resides in Charlotte, North Carolina. Outside of work, she enjoys spending time with her husband, Andrew, and their sons, Bronx and Hudson, as well as engaging in activities such as baseball, football, hiking, skiing, swimming, interior decorating, music, traveling, and watching movies.

Christopher Horton is a financial advisor at Raymond James Financial Services Advisors, Inc. with eight years of industry experience. He previously worked at Edward Jones and has been with Raymond James since 2025. Horton is the CEO of Horton Wealth, an independent financial advisory firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through a large advisor network and specialized municipal and public finance services.

Christopher Pfuhl is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, he worked at ExecOnline for four years and has experience in educational roles at the College of William and Mary and South Mecklenburg High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 and holds Series 66 and Series 63 licenses. He has nine years of industry experience and is currently affiliated with Wells Fargo Clearing in Charlotte, NC. His prior roles include positions at Great Western Bank, Portia Capital Management, and Cetera Investment Advisors, among others. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory services supported by research from Wells Fargo Investment Institute and third-party databases.

Evan Guest is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America since 2022, with prior experience at Brighthouse Securities LLC and U.S. Metals, Inc. He is based 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

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 with nine years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at UBS, Wells Fargo Clearing, and The Vanguard Group. Outside of advising, he is an author. LPL Financial serves a diverse client base including individuals, retirement plans, and institutions, offering a range of advisory programs, financial planning, and brokerage services through a large national network.

Anna Kenkel is a Financial Advisor with Merrill Lynch Wealth Management, bringing over twelve years of experience in the financial services industry. She specializes in wealth management and investment planning, focusing on guiding individuals and families through financial planning complexities. Anna works as part of a larger team to provide customized solutions based on clients' risk tolerance, time horizon, liquidity needs, and investment goals. Anna holds a Bachelor's degree from the University of South Carolina in both Finance and Marketing. She earned the Chartered Retirement Planning Counselor (CRPC) designation and maintains licenses for life, health, and long-term care insurance. Her background includes starting her career at Merrill in New York City and experience at industry-related firms before returning to Merrill in 2019. In her personal time, Anna enjoys running, music, and spending time with her family. She values building lasting relationships with clients and providing support throughout their financial journeys.

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 and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Company. Outside of his advisory work, he has been involved in a mortgage and real estate business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Henry Winslett III is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 65 and Series 63 licenses and 18 years of industry experience. He previously worked at Wells Fargo Securities before joining J.P. Morgan in 2018. Winslett co-founded WARD'S Foundation, a nonprofit focused on support for families with rare diseases, where he serves as Treasurer. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.