Douglas Flannagan is a financial advisor with Wells Fargo Advisors and holds the Series 63 and Series 66 designations. He has 25 years of industry experience and has been with Wells Fargo Advisors in various capacities since 2011. Based in Charlotte, NC, he currently works at Wells Fargo Advisors Financial Network. 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 strategies, using proprietary research and planning tools to develop tailored client recommendations.

David Rich is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 registrations and 29 years of industry experience. His prior roles include positions at Financial Resources Group, Gladstone Wealth Partners, and National Securities Corp. 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, supported by extensive research and technology tools.

Chad Slate is a CFP®-credentialed financial advisor with eight years of industry experience. He is currently with LPL Financial and has previously worked at firms including Commonwealth Financial Network, Pathfinder Wealth Consulting, and Raymond James Financial Services Advisors. 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, leveraging model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.

Colby Eckert is a financial advisor at Raymond James Financial with six years of industry experience. He holds the Series 66 designation and has worked since 2019 with both Raymond James Financial Services, Inc. and Jones Monk and Ranson LLC in an independent contractor capacity. Prior to his advisory roles, his background includes positions at Abercrombie and Fitch and Energy Corp of America. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to align investment strategies with client goals, supporting implementation through various advisory programs and partnerships.

Brian Benatovich is a CFP® professional with 11 years of industry experience. He currently works at Cetera and has previously been associated with firms including LPL Enterprise, Prudential Insurance Company of America, and Bankers Life. Outside of his advisory role, Benatovich serves as a volunteer board member and financial committee member for the Charlotte Curling Association, a nonprofit sports club. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jaclyn Maurer is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 registrations and 19 years of industry experience. She has previously worked at Mass Mutual, UBS Financial Services, and Merrill. 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 services including financial planning and access to model portfolios, combining technology tools with personalized strategies.

Larry Grant is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, Brighthouse Financial, Mass Mutual Investors Services, and METLIFE Securities Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Arthur Surridge is a financial advisor with LPL Financial in Fort Mill, SC, holding the Series 63 and Series 66 designations and having 16 years of industry experience. He has worked at LPL Financial since 2016 and previously spent two years with Wells Fargo Clearing. 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 and model portfolio programs, and supports its advisors with advanced operational and research tools.

Nathan Valenta is a financial advisor at LPL Financial with a Series 66 designation and experience at several firms including The Vanguard Group. He has been in the industry since 2024 and is based in Fort Mill, SC. His prior roles include positions in financial services and other sectors such as at Applecross Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with support from advanced operational tools and a broad network of advisors.

Riley Blackmer is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2024, Riley worked at Bank of America-Merrill Lynch and has been involved with the Isabella Santos Foundation. Riley’s background also includes roles at Ballantyne Country Club and North Carolina State University. 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 institutional investors.

Mark Ettinger is a financial advisor at LPL Financial with 25 years of industry experience and holds a Series 66 designation. His prior work includes roles at First National Bank of PA, Cetera, Johnson Bank, and INVEST Financial Corporation. 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.

Jessica Snyder is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities, LLC and JPMorgan Chase Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven investment process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Benjamin Mayo is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work history includes roles at Bank of America, Wells Fargo, and service positions at the University of North Carolina at Charlotte and Chick-fil-A. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jabbar Jamison is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at MassMutual Investors Services, New York Life, and BB&T. Outside of advising, he has a minority ownership interest in an energy drink company, Premier Manufacturing LLC/Zenedge. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing over $256 billion in assets.

Stacey Polito is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 26 years of industry experience. She previously worked at Janney Montgomery Scott from 2008 to 2010 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Samuel Bundy is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and having two years of industry experience. Prior to joining UBS, he worked at Regions Financial, Legacy Strength, and held roles outside finance including at DICK'S Sporting Goods and Lowe's. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, blending proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management, operating across multiple financial services including futures commission merchant activities and securities-backed lending.

Gregory Talbot is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and over 31 years of industry experience. He previously worked at Merrill from 1998 to 2014 before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, 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 supported by research from Wells Fargo Investment Institute and third-party sources.

James Ziel is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co since 2014. Outside of his advisory role, Ziel serves as an equipment assistant for the Mecklenburg County Board of Elections and works as an automotive repair technician. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements supported by software tools and provides additional event-driven planning services such as divorce and estate-settlement planning.

Joseph Lambert is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 22 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2004. Outside of his advisory role, Lambert is a co-owner and investor in a luxury day spa franchise that his wife operates. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Luanne Veitch is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Compass Group – Morrison Healthcare, Avonti Arabians, and Starbucks Coffee Company. 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 offers both brokerage and advisory solutions.