Elizabeth Scott is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she assists her son with trading and money movement requests under a power of attorney arrangement. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ronald Fry is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Adhesion Wealth Advisor Solutions and Sherman & Company. 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 advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and multiple management approaches.

Carlisle Moore III is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at Moore and Moore CPA and Clarke Moore Financial Associates, LLC, and currently serves as Finance Chair for Oakland Ave Presbyterian Church and as a board member of Westminster Towers retirement living community. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a range of portfolio management and financial planning services.

Robert Lassek is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2014. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Matthew Wogan is a financial advisor with Thrivent Investment Management in Charlotte, NC, holding a Series 66 designation and six years of industry experience. He has been with Thrivent since 2019 and has prior experience with organizations including Alliance of American Football and Empire Distributors of NC. Outside of his advisory role, he serves on the board of a real estate company, coaches kickers and punters in multiple states, and is vice president of a nonprofit that supports disabled veterans through outdoor activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive financial planning without discretionary portfolio management. The firm’s approach emphasizes holistic, goal-based analyses and allows clients to combine planning with managed accounts through a consolidated billing option called WealthPlan.

Pamela Voncannon is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2008. 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 and profit-sharing plans, corporations, and charitable organizations.

Joel Burns is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing close to thirty years of experience in the financial advisory industry. Since joining Merrill Lynch in 2004, he has focused on developing personalized strategies and solutions tailored to individuals, families, and businesses, helping clients pursue their short- and long-term financial goals. His areas of expertise include college education planning, corporate benefits, divorce transition planning, employee benefits planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Joel holds a Bachelor’s Degree from the University of North Carolina System and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is based in the Ballantyne office and values the longstanding relationships he has developed both professionally and personally. Joel participates actively in his community through volunteer work and enjoys music, spending time with his family, and watching movies. He lives in the Plaza Midwood area of Charlotte, NC, with his family.

Thomas Meade is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Total Quality Logistics and Clemson University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations.

Garrett Williams is a financial advisor with Edward Jones in Lake Wylie, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Enterprise Holdings and O'Reilly Auto Parts. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Lane Helt is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior roles include positions in retail and service industries such as Sweetwaters Coffee & Tea and Alexandra Madison Weddings. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering solutions through program sponsors and third-party managers.

Justin Cooper is a financial advisor with Edward Jones in Waxhaw, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Arthur State Bank and Founders Federal Credit Union. Outside of his advisory role, he serves as a Growth Coach for Alpha Sigma Phi Fraternity, assisting undergraduate students with recruitment activities. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of advisory programs and affiliated financial services under a fiduciary standard.

Troy Taber is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he gained experience as a Relationship Manager from 2023 to 2024 and as a Financial Representative from 2022 to 2023, all within Fidelity Investments. His professional focus centers on developing long-lasting relationships with clients and co-creating financial plans that provide a clear roadmap and instill confidence. He emphasizes a team-oriented approach to financial planning, aiming to understand each client's unique story to achieve effective outcomes. Outside of his professional activities, Troy has interests in baseball, fitness, food, football, golf, and traveling.

Peirce Ward is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co since 2014. Ward serves as a compensated board member for TowneBank. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including asset management and educational seminars.

Kerry Cassell is a financial advisor with LPL Enterprise in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. Prior to joining LPL Enterprise in 2025, Cassell worked at Wells Fargo Clearing for eight years and Merrill for eight years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with other financial products, including insurance and lending solutions.

Nicholas Walder is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, he worked in various roles including at First Citizens Bank and Door Dash. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a mix of advisory and brokerage solutions and participates in several LPL-sponsored investment programs.

Luke Scroggins is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation. Prior to joining UBS, he worked at Family Church and Southwest Baptist University, as well as The King's Academy. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-driven, model-based investment solutions.

Matthew Burns is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at LPL Financial since 2018 and previously held positions at Bb&T Securities, LLC and BB&T Investment Services, Inc. in the 2012–2018 period. LPL Financial is a 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Jacob Eddy is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial in various capacities since 2014, with prior experience at Private Client Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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.

James Bower is a Series 66 licensed financial advisor with Edward Jones, based in Rock Hill, SC, and has eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Southeast Valve Inc for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management, supported by a network of approximately 23,701 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Irene Chemayek is a financial advisor with LPL Financial, holding a Series 66 designation and having two years of industry experience. She has worked at LPL Financial since 2017 and previously spent eight years at Citi Financial/OneMain Financial. 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 advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management along with research from various sources.