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Our Team

Our financial professionals are active members of their communities, dedicated to helping individuals and businesses build the financial futures they envision. Through education, experience, and professional affiliations, our financial professionals' have built a practical approach to offering financial services and strategies to their clients. Each maintains a strong sense of community and a solid professional foundation.

Our Leadership

The combined experience, credentials, and knowledge of our leadership team allows the financial professionals in our firm to provide top-quality, cost-effective financial strategies, designed to help our clients realize their financial goals.

Our managers

Amy Schlager, MBA

Amy Schlager, MBA

Executive Vice President | Charlotte, NC

(704) 540-2911

Thomas McGregor

Thomas McGregor

Senior Vice President, Southeast Complex | Greenville, SC

(864) 546-5703

Daniel Paradise, CFP®

Daniel Paradise, CFP®

Senior Vice President, Southeast Complex | Raleigh, NC

(919) 341-1688

James Beal

James Beal

Vice President, Southeast Complex | Myrtle Beach, SC

(843) 492-4058

(854) 999-4099

Justin Bruce

Justin Bruce

Vice President, Southeast Complex | Greenville, SC

(864) 735-8272

James

James "Marty" Bullard

Vice President, Southeast Complex | Pinehurst, NC

(910) 734-3098

Dillon Burdette

Dillon Burdette

Vice President, Southeast Complex | Raleigh, NC

(919) 341-1640

Matthew Lester

Matthew Lester

Vice President, Southeast Complex | Charlotte, NC

(919) 954-1854

Stephen Murray

Stephen Murray

Financial Advisor | Raleigh, NC

984-263-4285

919-954-1545

Amanda Penrose

Amanda Penrose

Vice President, Southeast Complex | Raleigh, NC

919-341-1741

704-540-2999

Stephen Poulton CFP®

Stephen Poulton CFP®

Vice President, Southeast Complex | Charlotte, NC

(704) 540-2935

Benjamin Slone

Benjamin Slone

Vice President, Southeast Complex | Charlotte, NC

(704) 540-2973

Clayton Wise

Clayton Wise

Vice President, Southeast Complex | Charlotte, NC

(704) 540-3000

Our Professionals

Working with one of our financial professionals can give you the confidence to see your way to the financial future you want. With offices conveniently located in North and South Carolina, we are easily accessible to help meet our clients’ needs.
We offer in-depth knowledge and financial strategies to help you design and implement your optimal wealth management strategy. Our team of financial professionals helps ensure that the many areas of your financial life are addressed and coordinated.

Find an Advisor

  • Bonnie-Clare Kunath ChFC, CLU, CASL
  • Willie Myles MBA, CFA, CFP®
  • Adam Snelling
  • Adrian Caspar
  • Al Lovelace
  • Alexander Weinberg
  • Alexander Guess
  • Alfred Darakjian
  • Alyssa Fields
  • Amanda Penrose
  • Amy Schlager, MBA
  • Andrew Garcia-Rico
  • Angela Mackinnon
  • Anthony Williams
  • Austin Poythress CFP®
  • Baxter Barrett
  • Benjamin Slone
  • Benjamin Kadlec
  • Benjamin UySmith CFP®
  • Benner "B." Crigler, Jr., ChFC, CLU
  • Bradley S. Turner Jr., MBA
  • Bray Friar
  • Brian Johnson
  • Bryan Crolla
  • Bryant Barton
  • Bunn Woodard, Jr ChFC, CLU, LUTCF
  • Charles Drake, Jr. CLU
  • Charles Gorman
  • Charles Stewart
  • Charles "Rick" Ketner
  • Charles E. Allen, CLU
  • Christopher Miller CFP®, MSFS, ChFC, RICP, CLU
  • Christopher Rowe
  • Clay Patterson
  • Clayton Wise
  • Cole Huskey
  • Cooper Gower
  • Daniel Paradise, CFP®
  • Daniel Corley
  • Daniel Dupuis CFP® ChFC
  • Daniel G. Maday ChFC, CLU
  • David Wilburn
  • Dillon Burdette
  • Douglas Thornton, CLU, ChFC
  • Edward Spence, ChFC, CLU
  • Elijah De La Tour Dupavillon
  • Ellen Brankovich
  • Emily Morreale
  • Erin Hannan
  • Ethan Rahrig
  • Evan Ferguson
  • Fernando Jimenez
  • Gary "Chris" Johnson, CFP®
  • Gentry "Ed" Porter, ChFC, CLU
  •  George Holmes, IV, MBA
  • Glenn Woodlief
  • H. Micheal Thomas, ChFC, CLU
  • Henry Fiumara, CFP®, MBA
  • Henry Kuo, CFP® ChFC, CLU
  • Howell O'Geary
  • Huy "Kevin" Le
  • Jackson Heinlen
  • Jacob Aaron
  • James Beal
  • James Plair, ChFC, CLU
  • James "Marty" Bullard
  • James "Perry" Dicus
  • Jared Weber
  • Jason Thompson CFP®
  • Jeffrey Collins, CLU
  • Jerri Batts
  • Jim Fortenberry, Jr
  • John Erwin, CFP®
  • John McNeely
  • John Nee, ChFC, CLU
  • Jonathan Bright
  • Jonathan Panning, CFP®, RICP
  • Jonathan Waterman
  • Jonathan Mitchell
  • Joseph Cerone
  • Juan Trujillo
  • Julia Parks, MBA, CFP®, CLU, ChFC, RICP
  • Justin Bruce
  • Justin Long
  • Kevin Banitt
  • Kimberly Negre
  • Laura Wolfrom
  • Lauren Barricklow
  • Leo Sbardella, Jr.
  • Luke Koehler
  • Matthew Fortenberry
  • Matthew Lester
  • Matthew McDonough
  • Maxwell Boyd, CFP®
  • Michael Liby
  • Michael Bynarowicz, CFP® ChFC
  • Michael Roy
  • Michael Wilson CFP®
  • Michael Langley
  • Montserrat Mendez Prudente
  • Nate Delaunay
  • Nicholas Blackwood
  • Nicholas Armstrong
  • Nicholas Elliott CFP®
  • Nicholas Walder
  • Nicole Koehler
  • Nicole Guernsey
  • Nidhi Mathson
  • Norris Woody
  • Paige Kilburn
  • Parker Tanner
  • Patrick Porter
  • Peter Graham
  • Peter Senick
  • Phoebe Son Oh
  • Preston Russell
  • Reagan Fitzgibbons
  • Robert Crigler, ChFC, CLU
  • Robert Powell III
  • Robert Whiteside
  • Robert "Bert" Powell IV, CFP®, CLU, AIF®
  • Ross Moore
  • Ryan Howard
  • Ryan Coughlan
  • Ryder Seiz
  • Sam Stringfellow
  • Sarah Dixon
  • Scott Allen
  • Scott Graham
  • Sean Dambaugh CFP®
  • Seth Carden
  • Seth Ellington
  • Shanna Strickland, CDFA®, LUTCF
  • Stephen Poulton CFP®
  • Stephen Scott
  • Stephen Murray
  • Steven Siegel
  • Sy Kidd
  • Tanner Howell
  • Taylor Horten
  • Thomas McGregor
  • Thomas Macrone
  • Tiffany Arthur
  • Tim Cunningham
  • Troy Barrentine, CFP®, ChFC, CLU
  • Tyler Kaliner
  • W. "Sandy" Solomon III, ChFC, CLU
  • Waightstill "Wade" Scales IV
  • Wednesday Cox
  • Wesley Beulah
  • Wesley Norman
  • William Santucci
  • William Gauldin
  • William Herring
  • William Milton, Jr., MBA, CFP®, ChCF, CLU
  • William Spence
  • William "Bill" Ogburn, CLU
  • William "Bill" Thompson
  • Wilton "Wil" Drake
  • Winston Huie
  • Zachary Merritt

Our professionals

Jacob Aaron

Jacob Aaron

Financial Advisor | Columbia, SC

(864) 546-5242

Charles E. Allen, CLU

Charles E. Allen, CLU

Financial Professional | Charlotte, NC

(704) 540-2957

Scott Allen

Scott Allen

Financial Advisor | Asheboro, NC

(336) 610-4242

Nicholas Armstrong

Nicholas Armstrong

Financial Advisor | Greenville, Sc

(864) 359-1418

Tiffany Arthur

Tiffany Arthur

Financial Professional | Raleigh, NC

(252) 933-5960

Kevin Banitt

Kevin Banitt

Financial Advisor | Columbia, SC

(803) 766-0777

Troy Barrentine, CFP®, ChFC, CLU

Troy Barrentine, CFP®, ChFC, CLU

Financial Advisor | Mount Pleasant, SC

(843) 849-7878 ext. 130

Baxter Barrett

Baxter Barrett

Financial Advisor | Charleston, Sc

(864)546-5242

Lauren Barricklow

Lauren Barricklow

Financial Advisor | Charlotte, Nc

(704)540-2937

Bryant Barton

Bryant Barton

Financial Professional | Greenville, SC

(864) 546-5242

Jerri Batts

Jerri Batts

Retirement Planning Specialist | Wilson, NC

(252) 234-9355

Wesley Beulah

Wesley Beulah

Financial Advisor | Charlotte, NC

(704) 540-2952

Nicholas Blackwood

Nicholas Blackwood

Financial Advisor | Charlotte, NC

704-540-2961

704-540-2999

Maxwell Boyd, CFP®

Maxwell Boyd, CFP®

Financial Advisor | Mount Pleasant, SC

(843) 849-7878 ext. 170

Ellen Brankovich

Ellen Brankovich

Financial Advisor | Charleston, Sc

(843)408-4959

Jonathan Bright

Jonathan Bright

Financial Professional | Greenville, SC

(720) 644-1005

Michael Bynarowicz, CFP® ChFC

Michael Bynarowicz, CFP® ChFC

Financial Advisor | Greenville, SC

(864) 250-9033 ext 114

Seth Carden

Seth Carden

Financial Advisor | Charlotte, NC

704-540-2926

704-540-2999

Adrian Caspar

Adrian Caspar

Financial Advisor | Charlotte, NC

(704) 817-9377

Joseph Cerone

Joseph Cerone

Financial Advisor | Charleston, Sc

(864)546-5242

Jeffrey Collins, CLU

Jeffrey Collins, CLU

Financial Advisor | Rocky Mount, NC

(252) 908-2115

Daniel Corley

Daniel Corley

Financial Advisor | Cary, NC

(919) 765-9945

Ryan Coughlan

Ryan Coughlan

Financial Advisor | North Charleston, SC

(720) 798-0382

Wednesday Cox

Wednesday Cox

Financial Advisor | Raleigh, Nc

(984) 308-9894

Robert Crigler, ChFC, CLU

Robert Crigler, ChFC, CLU

Financial Advisor | Charlotte, NC

(704) 540-2947

Benner

Benner "B." Crigler, Jr., ChFC, CLU

Financial Advisor | Charlotte, NC

(704) 540-2963

Bryan Crolla

Bryan Crolla

Financial Advisor | Raleigh, NC

(919) 341-1631

Tim Cunningham

Tim Cunningham

Financial Advisor | Florence, SC

(843) 665-9297

Sean Dambaugh CFP®

Sean Dambaugh CFP®

Financial Advisor | Mount Pleasant, SC

(843) 849-7878 ext. 120

Alfred Darakjian

Alfred Darakjian

Financial Advisor | Raleigh, NC

(919) 525-2301

Nate Delaunay

Nate Delaunay

Financial Advisor | Charleston, Sc

(720) 677-2096

James

James "Perry" Dicus

Financial Advisor | High Point, NC

(336) 405-8293

Sarah Dixon

Sarah Dixon

Financial Advisor | Rocky Mount, NC

252-937-2253

Charles Drake, Jr. CLU

Charles Drake, Jr. CLU

Financial Advisor | Greenwood, SC

(864) 229-3614

Wilton

Wilton "Wil" Drake

Financial Advisor | Chapel Hill, NC

(919) 913-0235 ext 206

Elijah De La Tour Dupavillon

Elijah De La Tour Dupavillon

Financial Advisor | Raleigh, Nc

(919) 341-1686

Daniel Dupuis CFP® ChFC

Daniel Dupuis CFP® ChFC

Financial Advisor | Mount Pleasant, SC

(843) 849-7878

Seth Ellington

Seth Ellington

Financial Advisor | Cary, Nc

(919) 341-1643

Nicholas Elliott

Nicholas Elliott CFP®

Financial Advisor | Forest City, NC

(828) 245-7242

John Erwin

John Erwin, CFP®

Financial Advisor | Southport, NC

(919) 795-8714

Evan Ferguson

Evan Ferguson

Financial Advisor | Charlotte, NC

704-540-2967

704-540-2999

Alyssa Fields

Alyssa Fields

Financial Advisor | Raleigh, Nc

(984) 308-9897

Reagan Fitzgibbons

Reagan Fitzgibbons

Financial Advisor | Charlotte, NC

704-719-1335

704-540-2999

Henry Fiumara

Henry Fiumara, CFP®, MBA

Retirement Planning Specialist | Cary, NC

(919) 765-9940

Jim Fortenberry, Jr

Jim Fortenberry, Jr

Financial Professional | Denver, NC

(704) 951-8578

Matthew Fortenberry

Matthew Fortenberry

Financial Advisor | Denver, NC

(704) 951-8578

Bray Friar

Bray Friar

Financial Advisor | Greenville, SC

(864) 546-5242

William Gauldin

William Gauldin

Financial Advisor | Southport, NC

(704) 540-3000

Charles Gorman

Financial Advisor | Columbia, SC

(803) 766-0773

Peter Graham

Peter Graham

Financial Advisor | Greensboro, NC

(336) 335-6301

Scott Graham

Scott Graham

Financial Advisor, Retirement Planning Specialist | Greensboro, NC

(336) 405-8266

Nicole Guernsey

Nicole Guernsey

Financial Advisor | Cary, Nc

(919) 341-1679

Alexander Guess

Financial Professional | Cary, NC

(919) 380-7450

Erin Hannan

Erin Hannan

Financial Advisor | Greenville, SC

864-546-5242

864-396-2133

William Herring

William Herring

Financial Advisor | Raleigh, NC

(919) 954-1854

George Holmes

 George Holmes, IV, MBA

Financial Advisor, Retirement Planning Specialist | Mount Pleasant , SC

(843) 849-7878 ext. 140

Taylor Horten

Taylor Horten

Financial Advisor | Raleigh, NC

Ryan Howard

Ryan Howard

Financial Advisor | High Point, Nc

(919) 719-8327

Tanner Howell

Tanner Howell

Financial Advisor | Charlotte, Nc

(704) 540-2992

Winston Huie

Financial Advisor | Charlotte, NC

(704) 660-9521

Cole Huskey

Cole Huskey

Financial Advisor | Raleigh, NC

(919) 954-1854

Fernando Jimenez

Financial Advisor | Raleigh, NC

(305) 321-0821

Brian Johnson

Brian Johnson

Financial Advisor | Wilmington, NC

910-338-2035

Gary Johnson

Gary "Chris" Johnson, CFP®

Financial Advisor | Greenville, SC

(864) 382-3600

Benjamin Kadlec

Benjamin Kadlec

Financial Advisor | Raleigh, NC

(919) 341-1731

Tyler Kaliner

Tyler Kaliner

Financial Advisor | Charlotte, NC

704-719-3079

704-540-2999

Charles "Rick" Ketner

Financial Advisor | Salisbury, NC

(704) 636-2044

Sy Kidd

Sy Kidd

Financial Advisor | Charlotte, NC

(704) 540-3000

Paige Kilburn

Paige Kilburn

Financial Advisor | Charlotte, NC

(704) 540-3000

Luke Koehler

Luke Koehler

Financial Advisor | Raleigh, Nc

(704) 540-2927

Nicole Koehler

Nicole Koehler

Financial Advisor l Raleigh, NC

919-719-8367

919-341-1692

Bonnie-Clare Kunath ChFC, CLU, CASL

Bonnie-Clare Kunath ChFC, CLU, CASL

Financial Advisor | Raleigh, NC

(919) 341-1777

Henry Kuo

Henry Kuo, CFP® ChFC, CLU

Financial Advisor, Retirement Planning Specialist | Cary, NC

(919) 765-9950

Michael Langley

Michael Langley

Financial Advisor | Raleigh, Nc

(919) 342-3867

Huy "Kevin" Le

Financial Advisor | Mount Pleasant, SC

(843) 849-7878

Michael Liby

Michael Liby

Financial Advisor | Raleigh, NC

(919) 341-1687

(919) 341-1687

Justin Long

Justin Long

Financial Advisor | Charlotte, NC

(704) 540-3000

Al Lovelace

Al Lovelace

Financial Professional | Forest City, NC

(828) 245-7242

Angela Mackinnon

Angela Mackinnon

Financial Professional | Wilmington, NC

(910) 833-8021

Thomas Macrone

Thomas Macrone

Financial Advisor | Raleigh, NC

(919) 554-1791

Daniel G. Maday ChFC, CLU

Daniel G. Maday ChFC, CLU

Financial Advisor | Charlotte, NC

(704) 540-2921

Nidhi Mathson

Nidhi Mathson

Financial Advisor | Raleigh, NC

919-719-8368

919-341-1692

Matthew McDonough

Matthew McDonough

Financial Advisor | Charlotte, NC

704-895-1876

704-540-2999

John McNeely

John McNeely

Financial Advisor | Asheboro, NC

(336) 625-6565

Montserrat Mendez Prudente

Montserrat Mendez Prudente

Financial Advisor | Charlotte, NC

(704) 540-3000

Zachary Merritt

Zachary Merritt

Financial Advisor | Raleigh, Nc

(984) 308-9896

Christopher Miller CFP®, MSFS, ChFC, RICP, CLU

Christopher Miller CFP®, MSFS, ChFC, RICP, CLU

Financial Advisor | Greenville, SC

(864) 250-9033

William Milton, Jr

William Milton, Jr., MBA, CFP®, ChCF, CLU

Financial Advisor | Mount Pleasant, SC

(843) 849-7878

Ross Moore

Ross Moore

Financial Advisor | Wilmington, NC

(910) 213-3219

Willie Myles MBA, CFA, CFP®

Willie Myles MBA, CFA, CFP®

Financial Advisor | Cary, NC

(919) 316-1300

John Nee

John Nee, ChFC, CLU

Financial Advisor | High Point, NC

(336) 812-8001

Kimberly Negre

Kimberly Negre

Financial Advisor | High Point , NC

(336) 812-8001

Wesley Norman

Wesley Norman

Financial Advisor | Mint Hill, NC

(336) 428-2616

Howell O'Geary

Howell O'Geary

Financial Advisor | Henderson, NC

(252) 438-4821

William

William "Bill" Ogburn, CLU

Financial Advisor | Columbia, SC

(803) 766-0772

Jonathan Panning, CFP®, RICP

Jonathan Panning, CFP®, RICP

Financial Advisor | Greenville, SC

(864) 546-5264

Julia Parks, MBA, CFP®, CLU, ChFC, RICP

Julia Parks, MBA, CFP®, CLU, ChFC, RICP

Financial Advisor | Columbia, SC

(803) 419-3583

Clay Patterson

Clay Patterson

Financial Advisor | Charlotte, Nc

(704) 540-2997

James Plair, ChFC, CLU

James Plair, ChFC, CLU

Financial Advisor | Mt. Pleasant, SC

(843) 849-9934

Gentry

Gentry "Ed" Porter, ChFC, CLU

Financial Advisor | Raleigh, NC

(252) 756-8800

Patrick Porter

Patrick Porter

Financial Advisor | Greenville, NC

252-558-1391

Robert

Robert "Bert" Powell IV, CFP®, CLU, AIF®

Financial Advisor | Greenville, NC

(252) 756-7721

Robert Powell III

Robert Powell III

Financial Advisor | Greenville, NC

(252) 756-7721

Austin Poythress CFP®

Austin Poythress CFP®

Financial Advisor | Raleigh, NC

(919) 341-1739

Christopher Rowe

Christopher Rowe

Financial Advisor | Greenville, SC

(864) 605-3970 x703

Michael Roy

Michael Roy

Financial Advisor | North Charleston, SC

(843) 406-5273

Preston Russell

Preston Russell

Financial Advisor | Asheboro, NC

(336) 610-4242

William Santucci

William Santucci

Financial Advisor | Charlotte, Nc

(704) 540-3002

Emily Morreale

Emily Morreale

Financial Advisor | Charlotte, NC

(704) 540-3000

Leo Sbardella, Jr.

Leo Sbardella, Jr.

Financial Advisor | Charlotte, NC

(704) 540-2965

Waightstill

Waightstill "Wade" Scales IV

Financial Advisor | Greenville, NC

(252) 756-9630

Stephen Scott

Stephen Scott

Financial Advisor | Raleigh, NC

(919) 341-1678

Ryder Seiz

Ryder Seiz

Financial Advisor | Raleigh, NC

(704) 540-3000

Peter Senick

Peter Senick

Financial Advisor | Charlotte, NC

(704) 540-2966

Steven Siegel

Steven Siegel

Financial Advisor | Cary, NC

(919) 765-9954

Adam Snelling

Adam Snelling

Financial Advisor | Charlotte, NC

(704) 540-2923

W.

W. "Sandy" Solomon III, ChFC, CLU

Retirement Planning Specialist | Charlotte, NC

(704) 540-2962

Phoebe Son Oh

Phoebe Son Oh

Financial Advisor | Charlotte, NC

(704) 540-3000

Edward Spence, ChFC, CLU

Edward Spence, ChFC, CLU

Retirement Planning Specialist | Goldsboro, NC

(919) 736-3866

William Spence

William Spence

Financial Professional | Goldsboro, NC

(919) 736-3866

Charles Stewart

Charles Stewart

Financial Advisor | Raleigh, NC

(919) 341-1644

Shanna Strickland, CDFA®, LUTCF

Shanna Strickland, CDFA®, LUTCF

Financial Advisor | Rocky Mount, NC

252-937-2253

Sam Stringfellow

Sam Stringfellow

Financial Advisor | Charlotte, NC

704-540-2979

704-540-2999

Parker Tanner

Parker Tanner

Financial Advisor | Raleigh, Nc

(984) 308-9892

H. Micheal Thomas, ChFC, CLU

H. Micheal Thomas, ChFC, CLU

Financial Advisor | Florence, SC

(803) 540-2634

Jason Thompson CFP®

Jason Thompson CFP®

Financial Advisor | Irmo, SC

(803) 888-6477

William

William "Bill" Thompson

Financial Advisor | Cary, NC

(919) 316-1300

Douglas Thornton, CLU, ChFC

Financial Advisor | Charlotte, NC

(704) 540-3000

Juan Trujillo

Juan Trujillo

Financial Advisor | Raleigh, NC

(919) 341-1744

Bradley S. Turner Jr., MBA

Bradley S. Turner Jr., MBA

Financial Advisor | Charlotte, NC

(704) 540-2943

Benjamin UySmith CFP®

Benjamin UySmith CFP®

Financial Advisor | Cary, NC

(919) 765-9957

Nicholas Walder

Nicholas Walder

Financial Advisor | Charlotte, Nc

(704) 540-2936

Jonathan Waterman

Jonathan Waterman

Financial Advisor | Raleigh, NC

(919) 341-1729

Jared Weber

Jared Weber

Financial Advisor | Charleston, SC

(864) 546-5242

Alexander Weinberg

Alexander Weinberg

Financial Advisor | Charlotte, NC

704-719-1863

704-540-2999

Robert Whiteside

Robert Whiteside

Financial Advisor | Columbia, SC

(803) 766-0771

David Wilburn

David Wilburn

Financial Advisor | Charlotte, NC

(704) 540-2930

Anthony Williams

Anthony Williams

Financial Advisor | Charlotte, NC

(704) 540-3000

Michael Wilson CFP®

Michael Wilson CFP®

Financial Advisor | Raleigh, NC

(919) 314-1645

Laura Wolfrom

Laura Wolfrom

Financial Advisor | Fort Mill, SC

(803) 547-8282

Bunn Woodard, Jr ChFC, CLU, LUTCF

Bunn Woodard, Jr ChFC, CLU, LUTCF

Financial Advisor | Rocky Mount, NC

(252) 813-0236

Glenn Woodlief

Glenn Woodlief

Financial Advisor | Raleigh, NC

(919) 341-1681

Norris Woody

Norris Woody

Financial Advisor | Charlotte, NC

(704) 895-7475