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S. Kyle Agee

Business Name Johnston, Allison & Hord, P.A.
Discipline Attorney

John O Allen Jr Jr. AEP

Business Name Argent Trust Company
Discipline Trust

Giles Almond CFP, CIMA

Business Name Matrix Wealth Advisors, Inc.
Discipline CFP

Evan Anderson CFP, CPA

Business Name Wells Fargo Bank, N.A.
Discipline CPA

Michael F. Anderson JD

Business Name The Anderson Law Firm
Discipline Attorney

Robert Anderson

Business Name Wells Fargo Bank, N.A.
Discipline Other

Scott Angel CFP

Business Name First Citizens Bank
Discipline CFP

Gerald Applefield CLU, ChFC, JD

Business Name Barry Evans Josephs & Snipes
Discipline CLU/ChFC

Thomas Jason Austell CASL, CFP, CLU, ChFC

Business Name MassMutual Carolinas
Discipline CFP

Faison Barnes

Business Name Life Member of the Charlotte Estate Planning Council
Discipline Life

John Barry CLU, ChFC

Business Name Barry Evans Josephs & Snipes
Discipline CLU/ChFC

Doug Benson JD

Business Name Foundation For The Carolinas
Discipline Attorney

James Blane

Business Name Blane & Wilson, PLLC
Discipline Attorney

Louis Bledsoe

Business Name Bledsoe & Bledsoe, PLLC
Discipline Life

Suzanne Bledsoe CPA

Business Name The Bledsoe Cathcart Group Merrill Lynch Private Banking and Investment Group
Discipline CPA

David Boekeloo AEP, CFP, CLU, ChFC, JD

Business Name LPL Financial
Discipline CFP

Heather Boyles

Business Name Brown Brothers Harriman Trust Company, N.A.
Discipline Trust

Phillips Bragg CFP

Business Name Bragg Financial Advisors
Discipline CFP

Charles Briley

Business Name Honorary Member of the Charlotte Estate Planning Council
Discipline Life

Philip Brody

Business Name Capital Wealth Advisors
Discipline Other
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