ADVISOR BIO

Charles Christopher Maxwell has been in the financial services industry since 1984. Maxwell is currently registered with Grove Point Advisors, LLC in Largo, FL. Maxwell is also registered in 11 other states, and is a registered Investment Advisor in Florida. Maxwell has been with Grove Point Advisors, LLC since 2021. Prior to that, Maxwell was with Koonce Securities, Inc. in Dallas, TX from 1990 to 1994. Maxwell is a registered principal and holds the Series 7, Series 24, Series 63, and Series 65 licenses. Maxwell specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Charles Cartwright is a financial advisor who has been in the industry since 2000. Charles is currently registered with Morgan Stanley in Boca Raton, Florida. Prior to joining Morgan Stanley, Charles worked at Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Charles holds a number of licenses and certifications including the Series 7, Series 3, Series 9, Series 10, Series 63 and Series 65. Charles specializes in a variety of areas including investment management for individuals, businesses, and investment companies. Charles has been involved in a number of other business activities, such as being a partner in Medinah Cottage LLC, a real estate company.

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ADVISOR BIO

Charles Kregg Hanowell is a registered investment advisor with Wells Fargo Clearing Services, LLC. Charles has been in the industry since January 14, 2000. Charles is licensed to provide investment advice in several states including Florida, Texas, and Virginia. Charles previously worked at Capital One Investing, LLC, Capital One Investment Services LLC, Chevy Chase Financial Services, and CitiCorp Investment Services.

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ADVISOR BIO

Charles Peter Wallace is a registered representative of Oppenheimer & Co. Inc. Charles has been in the securities industry for over 30 years, with experience in both broker-dealer and investment advisory roles. Charles has held registrations with several firms over the years, including Morgan Stanley, Citigroup Global Markets Inc., Wachovia Securities Financial Network, LLC, and Raymond James Financial Services, Inc. Charles is a Series 63, 65, 7, 9, 10, 31, and SIE licensed representative and has experience in working with individuals, high-net-worth individuals, businesses, and pension and profit sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Charles Irwin Newsom is a registered representative and investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Charles has been in the securities industry since December 25, 2000. Charles holds a Series 6, 7, 63, and 66 license as well as the SIE. Charles is also registered with the following states: Alabama, Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Minnesota, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. Charles's previous employment experience includes BANC OF AMERICA INVESTMENT SERVICES, INC.

SPECIALIZATIONS

ADVISOR BIO

Charles William Uhrig is a financial advisor with Raymond James & Associates, Inc. in St. Petersburg, Florida. Charles has been in the industry since November 1988 and has experience in various financial planning and investment services. Charles holds the Series 7, Series 63, and SIE licenses, as well as the Series 79TO license. Charles is registered with the state of Florida to provide investment advisory services.

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ADVISOR BIO

Charles Pacana is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Charles has been in the securities industry since 1998. Charles is registered to conduct business in 38 states. Charles is also registered with the Financial Industry Regulatory Authority (FINRA) in the state of Florida.

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ADVISOR BIO

Charles Gyude Bryant is an investment advisor representative with Advanced Wealth Management, a firm that specializes in financial planning, pension consulting, and portfolio management for individuals. Charles has been in the industry for over 15 years and holds the Series 7, Series 63, Series 65, and SIE licenses. Charles has previously worked with LPL Financial LLC, FSC Securities Corporation, Mutual of Omaha Investor Services, Inc., J.P. Morgan Securities LLC, SunTrust Investment Services, Inc., and Morgan Stanley & Co., Incorporated.

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ADVISOR BIO

Charles Evan Ryan is a financial advisor registered with Stephens. Charles has been in the industry since 1993 and is currently registered in Florida and Texas. Charles has passed the Series 63, Series 7, Series 9, Series 10, and Series 24 exams. Charles has a designation as a Chartered Financial Analyst. Charles is a licensed investment advisor and has provided advisory services for individuals, businesses, and investment companies. Charles is registered to provide investment advice and to sell securities in several states. Charles has experience with high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses.

SPECIALIZATIONS

ADVISOR BIO

Charles Osborne is a financial advisor with AssuredPartners Investment Advisors, LLC. Charles has been in the financial industry for over 25 years. Charles is a registered investment advisor in Georgia and Texas. Charles has a Series 6, Series 7, Series 63, and Series 65. Charles has experience working with high net worth individuals, corporations, and individuals other than high net worth individuals. Charles provides a variety of services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management.

SPECIALIZATIONS