ADVISOR BIO

Anastasios Marros is a registered investment advisor representative with Eagle Strategies LLC. Anastasios has been in the financial services industry for over a decade and holds Series 63, 65, and 6TO licenses. Anastasios specializes in providing financial planning, portfolio management, and educational seminars for individuals and charitable organizations. Anastasios also works as an insurance broker.

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ADVISOR BIO

Austin Cowles is a financial advisor with Transamerica Retirement Advisors, LLC, based in Matthews, North Carolina. Austin has been working in the financial industry since 2019 and holds a Series 63 and 65 license. Austin's experience is in working with high net worth individuals and pension and profit-sharing plans. Austin is committed to helping clients meet their financial goals.

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ADVISOR BIO

Bruce Clinton Bevins is a financial advisor with LPL Financial LLC. Bruce has been in the industry since 1999. Bruce has a wide range of experience, including previous roles with Ameriprise Financial Services, Inc. and Wells Fargo Advisors, LLC. Bruce holds Series 6, 7, 9, 10, 31, 63, 65, and 66 licenses, as well as the SIE exam. Bruce provides financial planning and portfolio management for individuals and businesses.

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ADVISOR BIO

Charles Dixon is a financial advisor with over 25 years of experience in the industry. Charles is currently registered with Independent Advisor Alliance, LLC and has been in the role since 2016. Prior to joining Independent Advisor Alliance, LLC Charles worked at Ameriprise Financial Services, INC. Charles specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

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ADVISOR BIO

David Joye is a financial advisor with over 30 years of experience in the industry. David is currently registered with Osaic Wealth, Inc., and has previously held positions with SIGNATOR INVESTORS, INC., TRANSAMERICA FINANCIAL ADVISORS, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, JEFFERSON-PILOT INVESTOR SERVICES, INC., IFG NETWORK SECURITIES, INC., and MML INVESTORS SERVICES, INC.. David holds a Series 6, Series 63, and SIE license and is currently registered in Alabama, Maryland, North Carolina, South Carolina, Tennessee, Texas, and Virginia. David specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. David offers a variety of financial services, including financial planning, portfolio management, pension consulting, and educational seminars.

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ADVISOR BIO

Duncan Graham Wilson is a financial advisor with Commonwealth Financial Network. Duncan has been working in the financial services industry since 2011 and is registered to provide investment advice in multiple states including North Carolina, Florida, Georgia, Michigan, Ohio, Pennsylvania, South Carolina, and Tennessee. Duncan holds Series 6, 7, and 63 licenses as well as the SIE exam. Duncan is also a Certified Financial Planner.

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ADVISOR BIO

Elizabeth Younts is a financial advisor with Commonwealth Financial Network. Elizabeth has been in the financial services industry for over 20 years. She is licensed to provide investment advice in Connecticut, Florida, North Carolina, and South Carolina. Elizabeth holds Series 7, 6, and 66 licenses, along with the SIE exam. Elizabeth can provide financial planning, pension consulting, educational seminars, and portfolio management services. Elizabeth's main office is located in Matthews, NC and the Commonwealth Financial Network main office is in Waltham, MA.

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ADVISOR BIO

Eugene Musselwhite is an investment advisor representative registered with Transamerica Retirement Advisors, LLC. Eugene is a veteran in the financial services industry with over 20 years of experience, first joining the industry in 1994. Eugene holds licenses to conduct securities and advisory business in North Carolina. Eugene currently works with Transamerica Retirement Advisors, LLC but has held past registrations with Lincoln Financial Advisors Corporation, Intercarolina Financial Services, Inc., Newport Group Securities, Inc., UVEST Financial Services Group, Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., First Union Securities, Inc., First Union Brokerage Services, Inc., Charles Schwab & Co., Inc., Morehead Investment Advisors, Inc., FSC Securities Corporation, Keogler, Morgan & Company, Inc., and Prudential Securities Incorporated. Eugene is also a real estate owner and has two rental properties in North Carolina.

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ADVISOR BIO

Francis James Claire is an investment advisor representative at Double Eagle Partners, LLC based in Matthews, NC. Francis has been in the financial industry for over 16 years and holds Series 7, 24, 63 and 66 licenses. Francis specializes in providing investment advice to individuals and offers portfolio management services. Francis has a strong background in the financial services industry and is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Geoffrey Kemble is an Investment Advisor Representative registered with Pruco Securities, LLC. Geoffrey has been in the financial services industry since December 1999 and has earned several professional designations, including Certified Financial Planner. Geoffrey has a wide range of experience working with clients of all types, including high net worth individuals, corporations and other businesses, and individuals other than high net worth individuals. Geoffrey is registered with the following states: Alabama, Arizona, California, Florida, Georgia, Indiana, Iowa, Maine, Maryland, Montana, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and West Virginia.

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