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Charlotte Estate Planning Council
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Edwin Peacock III CLU

Business Name The Pomfret Financial Company, Inc.
Discipline CLU/ChFC
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Barry A. Teague

Business Name The Teague Group
Discipline CLU/ChFC
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Thomas Whitlock CPA

Business Name Thompson Whitlock PLLC
Discipline CPA
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Livingston Moyd CFA

Business Name Titus Alliance
Discipline At Large
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Ryan Thrower CTFA

Business Name Truist
Discipline Trust
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Frank Robards III CFP

Business Name Truist Bank
Discipline Trust
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Dan Schlesing CFP

Business Name Truist Wealth
Discipline CFP
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Frank Goins AEP

Business Name Truist Wealth
Discipline CFP
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Trevor Sheets CTFA

Business Name Truist Wealth
Discipline Trust
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Sean Williams CTFA

Business Name Truist Wealth Management
Discipline Trust
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