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Charlotte Estate Planning Council
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Laura Schlesing

Business Name Advocacy Trust
Discipline Trust
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Beth Wood LLM

Business Name Alexander Ricks PLLC
Discipline Attorney
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Kaitlyn McElwee Marley

Business Name Arcadia Art Consultancy
Discipline At Large
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Brenda Van Valen CFP

Business Name Argent Trust Company
Discipline Trust
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Paul Lyle CTFA

Business Name Argent Trust Company
Discipline Trust
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Jonathan Justice AEP, CTFA

Business Name Atelier 4, LLC
Discipline At Large
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Dawn Antalik-Baker CFP

Business Name Baker Wealth Management
Discipline CFP
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Amy Permenter AEP, CFP, CPA

Business Name Bank of America
Discipline CPA
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Kara Helf CFP

Business Name Bank of America
Discipline Trust
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Kimberley Payne CFP

Business Name Bank of America
Discipline CFP
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