Our Financial Services Representatives

Our Financial Services Representatives will work closely with you to understand your unique situation and goals, and provide you with solutions to help you prepare for your future.

Bret M. Alexander

Financial Advisor
- Email: bretalexander@financialguide.com
- Phone: (704) 557-9678
- Meet Bret
JC Aller CLU®, CLTC, LUTCF®

Financial Advisor; Special Care Planner
- Email: JAller@FinancialGuide.com
- Phone: (336) 553-6330
- Meet JC
Kenneth Altman CRPC®, CLTC, RICP®

Financial Planner, Financial Adviser
- Email: kaltman@financialguide.com
- Phone: (704) 541-2735
- Fax: (704) 541-2722
- Meet Kenneth
Thomas (Jason) Austell CFP®, ChFC®, CLU®, CASL®, RICP®, ChSNC™, CAP®, AEP®, MSFS

Financial Planner
- Email: taustell@financialguide.com
- Phone: (980) 272-7222
- Fax: (704) 541-2722
- Meet Thomas
Tim Bartolomeo CFBS
- Email: timbartolomeo@financialguide.com
- Phone: (704) 557-9655
- Fax: (704) 557-9670
- Meet Tim
Richard F. Bett Jr CRPC®

Financial Adviser
- Email: rbett@financialguide.com
- Phone: (704) 557-9657
- Fax: (704) 557-9670
- Meet Richard
Jason Bingham

Managing Director
- Email: jasonbingham@financialguide.com
- Phone: (828) 522-5733
- Meet Jason
Thomas (Tod) Blackwell CLU®, ChFC®

Financial Services Representative
- Email: tblackwell@financialguide.com
- Phone: (828) 443-2363
- Fax: (828) 372-0019
- Meet Thomas
Cynthia Block-Taylor

Financial Adviser
- Email: cblocktaylor@financialguide.com
- Phone: (704) 541-2782
- Fax: (704) 541-2722
- Meet Cynthia
Lee Bowman CLTC
- Email: lbowman@financialguide.com
- Phone: (704) 557-9676
- Meet Lee
Eric Brandt MBA, CFP®, CLU®, LUTCF®

Financial Planner
- Email: ebrandt@financialguide.com
- Phone: (910) 769-4416
- Fax: (910) 769-4419
- Meet Eric
Stephen Brody CFP®, ChFC®

Financial Planner
- Email: sbrody@financialguide.com
- Phone: (252) 321-0362 x11
- Fax: (252) 321-7893
- Meet Stephen
Thomas (Tom) Burchhardt

Financial Advisor
- Email: thomasburchhardt@financialguide.com
- Phone: (910) 698-8471
- Meet Thomas
Hannah Butler

Financial Planner
- Email: hbutler@financialguide.com
- Phone: (704) 741-9872
- Meet Hannah
Ronald B. Campbell

Financial Service Professional
- Email: ronaldcampbell@financialguide.com
- Phone: (704) 550-8879
- Meet Ronald
Richard (Dillon) Chewning CEPA
- Email: dchewning@financialguide.com
- Phone: (803) 676-8237
- Meet Richard
Matthew Church

Financial Professional
- Email: MChurch@financialguide.com
- Phone: (704) 557-9620
- Meet Matthew
Bradly Collins

Financial Advisor
- Email: bradlycollins@financialguide.com
- Phone: (704) 557-9669
- Meet Bradly
David Cooil

Managing Director
- Email: dcooil@financialguide.com
- Phone: (336) 275-0881
- Meet David
David Cove

Managing Partner
- Email: dcove@financialguide.com
- Phone: (919) 755-3100
- Meet David
R. Douglas Cowan CLU®

Agency Vice President of Advanced Markets
- Email: dcowan@financialguide.com
- Phone: (919) 755-3054
- Fax: (919) 831-4589
- Meet R. Douglas
James (Bryan) Daniel LUTCF®

Financial Planner, Investment Advisor Representative, Special Care Planner
- Email: JamesDaniel@financialguide.com
- Phone: (336) 842-3022
- Fax: (336) 448-5864
- Meet James
Kenneth Davis ChFC®, CLU®, LUTCF®

Investment Advisor Representative
- Email: kennethdavis@financialguide.com
- Phone: (336) 842-3022 x115
- Fax: (336) 829-5304
- Meet Kenneth
Ronald C. Davis

Financial Advisor
- Email: ronaldcdavis@financialguide.com
- Phone: (919) 755-3103
- Fax: (919) 831-4589
- Meet Ronald
Steven Davis CEPA

Financial Services Professional
- Email: Stevenhdavis@financialguide.com
- Phone: (336) 724-1810
- Meet Steven
Stephenie Demaree

Financial Services Professional
- Email: sdemaree@financialguide.com
- Phone: (984) 538-7829
- Fax: (919) 831-4589
- Meet Stephenie
Ryan L. Donaghy ChFC®, CFBS

Financial Planner
- Email: rdonaghy@financialguide.com
- Phone: (704) 557-9638
- Meet Ryan
Michael W. Ealey
- Email: mealey@financialguide.com
- Phone: (704) 557-9635
- Meet Michael
Robert Edmondson

Financial Services Professional
- Email: redmondson@financialguide.com
- Phone: (919)755-3067
- Fax: (919) 831-4589
- Meet Robert
Nicholas Ellingsworth-Perez
- Email: neperez@financialguide.com
- Phone: (954) 625-1533
- Meet Nicholas
Bryson Farley

Financial Services Professional
- Email: bfarley@financialguide.com
- Phone: (252) 269-5327
- Meet Bryson
Neville V. Fearing AIF®, CFBS

Retirement Plan Specialist
- Email: nfearing@financialguide.com
- Phone: (704) 557-9605
- Meet Neville
David Ferguson ChFC®, MBA

Financial Advisor
- Email: davidferguson@financialguide.com
- Phone: (704) 557-9673
- Fax: (704) 557-9670
- Meet David
Timothy Flanagan Jr. CLU®, ChFC®, CFP®, ChSNC™

CEO, The Pelora Group, A MassMutual Agency
- Email: tflanaganjr@financialguide.com
- Phone: (704) 557-9600
- Fax: (704) 557-9692
- Meet Timothy
Leslie Foster
- Email: lesliefoster@financialguide.com
- Phone: (336) 370-3144
- Meet Leslie
Matthew Foster
- Email: matthewfoster@financialguide.com
- Phone: (704) 736-0388
- Meet Matthew
William R. Frazier CPA*

Financial Services Representative
- Email: wfrazier@financialguide.com
- Phone: (704) 904-5913
- Meet William
Sabrina K. Gatewood

Financial Services Professional
- Email: sgatewood@financialguide.com
- Phone: (336) 403-3998
- Meet Sabrina
Doug Grant LUTCF®

Financial Planner, Financial Advisor
- Email: douglasgrant2@financialguide.com
- Phone: (704) 541-2725
- Meet Doug
Matthew Hadley

Financial Advisor
- Email: mhadley@financialguide.com
- Phone: (407) 557-9644
- Meet Matthew
Sunil (Sunny) Handa CFBS, MBA

Investment Advisor & Financial Services Professional
- Email: sunnyhanda@financialguide.com
- Phone: (864) 346-7878
- Fax: (864) 509-1700
- Meet Sunil
Scarlet Harris

Financial Services Professional
- Email: scarletharris@financialguide.com
- Phone: (919) 755-3078
- Fax: (919) 831-4589
- Meet Scarlet
Joel D. Heimbigner

Financial Advisor
- Email: jheimbigner@financialguide.com
- Phone: (704) 557-9609
- Meet Joel
Gregory I. Hinrichs
- Email: ghinrichs@financialguide.com
- Phone: (800) 258-8429
- Meet Gregory
David G. Hodges CFP®, ChFC®, CLTC, CLU®

Insurance Agent
- Email: dhodges@financialguide.com
- Phone: (803) 771-4521
- Fax: (803) 252-2665
- Meet David
Brian Holden

Financial Services Professional
- Email: brianholden@financialguide.com
- Phone: (336) 724-1810
- Meet Brian
David Holden CFP®, CLTC, ChFC®, CLU®

Financial Services Professional
- Email: dlholden@financialguide.com
- Phone: (336) 724-1810
- Meet David
Lawrence (Chip) Holden CLU®, ChFC®

Financial Services Professional
- Email: lholden@financialguide.com
- Phone: (336) 724-1810
- Meet Lawrence
Stan Ingram Jr CLU®, ChFC®
- Email: singramjr@financialguide.com
- Phone: (864) 233-1665
- Fax: (864) 233-1503
- Meet Stan
Curtis P. Irwin
- Email: cirwin@financialguide.com
- Phone: (704) 731-5711
- Meet Curtis
David Jacobius MBA

Financial Planning
- Email: DJacobius@FinancialGuide.com
- Phone: (336) 293-7378
- Meet David
Jabbar Jamison MBA

Investment Advisor Representative
- Email: jjamison@financialguide.com
- Phone: (704) 557-9785
- Fax: (704) 557-9670
- Meet Jabbar
Matthew L. Kern CLTC, CLU®

Financial Services Professional
- Email: mkern@financialguide.com
- Phone: (704) 661-5047
- Meet Matthew
Steven E. Krasnipol CFP®, ChFC®, CLU®, ChSNC™, CFBS, CAP®

Financial Services Professional
- Email: skrasnipol@financialguide.com
- Phone: (910) 398-6405
- Meet Steven
Jose (Alex) Maldonado

Financial Planner, Wealth Advisor
- Email: alexmaldonado@financialguide.com
- Phone: (919) 755-3070
- Meet Jose
Jeffrey W. Marquis Sr

Managing Associate
- Email: jeffreymarquis@financialguide.com
- Phone: (919) 755-3065
- Fax: (919) 831-4589
- Meet Jeffrey
Derek McCord

Financial Planner
- Email: dmccord@financialguide.com
- Phone: (919) 755-3061
- Fax: (919) 831-4589
- Meet Derek
Scott McDonald
- Email: scottmcdonald@financialguide.com
- Phone: (828) 713-6257
- Fax: (828) 251-9694
- Meet Scott
Harrison McLawhorn

Financial Services Professional
- Email: hmclawhorn@financialguide.com
- Phone: (252) 649-1620
- Meet Harrison
Tom McNichol LUTCF®

Financial Advisor; Financial Services Executive
- Email: tmcnichol@financialguide.com
- Phone: (704) 257-0868
- Fax: (704) 491-6098
- Meet Tom
Charles Melvin
- Email: charlesmelvin@financialguide.com
- Phone: (704) 366-2391
- Meet Charles
Jimmy (Jimmy) Menis

Financial Planner, Investment Advisor Representative
- Email: jmenis@financialguide.com
- Phone: (704) 310-5869
- Fax: (704) 310-5871
- Meet Jimmy
Andrew (Drew) Mercer

Financial Services Professional
- Email: amercer@financialguide.com
- Phone: (910) 346-2170
- Fax: (910) 347-2662
- Meet Andrew
John E. Mickey CLU®, CLTC

Financial Services Representative
- Email: jmickey@financialguide.com
- Phone: (336) 724-1810
- Fax: (336) 724-2118
- Meet John
Kevin Monaghan

Financial Advisor
- Email: kmonaghan@financialguide.com
- Phone: (704) 620-7713
- Fax: (704) 557-9670
- Meet Kevin
R. Blake Moore

Managing Partner
- Email: blakemoore@financialguide.com
- Phone: (864) 679-4658 x4
- Meet R. Blake
Kathryn H. Morgan

Financial representative
- Email: kmorgan@financialguide.com
- Phone: (336) 293-7378
- Fax: (336) 217-8387
- Meet Kathryn
Lynne H. Murray CLU®, ChFC®, CLTC

Financial Advisor
- Email: lhmurray@financialguide.com
- Phone: (336) 580-1886
- Fax: (336) 370-0269
- Meet Lynne
Sunil Nagpal

Financial Advisor
- Email: snagpal@financialguide.com
- Phone: (704) 504-7205
- Fax: (704) 504-7170
- Meet Sunil
Thanh S. Nguyen

Insurance Professional
- Email: thanhnguyen4@financialguide.com
- Phone: (704) 450-2700
- Fax: (815) 331-5214
- Meet Thanh
Alexander (Alex) Nolan CFP®, AIF®

Financial Planner
- Email: alexandernolan@financialguide.com
- Phone: (704) 557-9665
- Fax: (704) 557-9670
- Meet Alexander
Todd A. Paris

Financial Services Representative
- Email: tparis@financialguide.com
- Phone: (704) 541-2724
- Fax: (704) 541-2722
- Meet Todd
Alicia A. Parker Pitts

Financial Services Professional
- Email: AParkerPitts@financialguide.com
- Phone: (252) 229-9588
- Meet Alicia
Hua Peng
- Email: hpeng@financialguide.com
- Phone: (704) 557-9670
- Meet Hua
Ryan Platt MBA, ChFC®, ChSNC™

Special Care Planner
- Email: rplatt@financialguide.com
- Phone: (704) 557-9630
- Meet Ryan
Joseph (Jody) Rhyne III CFP®, CLU®, ChFC®
- Email: jrhyne@financialguide.com
- Phone: (704) 736-0388
- Meet Joseph
Joy M. Richardson LUTCF®

Financial Advisor
- Email: joyrichardson@financialguide.com
- Phone: (336) 721-4322
- Fax: (336) 773-1413
- Meet Joy
Cynthia Richards-Donald CFP®, MBA

Managing Director
- Email: crichardsdonald@financialguide.com
- Phone: (704) 557-9660
- Fax: (704) 557-9670
- Meet Cynthia
Matt Rick ChFC®, CASL®

Financial Advisor
- Email: mrick@financialguide.com
- Phone: (704) 541-2778
- Meet Matt
Rick Ruiz LUTCF®

Financial Services Professional
- Email: rickruiz@financialguide.com
- Phone: (910) 208-2673
- Fax: (910) 208-2685
- Meet Rick
Kyle Rasmussen CFP®, CLU®, ChHC®, RICP®

Financial Advisor
- Email: krasmussen@financialguide.com
- Phone: (803) 592-9573
- Meet Kyle
Michael Russell
- Email: mrussell@financialguide.com
- Phone: (704) 557-9600
- Fax: (704) 557-9670
- Meet Michael
David Schoening Jr. CFP®

Financial Advisor
- Email: dschoening@financialguide.com
- Phone: (919) 755-3085
- Meet David
Daniel (Dan) Smith CFBS, CLTC, JD**, ChSNC™
- Email: dmsmith@financialguide.com
- Phone: (910) 208-2678
- Meet Daniel
William T. Smith

Financial Planner, Financial Adviser
- Email: williamtsmith3@financialguide.com
- Phone: (704) 541-2723
- Fax: (704) 541-2722
- Meet William
Alfred (Al) Sosa CLU®, LUTCF®

Managing Director
- Email: asosa@financialguide.com
- Phone: (919) 755-3095
- Fax: (919) 831-4589
- Meet Alfred
Thomas (Tom) Southern ChFC®, CLU®, AEP®, CLTC, RHU®

Advisor
- Email: tsouthern@financialguide.com
- Phone: (252) 637-3013
- Fax: (252) 636-0527
- Meet Thomas
Danny Steelman LUTCF®

Financial Services Representative
- Email: hsteelman@financialguide.com
- Phone: (336) 842-3022 x103
- Meet Danny
Hank Steinberg CLU®, ChFC®

Financial Services Representative
- Email: hsteinberg@financialguide.com
- Phone: (864) 582-7575
- Meet Hank
Karl J. Stuppnig CLU®, ChFC®

Financial Advisor
- Email: kstuppnig@financialguide.com
- Phone: (704) 504-7211
- Fax: (704) 504-7170
- Meet Karl
Adam T. Taff ChFC®, MBA

Financial Advisor
- Email: ataff@financialguide.com
- Phone: (704) 910-2623
- Fax: (980) 207-3705
- Meet Adam
Shannon Thompson CFP®

Financial Planner
- Email: shannonthompson@financialguide.com
- Phone: (336) 842-3022 x109
- Fax: (336) 773-1413
- Meet Shannon
James L. Todd

Certified Financial Planner
- Email: jamestodd@financialguide.com
- Phone: (704) 557-9736
- Fax: (704) 553-8228
- Meet James
Peirce C. Ward CLU®, ChFC®

Financial Services Professional
- Email: pward@financialguide.com
- Phone: (704) 557-9643
- Meet Peirce
Michael (Mike) Watson

Financial Advisor
- Email: michaelwatson@financialguide.com
- Phone: (828) 569-1010
- Fax: (828) 569-1441
- Meet Michael
Robert L. Williams CLU®, ChFC®

Financial Planner
- Email: robertlwilliams@financialguide.com
- Phone: (704) 667-4632
- Meet Robert
Charles Yett CLU®

Financial Professional
- Email: cyett@financialguide.com
- Phone: (704) 557-9624
- Fax: (704) 557-9670
- Meet Charles

*Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies.

**Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies.

Agency officers are not officers of MassMutual.