MBL Advisors

Taylor Wade is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at MBL Advisors in Charlotte, NC. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing Services, and The American College of Financial Services. Wade holds Series 63 and Series 65 licenses. MBL Wealth (MBL Advisors) provides discretionary and non-discretionary wealth management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm manages over $1.14 billion in discretionary assets through a team of ten advisers and employs a goals-based, broadly diversified investment approach incorporating macroeconomic, fundamental, and technical analysis.

Jonathan Dry is a CFP® professional with 15 years of industry experience, currently serving as an advisor at MBL Advisors in Charlotte, NC. His prior experience includes roles at Bank of America and Merrill Lynch. Outside of his advisory work, he serves on the advisory boards of several companies, including RiceWrap Foods Corporation, Sheets Laundry Club, and BatteryXchange, providing strategic and growth guidance. MBL Wealth (MBL Advisors) offers discretionary and non-discretionary wealth management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm employs a goals-based, broadly diversified investment approach incorporating macroeconomic, fundamental, and technical analysis, managing over $1.14 billion in discretionary assets through a team of ten advisors.

Miranda Silinski is a CFP® professional with eight years of experience, currently serving as an advisor at MBL Advisors since 2018. Her prior roles include positions at Primary Residential Mortgage Inc. and Sound Partners. MBL Wealth provides discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm employs a goals-based, broadly diversified investment approach that incorporates macroeconomic, fundamental, and technical analysis, managing over $1.14 billion in discretionary assets through a team of ten advisors.

Brian Gift is a CFA® charterholder with seven years of industry experience. He has worked at MBL Wealth, LLC since 2019 and has been affiliated with MBL Advisors Inc. and M Holdings Securities, LLC since 2018. Prior to joining MBL, he spent twelve years at U.S. Trust. MBL Wealth provides discretionary and non-discretionary wealth management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm manages over $1.14 billion in discretionary assets through a team of ten advisers, employing a goals-based, broadly diversified investment approach that incorporates macroeconomic, fundamental, and technical analysis alongside modern portfolio theory.

Thomas Mack is a CFA® charterholder based in Charlotte, NC, with three years of industry experience. He has worked at MBL Wealth, LLC since 2020 and previously held roles at McShane Partners Wealth & Investment Advisory, LLC and Carroll Financial Associates, Inc. He also has a background at Wake Forest University. MBL Wealth (MBL Advisors) provides discretionary and non-discretionary wealth management, comprehensive financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm employs a goals-based, broadly diversified investment approach that incorporates macroeconomic, fundamental, and technical analysis, utilizing a variety of securities and strategies across a team of ten advisers.

William Pierce is a financial advisor with MBL Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at MBL Wealth since 2025 and is also president of TPG Consulting, LLC, where he consults and sells insurance and investment products. MBL Wealth provides discretionary and non-discretionary wealth management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm employs a goals-based, broadly diversified investment approach and utilizes third-party models and research providers to support portfolio management and integrated planning services for its clients.

William Morton is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with MBL Advisors and MBL Wealth, where he has worked since 2018 and 2019, respectively. Prior to that, he held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he serves on the board of directors for E. Dillon & Co., a family-owned limestone quarry. MBL Wealth provides discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm manages over $1.14 billion in discretionary assets across a team of ten advisers and employs a goals-based, diversified investment approach incorporating macroeconomic, fundamental, and technical analysis.

Luther Lockwood II is a ChFC®-designated financial advisor with 35 years of industry experience, currently serving at MBL Advisors. He has held leadership roles at MBL Wealth, LLC and M Holdings Securities, Inc. In addition to his advisory work, Lockwood is active in nonprofit and healthcare organizations, including serving as vice chairman of the Atrium Health Foundation board and as a member of the board of directors for One Direct Health Network, Inc. MBL Wealth (MBL Advisors) provides discretionary and non-discretionary wealth management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm employs a goals-based, broadly diversified investment approach that incorporates macroeconomic, fundamental, and technical analysis, and uses modern portfolio theory to guide asset allocation and risk management.

Edward Deaton is a CFP® professional with seven years of industry experience, currently serving as an advisor at MBL Advisors. His prior experience includes six years at Edge Capital Group, LLC, as well as roles at Carolina Capital Consulting, Inc. and periods of unemployment. MBL Wealth provides discretionary and non-discretionary wealth management, comprehensive financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a goals-based, broadly diversified investment approach that integrates macroeconomic, fundamental, and technical analysis, utilizing stocks, bonds, ETFs, options, and other alternatives in portfolio construction.

Michael Grimes is a CFA® charterholder and Series 63 licensee with six years of industry experience. He has worked at MBL Advisors since 2022 and previously held positions at Barings Securities LLC and Bank of America. Outside of his advisory role, he is a residential landlord in Charlotte, NC. MBL Wealth (MBL Advisors) provides wealth management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm manages over $1.14 billion in discretionary assets through a team of ten advisors, employing a goals-based, broadly diversified investment approach that incorporates macroeconomic, fundamental, and technical analysis.