Patrick Dean is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he worked at several firms including W&S Brokerage Services, Western & Southern Life Insurance, and Colonial Life & Accident Company. Outside of his advisory work, he has experience in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party money managers.

Christopher Barrett is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Barrett has been affiliated with Bankers Life entities since 2011, including roles at Bankers Life Advisory Services and Bankers Life Securities. Outside of his advisory work, he is a member of Wrightsville Beach Cleaning LLC, a commercial cleaning business. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Shannon Devita is a financial advisor at SPC with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Cetera Investment Services, and Huntington Investment Company. Devita also spends part of her time involved in fixed insurance sales conducted at her branch location. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm operates a large advisory network and delivers tailored, discretionary investment advice through programs such as SIGMA Managed Account, working closely with Fidelity/NFS for custody and execution.

Elliott Moskowitz is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has worked at Commonwealth since 2010 and is currently a co-owner of LifeTime Asset Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services along with operational, trading, technology, compliance, and practice-management support. The firm offers discretionary portfolio management and various program structures designed to meet diverse client needs.

Charles Cavileer is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and seven years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has worked with Bankers Life and Casualty since 2009. Outside of his advisory role, he manages a team of agents in insurance sales and sales management. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients’ goals and risk tolerances.

Matthew Grasso is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Morgan Stanley Private Bank, N.A. for nine years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plans, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enhanced research.

William Sessoms III is a financial advisor with TD Private Client Wealth LLC, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He has worked at TD Bank and TD Private Client Wealth LLC since 2012, and previously held roles at Uvest Financial Services Group, Inc. and Wells Fargo Clearing. Outside of his advisory role, he serves as treasurer for the Southern Off Road Bicycle Association – Cape Fear Chapter. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail accounts, offering portfolio management, financial planning support, and custody services through various strategic investment platforms.

Michael Womble is a financial advisor at D.A. Davidson & Co. with two years of industry experience. He holds the Series 66 designation and previously worked at Williams Overman Pierce LLP for 23 years. Outside of his advisory role, he is a 1% partner in First Flight Hotel LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Michael Pearson is a CFP® with 30 years of industry experience, currently advising at Rockefeller Financial LLC since 2023. He previously spent 14 years with UBS Financial Services Inc. Outside of his advisory role, he serves on the board of directors and finance committee for the NC Coastal Land Trust and is active in the New Hanover Estate Planning Association as a speaker. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm operates both as an investment adviser and a registered broker-dealer, providing clients with access to a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Charles Cunningham is a ChFC®-designated financial advisor with 46 years of industry experience. He is currently with Kestra Advisory, where he has worked since 2022. Prior to Kestra Advisory, Cunningham spent 16 years at LPL Financial. He is also an agent for a group life and health insurance trust, dedicating part of his time to the sale and service of insurance products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving large institutional investors such as sovereign wealth funds.

Trenton Shady is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Carolina Retirement Planners and Tilia Fiduciary Partners, Inc. Outside of finance, he is the managing owner of Take It Away Trash Valet, LLC, a residential trash pick-up service. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion and serves over 127,000 clients, using discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies.

Charles Chambers is a financial advisor with OSAIC Institutions, Inc., holding Series 63, 65, and 66 licenses and 36 years of industry experience. His prior roles include positions at Infinex Investments, Southern Bank, Bank of America, Merrill, and various other financial institutions. Chambers serves on the boards of Wilmington Area Rebuilding Ministry (WARM) and Outreach of Cape Fear, and is an advisory board member and mentor with the UNCW Cameron Executive Network. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services and combines a hybrid adviser/broker-dealer structure with access to alternative investments and a lending marketplace.

Jason Younts is a financial advisor at Edward Jones in Wilmington, NC, with five years of industry experience. He holds a Series 66 designation and previously spent 23 years at Ocean City Chevrolet. Outside of his advisory role, he is involved in several closely held business ventures, including real estate investment LLCs and a general consulting LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers fiduciary advisory services alongside affiliated capabilities such as a trust company and proprietary funds.

Scott Winslow is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses, and has 29 years of industry experience. He has been associated with Cetera since 2013 in various capacities and is also involved with Nabell Winslow Wealth Management and related entities, which he owns and operates. Winslow serves on the boards of The American College of Financial Services and the University of Mount Olive, engaging in activities such as curriculum advisory and fundraising. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services to a diverse client base including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform providing access to affiliated and third-party managers with a wide range of investment program options.

Sarah Baucom is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has a background that includes roles in utility management and the restaurant industry. Outside of finance, she is involved as an artist and musician through her work with InColor Designs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with advice delivered primarily through a large network of investment adviser representatives utilizing various portfolio strategies.

Wade Long is a financial advisor with LPL Financial in Wilmington, NC, holding the Series 63 and Series 66 credentials and bringing 25 years of industry experience. He worked at Edward Jones for one year before joining LPL Financial in 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Yara Rodriguez Aguilar is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and two years of industry experience. She has been with Wells Fargo Bank, N.A. since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets across more than 14,000 advisors and utilizes research and analytics to guide investment decisions.

John Guggenheimer is a financial advisor with Wells Fargo Clearing in Wilmington, NC. He holds Series 63 and Series 66 designations and has 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Loveless is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has been with Wells Fargo-related entities since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

Neill Jennings is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Jennings is a 50% owner of Rivertowne Properties in Washington, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives and risk tolerances.