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 with Wells Fargo Clearing, holding Series 65 and Series 63 designations and two years of industry experience. She has been associated 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, and retirement plan consulting. The firm manages approximately $671 billion in assets through its network of more than 14,000 financial advisors, offering both brokerage and advisory solutions.

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.

Leslie Price is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Based in Wilmington, NC, Price holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm that serves over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Grant Harris is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023, following a one-year tenure at Equitable Advisors. Outside his advisory roles, he has been involved with the Chapel Hill Community Garden. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Marcene Bolick is a Series 66-registered financial advisor with Wells Fargo Advisors in Wilmington, NC, bringing four years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked at Wells Fargo Clearing and was involved with Port City Community Church. She serves as treasurer for the Castle Hayne Elementary School Parent Teacher Association, supporting family engagement and fundraising efforts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special-needs analysis, and divorce planning.

John Brosnan III is a financial advisor with Raymond James Financial in Wilmington, NC, holding Series 63 and Series 66 licenses with 33 years of industry experience. He has been with Raymond James Financial since 2000 and also operates JF Brosnan LLC, a support company for independent brokerage arrangements, where he serves as CEO and President. Brosnan is involved in his local community through multiple roles on neighborhood homeowners association boards. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with a notable focus on municipal and public finance advisory services.

Thomas Loffredo is a financial advisor at Wells Fargo Clearing with a Series 63 designation and one year of industry experience. Prior to joining Wells Fargo, he worked in various roles at Northwestern Mutual and has experience in marine service and repair. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Todd Walton is a CFP® professional with 21 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, following seven years at Wells Fargo Advisors LLC and ongoing tenure at Wachovia Bank, N.A. Walton is also involved in managing rental properties in Kiawah Island, South Carolina. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a large-scale platform.

Aaron Vinson is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017, following a long tenure at Wells Fargo Bank NA starting in 2003. He is based in Fayetteville, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Brendan O'Kelly is a CFP® with 24 years of industry experience, currently practicing at LPL Financial in Wilmington, NC. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved with Grover Financial Services in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advice delivery through a large network of investment adviser representatives.