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.

Mara Wessell is a financial advisor with Edward Jones, holding the CFP® designation along with Series 63 and Series 65 registrations. She has 24 years of industry experience, including 17 years with Cantella and Co., Inc. Mara is based in Hampstead, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

William Pike is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America and Merrill. He serves as a standing advisory committee member for the North Carolina Marine Fisheries Commission. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Charleston Daly is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, Daly worked at First Command Advisory Services, First Command Insurance Services, and First Command Brokerage Services. He also served in the Army National Guard for six years. 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 with a focus on research-driven investment approaches.

Weston Poulos is a CFP® professional affiliated with LPL Financial in Wilmington, NC, with nine years of industry experience. He previously worked at MML Investors Services, LLC and Mass Mutual Life Insurance Co. Poulos holds an outside insurance sales position focusing on life and disability insurance and is a partner in Spectrum Wealth Strategies, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing various portfolio programs and platforms supported by operational and research tools.

Nyasha Ray is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Vanguard Group, Charles Schwab, First Citizens, and Truist. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Trevor Collins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at Wells Fargo affiliates since 2011. Outside of his advisory role, he serves as Treasurer for the Forest Cove Homeowners Association in Wilmington, 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 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 Kraus is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley in various capacities since 2009, including his current role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he serves as Vice-President of the Cape Fear Club, a private club in Wilmington, North Carolina. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including comprehensive financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Anastasiia Shelest is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing Services since 2019. Prior to her financial advisory career, she held various roles in the retail and hospitality sectors. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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.