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.

Kimberly O’Bannon is a financial advisor at Merrill with 36 years of industry experience. She has been with Merrill Lynch, Pierce Fenner & Smith Inc. for 25 years. She holds Series 63 and Series 65 licenses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Deanna Wetherington is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Greenville, NC, and has six years of industry experience. She previously worked at Branch Banking and Trust from 2015 to 2019 before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options grounded in modern portfolio theory. The firm includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, in its investment menus.

Teresa Holzwarth is a CFP® professional with 32 years of industry experience. She is currently with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., where she has worked since 2019. Her prior experience includes 13 years at Lincoln Financial Securities Corporation. Outside of her advisory role, she serves as vice president of Rogers and Holzwarth Associates, an independent insurance agency. Cambridge Investment Research Advisors is an SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a range of portfolio management strategies and platform arrangements.

Serena Pace is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Prior to joining UBS in 2023, she was involved with Party on Designs for ten years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers research-backed asset allocation tailored to clients’ goals and risk tolerances.

Shannon Colon is a CFP® and Series 66-registered financial advisor at Edward Jones with 18 years of industry experience. Her prior roles include positions at Merrill Lynch, Vanguard, and Wells Fargo. She is currently based in Wilmington, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and maintains a large network of financial advisors and branch offices.

Matthew Brenneman is a CFP® with 19 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Voya Financial Advisors and operating Brenneman Independent Planning, LLC, his own financial services marketing entity. He also serves as president of Carolina Office Place, a local office park board of directors. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary programs.

Timothy Gray II is a financial advisor with Raymond James & Associates in Wilmington, NC, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior work history includes roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving individuals, institutional clients, and municipalities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs, utilizing multiple portfolio management strategies and affiliated research.

Roswell Steadman is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors and Corning Credit Union. Outside of his advisory role, he manages rental property in Wilmington, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement consulting. The firm operates on a large scale, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Matthew Elvington is a financial advisor with Wells Fargo Advisors in Wilmington, NC, holding a Series 66 designation and having one year of industry experience. Prior to joining Wells Fargo Advisors, he worked for Wells Fargo Bank, N.A. for 20 years. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including cash-flow, retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored recommendations.

Edward Cruz Ortiz is a financial advisor at Wells Fargo Clearing with over one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Wells Fargo Clearing, he worked at Wells Fargo Bank, nA and the Latino Community Credit Union, and has experience in the fitness industry with Lafitness. 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 and uses research and analytics to support its diversified investment approach.

Debra Pickett is a CFP®-certified financial advisor with six years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She previously worked at Edward Jones and held roles in various industries including pharmaceuticals and manufacturing. Pickett serves as a committee member on the Town of Leland Economic Development Committee. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs a tailored, non-discretionary planning approach using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.