Joey Coffey is a financial advisor at Merrill with 17 years at the firm and seven years of industry experience. He holds the Series 66 credential. Coffey serves as a director on the board of The Grove HOA, a homeowner association in Wilmington, North Carolina. 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, offering model-based and discretionary strategies for a range of individual and institutional clients.

Nina White is a financial advisor at Edward Jones in Wilmington, NC, holding a Series 66 designation. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelly Luckhaus is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, Kelly worked at LPL Financial and South Carolina Bank & Trust. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Claudia Huerta Suazo is a financial advisor at Merrill with a Series 66 designation and seven years of experience at the firm. She previously worked at AM Retail Group Inc. for three years and Essential Services for eleven years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Glenn Wilkinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at SCF Investment Advisors, SCF Securities, The Strategic Financial Alliance, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and portfolio management solutions, leveraging both proprietary and third-party strategies across its extensive network of advisors.

Christopher O Neill is a financial advisor with Cetera, holding Series 65 and Series 63 designations and four years of industry experience. He has worked at Cetera since 2024 and previously at Allegheny Investments and Commonwealth Financial Network. In addition to his advisory role, he has been a freelance journalist since 2017, contributing to third-party agencies. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a multi-manager platform with a variety of portfolio management, financial planning, and consulting services, managing over $256 billion in assets.

Kyle Mitchell is a financial advisor with Edward Jones in Wilmington, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is a passive member of two real estate investment entities, Lotta Shal LLC and Evolve Real Estate Fund 1 LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Franceschini is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Clean Eatz. Outside of his advisory role, he operates a marketing consultancy that provides advertising and content services to local service businesses in Wilmington, NC. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

George Winslow is a financial advisor at Edward Jones in Wilmington, NC, holding the ChFC® and Series 66 designations with 16 years of industry experience. He has worked at Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than 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 proprietary mutual funds, operating under a fiduciary standard.

Jeannemarie Peters is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously spent 30 years at Merrill before joining UBS in 2024. Outside of her advisory role, she has worked as a customer service representative at Reliance Federal Savings Bank. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kaleb Lewis is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Corning Credit Union, and Herrings Outdoor Sports. Outside of his advisory role, he is also employed as an associate with Corning Credit Union Wealth Strategies. 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, corporations, and institutional entities. The firm uses analytical tools and risk profiling to tailor non-discretionary investment consulting and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Vincent Howard is a financial advisor with Edelman Financial Engines in Wilmington, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edelman Financial Engines, he worked at Gradient Advisors LLC and Mass Mutual Investors Services. Outside of finance, he owns and manages a hair salon, Hair Studio of Leland LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large participant base through advisor-led and online offerings.

Shane Hendren is a financial advisor with Raymond James & Associates in Wilmington, NC, holding a Series 66 designation and 13 years of industry experience. His prior work includes positions at Truist Advisory Services, Truist Investment Services, and BB&T organizations. Hendren serves as a board member of the University of North Carolina Wilmington’s Marketing Department Advisory Board, contributing feedback and participating in student development activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Jared Bumgardner is a Series 66 licensed financial advisor with Edward Jones in Wilmington, NC, where he has 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a singer/songwriter who earns royalties for his work. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, investment solutions, and affiliated financial services. The firm manages approximately $1.01 trillion in assets with a national network of more than 23,000 financial advisors and over 15,000 branch offices.

Dennis Stokley is a financial advisor with Raymond James Financial in Wilmington, NC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James Financial Services Advisors since 2014. Outside of his advisory role, Stokley operates an insurance agency specializing in group, individual health, property, casualty, and life insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs, with specialized services in municipal finance and SIMPLE IRA employer advisory solutions.

Savannah King is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and previously worked at Edward Jones from 2019 to 2023. Before her advisory career, she was involved in diverse roles including positions at 1051 Salon and Wrightsville Family Practice. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christie Runski is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Wells Fargo Advisors, she worked at AMIkids for eight years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transitions and special-needs analysis.

Catherine Atsumi is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and First Command Advisory Services. 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 various financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Eric Brandt is a financial advisor with Mass Mutual Investors Services in Wilmington, NC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His career includes 29 years with Metlife Securities Inc. and over a decade with MassMutual Life Insurance Company. Outside of his advisory role, he is involved as an insurance broker for life, disability, and long-term care products. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning process involves annual, collaborative engagements using firm-approved software to analyze client goals and deliver written recommendations, while implementation is optional and conducted through separate brokerage or insurance arrangements.

Ross Moore is a financial advisor with Equitable Advisors in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Equitable Advisors since 2011 and previously was associated with Axa Advisors, LLC. Moore is also involved in an outside insurance business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.