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.

Andrea Doolan is a CFP® and Series 66 registered financial advisor at Wells Fargo Advisors with 19 years of industry experience. She has previously worked at UBS Financial Services and Bank of America, N.A. She is also the owner of an LLC that manages residential real estate rentals in Wilmington, North Carolina. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm combines advisory services with other financial product offerings and referral channels.

Aaron Talley III is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he is involved with All Roads Ministries, focusing on faith-based speaking engagements. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds, including specialty areas such as business-owner transition and sports and entertainment planning.

Denzel Hanes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He previously worked at Bank of America, Merrill, and Morgan Stanley, among other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Travis Guerry is a CFP® and Series 66 credentialed financial advisor with two years of industry experience. He currently works at Cetera in Wilmington, NC, having previously held roles at Commonwealth Financial Network and Fortress Financial. Outside of his advisory role, he is a co-owner of a rental property. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes both affiliated and third-party managers.

Scott Burgess is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Edward Jones, and PNC Bank. 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 and provides both brokerage and advisory solutions.

Dennis Fingers Jr. is a financial advisor with LPL Financial who holds a Series 66 designation and has 23 years of industry experience. He was previously affiliated with First Citizens Investor Services, Inc. and First-Citizens Bank & Trust Company for 19 years, and has also worked at First Horizon Advisors. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Anthony Sutera is a financial advisor with Morgan Stanley in Wilmington, NC, holding a Series 66 credential and bringing 42 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and firm-approved tools without providing individual security recommendations in standalone plans.

Michael Brown is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Wells Fargo Advisors in Wilmington, NC, where he has worked since 2022, following three years at Wells Fargo Clearing and 11 years at First Citizens Investor Services. Brown also holds a minority ownership in J.R. Murchison & Partners LLC, an investment-related business in Wilmington. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business transitions, special needs, and divorce, supported by proprietary research and tools.

Michael Fogarty is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved as the owner of Northlake Financial Management, a DBA for his LPL business. LPL Enterprise, LLC serves individual and high-net-worth investors, retirement plans, banks, corporate and charitable entities through a network of investment adviser representatives. The firm offers financial planning, access to third-party asset managers, and a model-driven investment approach, along with brokerage and insurance services through affiliated entities.