Edward Cruz Ortiz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Wells Fargo Bank, NA, Latino Community Credit Union, and a six-year tenure at Lafitness. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party analytics to guide investment decisions.

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 at LPL Financial with 23 years of industry experience and a Series 66 designation. His prior experience includes nearly two decades with First Citizens Investor Services, Inc. and First-Citizens Bank & Trust Company, followed by a three-year tenure at First Horizon Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across advisory and brokerage platforms.

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.

Elizabeth Allen is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. Prior to joining UBS, she held various roles across multiple industries, including bookkeeping services and real estate. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Anthony Sicari is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 63 and 66 licenses. He has 13 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Sicari is based in Wilmington, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with diversified investment approaches across brokerage and advisory solutions.

Ravishankar Balasubramaniam is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and has worked at various Wells Fargo entities since 2013, including Wells Fargo Advisors and Wells Fargo Bank NA, as well as Equitable Advisors and Hornor, Townsend & Kent. 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 offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Steven Bowers is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at First Horizon Advisors and SunTrust Advisory Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Katherine Woodbury is a financial advisor with UBS Financial Services in Wilmington, NC, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with UBS since 2019 and previously worked as a homemaker from 2013 to 2019. Woodbury serves on the North Carolina Council for Women & Youth Involvement advisory board, advising the governor and staff on issues affecting women and children in the state. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets and lending programs.

Jeffrey Avigliano is a financial advisor at Wells Fargo Clearing in Wilmington, NC, holding Series 63 and Series 65 credentials. He has experience working with Wells Fargo Bank since 2021 and joined Wells Fargo Clearing in 2026. Prior to his financial industry roles, he worked for nearly two decades at Local Union #3. 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 supported by research and analytics from Wells Fargo Investment Institute.

Diane Mcnamara is a financial advisor with Stifel, holding a Series 66 designation and 22 years of industry experience. She worked at Merrill from 1998 to 2020 before joining Stifel Nicolaus & Co Inc, where she has been since 2020. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses.

Jordan Felix is a CFP® professional affiliated with Wells Fargo Clearing, with seven years of industry experience. He has held positions at several firms, including Facet Wealth, Raymond James & Associates, UBS Financial Services, Morgan Stanley, and Scottrade Inc. 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. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a range of investment products that include insurance-related vehicles and bank deposit sweep options.

Kyle Collins is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding a Series 66 designation and four years of industry experience. His career includes roles at Merrill and various Wells Fargo entities, as well as positions outside the financial sector such as the US Census Bureau, Walmart, and Lowes. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.