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.

Tony Thompson is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His career includes roles at Wachovia Bank, N.A. since 2004 and Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

James Lewis III is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at First Citizens Bank & Trust Company and its related entities for over two decades. Outside of his advisory role, he serves on the Board of Trustees at Campbell University and is a partner in a recreational hunting club. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and offers fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Matthew Stowe is a financial advisor at Edward Jones in Wilmington, NC, holding Series 63 and Series 66 credentials with 12 years of industry experience. His prior roles include positions at First National Bank of PA, Cetera Investment Services, Raymond James Financial Services, and NewBridge Bank. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and offices.

Aleksandr Goldberg Rugalev is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven investment approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Sarah Baker is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Raymond James in 2025, she worked at Edward Jones from 2019 to 2025 and has a background that includes roles at Delegat Inc USA and Southern Glazer's Wine & Spirits. She is also president of Baker & Co. Wealth Management, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

James Hurst is a Series 66 credentialed financial advisor with Thrivent Investment Management in Wilmington, NC. He joined Thrivent in 2025 and has prior experience in various roles at companies including Sawyer Products and Navionics, a Garmin Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors, offering goal-based financial plans across a wide range of topics. The firm’s approach separates planning from managed-account services and focuses on periodic reviews without discretionary trading authority.

Lorissa Scott is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Wilmington, NC. 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, offering a range of advisory programs and maintaining a large national network of financial advisors and branch offices.

Todd Godin is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 22 years before joining Stifel in 2022. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Jennifer Santaniello is a financial advisor with Stifel in Wilmington, NC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent nine years at Bank of America, N.A. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses.

David Dupont is a financial advisor with RBC Capital Markets in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the citizens advisory board for the Town of Wrightsville Beach’s Park and Recreation Committee. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, tailored investment strategies, and access to both in-house and third-party managers.

David Tingelstad is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the CFP® designation along with Series 65 and Series 66 licenses. Prior to joining RBC in 2020, he worked for Fairview Investment Services for nine years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers tailored to clients’ risk profiles.

Nicholas Hunter is a financial advisor at Merrill with a Series 66 designation and seven years at the firm. He has a total of one year of industry experience and previously worked at Ross Stores Inc for five years. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bret Paterson is a financial advisor with UBS Financial Services in Wilmington, NC, holding a Series 66 designation and 15 years of industry experience. He has been with UBS Financial Services Inc. since 2011. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Reid Murchison is a CFP® with 32 years of industry experience, currently serving at Wells Fargo Advisors since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. He is the author of the book *What I Really Want My Children to Know About Money* and serves as a board member and vice chair of The Davis Community in Wilmington, NC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options including retirement, education, risk, and wealth-transfer strategies. The firm integrates advisory services with other financial products and referral channels, supporting tailored recommendations through proprietary research and planning tools.

Sandra Henry is a financial advisor with Wells Fargo Advisors in Wilmington, NC, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Advisors since 2013. Additionally, she is a North Carolina notary public. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement and wealth-transfer planning, and utilizes Wells Fargo’s research and planning tools to develop tailored client recommendations.

Meg Speece is a CFP®-credentialed financial advisor with 25 years of experience. She is currently with Stifel Nicolaus & Co Inc, where she has worked since 2020, following prior roles at Bank of America and Merrill. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.