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.

Logan Spivey is a financial advisor at Edelman Financial Engines in Wilmington, NC, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Edelman Financial Engines in 2026, he worked at JPMorgan Chase Bank and J.P. Morgan Securities. He has also held roles at Fidelity Investments and Florida Financial Advisors. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools to provide diversified model portfolios, discretionary management, and online advice.

Edward Glenn is a financial advisor at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley since 2009 and has also worked at Morgan Stanley Private Bank, National Association since 2015. Glenn holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs. The firm emphasizes structured financial planning and manages approximately $2.74 trillion in client assets.

John Jacobs Jr. is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing Services since 2018, having also worked at Wells Fargo Bank NA since 2015. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Michael Mccoy is a financial advisor with Wells Fargo Clearing in New Bern, NC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2006. He serves as Finance Committee Chair for Craven County Partners in Education, where he oversees financial records and internal controls. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Fudella II is a financial advisor with Merrill in Wilmington, NC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Merrill since 2012 and Bank of America, N.A. since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Garces is a financial advisor with Wells Fargo Clearing in Wilmington, NC. He holds Series 63 and Series 65 licenses and has prior experience with DetTech Surface Solutions LLC and the United States Marine Corps, where he served for 11 years. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Crystal Pinnix is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2015. 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 advisory 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.

Teresa Treanor is a financial advisor with UBS Financial Services in Wilmington, NC, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor plans to clients’ goals and risk tolerances.

Jeffrey Stevens is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2012. Stevens operates in Wilmington, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports advisors with various investment strategies and technology tools while overseeing more than $819 billion in discretionary assets.