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.

John Berard is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank from 2015 to 2020. Outside of his advisory role, he serves as president of Vesta Works Inc., a company developing a grill starter product. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Richard Dworsky is a financial advisor at Stifel with Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent five years with Morgan Stanley Private Bank. Outside of his advisory role, he is a partner in a boat rental club in Chapel Hill, NC. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary, forward-looking methodologies developed by its Investment Strategy Group.

Paul Mcneill is a financial advisor with Primerica Advisors in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure, with portfolio implementation handled by BNY Mellon Advisors.

John Query is a CFP® professional with eight years of industry experience currently with Edward Jones. He has worked at Edward Jones since 2018 and has prior experience with More Money SGPC, Uber Technologies Inc., and CardioPharma, Inc. Outside of his financial advisory work, he is a joint owner of a parking lot rental business in Carolina Beach, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth and corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Geoffrey Collins is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. He has worked in various capacities within Wells Fargo’s network since 2009. Outside of his advisory role, he holds a 10% ownership interest in J.R. Murchison & Partners, LLC, an investment-related business based in Wilmington, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and divorce planning, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

Luke Winslow is a financial advisor with Edward Jones in Wilmington, NC, holding a Series 66 designation and three years of industry experience. He previously worked at Wells Fargo Clearing and has experience with Cape Fear Bonded Warehouse Inc. and the University of North Carolina Wilmington. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kenneth Hughes is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and over 26 years of industry experience. He previously worked at Valic Financial Advisors for 12 years and Agia for two years. Hughes is based in Wilmington, NC. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by advisory and operational tools.