Susanne Miller is a financial advisor with Thrivent Investment Management who holds Series 63 and Series 65 licenses and has 20 years of industry experience. Her prior roles include positions at Edward Jones and BB&T, reflecting a long tenure in wealth management. She serves as a volunteer board member for Pine Valley Methodist Church’s Stewardship Board and the Pine Valley WeeCare Preschool Board in Wilmington, NC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and broad financial planning without discretionary portfolio management or institutional advisory services.

Christopher Daughtry is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory role, he serves as an elder at First Presbyterian Church in Wilmington, North Carolina. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Itzel Goldsborough is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 credentials. She has one year of industry experience and has worked at Wells Fargo Bank, Truliant Federal Credit Union, and other organizations. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Denis Ingalls is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at Edward Jones since 2017 and previously spent a year at Corning Incorporated. He is based in Wilmington, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lydell Thompson is a CFP® professional with 22 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He holds Series 63 and Series 66 licenses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes both discretionary and non-discretionary options, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Colby Edmonds is a financial advisor at Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Wells Fargo, he worked at First Citizens Bank and First Citizens Investor Services. Outside of finance, Edmonds has experience in the fitness and retail sectors, including time at Burn Boot Camp and Noire the Nail Bar. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Timothy Evans is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2011, following prior roles at Raymond James Financial and Uvest Financial Services Group. Outside of his advisory work, he plays guitar at a beachside restaurant on Friday nights and sells related merchandise. 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 through a large network of advisors using customizable strategies and various platforms.

Amandus Frey III is a financial advisor with Stifel, holding Series 63 and Series 65 designations and 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Frey is also a co-owner of a residential rental property. Stifel serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and provides both episodic financial planning and model allocation guidance.

Abigail Jenkins is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She has held roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC throughout her career. Abigail holds a Series 66 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu covering cash-flow, retirement, education, risk, wealth-transfer, and specialized services such as business-owner transition and special-needs planning.

William Waylett is a CFA® charterholder with 36 years of industry experience, currently serving at Morgan Stanley in Wilmington, NC. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a trustee and co-trustee for investment-related trusts in South Carolina and New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning, utilizing structured discovery processes and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Kelly Tinsley is a financial advisor at UBS Financial Services with 35 years of industry experience. She has been with UBS since 2000 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves as Secretary and oversees the nominating committee for the New Hanover Hospital Foundation. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services. The firm utilizes proprietary capital market assumptions and model-based asset allocations to tailor plans, and offers a range of services including portfolio management, fee-based financial planning, and capital markets activities.

Ashley Thornton is a financial advisor with Edward Jones in Wilmington, NC, holding a Series 66 designation and one year of industry experience. Her background includes two years at Edward Jones and prior roles outside the financial industry, including work at a preschool. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, affiliated mutual funds, and tax-efficient services, supported by a large nationwide network of financial advisors and branch offices.

Giselle Madsen is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. She has held positions at Wells Fargo Bank, nA, Guilford Technical Community College, and Our Lady of Grace Catholic School. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Justin Wolfe is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 credentials and 27 years of industry experience. He previously worked at LPL Financial for 10 years before joining Cambridge in 2017. Wolfe is involved as an owning partner and financial professional at Strategic Investment Partners and serves on the Brunswick County Community Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals using a range of portfolio management and model-based solutions across multiple custody platforms.

Adam Pike is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, serving plan sponsors with tailored solutions and acting as an ERISA fiduciary when providing investment advice.

Leigh Staton is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and one year of industry experience. Prior to this role, Staton has been with Wells Fargo Bank, N.A. since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is based on investment policy statements and modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Hayley Byrd is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at Wells Fargo Advisors and its affiliated entities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu through a network of advisors, including specialized services such as business-owner transition planning and special-needs analysis.

Daniel Ray is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and joined Edward Jones in 2024. Prior to his current role, Daniel held various positions in sales, marketing, and brokerage, including ownership of a marketing and media business and work as a yacht broker. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Louis Crafa is a financial advisor with Wells Fargo Advisors in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes positions at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. He also owns Owl Creek Capital LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions with investment and fee-based financial planning services. The firm offers a broad planning menu using proprietary research and tools, allowing clients to implement recommendations through various brokerage or advisory programs.

Bruce Bird is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Edward Jones and The Prudential Insurance Company of America. He 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, and retirement plan consulting. The firm manages approximately $671 billion in assets through a large network of advisors and offers both brokerage and advisory solutions.