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.

Dennis Vavassis is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Fidelity Brokerage Services LLC. Outside of his advisory work, he has ownership in a real estate rental business in New Bern, NC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and institutional clients. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

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.

Nicholas Cook is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at CNL Financial Group and Walt Disney. Outside of his advisory work, he occasionally drives for DoorDash. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis to support clients, with a focus on assets managed within Ameriprise accounts.

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 credentials and four years of industry experience. She has worked at Wells Fargo Bank, nA since 2019 and previously held positions at Guilford Technical Community College and Our Lady of Grace Catholic School. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with modern portfolio theory to guide its investment approach.

Mitchell O'Neill is a CFP® with 32 years of industry experience, currently affiliated with Cetera since 2024. His prior experience includes nearly three decades at Allegheny Investments, Ltd. and a long tenure at Bechtel Marine Propulsion Corp. He is also involved in Fifth And Forbes Financial, an investment-related business. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary investment programs.

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.

Robert Zaborowski is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 21 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is approved to sell fixed annuities through Sagicor. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and a variety of asset management programs through a network of Investment Adviser Representatives and focuses on matching clients to appropriate investment programs, including third-party and proprietary solutions.

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.

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.

Brandyn Miles is a financial advisor with Raymond James Financial in Wilmington, NC, holding a Series 66 designation and five years of industry experience. He has worked at Raymond James Financial and its affiliated entities since 2022 and previously at Equitable Advisors. In addition to his advisory role, he assists with client and office support at Sound Harbor Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, using analytical tools to tailor strategies to client goals. The firm offers a variety of advisory programs and supports municipal and public finance services through a unique affiliation with a municipal advisor.

Eric Kullberg is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Outside of his advisory role, he has a majority ownership interest in KULLBERG GP, LLC, a merchant partnership based in Wilmington, NC. 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 and integrates advisory services with other financial product sales and referral channels.