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.

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.

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.

Christopher Heath is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and at Wells Fargo Bank since 2017. Prior to that, he was employed by Food Lion for three years. 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 uses research and analytics to guide investment decisions within a diversified framework.

Marion Schloemer is a financial advisor at Merrill with 41 years of industry experience. She has been with Merrill since 1998 and has worked at Bank of America, N.A. since 2011. In addition to her advisory role, she serves as a successor trustee for a private trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, and institutional investors. The firm combines internal and third-party investment expertise with comprehensive trading, account administration, and custody support.

Charity Bolick is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. Her work history includes roles at Wells Fargo Bank, Needham Animal Hospital, Paramounte Engineering, Dockside Marina, and Port City Java. 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 a range of brokerage and advisory solutions.

Amber Simmons is a Series 66-licensed financial advisor with Edward Jones in Wilmington, NC, and has two years of industry experience. She previously worked at Northpointe Bank and held various roles in retail and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, mutual funds, and managed account strategies. The firm manages over $1 trillion in assets and has a large national network of advisors and branch offices.

David Brownlow is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. He previously worked at Wells Fargo Clearing from 2016 to 2022 and Wells Fargo Advisors LLC from 2009 to 2016. Brownlow serves as a board member of The Episcopal Foundation of the Diocese of East Carolina and is the secretary/treasurer of the Boys & Girls Club of Southeastern NC Foundation. 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 develops tailored recommendations using Wells Fargo research and tools, with clients able to select implementation through its brokerage or advisory programs.

Mark Nabell is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been associated with Cetera since 2013 and owns several related financial services businesses, including Nabell Winslow Wealth Management and Nabell Winslow Insurance. He is also president of Partners Square LLC, an insurance marketing organization. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

James Dean is a financial advisor with Raymond James Financial in Wilmington, NC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James Financial Services since 2006 and Raymond James Financial since 2009. Outside of his advisory role, he serves as Chair of the Sponsor Relations Committee for the North Carolina Azalea Festival, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs non-discretionary planning and risk profiling tools tailored to client goals and maintains specialized offerings such as municipal advisor services and SIMPLE IRA Employer Advisory & Consulting Services.

Kevin Zoltek is a financial advisor with Cetera, holding PFS™, Series 65, and Series 66 designations and 25 years of industry experience. He has worked with Cetera and its affiliates since 2013 and operates his own CPA and financial planning practice since 1997. Outside of advisory work, he serves as treasurer for a nonprofit organization focused on athletics. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment strategies and program structures, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Ivy Stiles is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding a Series 63 designation and 24 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of her advisory work, she is a certified notary public. 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 both brokerage and advisory solutions supported by research and analytics.

Walter Emmerling II is a Financial Advisor at Merrill Lynch Wealth Management, based in Wilmington. He focuses on building strong, long-term relationships with individuals and families, aiming to help clients gain clarity around their financial decisions. Walter emphasizes thoughtful, collaborative conversations with clients and professionals to develop personalized strategies that support their goals over time. Walter's expertise includes Corporate Executive Services, Legacy Planning, Liquidity Management, Personal Retirement Planning, Portfolio Management Services, and Small Business Strategies. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor of Science in Business Administration with a concentration in finance from East Carolina University. Walter is involved in professional and community organizations such as Ducks Unlimited, Parks Conservancy of New Hanover County, and the Wilmington Chapter of the ECU Alumni Association. Outside of work, he enjoys activities including antiquing, billiards, bowling, cooking, fishing, hunting, reading, running, and watching movies.