Joseph Dahl is a financial advisor with OSAIC based in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Woodbury Financial Services, Questar Capital Corporation, Capital Guardian Wealth Management, and Financial Foundations of Wilmington. He is also the owner of Danny Dahl Financial LLC, a securities and insurance-related business. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset allocation tools, risk-tolerance analysis, and automated rebalancing to manage portfolios that may include a broad range of securities, supporting both discretionary and non-discretionary account management.

Diane Brennan is a financial advisor with LPL Enterprise, holding a Series 66 designation and over 25 years of industry experience. Her career includes roles at Prudential Insurance Company of America, Pruco Securities, and UBS Financial Services, among others. In addition to her advisory work, she leads a team at Port City Financial Services and provides group health benefits consulting for small businesses. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL Research and third-party strategists, and offers services such as financial planning, access to asset managers, and insurance product facilitation.

Arthur Scolari Jr. is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Lincoln Financial Advisors and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved in providing group benefits proposals and conducting employee assistance program workshops. OSAIC serves a broad clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using various investment vehicles and third-party platforms.

Christopher Leseur is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. He has worked with Equitable in various roles since 2018 and participated in the Regis University Investment Club during his studies. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and relies on both proprietary and third-party investment solutions.

Michael Fahey is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. Michael’s career spans over two decades in financial services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jonathan Swart is a financial advisor with Raymond James Financial Services Advisors, Inc. in Wilmington, NC, holding a Series 66 designation and 13 years of industry experience. Prior to joining Raymond James in 2023, he worked at Edward Jones for nine years. He serves as a board member on the finance committee for Wrightsville United Methodist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting focused on client goals, supported by analytical tools and a broad advisor network.

Brenner Boyd is a CFP® professional at Wells Fargo Clearing with 31 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Tucker Polston is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Wilmington, NC. Outside of his advisory role, he serves as a board member and treasurer for Providence Preparatory Academy, where he assists with financial decisions and school governance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment approaches, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.

Kimberly Poetzscher is a financial advisor with Stifel in Wilmington, NC, holding a Series 66 license and bringing 14 years of industry experience. She has been with Stifel since 2006. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses to support client decision-making.

Beverley Hawfield III is a CFP® and holds a Series 66 license, currently advising with Wells Fargo Clearing in Wilmington, NC. He has 11 years of industry experience, including 11 years at UBS Financial Services prior to joining Wells Fargo. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

John Thomas Jr. is a financial advisor with Raymond James & Associates in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he is involved as an owner and partner in a real estate activity unrelated to his investment advisory work. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Thomas Chavez is a financial advisor with LPL Enterprise holding a Series 66 designation and beginning his industry career in 2026. His background includes work with Girls with Dough and Maddens, as well as involvement with the nonprofit Helping Hearts International since 2019. He has also pursued education and experience in culinary trades prior to entering the financial sector. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s approach centers on model-driven investment implementation and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Karina Silvestri is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and eight years of industry experience. She has been with Wells Fargo Clearing Services since 2016 and has worked at Wells Fargo Bank NA since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Le Glick is a financial advisor at Edward Jones in Wilmington, NC, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, Le worked for nine years at New Hanover Regional Medical Center as an MRI technologist. Outside of advisory work, Le owns two residential single-family rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Brian Mcdaid is a CFP® professional with 37 years of experience in the financial services industry. He currently works at Ameriprise, where he has been since 2015, following prior roles at Securities America Advisors and Level Four Advisory Services. Mcdaid is involved in outside business activities through Financial McDaid INC, a corporation that supports staff and office expenses. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized retirement income service focused on written recommendations and ongoing tax-aware withdrawal planning for clients approaching or in retirement.

Emily Wagoner is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior work includes roles at AIM Advisors and several academic institutions. Outside of finance, she has operated a small retail business, Impeccable Pig Boutique. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Neil Henning is a financial advisor with Cetera, holding a Series 63 designation and over 40 years of industry experience. He previously worked at Commonwealth Financial Network for 23 years and Conn General Life Insurance Company for 35 years. He is also involved in an entrepreneurial venture through Henning Holdings, which rents office space and maintains a personal timeshare. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jennifer Vanasse is a CFP® professional with 19 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Conor Johnson is a financial advisor at Wells Fargo Advisors with one year of industry experience. He previously worked at JPMorgan Chase & Co. for four years, Omnicom Media Group for three years, and Huron Consulting Group for two years. He holds a Series 66 credential. 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 institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Taft Stephenson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 25 years of experience working with individuals to provide financial management and education. Taft specializes in areas including Divorce Transition Planning, Socially Responsible, Values Based, and ESG Investing, as well as Retirement Income strategies. Taft holds a Master's degree in Finance from the Stern School of Business at New York University and a Bachelor's degree from the University of North Carolina at Chapel Hill. He earned the Professional Investment Advisor (PIA) designation. In addition to his professional work, he is involved in community activities such as volunteering with 2Share and cooking dinner monthly at Good Shepard House. Taft is also a member of St James Episcopal Church and participates in tennis through USTA. Residing in Wilmington since 1995 after moving from New York City, Taft balances his professional life with personal interests including cooking, music, running marathons, tennis, and spending time with his family and two dogs.