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.

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.