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.

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.

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.

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.

Victoria Mcanulty is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds the Series 63, Series 65, and Series 66 registrations. Her career includes roles within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

John Shropshire is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has worked at 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cassandra Nagel is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also engages in fund advisory and uses systematic methodologies incorporating AI and long-term asset allocation benchmarks.

Joshua Rosenberg is a financial advisor at Cetera with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. Rosenberg has been affiliated with Cetera since 2015 and is a partner at Masonboro Capital Group LLC Nabell Winslow Investments. He serves on the board of the New Hanover Estate Planning Council and contributes as an advisory board member at The American College of Financial Services. Additionally, he mentors college students through the Cameron Executive Network and is an appointed board member of the Airlie Gardens Foundation Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that offers comprehensive portfolio management, financial planning, and retirement services to a diverse client base including individuals, employer-sponsored retirement plans, corporations, charities, and institutions. The firm operates a multi-manager platform providing advisors with access to affiliated and third-party model portfolios, automated investment solutions, and bespoke strategies.

Brian Johnson is a financial advisor with Equitable Advisors in Wilmington, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Equitable Advisors in 2019, he worked at Axa Advisors, Combined Insurance, W&S Brokerage Services, and Western Southern Life. He serves as co-executor and co-power of attorney for his mother’s estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models implemented through third-party asset managers and LPL-sponsored programs, focusing on personalized risk assessment and client-specific investment solutions.

Corey Crews is a Series 66-licensed financial advisor with LPL Financial, based in Wilmington, NC, and has 10 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Marine Federal Credit Union and CUNA Brokerage Services, Inc. Outside of his advisory work, Crews is involved in real estate rental activities in Surf City, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a broad range of financial planning and investment management options including third-party asset management and institutional platforms.

Kellie Cliborne is a financial advisor with Wells Fargo Clearing in Wilmington, NC. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Kellie has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors and Wells Fargo Bank. 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 a range of brokerage and advisory solutions.