Matthew Beatty is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Thrivent since 2012 and Thrivent Financial for Lutherans since 2013. Outside of his advisory role, Beatty is co-owner of NMJ Tax Services LLC, a company providing tax and accounting services, and serves on the board of Porters Neck Village, a senior living center in Wilmington, NC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to integrate planning with managed-account services while maintaining separate engagement relationships.

John Willse is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, with 39 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2015 and joined Cetera in 2024. Outside of his advisory role, he is involved in several financial services and insurance-related businesses, including ownership and operations of an insurance marketing organization and participation in life settlement activities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform combining discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Ryan Bezek is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Sterling Capital Management. Outside of finance, he has been involved with Rudino's Sports Bar and Grill since 2015. 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 IPS-driven and incorporates modern portfolio theory, including a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Edward Grogan is a financial advisor at Primerica Advisors in Wilmington, NC, holding Series 63 and Series 65 licenses with two years of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, Conway Medical, Aramark, and RWJHB Health System. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Allison Coward is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following roles at Wells Fargo Advisors, LLC, and Altrius Capital Management, Inc. Outside of her advisory work, she serves as power of attorney for her mother and executor for her aunt's estate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party sources, applying diversification and modern portfolio theory in its investment evaluations.

Brittany Mote is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has been with Wells Fargo Clearing since 2019 and has been affiliated with Wells Fargo Bank, NA since 2011. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Lawrence is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co since 2012. Outside of his advisory role, he is a one-third owner of EJL Holdings Inc, a real estate business. Stifel serves a diverse client base including individuals, institutions, and municipalities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Daniel Smith is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Mass Mutual Investors Services since 1983 and has also been associated with MassMutual Life Insurance Company since 1978. Outside of his advisory role, he operates a sole proprietorship focused on insurance and estate planning. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations tailored to client goals.

Malinda Hoffer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Carolyn Finick is a CFP® and Series 66-registered advisor with eight years of industry experience. She has worked at Edward Jones since 2026 and previously spent ten years at UBS Financial Services Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Brian Fernander Jr. is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch before joining J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Brent Naylor is a financial advisor with Edward Jones in Wilmington, NC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services before joining Edward Jones in 2019. Outside of his advisory role, he is the vice president and a performer in a local praise and worship band. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services supported by a nationwide network of over 23,700 financial advisors.

Angelina Patarini is a financial advisor at Morgan Stanley in Wilmington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she worked at Advantage xPO onsite at Goldman Sachs and has a background that includes various roles at Gettysburg College and community organizations such as the Young Men’s Christian Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and models.

Chad Reynolds is a CFP® with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2011. He holds the Series 66 designation and is based in Washington, North Carolina. 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.

Jason Clukey is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Bank NA since 2009 and has been with Wells Fargo Clearing since 2016. 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 solutions. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Adam Bolick is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo's affiliated firms since 2015. Bolick has ownership interests in multiple private investment entities based in Wilmington, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad menu of financial planning and investment services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with clients able to implement these through various brokerage or advisory programs.

Haylea Martin is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc and Bank of America since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies implemented by internal and third-party managers.

Richard Griffler is a financial advisor at Stifel with 47 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009 and holds Series 63 and Series 65 licenses. The firm serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Susan Cheek is a financial advisor with Wells Fargo Clearing in Wilmington, NC. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Bank since 1996. In addition to her advisory role, she is involved with Cheek's Chicks & Cottontails LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by Wells Fargo Investment Institute research.

Kevin Davis II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. He has been with Wells Fargo in various capacities since 2021 and joined Wells Fargo Clearing in 2026. Prior to his financial services roles, his work experience includes positions at Verizon, CVS, Walgreens, and UNCW. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.