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.

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 the Series 63 and Series 66 designations and has worked within various divisions of Fidelity since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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 at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AXA Advisors, Combined Insurance, W&S Brokerage Services, and Western Southern Life. Outside of his advisory role, he serves as co-executor and co-power of attorney for his mother's estate. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party managers.

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.

Giles Simpson is a financial advisor with Wells Fargo Advisors in Wilmington, NC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked within Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Outside of his advisory work, he acts as a power of attorney for his mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions through a broad range of financial planning and investment services. The firm offers tailored planning solutions supported by Wells Fargo research and tools, with optional implementation through various brokerage and advisory programs.

Stephen Hardee is a financial advisor with Equitable Advisors in Wilmington, NC. He holds Series 65 and Series 66 licenses and has 10 years of industry experience, including prior roles at Lincoln Financial Advisors and Baystate Financial. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and provides ERISA fiduciary services for qualified plans.

Kevin Kramer is a CFP® professional with nine years of experience, currently serving as a financial advisor at Edward Jones in Wilmington, NC since 2017. His career prior to Edward Jones includes a one-year period of unemployment from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large network of advisors and branch offices nationwide.

Emily Harvey is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. Her career includes previous roles at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized advisory services.

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 with Primerica Advisors, holding Series 65 and Series 63 credentials and two years of industry experience. His prior work includes roles at Conway Medical, Aramark, and RWJHB Health System. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily uses model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.