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 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.