Malinda Hoffer is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and three years of industry experience. She has been associated 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 a broad range of 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.

Hannah Clymer is a Series 66-designated financial advisor with Raymond James Financial, based in Wilmington, NC. She has four years of experience in the financial industry, including roles at Corning Credit Union and Raymond James Financial Services Advisors, Inc. Outside of her advisory work, she is involved as an associate employee at Wealth Strategies/CCU Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutions. The firm delivers non-discretionary planning and uses risk profiling and analytical tools to tailor recommendations to client goals.

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.

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.

Gary Mc Lamb is a CFP® professional with over 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he serves on the Finance Committee at Carolina Beach Presbyterian Church, presides over the Church Men’s Group, and is a board member of the Friends of Fort Fisher, where he also participates on the Finance Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and services, supported by a large nationwide network of financial advisors and branch offices.

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.

Maria Cathrine Robbins is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its predecessor entities since 2012. Outside of advising, Robbins is involved in business ownership, including managing a restaurant/pub and consulting for financial advisors. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, utilizing internal research and third-party data to guide asset allocation and withdrawal strategies.

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, holding Series 65 and Series 63 licenses. She has extensive experience with Wells Fargo Bank, NA, where she has worked since 1996. In addition to her advisory role, she is involved with Cheek's Chicks & Cottontails LLC, an entrepreneurial venture she has operated since 2024. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and external sources.

Jordan Swann is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and three years of industry experience. He previously worked at Live Oak Bank for seven years before joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research, planning tools, and simulations to develop tailored recommendations for clients.

Kevin Davis II is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials. He has been with Wells Fargo-related entities since 2021 and has prior work experience in various roles outside the financial industry. 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, leveraging research from Wells Fargo Investment Institute and third-party sources.

Andrew Gordy is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Wells Fargo Clearing since 2019. Prior to that, he was with TIAA and TIAA-CREF Individual & Institutional Services from 2017 to 2019. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, 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.

Dylan Reaves is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. He has been with Wells Fargo Bank since 2019 and joined Wells Fargo Clearing in 2025. Prior to his career in finance, he worked at Lowes Foods from 2015 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

James Rackley is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been active in the financial services industry since 1997, specializing in total wealth management. His expertise encompasses managing multi-dimensional personal and business finances, with a particular focus on assisting business owners in implementing and executing various retirement plans, including 401(k)s, SIMPLEs, SEPs, and Uni(k) plans. James holds a Bachelor's Degree from East Carolina University and an Associate's Degree from Lenoir Community College. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, James has been a member of the Optimist Club of Winter Park for over 24 years, supporting community organizations such as The Boys & Girls Club and non-profits aiding children with life-threatening illnesses. He lives in Wilmington with his wife Patti and their two sons and enjoys cooking, golfing, and hunting in his free time.

Brian Mc Cormack is a CFP®-certified financial advisor with 33 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2016, and previously held roles at First Citizens Investor Services, CapFinancial Securities, BB&T Institutional Investment Advisers, and BB&T Asset Management. Mc Cormack serves on the boards of the NHC Industrial Pollution Control Authority, St. Mark Catholic School advisory council, and North Carolina Wesleyan College Advisory Council. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized custody and operational infrastructure.

Jonathan Boulware is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. since 2009. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.