Benjamin Wilkerson is a financial advisor with Wells Fargo Clearing in Wilmington, NC. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2026. His background includes roles at Wells Fargo Bank, TowneBank, and various educational and community organizations. He has been involved with the County of Currituck Parks and Recreation since 2016. 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 combines research from Wells Fargo Investment Institute with modern portfolio theory in its investment approach.

Christopher Rosa is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones in 2024, he served with the Town of Lloyd Police Department and the Town of Poughkeepsie Police, retiring in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household and corporate types. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Joey Coffey is a financial advisor at Merrill with 17 years at the firm and seven years of industry experience. He holds the Series 66 credential. Coffey serves as a director on the board of The Grove HOA, a homeowner association in Wilmington, North Carolina. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional clients.

Mark Shelton is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Purpura is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Thrivent Financial and ExchangeRight Securities, LLC. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs firm-provided asset-allocation tools and supports various account management options, including discretionary and non-discretionary portfolios.

Nina White is a financial advisor at Edward Jones in Wilmington, NC, holding a Series 66 designation. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Milligan is a financial advisor with Wells Fargo Clearing in Wilmington, NC. He holds Series 65 and Series 63 licenses and has recently transitioned into the advisory field following prior roles at Wells Fargo Bank, Lowe’s Companies, and various educational institutions. 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 combines research from Wells Fargo Investment Institute with third-party data to guide its investment approach.

Kirstin Fowler is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to her current role, she has been employed with Wells Fargo Bank since 2010. Outside of finance, she works as a server at Bourbon Street Restaurant and as an evening stocker at Target. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Sean Frelke is a financial advisor with RBC Capital Markets in Wilmington, NC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Bb&T Securities, LLC for seven years before joining RBC Capital Markets in 2020. Outside of his advisory role, he serves on the finance council for the Basilica of St. Mary and is the treasurer and a board member of the Downtown Wilmington Rotary Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with personalized investment strategies implemented through a combination of in-house and third-party managers.

Jade Skelton is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Wells Fargo Clearing in 2023, Jade worked at Wells Fargo Bank, N.A. beginning in 2020. Jade also has experience in the food service industry and higher education. Wells Fargo Advisors is a national securities firm that provides 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, utilizing research from Wells Fargo Investment Institute and third-party databases.

Charles Leak is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of his advisory role, he is the sole proprietor of A SAFE PLACE, an organization focused on victim identification, crisis management, restorative housing, outreach, and education. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Kelly Luckhaus is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, Kelly worked at LPL Financial and South Carolina Bank & Trust. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Claudia Huerta Suazo is a financial advisor at Merrill with a Series 66 designation and seven years of experience at the firm. She previously worked at AM Retail Group Inc. for three years and Essential Services for eleven years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Laurence Mass is a financial advisor with Wells Fargo Advisors in Wilmington, NC, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has been with Wells Fargo Advisors since 2009, including prior roles at Wells Fargo Clearing. Outside of his advisory work, Mass is involved in community leadership as president of the Headwaters Cove Homeowners Association and treasurer of the Seagate Homeowners Association in Wilmington, NC. He also owns and operates several business ventures, including Teal Capital, LLC, and Windward Leeward, LLC, which provides hardware for the sailing industry. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options and tailored recommendations based on Wells Fargo research and tools. The firm integrates advisory services with other financial products and operates a network of financial advisors nationwide.

Glenn Wilkinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at SCF Investment Advisors, SCF Securities, The Strategic Financial Alliance, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and portfolio management solutions, leveraging both proprietary and third-party strategies across its extensive network of advisors.

Thomas Burke is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He has been associated with various Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Burke also owns equity interests in two investment-related businesses based in Wilmington, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, using firm research and planning tools to develop tailored recommendations.

Frances Goodman is a CFP® professional with 40 years of experience in financial advising. She has been with Wells Fargo Advisors since 2022 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Goodman serves as the treasurer for the Champion McDowell Davis Charitable Foundations and participates in financial oversight roles for local nonprofit organizations. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and using proprietary research and tools to develop tailored recommendations.

Marlon Carranza Salazar is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior work history including roles at Wells Fargo Bank, nA and Brookdale Hospital and Medical Center ALP. Outside of finance, he works as a delivery driver for Walmart Spark Delivery. 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 incorporates modern portfolio theory, with a broader range of financial products than typical institutional advisers.

Christopher O Neill is a financial advisor with Cetera, holding Series 65 and Series 63 designations and four years of industry experience. He has worked at Cetera since 2024 and previously at Allegheny Investments and Commonwealth Financial Network. In addition to his advisory role, he has been a freelance journalist since 2017, contributing to third-party agencies. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a multi-manager platform with a variety of portfolio management, financial planning, and consulting services, managing over $256 billion in assets.

Michael Scott is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill, Bank of America N.A., Truist Bank, Edward Jones, and First Citizens Bank. Outside of his advisory work, he participates as a musician providing music for Sunday services at First Fruits Family Ministry in Fayetteville, NC. 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 combines research and analytics with a broad offering of brokerage and advisory solutions, operating at a large scale with over 14,000 financial advisors and roughly $671 billion in assets under management.