Melanie Hernandez Calzada is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. She has experience working in financial services since 2019, including roles at Wells Fargo Bank and Southern Bank. Prior to that, she held positions outside the financial industry at Piggly Wiggly and Wilson Early College Academy. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Richard Foley II is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses, and has 12 years of experience in the industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Kyle Mitchell is a financial advisor with Edward Jones in Wilmington, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is a passive member of two real estate investment entities, Lotta Shal LLC and Evolve Real Estate Fund 1 LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sonja Aarnink is a financial advisor with Morgan Stanley in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and modeling techniques in its process.

James Corcoran is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS in 2025, he served four years in the United States Marine Corps. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-based, tailored investment plans through a large network of advisors.

Tyler Franceschini is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Clean Eatz. Outside of his advisory role, he operates a marketing consultancy that provides advertising and content services to local service businesses in Wilmington, NC. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Chad Hoskins is a financial advisor at Stifel with a Series 66 credential and no prior industry experience. He previously worked at MidCap Financial for nine years and was affiliated with the University of North Carolina for five years before joining Stifel in 2026. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Stephen Batts is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for nine years before joining Raymond James in 2023. He is also involved with Batts Financial Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs across a large network.

John Woolard III is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary support. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jeffrey Morgan is a financial advisor with Edward Jones in Hampstead, NC, holding a Series 66 designation and eight years of industry experience. He joined Edward Jones in 2017 after two years at Kinetic Equity, LLC. Outside of his advisory role, he is co-manager of Anderson Morgan, LLC, a commercial property business in Wilmington, NC. 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.

Creighton Hayworth is a financial advisor with Ameriprise in Wilmington, NC, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise since 2018, following five years at Syneos Health. Outside of his advisory role, he serves as treasurer for Steven D Felton, Inc. and is a board member of the UNCW Board of Visitors. Ameriprise provides retirement-income planning services for individuals with significant investable assets, offering tailored recommendation reports based on research and modeling. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.

Alison Jones is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent six years at The Prudential Insurance Company of America. Outside of her advisory role, she serves as a co-trustee of a family farm trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Albert Yeboah Jr. is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank, nA, Phoenix One Partners LLC, and Truist Financial. In addition to his advisory role, he owns Phoenix One Ventures, LLC, a business that sells cell phone cases and accessories. 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 a broad range of investment options, including insurance-related products and bank deposit sweep programs.

John Kilian is a Series 66 licensed financial advisor with 17 years of industry experience. He has been with UBS Financial Services in Wilmington, NC since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Shannon Chiarello is a CFP® and Series 66 credentialed advisor with six years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2025, and previously spent five years with Edward Jones. Outside of her advisory role, she is president of Chiarello Wealth Management, overseeing daily client management and financial planning operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Gene Croom Jr. serves as a Resident Director with Merrill, where he works with individuals and businesses to create integrated wealth management strategies. He brings a disciplined approach to clients' investments and focuses on areas such as college education planning, divorce transition planning, family wealth management strategies, and tax minimization. With 29 years in the financial services industry, Gene holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a graduate of the University of North Carolina at Wilmington. A native of Wilmington, North Carolina, Gene and his wife Amy have four sons. Outside of work, he enjoys fishing, surfing, golfing, and coaching youth sports. He is also involved in community organizations such as Winter Park Optimist, First Baptist Church, and Blue Ribbon Run.

Michael Faulkenbury is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011. Outside of his advisory role, he serves in leadership and finance committee positions with several Masonic organizations and is the Vice President of the Board at Project Victory Gardens, an organization assisting veterans. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Luis Rivera is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has worked at several firms including Raymond James Financial Services and Ameriprise Financial Services. Outside of his advisory role, Rivera is involved as a server at River Birch Lodge in Winston Salem, NC. 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.

George Winslow is a financial advisor at Edward Jones in Wilmington, NC, holding the ChFC® and Series 66 designations with 16 years of industry experience. He has worked at Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

James Mills is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at Principal Securities, Edward Spencer Employee Benefits Group, and 21st Century Financial Strategies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages roughly $671 billion in assets through a large network of financial advisors and integrates research and analytics to support its investment approach.