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.

Matthew Alberding is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Fidelity Investments and fitness club management positions. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Clarence Burton III is a financial advisor at Edward Jones in Wilmington, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked for St. Mark Catholic Church and School and Fauquier County Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products supported by a large nationwide network of advisors and branch offices.

Kaleb Lewis is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Corning Credit Union, and Herrings Outdoor Sports. Outside of his advisory role, he is also employed as an associate with Corning Credit Union Wealth Strategies. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm uses analytical tools and risk profiling to tailor non-discretionary investment consulting and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Vincent Howard is a financial advisor with Edelman Financial Engines in Wilmington, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edelman Financial Engines, he worked at Gradient Advisors LLC and Mass Mutual Investors Services. Outside of finance, he owns and manages a hair salon, Hair Studio of Leland LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large participant base through advisor-led and online offerings.

Samuel Storey 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 Bank and Wells Fargo Clearing since 2024 and 2026, respectively. Prior to his financial services career, he served in the United States Army from 2020 to 2024. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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.

Keith Howell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services 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 rooted in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Shane Hendren is a financial advisor with Raymond James & Associates in Wilmington, NC, holding a Series 66 designation and 13 years of industry experience. His prior work includes positions at Truist Advisory Services, Truist Investment Services, and BB&T organizations. Hendren serves as a board member of the University of North Carolina Wilmington’s Marketing Department Advisory Board, contributing feedback and participating in student development activities. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Justin Mckay is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously at Bbtis from 2013 to 2017. Outside of advising, he serves as a board member of the Belmont Homeowners Association in Charlotte, NC. 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 based on modern portfolio theory, serving plan sponsors with tailored investment solutions and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

James Wawner is a CFP®-designated financial advisor with Edward Jones in Wilmington, NC, bringing nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Alcami Corporation and serves in the United States Coast Guard Reserve as a Marine Science Technician. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs including discretionary and non-discretionary strategies along with affiliated mutual funds and tax-efficient services.

Timothy Terzaken is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Advisors since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. 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 in its investment menus.

Christopher Horne is a financial advisor with LPL Financial in Wilmington, NC, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 27 years of industry experience, including six years at Uvest Financial Services Group, Inc. prior to joining LPL Financial in 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Bret Schardt is a financial advisor with RBC Capital Markets in Wilmington, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at RBC Capital Markets Corporation since 2009 and at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets resources and affiliated asset managers.

Jared Bumgardner is a Series 66 licensed financial advisor with Edward Jones in Wilmington, NC, where he has 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a singer/songwriter who earns royalties for his work. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, investment solutions, and affiliated financial services. The firm manages approximately $1.01 trillion in assets with a national network of more than 23,000 financial advisors and over 15,000 branch offices.

Christopher Alexander is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has been with Wells Fargo Bank, NA since 2019. Prior to his financial career, he served four years in the US Army. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.