Paul Brinkley is a financial advisor with RBC Capital Markets in Wilmington, NC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. He serves on the Board of Directors of the Cape Fear Enrichment Program as Secretary. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Savannah King is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and previously worked at Edward Jones from 2019 to 2023. Before her advisory career, she was involved in diverse roles including positions at 1051 Salon and Wrightsville Family Practice. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christie Runski is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Wells Fargo Advisors, she worked at AMIkids for eight years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transitions and special-needs analysis.

Gregory Buckner is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. since 2013. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Catherine Atsumi is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and First Command Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Brett Mc Donough is a financial advisor with RBC Capital Markets in Wilmington, NC, holding a Series 66 license and four years of industry experience. His prior roles include positions at First Citizens Investor Services, Bank of America, Merrill, and BB&T/Truist. 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 multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to clients’ Advisory Risk Profiles and implemented through a combination of in-house and third-party managers.

Eric Brandt is a financial advisor with Mass Mutual Investors Services in Wilmington, NC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His career includes 29 years with Metlife Securities Inc. and over a decade with MassMutual Life Insurance Company. Outside of his advisory role, he is involved as an insurance broker for life, disability, and long-term care products. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning process involves annual, collaborative engagements using firm-approved software to analyze client goals and deliver written recommendations, while implementation is optional and conducted through separate brokerage or insurance arrangements.

Bobby Pulgarin is a Financial Advisor with Merrill Lynch Wealth Management based in Pinehurst, North Carolina. He serves families and business owners throughout Central and Coastal North Carolina, providing personalized financial strategies aimed at growing and protecting wealth. His client focus areas include liquidity management, managing new wealth, and personal retirement planning, with expertise in retirement planning, investment management, and 401(k) and business retirement plans. Bobby holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a High School Diploma from Lee Christian School and an Associate's Degree from Central Carolina Community College. Bobby’s approach centers on building long-term relationships grounded in integrity and clarity by understanding clients’ priorities and delivering strategies that align with their goals. Outside of his professional work, Bobby enjoys antiquing, chess, fishing, hunting, spending time with family, traveling, and watching movies. His philosophy emphasizes helping families and business owners uncover what matters most and create personalized financial plans to pursue their objectives.

Richard Ash is a financial advisor with Wells Fargo Clearing based in Greensboro, NC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at SunTrust Advisory Services and Suntrust Investment Services, Inc. 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 grounded in modern portfolio theory, with an investment approach that includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Ross Moore is a financial advisor with Equitable Advisors in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Equitable Advisors since 2011 and previously was associated with Axa Advisors, LLC. Moore is also involved in an outside insurance business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Travis Burgher is a financial advisor at Cetera with 10 years of industry experience and holds Series 63 and Series 65 credentials. His prior roles include positions at First National Bank of PA, Excite Credit Union, LPL Financial, and Truist Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring model portfolios, third-party managers, and customizable strategies.

Rachel Hunt is a financial advisor at Morgan Stanley in Wilmington, NC, holding a Series 66 designation with seven years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously worked at Flowserve from 2015 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and methodologies.

Brandon Chase is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding the Series 66 designation and five years of industry experience. His prior roles include positions at Capstone Education Group, Aspire Schools, Memphis Teacher Residency, and Boosterthon. 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 emphasizes research-driven investment strategies and offers both brokerage and advisory solutions across a broad range of financial products.

Marcus Owens is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding a Series 66 designation and three years of industry experience. His work history includes roles at Wells Fargo Bank and Fidelity Investments. Outside of his advisory duties, he is an owner of a rental property holding company called Stay Able, where he monitors properties. 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.

Anna Weatherford is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and over 14 years of experience with Wells Fargo Advisors LLC since 2012. She is based in Wilmington, 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Mark Obrzut is a financial advisor with Raymond James & Associates in Wilmington, NC, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at J.P. Morgan Securities for six years before joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and advisory services with a non-discretionary approach, supported by a nationwide network of advisers and affiliated research resources.

Sierra Brown is a financial advisor at Edward Jones with three years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at First Citizens Bank and The Wealth Store. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, portfolio strategies, and affiliated investment products through a large nationwide network of advisors and branch offices.

Jeremy Jones is a financial advisor at Stifel with 25 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Since 2012, he has been with Stifel Nicolaus & Co Inc. Outside of advisory work, he is a public notary and the owner of EJL Holdings Inc. Stifel serves a diverse client base including individual and institutional clients, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling.

Bradley Hudson is a CFP® professional with 25 years of experience in financial advising, currently with Raymond James Financial in Wilmington, NC. He has worked at Raymond James Financial Services since 2006 and spent five years at Coastal Horizons from 2017 to 2022. Outside of his advisory role, he is the owner of Sound Harbor Aviation, LLC, which maintains and manages aircraft operations. Raymond James Financial Services Advisors, Inc. offers comprehensive financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides non-discretionary advisory services using analytical tools to support client goals and maintains a notable affiliation with a municipal advisor that enhances its public finance capabilities.

Jennifer Edwards is a financial advisor with Wells Fargo Advisors in Wilmington, NC, holding a Series 66 designation and bringing 13 years of industry experience. Her career has been with Wells Fargo-affiliated firms since 2007. Outside of her advisory role, she co-owns rental properties with her spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with tailored recommendations delivered through meetings and written summaries.