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.

William Dozier is a financial advisor with Wells Fargo Advisors in Wilmington, NC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Wells Fargo Advisors and affiliated entities since 2009. Outside his advisory role, he owns and operates WHD Inc., LLC, which he dedicates significant time to alongside his work at the firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm’s approach integrates research-based recommendations delivered through personalized planning engagements, with optional implementation through various brokerage and advisory programs.

Jason Harris is a financial advisor with Wells Fargo Advisors in Wilmington, NC, holding a Series 66 designation and 24 years of industry experience. He has worked with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he is involved as an owner of investment-related entities, including Rising Covey Partners LLC and Atlas Investment Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and integrates advisory work with other financial products and referral channels.

Mary Collins is a Series 66-licensed financial advisor with six years of industry experience. She has worked at UBS Financial Services since 2018 and previously spent two years at Stifel. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and access to alternative investment products. The firm integrates institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients' goals and risk tolerances.

Bryan Stanley is a financial advisor at Merrill Lynch Wealth Management who focuses on helping clients develop personalized strategies to achieve their unique financial goals. He works with individuals and families on creating dignified retirement incomes, establishing legacies, education funding, tax-efficient investing, cash management, wealth preservation, and navigating significant life changes. Bryan emphasizes the importance of truly listening to clients to understand their stories and financial situations. Bryan's commitment to financial planning was influenced by his upbringing in Fayetteville, NC, and the financial challenges he witnessed among those close to him. Inspired by the philosophy that everyone deserves a financial plan, he has dedicated over a decade to helping clients take control of their finances and maintain purchasing power amid changing economic conditions. He holds a Bachelor's degree from East Carolina University and an MBA from Capella University and has earned the Personal Investment Advisor (PIA) designation. In addition to his professional work, Bryan is involved in community organizations including Heritage Place Senior Living, the Special Forces Transition Foundation, and United Way. He is also a member of the Ancient Free and Accepted Masons. Outside of work, he enjoys activities such as boxing, fishing, football, hiking, reading, scuba diving, swimming, traveling, and spending time with his family.

Steven Felton is a financial advisor with Ameriprise in Hampstead, NC, holding a Series 63 designation and 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the boards of Duke Children’s Hospital and Health Center and NC Wesleyan University, and he creates and sells painted notecards with net proceeds benefiting Duke Children’s Hospital. Ameriprise offers retirement-income planning services for clients typically holding at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered through a centralized consulting team.

Ellen Honeycutt is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at VALIC Financial Advisors, Western Southern Life, and W&S Brokerage Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Russell Moore is a Series 66-licensed financial advisor with MassMutual Investors Services, where he has worked since 2016. He has 22 years of industry experience, including roles at Primerica Advisors and Guardian Life Insurance Company of America. In addition to his advisory work, Moore serves on the board of trustees for the Bonclarken Conference Center and is treasurer for Christ the King Church. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on a collaborative, goal-based approach without discretionary investment authority.

Angela Bodinus is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Scott Deffinbaugh is a CFP® professional with 27 years of experience currently with RBC Capital Markets in Wilmington, NC. He has been with RBC since 2009 and also worked at City National Bank from 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors and institutions, offering a variety of wrap fee advisory programs with discretionary and non-discretionary portfolio management services tailored to clients' risk profiles.

Robert Thomas is a CFP® professional with four years of industry experience, currently with RBC Capital Markets since 2024. Prior to this, he worked at Truist Investment Services, Inc. and BB&T. He serves on the finance committees of local charitable organizations, including the Boys and Girls Club of Southeastern North Carolina and WARM NC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm employs tailored investment strategies using both in-house and third-party managers across diversified portfolios.

Jeanpierre Parent is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo, he worked at M&T Bank, Urban Outfitters, and Hennes & Mauritz. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aleasha Conroy is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Wells Fargo, Bank of America, and Merrill. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of retail and institutional investment services.

Deborah Stewart is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. She has worked at Wells Fargo Bank, N.A. since 2021 and previously held roles at Handy Mart and Bed Bath and Beyond. 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.

Louis Burney Jr. is a financial advisor with Morgan Stanley in Wilmington, NC, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Mr. Burney serves on the boards of the New Hanover County ABC Board and Cape Fear Community College. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery conversations and advanced modeling tools, offering a broad range of investment and advisory solutions.

Heather Cleary is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies that take into account their risk tolerance, time horizon, and liquidity needs. Heather works closely with her clients to create flexible plans aligned with their financial goals. Her areas of expertise include college education planning, divorce transition planning, legacy planning, personal retirement planning, portfolio management, tax minimization, retirement income, and wealth management for women. Heather and her team use their combined experience to guide clients toward wise financial decisions supporting both short- and long-term objectives. Heather holds a bachelor's degree in Finance and Economics from Radford University. She has earned the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor™ designation. Outside of her professional role, Heather is involved with charitable organizations including the American Cancer Society, the American Heart Association, and Habitat for Humanity. She enjoys reading, running, spending time with her family, and traveling.