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.

Stephen Chappell is a financial advisor at Raymond James Financial in Wilmington, NC, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has been with Raymond James Financial Services since 1996 and with Raymond James Financial since 2009. 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 plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and supports a large network of advisors and affiliated firms.

Maria Papageorgiou Mcgrath is a financial advisor at UBS Financial Services with 34 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Merrill and Bank of America, N.A. before joining UBS in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and research resources.

Steven Krasnipol is a CFP® and ChFC® with 32 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Financial Group since 2008. Outside his advisory role, he is involved in several business activities including ownership of an LLC related to real estate and providing administrative services through another entity he owns. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning using firm-approved analytical tools.

Jeremy Bierlein is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and three years of industry experience. He has worked at several firms including Bank of America, Merrill, Edward Jones, and TD Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Trevor Yates is a financial advisor with Edward Jones in Wilmington, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. 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 and offers a range of advisory programs and investment strategies through a nationwide network of advisors and branch offices.

Tyler Yaw is a CFP® professional and financial advisor with Wells Fargo Advisors in Wilmington, NC, bringing six years of industry experience. Before joining Wells Fargo Advisors in 2025, he worked at Wells Fargo Clearing for six years and previously at REEDS Jewelers for four years. He is a co-owner of the Whiskey & Wisdom Podcast, a non-investment-related venture based in Wilmington. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, wealth-transfer, and specialized business and personal planning services. The firm combines advisory services with other financial products and referral channels to deliver tailored recommendations based on proprietary research and tools.

Charles Mintz is a CFP® professional with 14 years of industry experience, currently advising clients at Raymond James & Associates in Wilmington, NC. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. 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 public entities, offering financial planning and consulting services with a broad range of portfolio management strategies.

Paul Mitkish is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 31 years of industry experience. He previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. Outside of his advisory role, he has involvement as a landlord. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Caroline Theobald is a financial advisor with RBC Capital Markets, holding a Series 66 designation and two years of industry experience. She has worked at RBC Capital Markets since 2020 and previously was employed at BB&T Scott and Stringfellow in 2020. Prior to her financial career, she operated DC Med Consulting LLC from 2016 to 2019 and took time as a stay-at-home mom. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.

Holly Lawrence is a financial advisor with Wells Fargo Advisors in Wilmington, NC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked across various Wells Fargo entities since 2013. Outside of her advisory role, she serves as a trustee for her parent's trust. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services tailored by a network of advisors. The firm offers a broad range of planning services covering cash-flow, retirement, education, risk, and wealth-transfer planning, among other specialized areas.

Danielle Rich is a financial advisor with Raymond James & Associates in Wilmington, NC, holding Series 63 and Series 66 licenses and having four years of industry experience. Her prior roles include positions at UBS Financial Services Inc., First Citizens Investor Services, and First Citizens Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages 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 consulting services supported by firm research and a range of portfolio management strategies.