John Collie is a financial advisor at Morgan Stanley in Wilmington, NC, holding a Series 66 designation with six years of industry experience. He has been with Morgan Stanley and its Private Bank since 2019, following a ten-year retirement period. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Bullen Keen is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, Keen worked at Dye Creek Capital/RKJ and held roles outside the financial sector at Preston Wood Country Club and Triangle Aquatics. 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 options tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools.

James Croom is a financial advisor with Merrill Lynch Wealth Management. He serves clients by focusing on creating, preserving, and growing their wealth, drawing on his commitment to building strong relationships that support successful financial planning throughout various life stages. Born and raised in Wilmington, James is dedicated to serving the community that influenced his values and work ethic. He holds a Bachelors degree and a Masters degree from the University of North Carolina at Wilmington. James also maintains the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, James spends time enjoying golfing, fishing, the coastal lifestyle, and being with his wife and their dogs.

Elise Wilson is a Certified Financial Planner® at UBS Financial Services with 18 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Gina Gilb is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her background includes roles at Bank of America, nCino, Inc., and First-Citizens Bank & Trust Company. Outside of her advisory work, she serves as President of the Board for the Girls' Choir of Wilmington and the National Charity League's Sea Turtle Chapter, and participates as an Assistant Scoutmaster for a local scouting troop. She is also a classical singer working as a consultant. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Mary Morrow is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked in various roles including positions at Martin Marietta and Spectrum News. 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 manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources.

Ranieri Ferreira is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses. He has been with Wells Fargo Bank, NA since 2022 and began his advisory role in 2026. His prior work experience includes roles at AT&T Mobility Services LLC, CorTech LLC, and Sweat Communications LLC. 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 and analytics.

Cherilyn Mollohan is a financial advisor with Wells Fargo Clearing in Wilmington, NC. She holds Series 65 and Series 63 licenses and has been with Wells Fargo Clearing since 2025. Prior to her current role, she worked at Wells Fargo Bank, nA, and held various positions outside the financial industry. Additionally, she operates a side business called Cherilyn's Travel Desk. 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 sources.

Enrique Aranda Garcia is a financial advisor with Wells Fargo Clearing in Wilmington, NC. He holds Series 63 and Series 65 licenses and has been working in the financial industry since 2017, with experience at several banks including Suntrust Bank, First National Bank of PA, and Truist Bank. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

James Cowgill is a CFP® professional with 25 years of industry experience, currently serving at Edward Jones in Wilmington, NC since 2008. His credentials include Series 63 and Series 66 registrations. Outside of advising, he is a manager of JCE Holdings LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets with a large network of financial advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Garrett Haney is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, and Merrill. 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 supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Sheila Hernandez Calzada is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo Clearing since 2025 and has prior experience at Wells Fargo Bank, Smithfield Foods, Conestoga Wood Specialist, Florida Blue, and Piggly Wiggly. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Gary Bechtold is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he served in various roles within the Marine Special Operations Command and the 3rd Marine Raider Battalion. His background includes military service and a brief tenure at Live Oak Bank. 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, institutional investors, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Brent Hayes is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with Cambridge since 2016. Hayes also serves as managing partner of Strategic Investment Partners and works as an independent insurance agent with Coastal Choice Insurance Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing multiple custody platforms and a range of discretionary and non-discretionary investment strategies.

James Thornton is a financial advisor with OSAIC Wealth, Inc. based in Wilmington, NC, holding Series 63, 65, and 66 licenses with 30 years of industry experience. He has worked at Stifel Independent Advisors, LLC since 2002 and joined OSAIC Wealth in 2026. Outside of his advisory work, he is a member-manager of Masonboro Water Taxi LLC, which operates boat and harbor tours. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a variety of investment tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Michael Jurgensen is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Kestra Advisory and Cetera Financial Specialists. Outside of his advisory role, he serves as an internal auditor for a local church in Wilmington, NC. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options supported by asset-allocation tools and third-party platforms.