Teresa Holzwarth is a CFP® professional with 32 years of industry experience. She is currently with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., where she has worked since 2019. Her prior experience includes 13 years at Lincoln Financial Securities Corporation. Outside of her advisory role, she serves as vice president of Rogers and Holzwarth Associates, an independent insurance agency. Cambridge Investment Research Advisors is an SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a range of portfolio management strategies and platform arrangements.

Shannon Colon is a CFP® and Series 66-registered financial advisor at Edward Jones with 18 years of industry experience. Her prior roles include positions at Merrill Lynch, Vanguard, and Wells Fargo. She is currently based in Wilmington, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and maintains a large network of financial advisors and branch offices.

Debra Pickett is a CFP®-certified financial advisor with six years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She previously worked at Edward Jones and held roles in various industries including pharmaceuticals and manufacturing. Pickett serves as a committee member on the Town of Leland Economic Development Committee. 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, and institutional investors. The firm employs a tailored, non-discretionary planning approach using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Aaron Talley III is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he is involved with All Roads Ministries, focusing on faith-based speaking engagements. 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 tailored to clients meeting net-worth thresholds, including specialty areas such as business-owner transition and sports and entertainment planning.

David Lohff is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, Lohff serves as a substitute pastor and occasionally speaks at churches, and he also leads group exercise classes at Rockwell Fitness. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation with advisor collaboration and offers a broad range of advisory, brokerage, and insurance solutions.

Patrick Elmore is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 31 years of industry experience. He has worked with Raymond James Financial Services since 2000 and was with Seguoia Capital LLC from 2019 to 2025. Beyond his advisory role, he is involved in managing several rental real estate properties and partners in real estate ventures. 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 non-discretionary planning and tailored investment consulting, supported by advanced analytical tools and a focus on municipal and public finance advisory services.

Wanda Mcgowan is a financial advisor with LPL Financial in Southport, NC, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial since 2006. Mcgowan also serves as a notary public in North Carolina and is involved in insurance and annuity sales through Fairley & Mcgowan Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Hurst is a Series 66 credentialed financial advisor with Thrivent Investment Management in Wilmington, NC. He joined Thrivent in 2025 and has prior experience in various roles at companies including Sawyer Products and Navionics, a Garmin Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors, offering goal-based financial plans across a wide range of topics. The firm’s approach separates planning from managed-account services and focuses on periodic reviews without discretionary trading authority.

Lorissa Scott is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Wilmington, NC. 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, offering a range of advisory programs and maintaining a large national network of financial advisors and branch offices.

Michael Milazzo is a financial advisor at LPL Financial with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2025, he spent 25 years at Cadaret, Grant & Co., Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jonathan Grocott is a financial advisor with LPL Financial based in Southport, NC. He holds Series 63 and Series 66 licenses and has 13 years of industry experience, including prior roles at Merrill, Bank of America, PNC Wealth Management, and Wells Fargo Clearing. 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 financial planning and investment solutions through a large network of advisors and utilizes various advisory platforms and tools.

Shari Watkins is a financial advisor with Thrivent Investment Management in Carolina Beach, NC, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Her prior roles include positions at The Vanguard Group, the US Department of Commerce, and American Greetings. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses and planning across topics such as retirement and estate planning without discretionary trading authority.

Logan Spivey is a financial advisor at Edelman Financial Engines in Wilmington, NC, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Edelman Financial Engines in 2026, he worked at JPMorgan Chase Bank and J.P. Morgan Securities. He has also held roles at Fidelity Investments and Florida Financial Advisors. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools to provide diversified model portfolios, discretionary management, and online advice.

John Erwin is a financial advisor with Equitable Advisors in Southport, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Equitable Advisors since 1999, including during its affiliation with AXA Advisors. Outside of advising, Erwin serves as a board member for The Heritage Foundation and Dosher Memorial Hospital Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs, including third-party models and discretionary management, offering investment options such as mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jeffrey Stevens is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2012. Stevens operates in Wilmington, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports advisors with various investment strategies and technology tools while overseeing more than $819 billion in discretionary assets.

John Berard is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank from 2015 to 2020. Outside of his advisory role, he serves as president of Vesta Works Inc., a company developing a grill starter product. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Richard Dworsky is a financial advisor at Stifel with Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent five years with Morgan Stanley Private Bank. Outside of his advisory role, he is a partner in a boat rental club in Chapel Hill, NC. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary, forward-looking methodologies developed by its Investment Strategy Group.

John Query is a CFP® professional with eight years of industry experience currently with Edward Jones. He has worked at Edward Jones since 2018 and has prior experience with More Money SGPC, Uber Technologies Inc., and CardioPharma, Inc. Outside of his financial advisory work, he is a joint owner of a parking lot rental business in Carolina Beach, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth and corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Luke Winslow is a financial advisor with Edward Jones in Wilmington, NC, holding a Series 66 designation and three years of industry experience. He previously worked at Wells Fargo Clearing and has experience with Cape Fear Bonded Warehouse Inc. and the University of North Carolina Wilmington. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kenneth Hughes is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and over 26 years of industry experience. He previously worked at Valic Financial Advisors for 12 years and Agia for two years. Hughes is based in Wilmington, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by advisory and operational tools.