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.

Matthew Brenneman is a CFP® with 19 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Voya Financial Advisors and operating Brenneman Independent Planning, LLC, his own financial services marketing entity. He also serves as president of Carolina Office Place, a local office park board of directors. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary programs.

Timothy Gray II is a financial advisor with Raymond James & Associates in Wilmington, NC, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior work history includes roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving individuals, institutional clients, and municipalities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs, utilizing multiple portfolio management strategies and affiliated research.

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.

Dennis Fingers Jr. is a financial advisor with LPL Financial who holds a Series 66 designation and has 23 years of industry experience. He was previously affiliated with First Citizens Investor Services, Inc. and First-Citizens Bank & Trust Company for 19 years, and has also worked at First Horizon Advisors. 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 a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Fogarty is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved as the owner of Northlake Financial Management, a DBA for his LPL business. LPL Enterprise, LLC serves individual and high-net-worth investors, retirement plans, banks, corporate and charitable entities through a network of investment adviser representatives. The firm offers financial planning, access to third-party asset managers, and a model-driven investment approach, along with brokerage and insurance services through affiliated entities.

Matthew Stowe is a financial advisor at Edward Jones in Wilmington, NC, holding Series 63 and Series 66 credentials with 12 years of industry experience. His prior roles include positions at First National Bank of PA, Cetera Investment Services, Raymond James Financial Services, and NewBridge Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and offices.

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.

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.

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.

Paul Mcneill is a financial advisor with Primerica Advisors in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure, with portfolio implementation handled by BNY Mellon Advisors.

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.

Reid Harris is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he held roles at Harris Lawn Care, Inc., OnWire Consulting Group, and North Carolina State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds.

Aaron Kessler is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. He previously held roles within Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning a total of 17 years at those firms. Kessler is also involved in entrepreneurial activities through his ownership of Kessler Capital LLC and Kessler Innovations LLC, which focus on investment-related practices and product development. 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 planning menu and delivers tailored recommendations supported by Wells Fargo research and planning tools.

Susanne Miller is a financial advisor with Thrivent Investment Management who holds Series 63 and Series 65 licenses and has 20 years of industry experience. Her prior roles include positions at Edward Jones and BB&T, reflecting a long tenure in wealth management. She serves as a volunteer board member for Pine Valley Methodist Church’s Stewardship Board and the Pine Valley WeeCare Preschool Board in Wilmington, NC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and broad financial planning without discretionary portfolio management or institutional advisory services.

Dennis Vavassis is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Fidelity Brokerage Services LLC. Outside of his advisory work, he has ownership in a real estate rental business in New Bern, NC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and institutional clients. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Nicholas Cook is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at CNL Financial Group and Walt Disney. Outside of his advisory work, he occasionally drives for DoorDash. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis to support clients, with a focus on assets managed within Ameriprise accounts.