Broker Check


Nicholas J. Pino, CFP®, AIF®


(919) 719-3811

Nick’s passion for financial markets began in 1999 when he had the opportunity to work at Gerard, Klauer, Mattison & Co. Partners in New York, New York.  For three years...

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Brian Carr, CFP,® AIF®

CERTIFIED FINANCIAL PLANNER™ Practitioner, Accredited Investment Fiduciary®

(919) 719-3831

Brian is a seasoned financial advisor and co-founder of Team RetireWell. He oversees growth of the team and inspires collaboration with subject matter experts, advisors, analysts and administrative staff to bring a holistic...

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Phil Romano, CFP®, AIF®


(919) 719-3848

Phil is a skilled financial advisor and financial planner with Team RetireWell. He is responsible for developing advanced financial planning strategies and collaborates...

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Harrison Bowlin, CFP®,ChFC®


(434) 738-7785

Harrison is passionate about maintaining and improving your standard of living, maximizing wealth and preparing for monetary independence in retirement. 

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Crystal Beard, ESQ


(919) 880-5957

Crystal Beard, attorney at Beard Law, PLLC specializes in Estate Administration, Estate Planning and Guardianship Law. Crystal’s firm website is Crystal lives in Creedmoor, NC with her husband, daughters...

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Corey Skolnick, CPA


(919) 788-2115

Corey L. Skolnick is Managing Partner of Skolnick & Company and has almost two decades of diversified experience in public accounting and taxation, from compliance to planning, for corporations, s-corporations, partnerships, limited...

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John Rigsbee, CPA

Registered Representative

Nick Pangakis, RICP®, LUTCF

Financial Advisor

(984) 235-7222

Nick began his financial practice in 1997. His goal is to provide individuals, families and business owners with assistance in building their financial freedom. His mission is to become a lifetime resource for each and every one of his...

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Bob St. Clair

Registered Representative


Bob was born in Tennessee and lived there until his late 20’s. His undergraduate degree was a BA in Psychology from Emory & Henry College located in Emory, Virginia. Bob’s first job was as a counselor in a residential...

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Linda Housand

Financial Advisor

(919) 719-3808

Linda is a seasoned financial advisor, serving individuals, families and small businesses with financial advice, planning, investment, and insurance services.

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Eric Schofield

Health/Medicare Consultant

(919) 390-1880

(919) 400-4252

Eric is recognized as one of the leading experts in the industry in the Medicare market. He brings 18 years of experience along with a genuine concern for his clients and a passion for mentoring. Eric is uniquely positioned in the...

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Maya Tobin

Registered Assistant

(336) 701-2550

Maya Rose Tobin is our Scheduling Assistant and Client Service Specialist.  She has worked in the financial services industry since 1999, as a Registered Sales Assistant and Financial Planning Assistant with expertise in compliance.  

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