Masonboro Advisors

Janet Matheron is a financial advisor at Masonboro Advisors in Wilmington, NC, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Capital Investment Advisory Services, Glasgow & Associates, and Coldwell Banker Sea Coast. Masonboro Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, and corporations, offering tailored asset allocation, written financial plans, and a Yield Enhancement Strategy that primarily uses structured notes. The firm manages client strategies through discretionary trading and ongoing monitoring, typically recommending custody at major custodians and integrating proprietary approaches and third-party services.

Logan Ruthling is a CFA® charterholder with one year of experience in financial advising, currently with Masonboro Advisors. His prior roles include positions at Glasgow & Associates, Sheets Smith Wealth Management Inc, and nCino, as well as work at the University of North Carolina Wilmington and Yankee Candle. Masonboro Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and corporations. The firm employs tailored asset allocation, written financial plans, and a Yield Enhancement Strategy using structured notes, implementing client strategies through discretionary trading and ongoing monitoring.

Allen Burton is a CFP® with 22 years of industry experience, currently serving at Masonboro Advisors. He has held positions at Glasgow & Associates, LLC and Capital Investment Advisory Services, LLC. Outside of his advisory role, he is involved with ARB Family Holdings, Inc., an independent insurance agency, an online insurance marketplace called Quotey, LLC, and Masonboro Tax Advisors LLC, which provides tax and accounting services. Masonboro Advisors is a team-based firm offering discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, and corporations. The firm employs tailored asset allocation, written financial plans, and a proprietary Yield Enhancement Strategy that utilizes structured notes.

Cort Rogers is a financial advisor at Masonboro Advisors with a Series 65 designation and two years of industry experience. He previously worked at Glasgow & Associates, LLC and Crewe Advisors. Outside of his advisory role, Rogers performs occasional contract stunt work as an independent stuntman and serves as the head lacrosse coach at John T. Hoggard High School. Masonboro Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and corporations. The firm offers tailored asset allocation, written financial plans, and a Yield Enhancement Strategy primarily using structured notes, implementing client strategies through discretionary trading and ongoing monitoring.

John Glasgow is a financial advisor at Masonboro Advisors with 26 years of industry experience. He holds a Series 66 designation and has worked at Glasgow & Associates, LLC since 2007 and previously at Capital Investment Group, Inc. from 2004 to 2022. He is also a licensed insurance agent, conducting related activities on a limited basis. Masonboro Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and corporations, as well as sub-advisory mandates. The firm employs tailored asset allocation, written financial plans, and a Yield Enhancement Strategy that primarily uses structured notes, implementing client strategies through discretionary trading and ongoing monitoring.

Bryce Edmister is a CFP® professional with five years of industry experience, currently serving at Masonboro Advisors. His prior experience includes roles at Glasgow & Associates, Omnistar Financial Group, and Northwestern Mutual. Outside of his advisory work, he volunteers as a member of the Landfall Country Club Greens Committee in Wilmington, NC. Masonboro Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and corporations. The firm employs tailored asset allocation, written financial plans, and a proprietary Yield Enhancement Strategy using structured notes, managing portfolios through discretionary trading and ongoing monitoring.

Todd Burton is a financial advisor at Masonboro Advisors with two years of industry experience. He holds the ChFC® designation and Series 65 license. His prior roles include positions at Glasgow & Associates, Mass Mutual Investors Services, MassMutual Life Insurance Company, Capstone Partners, Pacific Wealth Management, and Wildan Financial Services. Outside of his advisory work, he consults on AI model analysis and improvement related to wealth management. Masonboro Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and corporations. The firm uses tailored asset allocation, written financial plans, and a proprietary Yield Enhancement Strategy involving structured notes, implementing client strategies through discretionary trading and ongoing monitoring.