Brian Hilker is an investment advisor with Coastal Carolina Financial Partners LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to founding Coastal Carolina Financial Partners in 2025, he worked at firms including FBA Wealth Management and The Prudential Insurance Company of America. He holds a North Carolina insurance license to offer life insurance and annuities as part of financial planning. Coastal Carolina Financial Partners LLC is an independent investment advisory firm serving individuals, some high-net-worth clients, and business clients. The firm employs a conservative investment approach based on fundamental security analysis and provides portfolio management on a non-discretionary basis, using Charles Schwab for execution and reporting.

David Pope is a financial advisor at Liberty Square Wealth Partners LLC with over 20 years of industry experience, including roles at Andalusian LLC and CVSA LLC. He holds Series 63, 65, and 66 designations. Outside of his advisory work, he is a musician who performs as a keyboardist and vocalist. Liberty Square Wealth Partners provides advisory services to individuals, high net worth clients, families, trusts, estates, businesses, and retirement plans through both discretionary and non-discretionary wealth management and financial planning. The firm follows a primarily long-term investment approach using ETFs, mutual funds, and individual securities, managing approximately $476 million in discretionary assets across two advisors.

Robert Graham is a financial advisor at Riggs Asset Management Co Inc with 43 years of industry experience. He has been with Riggs Asset Management since 1990. He holds the Series 63 and Series 65 designations. Riggs Asset Management serves individuals, including high-net-worth clients, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary investment management and limited consultation on non-investment matters. The firm offers family-office style services and employs an investment process that includes a range of asset types and analysis methods, managing approximately $640 million in client assets.

Herman Dodson Jr. is a financial advisor with Macro Advisors, Inc. in Little River, SC, holding the ChFC® and Series 63 credentials and bringing 19 years of industry experience. He has been with Macro Advisors since 2006. Outside of his advisory role, he is president and owner of Hazleton Insurance Alliance, an insurance agency. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm uses proprietary model portfolios and a combination of fundamental, technical, and cyclical analysis to tailor investments to client risk profiles.

Trent Richardson is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Symphony One Capital Management, Equitable Advisors, and Comprehensive Financial Consultants. He serves as a Platoon Leader in the North Carolina National Guard. Buck Wealth Strategies is a multi-advisor team managing approximately $565 million in discretionary assets for individuals, trusts, and employer-sponsored retirement plans. The firm employs a top-down investment approach focused on macro-environmental tactical asset allocation and constructs portfolios tailored to client risk profiles using a variety of equity, fixed income, and fund vehicles.

Evan Cutler is a Series 65 licensed advisor at Buck Wealth Strategies, LLC with three years of industry experience. He previously worked at John Ingraham, LLC and Midland National Annuity. Outside of his advisory role, he is the founder of the Cutler Foundation, a nonprofit organization focused on Parkinson’s disease awareness through pushup events. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach with tactical asset allocation and sector rotation, managing approximately $565 million in discretionary assets across a multi-advisor team.

John Ingraham is a financial advisor at Buck Wealth Strategies, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at J.W. Cole Advisors, Inc. since 2016. In addition to his advisory role, he is president of First Financial Education Centers, an insurance and annuities business he has operated since 2004. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a top-down investment approach focused on macro-environmental tactical asset allocation and constructs portfolios using equities, ETFs, mutual funds, and fixed income tailored to client risk profiles.

Timothy White is a financial advisor at Buck Wealth Strategies, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Edward Jones, Merrill Lynch, and Cambridge Investment Research. White is also an insurance agent with E.A. Buck Insurance. Buck Wealth Strategies serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach focused on macro-environmental tactical asset allocation and constructs portfolios tailored to client risk profiles.

Victor Dibattista is a CFP® professional with 32 years of industry experience, currently serving at Kovack Advisors, Inc. since 2006. He also has a background with Kovack Securities Inc. since 2004. In addition to his advisory role, he is a sole proprietor involved in life and health insurance sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Robert Ciullo is a financial advisor at Mariner Independent with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining Mariner Independent in 2024, he worked at firms including Triad Advisors, Alera Group, DeVoe & Company, Creative Planning, SBSB Financial Advisors, Pagnatokarp Partners, and Charles Schwab. He serves as a Town Council Member in Oak Island, NC. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party manager access, and retirement plan services through a platform that integrates institutional and retirement plan resources.

David Medlin is a financial advisor with Chelsea Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Prior to joining Chelsea Advisory in 2018, he worked at LPL Financial for seven years. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate entities. The firm employs a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis, and integrates its advisory services with an affiliated broker-dealer and custody platform.

Cigi Blair is a financial advisor at Empower Advisory Group with seven years of industry experience. Blair holds a Series 66 designation and has previously worked at Truist Investment Services, Merrill, Edward Jones, and Suntrust Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model supports services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates in its planning approach.

Jarrod Gould is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and previously held roles at Bb&T Securities and BBTIS. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

Ryan Rickus is a financial advisor at Hightower Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Empirikal Partners, and Wealth CMT. Outside of his advisory roles, he is involved with Man Cave Complex LLC. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, combining proprietary analysis with allocations to various managers and investment vehicles, and employs both strategic and tactical asset allocation approaches.

Michael Storch is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Thompson Financial Group, Mass Mutual, and Santander Securities. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, algorithm-driven digital platform for discretionary model accounts that uses approved model strategies executed via mutual funds and ETFs.

John Fullen is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Valic Financial Advisors since 1997 and previously worked at Agia. Outside of his advisory role, he serves as treasurer for the Windy Ridge Homeowners Association. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

William Callahan is a CFP® with 26 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2014. He is based in Ocean Isle Beach, NC. Outside of his advisory role, he serves as a board member for the Ocean Ridge Homeowners' Association and is treasurer of the Ocean Ridge Bowling League. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and both discretionary and non-discretionary investment strategies.

Chad Lojewski is a financial advisor at Stifel with 30 years of industry experience and holds Series 63 and Series 65 registrations. He has been with Stifel since 2009. Outside of his advisory role, he serves as a volunteer and board member for Rocky Boxing Club, a nonprofit gym that supports underprivileged youth, and is president of the Lake Walter Land Association homeowners association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Mark Oglesby is a financial advisor at Osaic with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. He is also the owner of Blue Pointe Wealth Management, an LLC that sells insurance products. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers advisory and brokerage services supported by a variety of investment programs and utilizes technology-driven asset allocation and portfolio management tools.

Jared Diehl is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Merrill, Truist Bank, and service in the North Carolina Army National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Judy Little is a financial advisor at Ameriprise with 22 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in real estate ownership. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset thresholds. The firm provides tailored, research-driven recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Jeremy Johnson is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. His career includes prior roles at Merrill Lynch/Bank of America and multiple positions within Edward Jones. 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 strategies and affiliated investment products delivered through a large network of financial advisors and branch offices.

Curtis Cronemiller is a financial advisor at Edward Jones in Calabash, NC, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and Bb&T affiliated firms from 2000 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions, supported by a large network of advisors and branch offices nationwide.

Arthur Gerry is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 49 years of industry experience, including long tenures at Signator Investors, Inc. and John Hancock Financial Network. Outside of his advisory role, he operates a sole proprietorship focused on the sales and service of fixed insurance. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced asset allocation and portfolio optimization tools, supporting thousands of advisors and managing approximately $200 billion in assets.

Teresa Carroll is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, she worked for Hickory City Schools for five years. She holds the Series 66 license and is based in Bolivia, North Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and manages over $1 trillion in assets under management.

Jeremy Hinson is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. His prior work history includes roles at Woodmenlife, Living Word Church, and Day & Zimmerman. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.

Justin Shaw is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones, based in North Myrtle Beach, SC. He has eight years of industry experience, including six years at Sir Pizza prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Thompson is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 credential and has worked at firms including Truist Advisory Services, Bb&T Securities, and Capitol Securities Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated capabilities, supported by a large network of financial advisors and branch offices nationwide.

William Lorenzo is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill since 2015. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm’s investment management includes multiple program strategy types and a significant focus on tax-efficient implementation, supported by its integration with Bank of America affiliates.

Kristine Ford is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joy Rockwood is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Raymond James since 2000 and previously served as a branch owner. Rockwood is the sole member of Rockwood Financial Services, LLC, which she maintains for buyout purposes. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a distinctive emphasis on advisory services that leave final decision authority with the client.

David Kolter Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He worked at Edward Jones from 2011 to 2018 before joining Wells Fargo Clearing in 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes preparation and review of investment policy statements, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related products and bank deposit sweep options.

Jeffrey Hartsock is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2000. He has 32 years of industry experience and holds a Series 63 license. Based in Oak Island, North Carolina, Hartsock has spent over two decades with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Jeannemarie Peters is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously spent 30 years at Merrill before joining UBS in 2024. Outside of her advisory role, she has worked as a customer service representative at Reliance Federal Savings Bank. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Carl Thomason is a CFP® with 25 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Thomason serves as a finance committee member for the Chapel Hill Carrboro Public School Foundation and is president of the Kindrick Mountain Property Owners Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven advisory processes and a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Kyle Reise is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2016. His prior experience includes roles at Private Portfolio Partners, LLC, Bank of America, N.A., and Merrill. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Sean Flanigan is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Ameriprise since 2012, working within the firm’s financial services and advisory divisions. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Lynne Robinson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2019. Prior to her advisory career, she held positions at WillowTree RV, CrossRoads Pawn & Audio, and Red Lobster. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Silvia Sevast is a Series 66 licensed financial advisor at Edward Jones with four years of industry experience. She previously worked at Merrill Lynch/Bank of America and Apex before joining Edward Jones in 2025. Outside of advisory work, she is involved as a signer for a professional window cleaning business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory programs. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Alister Chick is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 10 years of industry experience, including 11 years at Edward Jones prior to joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, with a notable emphasis on advisory and implementation-support services rather than discretionary management.

Douglas Grover is a CFP® professional with 31 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2005 and also serves as president of WD Investment Management Inc. in Riverside, CA. Additionally, he works as an independent insurance agent and is involved with Bayside Financial Group in marketing and administration. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

Christopher Bibow is a financial advisor with MassMutual Investors Services holding a Series 66 credential and 14 years of industry experience. He has worked at Principal Securities Inc and Northwestern Mutual in various capacities. Outside of advising, he is involved in several entrepreneurial ventures including ownership of TorchTips Direct LLC, which sells torch and welding equipment online, and Bibow Industries LLC, a research and development company specializing in patented products. He also serves as a board member for South Carolina Diamonds, a youth softball organization. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved analytical tools.

Joseph Meador is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 39 years of industry experience. He previously worked at Intercarolina Financial Services, Inc. for 10 years. Outside of his advisory role, he is a W2 employee at MPay Inc., where he is involved in retirement plan services sales and trading. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary investment approaches.

Ronald Richter is a CFP® with 20 years of industry experience, currently affiliated with Cetera. He has held academic roles at Rutgers University as an Assistant Professor of Professional Practice since 2016, and also teaches finance courses at Coastal Carolina University and UNC Wilmington. His career includes over a decade at Cetera Wealth Services, LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining discretionary and non-discretionary solutions with access to third-party money managers and proprietary model portfolios.

Angela Diehl is a financial advisor with Edward Jones in Shallotte, NC, holding Series 63 and Series 66 licenses and over 20 years of industry experience. Her prior roles include positions at Truist Advisory Services, Bb&T Securities, and CUSO Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Harry Goff is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Since beginning his career in 2000, Harry has built lasting relationships with clients, which he credits for his success in the industry. Harry holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Queens University of Charlotte. Outside of work, he enjoys boating, golfing, and hiking. He is also involved in the community, supporting events such as the Lake Wylie Children's Classic, which benefits Shriners Hospital in Greenville, South Carolina.

Kathy Burns is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at LPL Financial since 2008 and previously at Burns & Bynum CPA PA from 2004 to 2020. Outside of her advisory role, she is involved in tax preparation and accounting through Hall & Burns Tax Management, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a large network of investment adviser representatives.