Brendan O'Kelly is a CFP® with 24 years of industry experience, currently practicing at LPL Financial in Wilmington, NC. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved with Grover Financial Services in a non-investment capacity. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advice delivery through a large network of investment adviser representatives.

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.

Patrick Kalbaugh is a financial advisor at LPL Financial with six years of industry experience and holds Series 63 and Series 65 credentials. He has worked at LPL Financial since 2018, with prior roles at Worden Brothers Inc., TC2000 Brokerage, and the University of North Carolina at Wilmington. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Riebe is a financial advisor with LPL Financial in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Before joining LPL Financial in 2026, he spent 13 years with Canaccord Genuity Inc. 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 broad range of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Glenn Wilkinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at SCF Investment Advisors, SCF Securities, The Strategic Financial Alliance, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and portfolio management solutions, leveraging both proprietary and third-party strategies across its extensive network of advisors.

Carl Hanks is a financial advisor with LPL Financial based in Wilmington, NC, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, Fidelity, and Raymond James Financial Services. He is also involved in NJB Global LLC, a non-investment business entity. 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 broad range of financial planning and advisory services utilizing model portfolios, third-party asset managers, and technology tools to support investment decisions.

Joseph Oliver III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes prior roles at H. Beck, Inc., Osaic FA, Inc., and ongoing involvement with Grove Point Investments, LLC and Grove Point Advisors, LLC. He is based in Wilmington, North Carolina. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various investment strategies and advisor-facing technology tools.