Ashley Thornton is a financial advisor with Edward Jones in Wilmington, NC, holding a Series 66 designation and one year of industry experience. Her background includes two years at Edward Jones and prior roles outside the financial industry, including work at a preschool. 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 programs with discretionary and non-discretionary strategies, affiliated mutual funds, and tax-efficient services, supported by a large nationwide network of financial advisors and branch offices.

Mitchell O'Neill is a CFP® with 32 years of industry experience, currently affiliated with Cetera since 2024. His prior experience includes nearly three decades at Allegheny Investments, Ltd. and a long tenure at Bechtel Marine Propulsion Corp. He is also involved in Fifth And Forbes Financial, an investment-related business. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary investment programs.

Robert Zaborowski is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 21 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is approved to sell fixed annuities through Sagicor. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and a variety of asset management programs through a network of Investment Adviser Representatives and focuses on matching clients to appropriate investment programs, including third-party and proprietary solutions.

Brandyn Miles is a financial advisor with Raymond James Financial in Wilmington, NC, holding a Series 66 designation and five years of industry experience. He has worked at Raymond James Financial and its affiliated entities since 2022 and previously at Equitable Advisors. In addition to his advisory role, he assists with client and office support at Sound Harbor Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, using analytical tools to tailor strategies to client goals. The firm offers a variety of advisory programs and supports municipal and public finance services through a unique affiliation with a municipal advisor.

Amber Simmons is a Series 66-licensed financial advisor with Edward Jones in Wilmington, NC, and has two years of industry experience. She previously worked at Northpointe Bank and held various roles in retail and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, mutual funds, and managed account strategies. The firm manages over $1 trillion in assets and has a large national network of advisors and branch offices.

Mark Nabell is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been associated with Cetera since 2013 and owns several related financial services businesses, including Nabell Winslow Wealth Management and Nabell Winslow Insurance. He is also president of Partners Square LLC, an insurance marketing organization. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

James Dean is a financial advisor with Raymond James Financial in Wilmington, NC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James Financial Services since 2006 and Raymond James Financial since 2009. Outside of his advisory role, he serves as Chair of the Sponsor Relations Committee for the North Carolina Azalea Festival, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs non-discretionary planning and risk profiling tools tailored to client goals and maintains specialized offerings such as municipal advisor services and SIMPLE IRA Employer Advisory & Consulting Services.

Diane Brennan is a financial advisor with LPL Enterprise, holding a Series 66 designation and over 25 years of industry experience. Her career includes roles at Prudential Insurance Company of America, Pruco Securities, and UBS Financial Services, among others. In addition to her advisory work, she leads a team at Port City Financial Services and provides group health benefits consulting for small businesses. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL Research and third-party strategists, and offers services such as financial planning, access to asset managers, and insurance product facilitation.

Arthur Scolari Jr. is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Lincoln Financial Advisors and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved in providing group benefits proposals and conducting employee assistance program workshops. OSAIC serves a broad clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using various investment vehicles and third-party platforms.

Christopher Leseur is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. He has worked with Equitable in various roles since 2018 and participated in the Regis University Investment Club during his studies. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and relies on both proprietary and third-party investment solutions.

Tucker Polston is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Wilmington, NC. Outside of his advisory role, he serves as a board member and treasurer for Providence Preparatory Academy, where he assists with financial decisions and school governance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment approaches, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.

John Thomas Jr. is a financial advisor with Raymond James & Associates in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he is involved as an owner and partner in a real estate activity unrelated to his investment advisory work. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Thomas Chavez is a financial advisor with LPL Enterprise holding a Series 66 designation and beginning his industry career in 2026. His background includes work with Girls with Dough and Maddens, as well as involvement with the nonprofit Helping Hearts International since 2019. He has also pursued education and experience in culinary trades prior to entering the financial sector. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s approach centers on model-driven investment implementation and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Le Glick is a financial advisor at Edward Jones in Wilmington, NC, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, Le worked for nine years at New Hanover Regional Medical Center as an MRI technologist. Outside of advisory work, Le owns two residential single-family rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Brian Mcdaid is a CFP® professional with 37 years of experience in the financial services industry. He currently works at Ameriprise, where he has been since 2015, following prior roles at Securities America Advisors and Level Four Advisory Services. Mcdaid is involved in outside business activities through Financial McDaid INC, a corporation that supports staff and office expenses. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized retirement income service focused on written recommendations and ongoing tax-aware withdrawal planning for clients approaching or in retirement.

Emily Wagoner is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior work includes roles at AIM Advisors and several academic institutions. Outside of finance, she has operated a small retail business, Impeccable Pig Boutique. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Joshua Rosenberg is a financial advisor at Cetera with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. Rosenberg has been affiliated with Cetera since 2015 and is a partner at Masonboro Capital Group LLC Nabell Winslow Investments. He serves on the board of the New Hanover Estate Planning Council and contributes as an advisory board member at The American College of Financial Services. Additionally, he mentors college students through the Cameron Executive Network and is an appointed board member of the Airlie Gardens Foundation Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that offers comprehensive portfolio management, financial planning, and retirement services to a diverse client base including individuals, employer-sponsored retirement plans, corporations, charities, and institutions. The firm operates a multi-manager platform providing advisors with access to affiliated and third-party model portfolios, automated investment solutions, and bespoke strategies.

Brian Johnson is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AXA Advisors, Combined Insurance, W&S Brokerage Services, and Western Southern Life. Outside of his advisory role, he serves as co-executor and co-power of attorney for his mother's estate. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party managers.

Corey Crews is a Series 66-licensed financial advisor with LPL Financial, based in Wilmington, NC, and has 10 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Marine Federal Credit Union and CUNA Brokerage Services, Inc. Outside of his advisory work, Crews is involved in real estate rental activities in Surf City, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a broad range of financial planning and investment management options including third-party asset management and institutional platforms.

Stephen Hardee is a financial advisor with Equitable Advisors in Wilmington, NC. He holds Series 65 and Series 66 licenses and has 10 years of industry experience, including prior roles at Lincoln Financial Advisors and Baystate Financial. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and provides ERISA fiduciary services for qualified plans.