Ryland Hubbard Jr. is a CFP®-certified financial advisor with Morgan Stanley, bringing 42 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2017 and was previously with Bank of America and Merrill. Hubbard is an owner of Castile Run 1 LLC, a North Carolina LLC formed for real estate investment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, with an emphasis on advisory services rather than individual security recommendations.

Katherine Larsen is a Wealth Management Advisor leading a team of seven professionals at Merrill Lynch Wealth Management. Since founding The Larsen Group in 1994, she has focused on delivering disciplined, planning-based wealth management strategies with personalized attention, primarily serving high net worth families. Her expertise includes portfolio management, retirement income planning, wealth transfer, philanthropy, and education financing. Katie earned dual Bachelor's degrees in Finance and Fine Arts from the College of William & Mary. She holds the Certified Exit Planning Advisor® (CEPA®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA) designations. As a qualified Portfolio Manager within Merrill, she manages investment portfolios utilizing carefully selected third-party managers. In the community, Katie serves on the board of the Edgeworth Borough Council in Sewickley, Pennsylvania, where she has lived for over 30 years. She also contributes to Catholic Charities of Pittsburgh. Katie and her husband, Douglas, have three children and she enjoys hiking, swimming, gardening, biking, cooking, golfing, photography, surfing, and yoga in her personal time.

Linda Coulson is a financial advisor with LPL Financial in Carolina Beach, NC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. She worked at UBS Financial Services for 12 years before joining LPL Financial in 2009. Outside of her advisory role, she is a distributor of homeopathic LifeWave patches. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

George Winslow is a financial advisor at Edward Jones in Wilmington, NC, holding the ChFC® and Series 66 designations with 16 years of industry experience. He has worked at Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

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.

Kaleb Lewis is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Corning Credit Union, and Herrings Outdoor Sports. Outside of his advisory role, he is also employed as an associate with Corning Credit Union Wealth Strategies. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm uses analytical tools and risk profiling to tailor non-discretionary investment consulting and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Vincent Howard is a financial advisor with Edelman Financial Engines in Wilmington, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edelman Financial Engines, he worked at Gradient Advisors LLC and Mass Mutual Investors Services. Outside of finance, he owns and manages a hair salon, Hair Studio of Leland LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large participant base through advisor-led and online offerings.

William Wiggins II is a financial advisor with LPL Financial in Southport, NC, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. His prior positions include roles at Wells Fargo Clearing, Wells Fargo Advisors, First Citizens Investor Services, Cic Advisers, and Equitable Advisors. In addition to his advisory work, he serves as a relationship manager at Fidelity Bank and is involved with Blueprint Investment Management, LLC and Blueprint Wealth Management Group, LLC. 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 range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing technology.

Mark Dellosso is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 1999. He is also involved with Ascend Planning and Consulting LLC, which he founded in 2024. 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 asset management services, utilizing a range of advisory programs and third-party asset managers to implement investment models.

Nathanial Hanson is a Series 66-licensed financial advisor with LPL Financial, based in Southport, NC, and has four years of industry experience. Before joining LPL Financial in 2021, he worked in staffing and other roles including at Roth Staffing and YourPie Pizza. 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 range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Jared Bumgardner is a Series 66 licensed financial advisor with Edward Jones in Wilmington, NC, where he has 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a singer/songwriter who earns royalties for his work. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, investment solutions, and affiliated financial services. The firm manages approximately $1.01 trillion in assets with a national network of more than 23,000 financial advisors and over 15,000 branch offices.

Dennis Stokley is a financial advisor with Raymond James Financial in Wilmington, NC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James Financial Services Advisors since 2014. Outside of his advisory role, Stokley operates an insurance agency specializing in group, individual health, property, casualty, and life insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs, with specialized services in municipal finance and SIMPLE IRA employer advisory solutions.

Brian Orol is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. since 2014. His prior experience includes roles at Strategic Financial Planning, Inc. and a nearly decade-long involvement with Body Mind And Soul Nutrition. Outside of advisory work, he is a partner in Lumpys Ice Cream, Inc. and serves as Treasurer for a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored planning and analytical tools to guide client decisions and supports municipal and public finance activities through unique affiliations.

Nicholas Kaplenski is a CFP®-designated financial advisor with Edward Jones in Southport, NC, where he has worked since 2012. He has 14 years of industry experience. He serves as a board member for Generations Church in Southport, contributing to financial decisions regarding the church budget. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Obrzut is a financial advisor with Raymond James & Associates in Wilmington, NC, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at J.P. Morgan Securities for six years before joining Raymond James in 2018. 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, institutional and pension plans, and municipal entities, offering financial planning and advisory services with a non-discretionary approach, supported by a nationwide network of advisers and affiliated research resources.

Sierra Brown is a financial advisor at Edward Jones with three years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at First Citizens Bank and The Wealth Store. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, portfolio strategies, and affiliated investment products through a large nationwide network of advisors and branch offices.

Bradley Hudson is a CFP® professional with 25 years of experience in financial advising, currently with Raymond James Financial in Wilmington, NC. He has worked at Raymond James Financial Services since 2006 and spent five years at Coastal Horizons from 2017 to 2022. Outside of his advisory role, he is the owner of Sound Harbor Aviation, LLC, which maintains and manages aircraft operations. Raymond James Financial Services Advisors, Inc. offers comprehensive financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides non-discretionary advisory services using analytical tools to support client goals and maintains a notable affiliation with a municipal advisor that enhances its public finance capabilities.

Carlos Ramos is a financial advisor with Merrill in Southport, NC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Securities, and Wells Fargo affiliates. Outside of his advisory work, he owns and operates a local Smoothie King franchise. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Kerekes is a Certified Financial Planner® with 26 years of experience, currently serving at Edward Jones since 1999. He holds Series 63 and Series 66 licenses. Outside of his advisory work, he owns a boat slip in Southport, NC, which he leases. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.