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.

Hogan Disbrow is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 credential and has previously worked at Fidelity Investments and Northwestern Mutual. Disbrow serves on the investment committee of the Kiwanis Club, a nonprofit organization focused on children’s programs. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Aaron Kessler is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. He previously held roles within Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning a total of 17 years at those firms. Kessler is also involved in entrepreneurial activities through his ownership of Kessler Capital LLC and Kessler Innovations LLC, which focus on investment-related practices and product development. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and delivers tailored recommendations supported by Wells Fargo research and planning tools.

Susanne Miller is a financial advisor with Thrivent Investment Management who holds Series 63 and Series 65 licenses and has 20 years of industry experience. Her prior roles include positions at Edward Jones and BB&T, reflecting a long tenure in wealth management. She serves as a volunteer board member for Pine Valley Methodist Church’s Stewardship Board and the Pine Valley WeeCare Preschool Board in Wilmington, NC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and broad financial planning without discretionary portfolio management or institutional advisory services.

Robin Ely is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2012 after a 25-year career as an institutional equity trader. Robin collaborates with a team of Merrill Lynch advisors and client associates to provide clients with comprehensive financial strategies that consider the full scope of their individual and family goals and financial resources. Her approach includes utilizing the resources of Merrill Lynch, Bank of America, and the Bank of America Private Bank. Robin's expertise encompasses wealth transfer, retirement and estate planning, private money management, concentrated stock strategies, and ESG/Impact Investing implementation. She serves a diverse clientele, including extended families, corporate executives, 401(k) plans, and business owners. Robin holds the Personal Investment Advisor (PIA) designation and a Bachelor of Arts in Business Administration from Colby-Sawyer College, where she was captain of the lacrosse team. She is an alumnus of Montclair High School in Montclair, NJ, where she played varsity field hockey and lacrosse. In addition to her professional work, Robin volunteers with the RVNA of Ridgefield and has experience as a youth lacrosse coach and former regional hospice volunteer. She resides in Ridgefield, CT, with her husband and their two children. Robin's personal interests include golfing, lacrosse, cycling, cooking, contemporary art, and photography.

Dennis Vavassis is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Fidelity Brokerage Services LLC. Outside of his advisory work, he has ownership in a real estate rental business in New Bern, NC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and institutional clients. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Nicholas Cook is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at CNL Financial Group and Walt Disney. Outside of his advisory work, he occasionally drives for DoorDash. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis to support clients, with a focus on assets managed within Ameriprise accounts.

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.

Teresa Carroll is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She holds the Series 66 designation and is based in Bolivia, North Carolina. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Mclaughlin is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he owns and operates Sand Rooster Ranch, an agricultural business in Monetta, South Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its financial planning services.

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.

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 with OSAIC in Wilmington, NC, holding Series 65 and Series 66 licenses and 15 years of industry experience. His prior firms include Lincoln Financial Advisors and Mass Mutual Life Insurance Company. He is involved in providing group benefits proposals and conducting employee assistance program workshops. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios managed on both discretionary and non-discretionary bases.

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.

Mark Brown is a financial advisor with LPL Financial in Southport, NC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Morgan Stanley from 2010 to 2013 and then from 2013 to 2026 served at Bank of America and Merrill. Outside of his advisory role, he acts as a co-trustee for a fiduciary trust. 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 financial planning and investment solutions, including model portfolio programs and third-party asset management, and supports its advisors with research tools and multiple platforms.

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.

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 with Edward Jones in Wilmington, NC, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, Le worked nine years as an MRI technologist at New Hanover Regional Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

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.