Angela Bodinus is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Joseph Seegers Jr. is a financial advisor at OSAIC with 15 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Securities for 11 years. Outside of his advisory role, he is an insurance agent offering disability insurance, fixed annuities, long-term care insurance, premium financing, and traditional life insurance products through Hatteras Wealth Management. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

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.

Phillip Harrington is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Beth Nelson is a CFP® professional with 26 years of industry experience. She has been with Ameriprise since 2014, currently serving as a financial advisor in Sunset Beach, NC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, focusing on clients with Ameriprise-managed accounts.

Katherine Snyder is a CFP® with four years of industry experience, currently serving as an investment advisor representative at Cambridge Investment Research Advisors. She has held roles within Cambridge Investment Research and its affiliates since 2021. Outside of her advisory work, she is the owner of Pierpoint Wealth Management LLC in Wilmington, NC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals using multiple custody and platform arrangements tailored to client objectives.

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.

Gina Gilb is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her background includes roles at Bank of America, nCino, Inc., and First-Citizens Bank & Trust Company. Outside of her advisory work, she serves as President of the Board for the Girls' Choir of Wilmington and the National Charity League's Sea Turtle Chapter, and participates as an Assistant Scoutmaster for a local scouting troop. She is also a classical singer working as a consultant. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Garrett Haney is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, and Merrill. 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 offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

James Thornton is a financial advisor with OSAIC Wealth, Inc. based in Wilmington, NC, holding Series 63, 65, and 66 licenses with 30 years of industry experience. He has worked at Stifel Independent Advisors, LLC since 2002 and joined OSAIC Wealth in 2026. Outside of his advisory work, he is a member-manager of Masonboro Water Taxi LLC, which operates boat and harbor tours. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a variety of investment tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Michael Jurgensen is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Kestra Advisory and Cetera Financial Specialists. Outside of his advisory role, he serves as an internal auditor for a local church in Wilmington, NC. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options supported by asset-allocation tools and third-party platforms.