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.

Sean Lowe is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Outside of his advisory role, he is involved in coaching lacrosse at Cape Fear Academy, Wilmington Lacrosse Club, and Saints Lacrosse Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Jeremy Hinson is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. His prior work history includes roles at Woodmenlife, Living Word Church, and Day & Zimmerman. 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 strategies supported by a large network of financial advisors and branch offices across the country.

Peter Kelly Jr. is a financial advisor with Morgan Stanley in Southport, NC, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Merrill, Bank of America, and J.P. Morgan. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and a global investment committee to support client strategies.

Brian Johnson is a financial advisor with Equitable Advisors in Wilmington, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Equitable Advisors in 2019, he worked at Axa Advisors, Combined Insurance, W&S Brokerage Services, and Western Southern Life. He serves as co-executor and co-power of attorney for his mother’s estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models implemented through third-party asset managers and LPL-sponsored programs, focusing on personalized risk assessment and client-specific investment solutions.

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.

William Eitze is a CFP® professional with 30 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Wells Fargo Clearing for 14 years before joining Raymond James in 2019. Outside of his advisory role, he owns an investment support company, M3 Investment Advisory LLC (d/b/a Merriweather Money Management), and operates a tax and estate planning practice as an attorney and CPA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary advice using risk profiling and modeling tools, and offers specialized services such as municipal advisory support and SIMPLE IRA Employer Advisory programs.

William Gauldin III is a financial advisor at Equitable Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Fidelity Investments, The Vanguard Group, and Robert Half. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives, utilizing both firm-offered programs and referrals to third-party asset managers.

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.

Kevin Kramer is a CFP® professional with nine years of experience, currently serving as a financial advisor at Edward Jones in Wilmington, NC since 2017. His career prior to Edward Jones includes a one-year period of unemployment from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large network of advisors and branch offices nationwide.

Matthew Beatty is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Thrivent since 2012 and Thrivent Financial for Lutherans since 2013. Outside of his advisory role, Beatty is co-owner of NMJ Tax Services LLC, a company providing tax and accounting services, and serves on the board of Porters Neck Village, a senior living center in Wilmington, NC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to integrate planning with managed-account services while maintaining separate engagement relationships.

Stephen Gesualdi is a financial advisor with Ameriprise in Southport, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Ameriprise since 2019, following eight years at UBS Financial Services Inc. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, using a centralized consulting team to deliver customized, non-discretionary recommendations. The firm combines research, modeling, and tax-efficiency analysis, with a focus on assets held in Ameriprise-managed accounts.

Edward Grogan is a financial advisor at Primerica Advisors in Wilmington, NC, holding Series 63 and Series 65 licenses with two years of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, Conway Medical, Aramark, and RWJHB Health System. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Daniel Smith is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Mass Mutual Investors Services since 1983 and has also been associated with MassMutual Life Insurance Company since 1978. Outside of his advisory role, he operates a sole proprietorship focused on insurance and estate planning. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations tailored to client goals.

Adam Powell is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2004. Outside of his advisory role, he owns a rental house adjacent to his primary residence in Southport, NC. 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 programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

Hannah Clymer is a Series 66-designated financial advisor with Raymond James Financial, based in Wilmington, NC. She has four years of experience in the financial industry, including roles at Corning Credit Union and Raymond James Financial Services Advisors, Inc. Outside of her advisory work, she is involved as an associate employee at Wealth Strategies/CCU Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutions. The firm delivers non-discretionary planning and uses risk profiling and analytical tools to tailor recommendations to client goals.

Robert Shannon is a financial advisor with LPL Financial in Oak Island, NC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at PNC Investments, HSBC Securities (USA), and Merrill. Shannon is also involved with Lighthouse Advisors, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a wide range of advisory and brokerage services including financial planning and institutional platforms.

Gary Mc Lamb is a CFP® professional with over 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he serves on the Finance Committee at Carolina Beach Presbyterian Church, presides over the Church Men’s Group, and is a board member of the Friends of Fort Fisher, where he also participates on the Finance Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and services, supported by a large nationwide network of financial advisors and branch offices.

Maria Cathrine Robbins is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its predecessor entities since 2012. Outside of advising, Robbins is involved in business ownership, including managing a restaurant/pub and consulting for financial advisors. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, utilizing internal research and third-party data to guide asset allocation and withdrawal strategies.

Jordan Swann is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and three years of industry experience. He previously worked at Live Oak Bank for seven years before joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research, planning tools, and simulations to develop tailored recommendations for clients.