James Freisen is a CFP® professional with 25 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2020. Prior to that, he held roles at Triton Financial Planning Group Inc. and SagePoint Financial, Inc. Freisen also provides tax planning services and non-variable insurance outside of his advisory role. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by various technology tools.

Jonathan Tait is a CFP® professional with 25 years of industry experience, currently affiliated with Raymond James Financial in Leland, NC. He has worked at Raymond James Financial since 2006, with prior experience at Capital Investment Companies and A&J Holding, Inc. Outside of his advisory role, he is the owner of J. Murray & Associates, Inc., a tax reporting S-corp, and co-owner of Little Rosa Properties LLC, which holds his portion of Southern Tait Holdings LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and investment consulting, utilizing risk profiling and modeling tools, and supports its clients through advisory programs and institutional portfolio management.

Patrick Kalbaugh is a financial advisor at LPL Financial with six years of industry experience and holds Series 63 and Series 65 credentials. He has worked at LPL Financial since 2018, with prior roles at Worden Brothers Inc., TC2000 Brokerage, and the University of North Carolina at Wilmington. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Tracy Dean is a financial advisor with Edward Jones holding a Series 66 designation and 25 years of industry experience. Prior to joining Edward Jones in 2021, Dean worked at Wells Fargo Clearing Services LLC and PNC Investments, with additional experience at PNC Bank. Outside of finance, Dean has been involved in real estate activities since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Kristina Goettel is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. She has worked at Ameriprise since 2021 and also has experience in the hospitality industry as a server at Hoplite Irish Pub since 2018. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that incorporate written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

David Roduit is a financial advisor at Cetera with two years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Harding Loevner Funds, Inc. and Fortis Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

David Kolter Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He worked at Edward Jones from 2011 to 2018 before joining Wells Fargo Clearing in 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes preparation and review of investment policy statements, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related products and bank deposit sweep options.

Carla Gray Bedell is a financial advisor at LPL Enterprise with 26 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Her prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Clearing. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual investors, high-net-worth clients, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Lisa Little is a financial advisor with Raymond James Financial in Wilmington, NC, holding a Series 66 designation and 19 years of industry experience. She has been associated with Raymond James Financial Services, Inc. since 2007 and Corning Federal Credit Union since 2010. Outside of advising, she works as a Registered Operations Associate for Wealth Strategies/Corning Credit Union Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm utilizes tailored, non-discretionary planning supported by analytical tools and maintains specialized programs in municipal and public finance as well as SIMPLE IRA employer advisory services.

David Riebe is a financial advisor with LPL Financial in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Before joining LPL Financial in 2026, he spent 13 years with Canaccord Genuity Inc. 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 broad range of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Joey Coffey is a financial advisor at Merrill with 17 years at the firm and seven years of industry experience. He holds the Series 66 credential. Coffey serves as a director on the board of The Grove HOA, a homeowner association in Wilmington, North Carolina. 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 strategies for a range of individual and institutional clients.

Nina White is a financial advisor at Edward Jones in Wilmington, NC, holding a Series 66 designation. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelly Luckhaus is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, Kelly worked at LPL Financial and South Carolina Bank & Trust. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Claudia Huerta Suazo is a financial advisor at Merrill with a Series 66 designation and seven years of experience at the firm. She previously worked at AM Retail Group Inc. for three years and Essential Services for eleven years. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Glenn Wilkinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at SCF Investment Advisors, SCF Securities, The Strategic Financial Alliance, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and portfolio management solutions, leveraging both proprietary and third-party strategies across its extensive network of advisors.

David Vang is a financial advisor with LPL Financial in Southport, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at MML Investors Services and MassMutual Life Insurance Company for 14 years each before joining LPL Financial in 2019. Outside of his advisory role, he is involved with Highlander Financial Group and NCG Benefits, as well as business entities used for tax and investment purposes. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with various operational and research tools.

Christopher O Neill is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Cetera, he worked at Allegheny Investments and Commonwealth Financial Network. He is also a freelance journalist, contributing to third-party agencies since 2017. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and unaffiliated third-party money managers.

Jeffrey Hartsock is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds a Series 63 license and is based in Oak Island, 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 and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

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.

Tyler Franceschini is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Clean Eatz. Outside of his advisory role, he operates a marketing consultancy that provides advertising and content services to local service businesses in Wilmington, NC. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.