Travis Burgher is a financial advisor at Cetera with 10 years of industry experience and holds Series 63 and Series 65 credentials. His prior roles include positions at First National Bank of PA, Excite Credit Union, LPL Financial, and Truist Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring model portfolios, third-party managers, and customizable strategies.

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.

William Dozier is a financial advisor with Wells Fargo Advisors in Wilmington, NC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Wells Fargo Advisors and affiliated entities since 2009. Outside his advisory role, he owns and operates WHD Inc., LLC, which he dedicates significant time to alongside his work at the firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm’s approach integrates research-based recommendations delivered through personalized planning engagements, with optional implementation through various brokerage and advisory programs.

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.

Stephen Chappell is a financial advisor at Raymond James Financial in Wilmington, NC, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has been with Raymond James Financial Services since 1996 and with Raymond James Financial since 2009. 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, utilizing analytical tools and supports a large network of advisors and affiliated firms.

Jeremy Bierlein is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and three years of industry experience. He has worked at several firms including Bank of America, Merrill, Edward Jones, and TD Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Charles Mintz is a CFP® professional with 14 years of industry experience, currently advising clients at Raymond James & Associates in Wilmington, NC. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and public entities, offering financial planning and consulting services with a broad range of portfolio management strategies.

Danielle Rich is a financial advisor with Raymond James & Associates in Wilmington, NC, holding Series 63 and Series 66 licenses and having four years of industry experience. Her prior roles include positions at UBS Financial Services Inc., First Citizens Investor Services, and First Citizens Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages 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 consulting services supported by firm research and a range of portfolio management strategies.

Caleb Teeples is a Series 66-licensed financial advisor with one year of industry experience, currently with Thrivent Investment Management. His previous roles include positions at Hantz Financial Services and various non-financial roles in education and service industries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across multiple financial topics and offers clients the option to combine planning with managed-account programs under a consolidated billing arrangement.

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.

Adair Graham is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 53 years of industry experience. His prior roles include positions at Bb&T Securities and Scott & Stringfellow, Inc. Outside of finance, he is a partner in an agricultural farming business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by research and sub-advisers.

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.

Lauren Dessent is a financial advisor with Cetera in Wilmington, NC, holding a Series 66 designation and beginning her industry career in 2026. Prior to her advisory role, she has been involved in various roles including at Nabell Winslow Investments and Wealth Management and community organizations such as the Brooks Family YMCA and Louisa County Aquatic Facility. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform combining affiliated and third-party investment strategies.

James Cowgill is a CFP® professional with 25 years of industry experience, currently serving at Edward Jones in Wilmington, NC since 2008. His credentials include Series 63 and Series 66 registrations. Outside of advising, he is a manager of JCE Holdings LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets with a large network of financial advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

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.

Gary Bechtold is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he served in various roles within the Marine Special Operations Command and the 3rd Marine Raider Battalion. His background includes military service and a brief tenure at Live Oak Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.