Linda Coulson is a financial advisor with LPL Financial in Carolina Beach, NC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. She worked at UBS Financial Services for 12 years before joining LPL Financial in 2009. Outside of her advisory role, she is a distributor of homeopathic LifeWave patches. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

George Winslow is a financial advisor at Edward Jones in Wilmington, NC, holding the ChFC® and Series 66 designations with 16 years of industry experience. He has worked at Edward Jones since 2010. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Jeannemarie Peters is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously spent 30 years at Merrill before joining UBS in 2024. Outside of her advisory role, she has worked as a customer service representative at Reliance Federal Savings Bank. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kaleb Lewis is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Corning Credit Union, and Herrings Outdoor Sports. Outside of his advisory role, he is also employed as an associate with Corning Credit Union Wealth Strategies. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm uses analytical tools and risk profiling to tailor non-discretionary investment consulting and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Vincent Howard is a financial advisor with Edelman Financial Engines in Wilmington, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edelman Financial Engines, he worked at Gradient Advisors LLC and Mass Mutual Investors Services. Outside of finance, he owns and manages a hair salon, Hair Studio of Leland LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large participant base through advisor-led and online offerings.

William Wiggins II is a financial advisor with LPL Financial in Southport, NC, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. His prior positions include roles at Wells Fargo Clearing, Wells Fargo Advisors, First Citizens Investor Services, Cic Advisers, and Equitable Advisors. In addition to his advisory work, he serves as a relationship manager at Fidelity Bank and is involved with Blueprint Investment Management, LLC and Blueprint Wealth Management Group, LLC. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing technology.

Nathanial Hanson is a Series 66-licensed financial advisor with LPL Financial, based in Southport, NC, and has four years of industry experience. Before joining LPL Financial in 2021, he worked in staffing and other roles including at Roth Staffing and YourPie Pizza. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Sean Flanigan is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Ameriprise since 2012, working within the firm’s financial services and advisory divisions. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jared Bumgardner is a Series 66 licensed financial advisor with Edward Jones in Wilmington, NC, where he has 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a singer/songwriter who earns royalties for his work. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, investment solutions, and affiliated financial services. The firm manages approximately $1.01 trillion in assets with a national network of more than 23,000 financial advisors and over 15,000 branch offices.

Brian Orol is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. since 2014. His prior experience includes roles at Strategic Financial Planning, Inc. and a nearly decade-long involvement with Body Mind And Soul Nutrition. Outside of advisory work, he is a partner in Lumpys Ice Cream, Inc. and serves as Treasurer for a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored planning and analytical tools to guide client decisions and supports municipal and public finance activities through unique affiliations.

Christie Runski is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Wells Fargo Advisors, she worked at AMIkids for eight years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transitions and special-needs analysis.

Catherine Atsumi is a financial advisor with LPL Financial in Wilmington, NC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Edward Jones and First Command Advisory Services. 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 a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Eric Brandt is a financial advisor with Mass Mutual Investors Services in Wilmington, NC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His career includes 29 years with Metlife Securities Inc. and over a decade with MassMutual Life Insurance Company. Outside of his advisory role, he is involved as an insurance broker for life, disability, and long-term care products. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning process involves annual, collaborative engagements using firm-approved software to analyze client goals and deliver written recommendations, while implementation is optional and conducted through separate brokerage or insurance arrangements.

Ross Moore is a financial advisor with Equitable Advisors in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Equitable Advisors since 2011 and previously was associated with Axa Advisors, LLC. Moore is also involved in an outside insurance business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Travis Burgher is a financial advisor with Cetera in Wilmington, NC, holding Series 63 and Series 65 licenses and 10 years of industry experience. 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 advisor serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, employing a multi-manager platform with access to affiliated and third-party managers, managing over $256 billion in assets.

Nicholas Kaplenski is a CFP®-designated financial advisor with Edward Jones in Southport, NC, where he has worked since 2012. He has 14 years of industry experience. He serves as a board member for Generations Church in Southport, contributing to financial decisions regarding the church budget. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 63 and Series 66 designations. Prior to joining Edward Jones, she worked at First Citizens Bank and The Wealth Store, among other positions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of advisors and branch offices, as well as its affiliated mutual funds and trust services.

Carlos Ramos is a financial advisor with Merrill in Southport, NC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Securities, and Wells Fargo affiliates. Outside of his advisory work, he owns and operates a local Smoothie King franchise. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Kerekes is a Certified Financial Planner® with 26 years of experience, currently serving at Edward Jones since 1999. He holds Series 63 and Series 66 licenses. Outside of his advisory work, he owns a boat slip in Southport, NC, which he leases. 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 strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.