Matthew Dean is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he worked in various roles including service in the New Jersey Army National Guard from 2019 to 2025. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative planning engagements using advanced analytical tools and delivers recommendations focused on investment categories and strategies.

Alister Chick is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked for Edward Jones from 2015 to 2026 before joining Raymond James in 2026. 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, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through various advisory programs and specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Douglas Grover is a CFP® professional with 31 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. He also holds roles as president of WD Investment Management Inc. and is active as an independent insurance agent. Grover’s career spans over two decades with Cambridge-affiliated entities. 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 advisory services delivered through a network of independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

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.

Joseph Seegers Jr. is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 credential and has previously worked at Lincoln Financial Securities, Woodbury Financial Services, and Edward Jones. In addition to his advisory work, he is involved as an insurance agent offering life insurance and related products through Hatteras Wealth Management. OSAIC serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and supports multiple platforms to deliver personalized portfolio management and third-party investment solutions.

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.

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 in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Grove Point Advisors, LLC, H. Beck, Inc., and Osaic FA, Inc. He has worked at LPL Financial during separate periods since 2003. 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, wrap and model portfolio programs, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

Angela Diehl is a financial advisor with Edward Jones in Shallotte, NC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior work includes roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, BBTIS, and CUSO Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

Harry Goff is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Since beginning his career in 2000, Harry has built lasting relationships with clients, which he credits for his success in the industry. Harry holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Queens University of Charlotte. Outside of work, he enjoys boating, golfing, and hiking. He is also involved in the community, supporting events such as the Lake Wylie Children's Classic, which benefits Shriners Hospital in Greenville, South Carolina.

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.