Ryan Rickus is a financial advisor at Hightower Advisors with nine years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Hightower in 2025, he worked at LPL Financial, Empirikal Partners LLC, and Wealth CMT. Outside of his advisory roles, he has been involved with Man Cave Complex LLC since 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing proprietary research and a variety of investment vehicles through a network of Advisor Practices.

Leigh Bucholtz is a Series 66-licensed financial advisor with 15 years of industry experience, currently affiliated with RBC Rochdale, LLC. Prior to joining RBC Rochdale, Bucholtz worked at firms including CNR Securities, LPL Financial, TD Ameritrade, and Fidelity Brokerage Services. Bucholtz also provides administrative support to Levy Wealth Management Group, an independent investment advisory firm. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, charitable organizations, and government entities, offering discretionary and non-discretionary portfolio management and sub-advisory services. The firm employs an active, multi-strategy investment approach that integrates quantitative modeling and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to create tailored portfolios.

Lawrence Cole is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, WELLS FARGO Advisors, and Equitable Advisors. He also provides non-variable insurance services focused on Medicare supplement plans. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and access to managed account solutions. The firm’s fiduciary-based advisory model incorporates proprietary technology and third-party managers to tailor investment strategies to client goals and risk tolerance.

Stephen Lozan is a financial advisor at Oppenheimer with 30 years of industry experience. He has been with Oppenheimer since 2008 and previously worked at Citigroup Global Markets for 10 years. Lozan holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and manages assets using both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

John Fullen is a financial advisor at VALIC Financial Advisors with Series 63 and Series 65 credentials and 41 years of industry experience. He has been with VALIC since 1997 and also holds a position at Agia. Outside of his advisory work, he serves as the treasurer for the Windy Ridge Homeowners Association in North Carolina. VALIC Financial Advisors is an SEC-registered investment adviser and FINRA-member broker‑dealer that primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large network of advisors, utilizing discretionary unified managed accounts on Envestnet’s platform with optional tax-aware and impact overlays.

Richard Sheilds Jr. is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 27 years of industry experience. He has worked at Private Advisor Group since 2016 and has previous experience with LPL Financial, Mutual Service Corporation, and Osaic FA, Inc. Sheilds also manages his own independent investment advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both discretionary and non-discretionary strategies, third-party managers, and proprietary technology platforms such as WealthSuite and Pontera.

William Callahan is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, where he has worked since 2014. He has 26 years of industry experience and holds the Series 66 designation. Callahan serves as a board member of the Ocean Ridge Homeowners' Association and is treasurer of the Ocean Ridge Bowling League in Ocean Isle Beach, NC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, providing a variety of discretionary and non-discretionary strategies across multiple platforms.

Randall Trimm is a Series 66-licensed financial advisor with seven years of industry experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Great River Federal Credit Union from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

John Graves is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience with Cetera Advisors and his own firm, The Renaissance Group, LLC. Outside of his advisory work, he is the owner of Safe Harbor Publishing and engages in authoring, education, podcasting, and speaking activities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment implementation options, including proprietary and unaffiliated strategies, with an emphasis on tailored client objectives and institutional features unique among peers.

Mark Oglesby is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Osaic since 2025 and was previously employed at Ameriprise and Ameriprise Financial Services, Inc. from 2007 to 2023. He is also the owner of Blue Pointe Wealth Management, an LLC that sells insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm uses a variety of asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Debra Pickett is a CFP®-certified financial advisor with six years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She previously worked at Edward Jones and held roles in various industries including pharmaceuticals and manufacturing. Pickett serves as a committee member on the Town of Leland Economic Development Committee. 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, and institutional investors. The firm employs a tailored, non-discretionary planning approach using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Aaron Talley III is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he is involved with All Roads Ministries, focusing on faith-based speaking engagements. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds, including specialty areas such as business-owner transition and sports and entertainment planning.

David Lohff is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, Lohff serves as a substitute pastor and occasionally speaks at churches, and he also leads group exercise classes at Rockwell Fitness. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation with advisor collaboration and offers a broad range of advisory, brokerage, and insurance solutions.

Patrick Elmore is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 31 years of industry experience. He has worked with Raymond James Financial Services since 2000 and was with Seguoia Capital LLC from 2019 to 2025. Beyond his advisory role, he is involved in managing several rental real estate properties and partners in real estate ventures. 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, and institutional investors. The firm offers non-discretionary planning and tailored investment consulting, supported by advanced analytical tools and a focus on municipal and public finance advisory services.

Jared Diehl is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Merrill, Truist Bank, and service in the North Carolina Army National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Wanda Mcgowan is a financial advisor with LPL Financial in Southport, NC, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial since 2006. Mcgowan also serves as a notary public in North Carolina and is involved in insurance and annuity sales through Fairley & Mcgowan Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Milazzo is a financial advisor at LPL Financial with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2025, he spent 25 years at Cadaret, Grant & Co., Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jonathan Grocott is a financial advisor with LPL Financial based in Southport, NC. He holds Series 63 and Series 66 licenses and has 13 years of industry experience, including prior roles at Merrill, Bank of America, PNC Wealth Management, and Wells Fargo Clearing. 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 financial planning and investment solutions through a large network of advisors and utilizes various advisory platforms and tools.

John Erwin is a financial advisor with Equitable Advisors in Southport, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Equitable Advisors since 1999, including during its affiliation with AXA Advisors. Outside of advising, Erwin serves as a board member for The Heritage Foundation and Dosher Memorial Hospital Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs, including third-party models and discretionary management, offering investment options such as mutual funds, ETFs, separately managed accounts, and select alternative investments.

Hogan Disbrow is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 credential and has previously worked at Fidelity Investments and Northwestern Mutual. Disbrow serves on the investment committee of the Kiwanis Club, a nonprofit organization focused on children’s programs. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.