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.

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.

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.

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.

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.

Shari Watkins is a financial advisor with Thrivent Investment Management in Carolina Beach, NC, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Her prior roles include positions at The Vanguard Group, the US Department of Commerce, and American Greetings. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses and planning across topics such as retirement and estate planning without discretionary trading authority.

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.

John Query is a CFP® professional with eight years of industry experience currently with Edward Jones. He has worked at Edward Jones since 2018 and has prior experience with More Money SGPC, Uber Technologies Inc., and CardioPharma, Inc. Outside of his financial advisory work, he is a joint owner of a parking lot rental business in Carolina Beach, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth and corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

Robin Ely is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2012 after a 25-year career as an institutional equity trader. Robin collaborates with a team of Merrill Lynch advisors and client associates to provide clients with comprehensive financial strategies that consider the full scope of their individual and family goals and financial resources. Her approach includes utilizing the resources of Merrill Lynch, Bank of America, and the Bank of America Private Bank. Robin's expertise encompasses wealth transfer, retirement and estate planning, private money management, concentrated stock strategies, and ESG/Impact Investing implementation. She serves a diverse clientele, including extended families, corporate executives, 401(k) plans, and business owners. Robin holds the Personal Investment Advisor (PIA) designation and a Bachelor of Arts in Business Administration from Colby-Sawyer College, where she was captain of the lacrosse team. She is an alumnus of Montclair High School in Montclair, NJ, where she played varsity field hockey and lacrosse. In addition to her professional work, Robin volunteers with the RVNA of Ridgefield and has experience as a youth lacrosse coach and former regional hospice volunteer. She resides in Ridgefield, CT, with her husband and their two children. Robin's personal interests include golfing, lacrosse, cycling, cooking, contemporary art, and photography.

Teresa Carroll is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She holds the Series 66 designation and is based in Bolivia, 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Brown is a financial advisor with LPL Financial in Southport, NC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Morgan Stanley from 2010 to 2013 and then from 2013 to 2026 served at Bank of America and Merrill. Outside of his advisory role, he acts as a co-trustee for a fiduciary trust. 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, including model portfolio programs and third-party asset management, and supports its advisors with research tools and multiple platforms.

Sean Lowe is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Outside of his advisory role, he is involved in coaching lacrosse at Cape Fear Academy, Wilmington Lacrosse Club, and Saints Lacrosse Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Jeremy Hinson is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. His prior work history includes roles at Woodmenlife, Living Word Church, and Day & Zimmerman. 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 and investment strategies supported by a large network of financial advisors and branch offices across the country.

Peter Kelly Jr. is a financial advisor with Morgan Stanley in Southport, NC, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Merrill, Bank of America, and J.P. Morgan. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and a global investment committee to support client strategies.