William Eitze is a CFP® professional with 30 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Wells Fargo Clearing for 14 years before joining Raymond James in 2019. Outside of his advisory role, he owns an investment support company, M3 Investment Advisory LLC (d/b/a Merriweather Money Management), and operates a tax and estate planning practice as an attorney and CPA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary advice using risk profiling and modeling tools, and offers specialized services such as municipal advisory support and SIMPLE IRA Employer Advisory programs.

William Gauldin III is a financial advisor at Equitable Advisors with four years of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles at Fidelity Investments, The Vanguard Group, and several other firms. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Stephen Gesualdi is a financial advisor with Ameriprise in Southport, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Ameriprise since 2019, following eight years at UBS Financial Services Inc. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, using a centralized consulting team to deliver customized, non-discretionary recommendations. The firm combines research, modeling, and tax-efficiency analysis, with a focus on assets held in Ameriprise-managed accounts.

Adam Powell is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2004. Outside of his advisory role, he owns a rental house adjacent to his primary residence in Southport, NC. 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 programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

Robert Shannon is a financial advisor with LPL Financial in Oak Island, NC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at PNC Investments, HSBC Securities (USA), and Merrill. Shannon is also involved with Lighthouse Advisors, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a wide range of advisory and brokerage services including financial planning and institutional platforms.

Maria Cathrine Robbins is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its predecessor entities since 2012. Outside of advising, Robbins is involved in business ownership, including managing a restaurant/pub and consulting for financial advisors. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, utilizing internal research and third-party data to guide asset allocation and withdrawal strategies.

James Freisen is a CERTIFIED FINANCIAL PLANNER™ professional with 25 years of industry experience. He is currently with LPL Financial and has previously worked at Triton Financial Planning Group Inc., Sagepoint Financial, Inc., and Robert J. Oberst, Sr. & Associates. Outside his advisory work, he provides tax preparation and accounting services on a limited basis. 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 third-party asset management, and supports advisors with various investment platforms and operational tools.

Kristina Goettel is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. She has worked at Ameriprise since 2021 and also has experience in the hospitality industry as a server at Hoplite Irish Pub since 2018. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that incorporate written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Kenneth Beesmer is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 30 years of experience, he has worked alongside families, corporations, and non-profits to develop personalized wealth management strategies that align with clients' unique goals and aspirations. His expertise covers a range of areas including corporate executive services, divorce transition planning, equity compensation services, legacy planning, philanthropic planning, and portfolio management services. Kenneth holds a Bachelor's Degree from Lehigh University and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He draws upon a deep knowledge of capital markets to tailor portfolios responsive to changing market conditions and client needs. His approach emphasizes collaboration and a deep understanding of clients' life priorities beyond just financial metrics. Beyond his professional commitments, Kenneth participates in community organizations such as the Boys and Girls Club of Kingston, Mentor Me of Ulster County, Mid Hudson Tigers Baseball, and the YMCA in Kingston/Ulster. His personal interests include baseball, biking, football, golfing, hiking, music, skiing, and traveling.

David Kolter Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He worked at Edward Jones from 2011 to 2018 before joining Wells Fargo Clearing in 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes preparation and review of investment policy statements, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related products and bank deposit sweep options.

David Vang is a financial advisor with LPL Financial in Southport, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at MML Investors Services and MassMutual Life Insurance Company for 14 years each before joining LPL Financial in 2019. Outside of his advisory role, he is involved with Highlander Financial Group and NCG Benefits, as well as business entities used for tax and investment purposes. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with various operational and research tools.

Jeffrey Hartsock is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2000. He has 32 years of industry experience and holds a Series 63 license. Based in Oak Island, North Carolina, Hartsock has spent over two decades with Edward Jones. 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 and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Ryland Hubbard Jr. is a CFP®-certified financial advisor with Morgan Stanley, bringing 42 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2017 and was previously with Bank of America and Merrill. Hubbard is an owner of Castile Run 1 LLC, a North Carolina LLC formed for real estate investment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, with an emphasis on advisory services rather than individual security recommendations.

Katherine Larsen is a Wealth Management Advisor leading a team of seven professionals at Merrill Lynch Wealth Management. Since founding The Larsen Group in 1994, she has focused on delivering disciplined, planning-based wealth management strategies with personalized attention, primarily serving high net worth families. Her expertise includes portfolio management, retirement income planning, wealth transfer, philanthropy, and education financing. Katie earned dual Bachelor's degrees in Finance and Fine Arts from the College of William & Mary. She holds the Certified Exit Planning Advisor® (CEPA®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA) designations. As a qualified Portfolio Manager within Merrill, she manages investment portfolios utilizing carefully selected third-party managers. In the community, Katie serves on the board of the Edgeworth Borough Council in Sewickley, Pennsylvania, where she has lived for over 30 years. She also contributes to Catholic Charities of Pittsburgh. Katie and her husband, Douglas, have three children and she enjoys hiking, swimming, gardening, biking, cooking, golfing, photography, surfing, and yoga in her personal time.

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.

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.

Carl Thomason is a CFP® with 25 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Thomason serves as a finance committee member for the Chapel Hill Carrboro Public School Foundation and is president of the Kindrick Mountain Property Owners Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven advisory processes and a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

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.

Mark Dellosso is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 1999. He is also involved with Ascend Planning and Consulting LLC, which he founded in 2024. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management services, utilizing a range of advisory programs and third-party asset managers to implement investment models.

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.