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.

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.

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.

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.

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.

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.

Sierra Brown is a financial advisor at Edward Jones with three years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at First Citizens Bank and The Wealth Store. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, portfolio strategies, and affiliated investment products through a large nationwide network of advisors and branch offices.

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.

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.

Joseph Seegers Jr. is a financial advisor at OSAIC with 15 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Securities for 11 years. Outside of his advisory role, he is an insurance agent offering disability insurance, fixed annuities, long-term care insurance, premium financing, and traditional life insurance products through Hatteras Wealth Management. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

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.

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.