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.

Brian Orol is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. since 2014. His prior experience includes roles at Strategic Financial Planning, Inc. and a nearly decade-long involvement with Body Mind And Soul Nutrition. Outside of advisory work, he is a partner in Lumpys Ice Cream, Inc. and serves as Treasurer for a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored planning and analytical tools to guide client decisions and supports municipal and public finance activities through unique affiliations.

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.

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.

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.

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.