Gregory Gibson is a Wealth Management Advisor with Merrill Lynch Wealth Management in Greensboro, where he has been serving clients since August 2016. He specializes in managing new wealth, philanthropic planning, portfolio management services, tax minimization, retirement income, and working with women and wealth. Prior to joining Merrill Lynch, Greg held positions as an Executive Director at Oppenheimer & Co, Inc. and First Vice President at UBS, bringing with him three decades of experience in the financial services industry. Greg earned his Bachelor of Arts degree in Economics from Emory University in 1981. He holds professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Throughout his career, Greg has engaged with the community through service on the Board of Directors for the Eastern Music Festival and Guilford Battleground Company, as well as participation on the Finance and Investment Committee at Canterbury School. He has also contributed as a mentor for Boy Scout Troop 216 and served on the Adult Staff team for Westover Church High School Ministries. Outside of his professional pursuits, Greg enjoys spending time with his wife, their two grown children, and two granddaughters. His personal interests include boating, cooking, fishing, golfing, interior decorating, reading, and traveling. The family often spends their leisure time at Wrightsville Beach, where Greg also pursues offshore angling.

Reid Harris is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he held roles at Harris Lawn Care, Inc., OnWire Consulting Group, and North Carolina State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds.

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.

Aaron Kessler is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. He previously held roles within Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning a total of 17 years at those firms. Kessler is also involved in entrepreneurial activities through his ownership of Kessler Capital LLC and Kessler Innovations LLC, which focus on investment-related practices and product development. 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 planning menu and delivers tailored recommendations supported by Wells Fargo research and planning tools.

Susanne Miller is a financial advisor with Thrivent Investment Management who holds Series 63 and Series 65 licenses and has 20 years of industry experience. Her prior roles include positions at Edward Jones and BB&T, reflecting a long tenure in wealth management. She serves as a volunteer board member for Pine Valley Methodist Church’s Stewardship Board and the Pine Valley WeeCare Preschool Board in Wilmington, NC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and broad financial planning without discretionary portfolio management or institutional advisory services.

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.

Brandyn Miles is a financial advisor with Raymond James Financial in Wilmington, NC, holding a Series 66 designation and five years of industry experience. He has worked at Raymond James Financial and its affiliated entities since 2022 and previously at Equitable Advisors. In addition to his advisory role, he assists with client and office support at Sound Harbor Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, using analytical tools to tailor strategies to client goals. The firm offers a variety of advisory programs and supports municipal and public finance services through a unique affiliation with a municipal advisor.

James Dean is a financial advisor with Raymond James Financial in Wilmington, NC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James Financial Services since 2006 and Raymond James Financial since 2009. Outside of his advisory role, he serves as Chair of the Sponsor Relations Committee for the North Carolina Azalea Festival, a nonprofit organization. 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, pension plans, corporations, and institutional clients. The firm employs non-discretionary planning and risk profiling tools tailored to client goals and maintains specialized offerings such as municipal advisor services and SIMPLE IRA Employer Advisory & Consulting Services.

Diane Brennan is a financial advisor with LPL Enterprise, holding a Series 66 designation and over 25 years of industry experience. Her career includes roles at Prudential Insurance Company of America, Pruco Securities, and UBS Financial Services, among others. In addition to her advisory work, she leads a team at Port City Financial Services and provides group health benefits consulting for small businesses. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL Research and third-party strategists, and offers services such as financial planning, access to asset managers, and insurance product facilitation.

Arthur Scolari Jr. is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Lincoln Financial Advisors and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved in providing group benefits proposals and conducting employee assistance program workshops. OSAIC serves a broad clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using various investment vehicles and third-party platforms.

Christopher Leseur is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. He has worked with Equitable in various roles since 2018 and participated in the Regis University Investment Club during his studies. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and relies on both proprietary and third-party investment solutions.

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.

Tucker Polston is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Wilmington, NC. Outside of his advisory role, he serves as a board member and treasurer for Providence Preparatory Academy, where he assists with financial decisions and school governance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment approaches, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.

Thomas Chavez is a financial advisor with LPL Enterprise holding a Series 66 designation and beginning his industry career in 2026. His background includes work with Girls with Dough and Maddens, as well as involvement with the nonprofit Helping Hearts International since 2019. He has also pursued education and experience in culinary trades prior to entering the financial sector. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s approach centers on model-driven investment implementation and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Le Glick is a financial advisor at Edward Jones in Wilmington, NC, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, Le worked for nine years at New Hanover Regional Medical Center as an MRI technologist. Outside of advisory work, Le owns two residential single-family rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Emily Wagoner is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior work includes roles at AIM Advisors and several academic institutions. Outside of finance, she has operated a small retail business, Impeccable Pig Boutique. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

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.