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.

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 Hardee is a financial advisor with Equitable Advisors in Wilmington, NC. He holds Series 65 and Series 66 licenses and has 10 years of industry experience, including prior roles at Lincoln Financial Advisors and Baystate Financial. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and provides ERISA fiduciary services for qualified plans.

Kevin Kramer is a CFP® professional with nine years of experience, currently serving as a financial advisor at Edward Jones in Wilmington, NC since 2017. His career prior to Edward Jones includes a one-year period of unemployment from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large network of advisors and branch offices nationwide.

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.

Daniel Smith is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Mass Mutual Investors Services since 1983 and has also been associated with MassMutual Life Insurance Company since 1978. Outside of his advisory role, he operates a sole proprietorship focused on insurance and estate planning. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations tailored to client goals.