Corey Crews is a Series 66-licensed financial advisor with LPL Financial, based in Wilmington, NC, and has 10 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Marine Federal Credit Union and CUNA Brokerage Services, Inc. Outside of his advisory work, Crews is involved in real estate rental activities in Surf City, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a broad range of financial planning and investment management options including third-party asset management and institutional platforms.

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.

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.

Hannah Clymer is a Series 66-designated financial advisor with Raymond James Financial, based in Wilmington, NC. She has four years of experience in the financial industry, including roles at Corning Credit Union and Raymond James Financial Services Advisors, Inc. Outside of her advisory work, she is involved as an associate employee at Wealth Strategies/CCU Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutions. The firm delivers non-discretionary planning and uses risk profiling and analytical tools to tailor recommendations to client goals.

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.

Gary Mc Lamb is a CFP® professional with over 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he serves on the Finance Committee at Carolina Beach Presbyterian Church, presides over the Church Men’s Group, and is a board member of the Friends of Fort Fisher, where he also participates on the Finance Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and services, supported by a large nationwide network of financial advisors and branch offices.

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.

Jordan Swann is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and three years of industry experience. He previously worked at Live Oak Bank for seven years before joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research, planning tools, and simulations to develop tailored recommendations for clients.

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.

Jonathan Tait is a CFP® professional with 25 years of industry experience, currently affiliated with Raymond James Financial in Leland, NC. He has worked at Raymond James Financial since 2006, with prior experience at Capital Investment Companies and A&J Holding, Inc. Outside of his advisory role, he is the owner of J. Murray & Associates, Inc., a tax reporting S-corp, and co-owner of Little Rosa Properties LLC, which holds his portion of Southern Tait Holdings LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and investment consulting, utilizing risk profiling and modeling tools, and supports its clients through advisory programs and institutional portfolio management.

Patrick Kalbaugh is a financial advisor with LPL Financial in Wilmington, NC, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work includes roles at Worden Brothers Inc., TC2000 Brokerage, Inc., and the University of North Carolina at Wilmington. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining advisory services with a range of non-advisory financial activities.

Tracy Dean is a financial advisor with Edward Jones holding a Series 66 designation and 25 years of industry experience. Prior to joining Edward Jones in 2021, Dean worked at Wells Fargo Clearing Services LLC and PNC Investments, with additional experience at PNC Bank. Outside of finance, Dean has been involved in real estate activities since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

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.

Carla Gray Bedell is a financial advisor with LPL Enterprise in Wilmington, NC, holding Series 65, 63, and 66 licenses and bringing 26 years of industry experience. Her prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Clearing. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional offerings such as financial planning, access to third-party asset managers, and affiliated insurance and trust services.