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.

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.

Lisa Little is a financial advisor with Raymond James Financial in Wilmington, NC, holding a Series 66 designation and 19 years of industry experience. She has been associated with Raymond James Financial Services, Inc. since 2007 and Corning Federal Credit Union since 2010. Outside of advising, she works as a Registered Operations Associate for Wealth Strategies/Corning Credit Union Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm utilizes tailored, non-discretionary planning supported by analytical tools and maintains specialized programs in municipal and public finance as well as SIMPLE IRA employer advisory services.

David Riebe is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and 28 years of industry experience. He worked at Canaccord Genuity Inc for 13 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Joey Coffey is a financial advisor at Merrill with 17 years at the firm and seven years of industry experience. He holds the Series 66 credential. Coffey serves as a director on the board of The Grove HOA, a homeowner association in Wilmington, North Carolina. 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 strategies for a range of individual and institutional clients.

Nina White is a financial advisor at Edward Jones in Wilmington, NC, holding a Series 66 designation. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Glenn Wilkinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at SCF Investment Advisors, SCF Securities, The Strategic Financial Alliance, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and portfolio management solutions, leveraging both proprietary and third-party strategies across its extensive network of advisors.

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.

Kyle Mitchell is a financial advisor with Edward Jones in Wilmington, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is a passive member of two real estate investment entities, Lotta Shal LLC and Evolve Real Estate Fund 1 LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.