Brian Hilker is a financial advisor at Coastal Carolina Financial Partners LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FBA Wealth Management, Realty One Group, and The Prudential Insurance Company of America. Hilker is licensed to offer life insurance and annuities in North Carolina. Coastal Carolina Financial Partners primarily serves individual investors, including some high-net-worth clients, as well as a small number of business clients. The firm provides portfolio management and investment advisory services on a non-discretionary, consultative basis, focusing on fundamental security analysis and a generally conservative strategy using stocks, bonds, mutual funds, and ETFs.

David Pope is a financial advisor with Liberty Square Wealth Partners LLC, holding Series 65, 63, and 66 licenses and one year of industry experience. He previously worked at Andalusian LLC and CVSA LLC. Outside of his advisory role, David is a musician who performs as a keyboardist and vocalist. Liberty Square Wealth Partners serves individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans, providing wealth management, financial planning, and retirement plan advisory services. The firm focuses on long-term investment strategies using both fundamental and technical analysis to create diversified portfolios primarily composed of ETFs and mutual funds.

Robert Graham is a financial advisor with Riggs Asset Management Co Inc in Bolivia, NC, holding Series 63 and Series 65 licenses. He has 43 years of industry experience, including 36 years at Riggs Asset Management Company, Inc. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary investment management and limited consultation on non-investment matters. The firm offers family-office style services and uses a diversified investment process across equities, fixed income, ETFs, and mutual funds, including potential cryptocurrency exposure through ETFs and direct indexing via an unaffiliated sub-advisor.

Herman Dodson Jr. is a financial advisor with Macro Advisors, Inc. in Little River, SC, holding the ChFC® and Series 63 credentials and bringing 19 years of industry experience. He has been with Macro Advisors since 2006. Outside of his advisory role, he is president and owner of Hazleton Insurance Alliance, an insurance agency. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm uses proprietary model portfolios and a combination of fundamental, technical, and cyclical analysis to tailor investments to client risk profiles.

Trent Richardson is a financial advisor at Buck Wealth Strategies, LLC in Shallotte, NC, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Symphony One Capital Management and Equitable Advisors, and he serves as a Platoon Leader in the North Carolina National Guard. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans through discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment process with tactical asset allocation, primarily using equities, ETFs, and fixed income, supported by third-party financial-planning tools to customize client risk profiles.

Evan Cutler is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 65 license and four years of industry experience. He previously worked at John Ingraham, LLC and Midland National Annuity. Outside of advising, he is the founder of the Cutler Foundation, a nonprofit organization focused on Parkinson’s disease awareness. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation, primarily utilizing equities, ETFs, and fixed income.

John Ingraham is a financial advisor at Buck Wealth Strategies, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at J.W. Cole Advisors, Inc. since 2016. In addition, he has operated John Ingraham LLC since 2004, where he serves as president of First Financial Education Centers, a business focused on insurance and annuities. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment process with tactical asset allocation and utilizes third-party financial-planning tools to customize client risk profiles.

Timothy White is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at notable firms including Edward Jones, Merrill, and Bank of America. In addition to his advisory role, he is licensed as an insurance agent with E.A. Buck Insurance. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory and consulting services. The firm uses a top-down, macro-environmental investment approach with tactical asset allocation and operates in partnership with AE Wealth Management and Achieve Retirement for enhanced platform and referral resources.

Victor Dibattista is a CFP® professional with 32 years of industry experience, currently serving at Kovack Advisors, Inc. since 2006. He also has a background with Kovack Securities Inc. since 2004. In addition to his advisory role, he is a sole proprietor involved in life and health insurance sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Robert Ciullo is a financial advisor at Mariner Independent with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining Mariner Independent in 2024, he worked at firms including Triad Advisors, Alera Group, DeVoe & Company, Creative Planning, SBSB Financial Advisors, Pagnatokarp Partners, and Charles Schwab. He serves as a Town Council Member in Oak Island, NC. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party manager access, and retirement plan services through a platform that integrates institutional and retirement plan resources.

David Medlin is a financial advisor with Chelsea Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Prior to joining Chelsea Advisory in 2018, he worked at LPL Financial for seven years. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate entities. The firm employs a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis, and integrates its advisory services with an affiliated broker-dealer and custody platform.

Cigi Blair is a financial advisor at Empower Advisory Group with eight years of industry experience. Blair holds a Series 66 designation and has worked at firms including Merrill, Truist Investment Services, and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and employs a model integrated with Empower’s recordkeeping and administrative platforms.

Jarrod Gould is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. He has worked within the Truist organization and its predecessors since 2015, including roles at Bb&T Securities and Bbtis. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager‑selection program, utilizing both discretionary and non‑discretionary approaches supported by third-party platforms and AI-enabled research tools.

Roger Weismiller is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include a 22-year tenure at Edward D. Jones & Co., L.P., and more recent positions at Infinex Investments, First Bank, Wells Fargo Clearing, LPL Financial, and Cornerstone Wealth Management. In addition to his advisory work, he is involved in lead generation for a mindset coaching business. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation across affiliated and third-party managers, delivering portfolio management, financial planning support, and custody through third-party custodians.

Ryan Rickus is a financial advisor at Hightower Advisors with nine years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Hightower in 2025, he worked at LPL Financial, Empirikal Partners LLC, and Wealth CMT. Outside of his advisory roles, he has been involved with Man Cave Complex LLC since 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing proprietary research and a variety of investment vehicles through a network of Advisor Practices.

Michael Storch is a Series 66-licensed advisor with 13 years of industry experience, currently with PNC Wealth Management in Calabash, NC. His prior roles include positions at Thompson Financial Group, Mass Mutual, and Santander Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that utilizes algorithm-driven risk assessments and invests via approved model strategies executed by delegated managers.

John Fullen is a financial advisor at VALIC Financial Advisors with Series 63 and Series 65 credentials and 41 years of industry experience. He has been with VALIC since 1997 and also holds a position at Agia. Outside of his advisory work, he serves as the treasurer for the Windy Ridge Homeowners Association in North Carolina. VALIC Financial Advisors is an SEC-registered investment adviser and FINRA-member broker‑dealer that primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large network of advisors, utilizing discretionary unified managed accounts on Envestnet’s platform with optional tax-aware and impact overlays.

William Callahan is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, where he has worked since 2014. He has 26 years of industry experience and holds the Series 66 designation. Callahan serves as a board member of the Ocean Ridge Homeowners' Association and is treasurer of the Ocean Ridge Bowling League in Ocean Isle Beach, NC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, providing a variety of discretionary and non-discretionary strategies across multiple platforms.

Chad Lojewski is a financial advisor at Stifel with 30 years of industry experience and holds Series 63 and Series 65 registrations. He has been with Stifel since 2009. Outside of his advisory role, he serves as a volunteer and board member for Rocky Boxing Club, a nonprofit gym that supports underprivileged youth, and is president of the Lake Walter Land Association homeowners association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Mark Oglesby is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Osaic since 2025 and was previously employed at Ameriprise and Ameriprise Financial Services, Inc. from 2007 to 2023. He is also the owner of Blue Pointe Wealth Management, an LLC that sells insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm uses a variety of asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Jared Diehl is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Merrill, Truist Bank, and service in the North Carolina Army National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Judy Little is a financial advisor at Ameriprise with 22 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in real estate ownership. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset thresholds. The firm provides tailored, research-driven recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Jeremy Johnson is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Edward Jones, where he has worked since 2020 with a brief period at Merrill Lynch/Bank of America from 2021 to 2025. His prior experience includes roles at Adornus Manufacturing, Ingersol Rand/Trane, Guardian Industries, American Insurance Marketing Solutions, and Resolute FP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.

Curtis Cronemiller is a financial advisor at Edward Jones with 27 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. His prior experience includes roles at Truist Advisory Services Inc., Truist Investment Services Inc., and Bb&T securities and investment services from 2000 to 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and provides a variety of investment strategies and affiliated services through a large network of financial advisors and branch offices nationwide.

Arthur Gerry is a financial advisor at OSAIC with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes long tenures at Signator Investors, Inc. and John Hancock Financial Network, where he worked for over four decades, as well as five years at Royal Alliance Associates. Outside of his advisory role, he operates a sole proprietorship as an insurance broker specializing in fixed insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services and employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing in portfolio construction.

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.

Joseph Mclaughlin is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he owns and operates Sand Rooster Ranch, an agricultural business in Monetta, South Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its financial planning services.

Taylor Faile is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Taylor worked in sales and marketing and held various roles in retail and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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.

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.

Kevin Thompson is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 credential and has worked at firms including Truist Advisory Services, Bb&T Securities, and Capitol Securities Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated capabilities, supported by a large network of financial advisors and branch offices nationwide.

Kristine Ford is a financial advisor with Ameriprise in Calabash, NC, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning and advice. The firm uses a centralized team to generate recommendations based on proprietary research and third-party data, focusing on dependable income and tax-aware withdrawal strategies for clients meeting specific asset criteria.

Joy Rockwood is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Raymond James since 2000 and was previously a branch owner, maintaining her own LLC related to that role. Outside of her advisory work, she is an associate employee at Kevin Guille Strategic Wealth Management, a non-investment related support company. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

David Kolter Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He worked at Edward Jones from 2011 to 2018 before joining Wells Fargo Clearing in 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes preparation and review of investment policy statements, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related products and bank deposit sweep options.

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.

Henderson Louviere is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he worked at Bankers Life and Casualty and has been involved with the Wrightsville Beach Fire Department and Ocean Rescue services. 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, and various organizations.

Jeannemarie Peters is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously spent 30 years at Merrill before joining UBS in 2024. Outside of her advisory role, she has worked as a customer service representative at Reliance Federal Savings Bank. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Carl Thomason is a CFP® with 25 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Thomason serves as a finance committee member for the Chapel Hill Carrboro Public School Foundation and is president of the Kindrick Mountain Property Owners Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven advisory processes and a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Kyle Reise is a financial advisor with LPL Financial, holding a CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including prior roles at Merrill, Morgan Stanley, Private Portfolio Partners, Lydian Wealth Management, and T. Rowe Price Advisory Services. Reise has been with LPL Financial since 2016. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with access to third-party asset managers and various investment strategies.

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.

Silvia Sevast is a Series 66 licensed financial advisor at Edward Jones with four years of industry experience. She previously worked at Merrill Lynch/Bank of America and Apex before joining Edward Jones in 2025. Outside of advisory work, she is involved as a signer for a professional window cleaning business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory programs. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Alister Chick is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked for Edward Jones from 2015 to 2026 before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through various advisory programs and specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Christopher Bibow is a financial advisor at MassMutual Investors Services with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Principal Securities and Northwestern Mutual. In addition to his financial services career, Bibow is involved in several entrepreneurial ventures, including ownership of companies focused on online sales of torch and welding equipment, and research and manufacturing of specialty products. He also serves on the board of a youth softball organization in South Carolina. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs and educational seminars, emphasizing collaborative, goal-oriented financial planning without discretionary investment authority.

Joseph Meador is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Intercarolina Financial Services, Inc. He is also involved with MPay Inc., where he provides retirement plan services and investment relations. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing various portfolio management approaches and platform arrangements.

Ronald Richter is a financial advisor with Cetera who holds the CFP® designation and Series 66 license, bringing 20 years of industry experience. He has served as an adjunct or full-time faculty member teaching finance courses at Rutgers University, Coastal Carolina University, and UNC Wilmington. He combines his advisory role with academic positions focused on finance education. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with options including model portfolios, third-party managers, and customized strategies.

Angela Diehl is a financial advisor with Edward Jones in Shallotte, NC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior work includes roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, BBTIS, and CUSO Financial Services. 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, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

Kathy Burns is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with LPL Financial since 2008 and previously worked at Burns & Bynum CPA PA for 16 years. Outside of her advisory work, she is involved in tax preparation and accounting through related business entities. 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 range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies and technology tools.