Catherine Bryant and Jonah Kaufman of Coastal Wealth Management Recognized as Distinguished Financial Professionals by LPL Financial

RALEIGH, N.C. (February 25, 2026) – Catherine Bryant and Jonah Kaufman, Wealth Advisors at Coastal Wealth Management in Raleigh, have earned a place among LPL Financials’ Ascent Club Program for 2025 — a distinction reserved for financial advisors and professionals who set the standard for excellence in financial guidance.²¹

In today’s dynamic environment, Americans need more than advice — they need a collaborative partner who understands their goals and can help turn plans into progress. Bryant and Kaufman deliver valuable expertise every day, serving clients across North Carolina and beyond with comprehensive wealth management services, including Financial Planning, Investment Management, Retirement Planning, Insurance Needs, Charitable Giving, Estate Planning, etc.

“It’s a privilege to recognize Catherine and Jonah and Coastal Wealth Management for this remarkable accomplishment,” said Ken Hullings, executive vice president of institution client success at LPL Financial. “Financial professionals like Catherine and Jonah exemplify the valuable relationship and impact that financial professionals deliver. By leveraging the resources and collaborative environment of our institution model, investors are empowered to pursue their financial goals. We’re proud to support Coastal Wealth Management and all our institutions who are shaping brighter financial futures within their communities.

Coastal Wealth Management has partnered with LPL Financial, one of the fastest-growing firms in wealth management industry. Through LPL, institutions like banks and credit unions can leverage wealth management resources and support, including advanced technology designed to streamline operations and accelerate growth, allowing them to focus on what matters most: building relationships and delivering personalized financial advice.

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About LPL Financial 

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment adviser representatives affiliated with LPL Financial.

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*Achievement is based on 2025 production among LPL-affiliated investment programs only.