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. *

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.

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.

We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

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

About Coastal Credit Union

Coastal Credit Union is a not-for-profit, member-owned, financial cooperative, offering a full range of financial products and services. Coastal was chartered on August 31, 1967, with the mission of fostering the credit union philosophy of “people helping people.”  Today, with $6.07 billion in assets, Coastal serves 344,000 members from 1,800 business partners and is among the leading financial institutions in North Carolina. Coastal operates 23 locations in central North Carolina and serves members in all 50 states through a network of 5,600 shared branches, 55,000+ surcharge-free ATMs, mobile banking featuring mobile check deposit, and a robust offering of online services at www.COASTAL24.com. For more Coastal news, visit our online newsroom.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Coastal Credit Union and Coastal Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Coastal Wealth Management and may also be employees of Coastal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Coastal Credit Union or Coastal Wealth Management.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value