Matthew Raines is a financial advisor at Balentine with a Series 65 credential and seven years of industry experience. He has worked at Balentine since 2018 and previously at CapFinancial Securities and CAPTRUST Financial Advisors from 2011 to 2018. Outside of his advisory role, he serves as a board member for SURV Triangle LLC, a home services business. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, family office services, and sub‑advisory arrangements. The firm’s investment approach uses a seven-year Capital Markets Forecast and a Building Blocks framework to allocate assets by risk type, combining active and passive strategies and selected third-party sub-advisers.

Danielle Bailey is a financial advisor at Balentine in Raleigh, NC, holding a Series 65 designation. She has been with Balentine since 2023 and has prior experience at Envestnet, Blackened Kraken, and East Carolina University. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a seven-year Capital Markets Forecast and a Building Blocks framework to allocate assets across various risk types, utilizing a combination of active and passive strategies and selected third-party sub-advisers.

Marshall Brannock is a CFP® and holds a Series 63 designation with eight years of industry experience. He has worked at Balentine since 2018, following a six-year tenure at The Vanguard Group, Inc. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, family office services, and sub‑advisory arrangements. The firm employs a model-driven investment approach that combines active and passive strategies and emphasizes asset allocation by risk type.

Melissa Phillippi is a CFP® professional with 18 years of experience in the financial services industry. She is currently with Balentine in Raleigh, NC, where she has worked since 2026. Her prior roles include positions at Highspring, Raymond James Financial, Merrill, and Banc of America Investment Services. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm’s investment approach combines a seven-year Capital Markets Forecast with a Building Blocks framework to allocate assets by risk type and employs a mix of active and passive strategies alongside selected third-party sub-advisers.

Lucas Roberson is a financial advisor at Balentine in Raleigh, NC, holding a Series 65 designation with three years of industry experience. His prior roles include positions at CapFinancial Partners, Fisher Investments, and Whitener Capital Management. Before entering the financial sector, he worked in event production and sports network roles. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a model-driven investment approach based on a Capital Markets Forecast and asset allocation framework that combines active and passive strategies, including managing private funds and pooled investment vehicles.

John Maddison is a financial advisor at Balentine with CFP®, CFA®, and Series 66 designations and two years of industry experience. He has been with Balentine, LLC since 2014. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, family office services, and sub‑advisory arrangements. The firm uses a seven-year Capital Markets Forecast and a Building Blocks framework for asset allocation, combining active and passive strategies and third‑party sub‑advisers.

Jennifer Pcholinsky is a CFP® professional with five years at Balentine and a total of nine years in the financial services industry. Prior to joining Balentine in 2021, she worked four years at Truist Wealth. Jennifer is based in Raleigh, NC. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients, providing wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a model-driven investment approach that incorporates a seven-year Capital Markets Forecast and asset allocation by risk type, combining active and passive strategies and third-party sub-advisers.