Matthew Raines is a financial advisor at Balentine with six years of industry experience. He previously worked at Capfinancial Securities, LLC and CAPTRUST Financial Advisors from 2011 to 2018 before joining Balentine. Outside of his advisory role, he serves as an investor and board member for SURV Triangle LLC, a home services business based in Raleigh, NC. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and other institutional clients, offering comprehensive wealth management, financial planning, investment management, family office services, sub-advisory relationships, and business advisory support. The firm employs a risk-based investment process using a mix of active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program for institutional mandates.

Danielle Bailey is a financial advisor at Balentine in Raleigh, NC, holding a Series 65 credential and with three years of industry experience. Prior to joining Balentine, she held positions at Envestnet and Blackened Kraken, as well as roles at East Carolina University. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing wealth management, financial planning, investment management, family office services, and business advisory support. The firm follows a risk-based investment approach utilizing a combination of active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Marshall Brannock is a CFP® with eight years of industry experience, currently a financial advisor at Balentine since 2021. He previously worked at The Vanguard Group for six years and was self-employed for one year in 2018. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering comprehensive wealth management, financial planning, investment management, and business advisory services. The firm’s investment approach is risk-based, combines active and passive strategies, and includes a model-driven Global Tactical Asset Allocation program for institutional mandates.

Melissa Phillippi is a CFP® and holds a Series 66 license with 18 years of industry experience. She has worked at Balentine since 2026 and previously was employed at Highspring and Performance Culture/Workdove. Phillippi is based in Raleigh, NC. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients with wealth management, financial planning, investment management, family office services, and business advisory support. The firm uses a risk-based investment process that incorporates active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program, while also advising pooled investment vehicles and private funds.

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. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering wealth management, financial planning, investment management, family office services, and business advisory support. The firm uses a risk-based investment process with a mix of active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program, and it is noted for its role in pooled vehicles and private fund advisory.

John Maddison is a CFP®, CFA®, and holds a Series 66 license, currently working at Balentine in Raleigh, NC. He has 12 years of experience at Balentine and two years in the financial industry overall. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm employs a risk-based investment process using a combination of active and passive strategies and manages pooled investment vehicles, including private funds.

Jennifer Pcholinsky is a CFP® professional with five years at Balentine and a total of two years of industry experience. Prior to joining Balentine, she worked at Truist Wealth for four years. She is based in Raleigh, NC. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm employs a risk-based investment approach utilizing both active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.