Jared Miller is a financial advisor at Capital Investment Advisory Services, LLC with a Series 65 designation and one year of industry experience. His prior work history includes roles in various sectors such as education and management but no previous advisory positions. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base including individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers customized portfolios using multiple methods of analysis and manages the vast majority of its assets on a discretionary basis.

Eugene Thompson IV is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Capital Investment Advisory Services and its affiliate Capital Investment Group, Inc. since 2014. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, referrals to third-party managers, private-label model portfolios, and financial planning, with an individualized investment process and ongoing portfolio monitoring.

George Hicks is a CFP® with 40 years of industry experience, currently serving at Capital Investment Advisory Services, LLC in Raleigh, NC. He has been with Capital Investment Group, Inc. since 1992 and Financial Resource Management, Inc. since 1987. Outside of his advisory work, he is the author of a book titled *In His Grip*, which he has been involved with since 2014. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a variety of analytical methods and conducting at least quarterly reviews.

Matthew West is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. He has worked at Capital Investment Advisory Services and affiliated firms since 2017. Outside of his advisory role, he serves as a financial analyst in ventures and acquisitions for Liberty Senior Living and manages a consulting firm focused on finance and real estate projects. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a variety of analytical methods and ongoing portfolio monitoring.

Kimberlee Sipe is a financial advisor with Capital Investment Advisory Services, LLC and holds Series 63 and Series 66 designations. She has 20 years of industry experience and has been with Capital Investment Group, Inc. since 2009. She is also the owner of Insight Investment Planning, Inc., an investment and insurance business. Capital Investment Advisory Services, LLC provides advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Christopher Langlois is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC. He holds the Series 63 and Series 66 licenses and has five years of industry experience, including four years at Fidelity Investments. Prior to his advisory career, he held positions in the healthcare and retail sectors. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers customized investment programs typically managed on a discretionary basis, utilizing fundamental, technical, and charting methods across various asset classes.

Edward Monaghan is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Capital Investment Advisory Services and Monaghan Wealth Management in 2017. Outside of advising, he manages agricultural operations through Riverlab Farms, LLC and Kelbo Farms, LLC, and serves as treasurer and secretary for Brentwood Office Park POA. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a variety of analytical methods and ongoing portfolio monitoring.

Susan Whitfield is a Certified Financial Planner® with 22 years of industry experience, currently affiliated with Capital Investment Advisory Services, LLC in Raleigh, NC. She has held roles at Cic Advisers, LLC, Capital Investment Group, Inc., and Ballantyne Tax & Finance over the past two decades. Whitfield is the founder and owner of Ballantyne Tax & Financial, where she provides tax and financial planning services. Capital Investment Advisory Services offers portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm customizes portfolios to clients’ objectives and risk tolerance, managing the majority of assets on a discretionary basis through various investment strategies.

John Palko is a CFP® professional with 27 years of industry experience, currently serving at Capital Investment Advisory Services, LLC since 2018. He previously worked at Bb&T Securities, LLC from 2013 to 2017. Outside of his advisory role, he is a general board member of the Matthews Area Chamber of Commerce. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, estates, foundations, and charitable institutions. The firm offers customized investment solutions through separately managed accounts, third-party asset managers, and financial planning services, managing most assets on a discretionary basis.

Matthew Vaughan is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Capital Investment Advisory Services and Capital Investment Brokerage since 2020, and previously was with Acorn Financial Advisory Services and The Strategic Financial Alliance from 2015 to 2020. Outside of advisory work, he is involved in fixed insurance sales as an agent. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers personalized investment management through discretionary mandates, third-party managers, or centrally managed private-label model portfolios, utilizing a mix of analytical methods and ongoing portfolio reviews.

Francis Thomas is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Rising Tide, Inc. and Capital Investment Group, Inc., alongside operating his own insurance agency, F. Michael Thomas & Associates, since 1985. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to a diverse client base including individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs an individualized process and a range of analytical methods to manage portfolios through discretionary mandates, third-party managers, or private-label model portfolios.

Donald Parrott is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Capital Investment Group, Inc. since 1996. Outside of his advisory role, he serves on the committee for the Presbyterian Endowment Trust at First Presbyterian Church in Gastonia and is an advisory board member for Gaston Skills, Inc., a nonprofit supporting employment for mentally and physically challenged individuals. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers personalized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a mix of analytical methods and ongoing monitoring.

Martha Thorne is a financial advisor at Capital Investment Advisory Services, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Capital Investment Group, Inc. and Mainstreet Collection prior to her current role. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, utilizing a range of analytical methods and conducting at least quarterly portfolio reviews.

Richard Keeter III is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with Capital Investment Group, Inc. since 1997 and has been self-employed since 1994. Outside of advisory services, he is also an insurance agent with Keeter Financial Corporation. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, utilizing a variety of analytical methods and conducting ongoing portfolio reviews.

Timothy Hucks is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has worked at Rising Tide, Inc. and Capital Investment Group, Inc. for more than two decades each. Outside of his advisory work, he serves as treasurer for the Kiwanis Club of Hillsborough. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, using a variety of analytical methods and ongoing portfolio monitoring.

Andrew Pannell is a financial advisor at Capital Investment Advisory Services, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Wells Fargo Bank, State Employees' Credit Union, and Capital Investment Group, among others. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, and various types of plans and institutions. The firm offers tailored investment programs using fundamental, technical, and charting analysis, managing most assets on a discretionary basis through a network of over 100 independent investment adviser representatives.

Kenneth Davis is a financial advisor at Capital Investment Advisory Services, LLC with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Capital Investment Advisory Services, he worked at Capital Investment Group, Inc and has operated Davis & Davis Financial Partners since 2017. Outside of his advisory work, he serves as a trustee for the Laura Laws Memorial Golf Tournament, which annually funds scholarships and local nonprofits. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and a variety of analytical methods.

Joseph Jackson is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Capital Investment Advisory Services since 2022 and has prior experience at Capital Investment Group, Inc. and Cape Fear Securities, Inc. Outside of his advisory roles, Jackson is a co-owner of a local car wash business in Fayetteville, NC. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, utilizing a combination of analytical methods with ongoing portfolio monitoring.

Murray Duggins Jr. is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 21 years of industry experience. He has worked with Capital Investment Advisory Services and Capital Investment Group since 2017 and also owns a family-operated management company, United Realty. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing multiple analytical methods and conducting regular portfolio reviews.

Erik Babocsi is a CFP® professional with 28 years of industry experience, currently serving at Capital Investment Advisory Services, LLC since 2009. He has also worked at Capital Investment Group, Inc. from 2009 to 2017. Outside of his advisory role, he owns a business providing expert witness testimony for asset distribution in divorce cases, involving analysis and mediation support. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs an individualized approach using discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.