Stephen Barden is a financial advisor with Credit Union Investment Services in Benson, NC, holding Series 65 and Series 63 credentials and having 11 years of industry experience. He has worked at State Employees' Credit Union since 2004 and is also affiliated with Members Trust Company, SeCU Life Insurance Company, and SeCU Brokerage Services. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning with an emphasis on long-term, goals-based investing using low-cost index mutual funds and ETFs.

Peter Adams is a CFP® with 25 years of experience in the financial services industry. He currently works at Prosperity - An EisnerAmper Company and has held roles at firms including Avantax Advisory Services and HPG Wealthcare Advisors. He is also licensed as an insurance agent, involved in fixed insurance and annuity sales. Prosperity - An EisnerAmper Company serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets and uses a multi-team approach emphasizing asset allocation, diversification, and third-party management solutions.

Edward Watkins is a financial advisor with IFG Advisory, LLC in Raleigh, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including long tenures at Minnesota Life, Delta Financial Inc., and his own firm, Edward Watkins & Associates, Inc. Watkins has also worked at Securities America Advisors and LPL Financial. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, employing a diversified investment approach that includes portfolio management, third-party model portfolios, and management of held-away assets. The firm also offers specialized services such as real-estate-related planning and retirement plan consulting.

Laurice Rhem is a financial advisor with First Citizens Asset Management, Inc., holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. Prior to joining First Citizens, Rhem spent 13 years at LPL Financial Services. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, municipalities, and institutions. The firm emphasizes strategic asset allocation and manager research through global multi-asset class model portfolios implemented with funds, ETFs, and income-oriented strategies.

Michael Tove is a financial advisor with Corecap Advisors in Cary, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been the president and owner of Affordable Insurance Network, Inc. since 1998 and is involved in film production through Emerald Oak Productions, LLC. Corecap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, individual equities, and bonds.

Christian Keedy is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Guardian Wealth Advisors, LLC since 2022. His prior roles include positions at Aptus Capital Advisors, LLC and Gordon Asset Management. Outside of his advisory work, he is president of CDK Capital Corp. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Heather Lawton is a financial advisor at Credit Union Investment Services with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Members Trust Company and various entities affiliated with State Employees' Credit Union, including serving as a Financial Advisory Services District Manager. Lawton also acts as an agent for SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm operates within a credit union ecosystem and emphasizes a goals-based, long-term investment approach using low-cost mutual funds and ETFs.

Jeffrey Matthews is a financial advisor at Good Life Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, Cambridge Investment Research Advisors, and USfalcon, Inc. outside of his advisory roles, he has been involved as a life insurance agent on a limited basis. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to a diverse client base including individuals, families, business entities, and charitable organizations. The firm employs a team approach and multiple analysis methods to deliver tailored advice and offers a range of programmatic solutions alongside educational seminars and planning subscription services.

Robert Malone III is a financial advisor with Prosperity - An EisnerAmper Company based in Raleigh, NC. He holds a Series 66 designation and has 24 years of industry experience. Prior to his current role, he worked at firms including Avantax Advisory Services and HPG WealthCare Advisors. He is also a partner at EisnerAmper, where he is involved in tax and accounting services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, utilizing third-party managers and technology platforms to support client financial planning and account administration.

Muhammad Dahnoun is a financial advisor at RFG Advisory, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining RFG Advisory, he worked at John Deere and has an academic affiliation with North Carolina State University. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts using a mix of actively managed and passive strategies, tax-aware approaches, and alternative investments.

Steven Katzenstein is a financial advisor with Prosperity - An EisnerAmper Company based in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Avantax Advisory Services, HPG Wealthcare Advisors, and 1st Global Advisors. Katzenstein is also licensed as an insurance agent with involvement in fixed insurance and annuity sales. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, utilizing both discretionary and non-discretionary management approaches and third-party technology platforms.

Billy Grissom III is a financial advisor at Merit Financial Advisors with five years of industry experience. He holds the Series 66 designation and has worked at PKS Investments, LPL Financial, Orion Talent, and served in the United States Marine Corps. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and over 14,000 clients. The firm serves individuals, corporate clients, retirement plan sponsors, charitable organizations, and institutions, employing a long-term, diversified investment approach through customizable model portfolios and a combination of mutual funds, ETFs, individual securities, and third-party managers.

Ibraheem Ahmad Amin is a financial advisor at RFG Advisory, LLC with one year of industry experience. He previously worked at Crescent Private Wealth and Edward Jones, and has held roles outside of finance in the construction industry and at Anwar Al-Quds. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various investment strategies including actively managed and passive models, alternative investments, and annuity management.

Thomas Formhals is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. He holds the Series 66 designation and has been with Belpointe since 2016. Outside of his work at Belpointe, he owns The Patriot Financial Group, LLC, and Furquay Financial Planning, both investment-related businesses. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management and financial planning through customized portfolios, utilizing a range of strategies from passive to tactical, and supports its advisory practice with affiliated businesses and product sponsorships.

Roy Thrower, Jr. is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 credential and 18 years of industry experience. He has worked at Virtue since 2017 and previously spent five years with Brookstone Capital Management LLC. In addition to his advisory role, he is president of Thrower Financial Concepts, Inc., which provides insurance sales including fixed annuities and life insurance. Virtue Capital Management, LLC is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a mix of tactical, strategic, and quantitative investment strategies, offering portfolio management, financial planning, third-party manager due diligence, and client education.

Andrew Johnson is a financial advisor with Credit Union Investment Services in Raleigh, NC. He holds the CFP® and ChFC® designations and has 19 years of industry experience. His prior experience includes roles at Northwestern Mutual and State Employees' Credit Union. Outside of his advisory work, he is an agent with SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management and financial planning with a focus on mutual funds, ETFs, and fixed income products. The firm operates within a credit-union ecosystem and emphasizes a goals-based, long-term investment approach using low-cost index funds.

Krista Loew is a Series 66-licensed financial advisor with Credit Union Investment Services in Raleigh, NC, bringing 16 years of industry experience. She holds roles at several affiliated entities, including SECU Life Insurance Company and Members Trust Company, and serves as Vice President of IRA Services at State Employees' Credit Union. Outside of finance, she assists with accounting duties for a construction and trade business owned by her spouse. Credit Union Investment Services primarily serves individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs with a long-term, goals-based approach, and its advisors are salaried employees of the parent credit union.

Paul Lindsay is a financial advisor with CreativeOne Wealth, LLC in Cary, NC, holding Series 63 and 65 licenses and 29 years of industry experience. He has held roles at Triangle Advisors Group since 2007 and Brokers International Financial Services from 2009 to 2018. He is also an independent insurance agent and owner of Triangle Advisors Group, Inc., which conducts insurance and securities sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and RIAs. The firm manages primarily discretionary accounts using proprietary and third-party model portfolios, employing a range of investment strategies including ETFs, mutual funds, options, and select private investments.

Brandon Fentress is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors, Inc., Gordon Asset Management, LLC, and Aptus Capital Advisors, LLC. Outside of advisory services, he is also a licensed life insurance agent. Guardian Wealth Advisors provides investment advisory, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm uses a systematic approach combining fundamental and technical analysis and offers portfolio management through mutual funds, ETFs, bonds, options, and equities.

Sandra Ziglar is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She worked for Lincoln Financial Securities Corporation for 14 years prior to joining Sequent Planning in 2023. Outside of her advisory role, she is also a licensed real estate agent and involved in property management and insurance services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits through asset management, financial planning, and retirement-plan services. The firm uses a structured risk framework and a mix of firm-developed models and third-party managers to deliver diversified investment solutions.