Marvin Musselwhite is a financial advisor at Capital Investment Advisory Services, LLC with five years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Advisory Services and Capital Investment Group since 2020. Prior to his advisory career, he held roles at McConnell Golf, DICK's Sporting Goods, and North Carolina State University. 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 reviews.

Charles Dickinson Jr. is a CFP® with four years of industry experience, currently serving as an Institutional Consultant at First Citizens Asset Management, Inc. in Raleigh, NC. His background includes roles at First Citizens Bank and Campbell University. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, institutions, and municipalities, employing a multi-asset class approach with discretionary management focused on strategic asset allocation and risk control.

Chandler Huggins is a financial advisor at Prospera Financial Services, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at White Oaks Wealth Partners and Captrust Financial Advisors. Outside of finance, he is involved with CH Wellness LLC and Counseling Choices LLC. Prospera Financial Services, Inc. serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion across about 207 advisors. The firm offers investment advisory and financial planning through various platforms and employs a multifaceted portfolio construction and management approach.

Michael Pearl is a CFP® with 28 years of industry experience, currently serving as an advisor at Capital Investment Advisory Services, LLC since 2013. He has been involved with Capital Investment Group, Inc. since 2001 and operates an accounting practice under the name Michael F. Pearl, CPA, a business he has maintained since 1988. 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 mix of analytical methods and ongoing monitoring.

Richard Rose III is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Capital Investment Advisory Services and affiliated entities since 2016. In addition to his advisory role, he works as an insurance agent focused on fixed insurance products. Capital Investment Advisory Services 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 risk disclosure.

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.

Peter Hynes is a financial advisor at OneAscent Financial Services LLC with 25 years of industry experience. He previously worked at Verity Investments, Inc., Verity Asset Management, Inc., and Verity Financial Group from 2009 to 2025. Outside of his advisory role, he serves as a board member for Sentinel Primary Care, owns and manages a handyman services company, and participates on the Mission Advancement Advisory Committee for the Sisters of St. Cecilia Congregation. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of asset management and planning services, utilizing individualized asset allocation, model-based platforms, and overlay managers, along with additional services such as outsourced CIO and CCO support.

Bonnie O Quinn is a financial advisor at Level Four Advisory Services with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Red Reef Advisors LLC for seven years. Outside of her advisory role, she serves as chair of the Curham-Orange Estate Planning Council board and is involved in business consulting through Level Four Business Solutions. Level Four Advisory Services is an SEC-registered firm managing approximately $6.5 billion, serving a diverse client base that includes individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and third-party sub-advisors.

Michael Hakerem is a CFA® charterholder with 20 years of industry experience. He is currently affiliated with Kingswood Wealth Advisors, LLC and has held positions at Glenwood Financial Partners, Eudaimonia Partners, and Great Lakes & Atlantic Wealth Managers and Advisory Partners. Outside of his advisory roles, he is the sole proprietor of Empowered Portfolios, LLC, a firm specializing in research and analytics on fintech providers, financial markets, and related areas. Kingswood Wealth Advisors serves a diverse client base including individual investors, high-net-worth clients, retirement plan sponsors, and institutions. The firm offers customized portfolio management and financial planning through an open-architecture platform that frequently employs third-party managers and integrates insurance-linked account services.

Richard Fields is a financial advisor with Capital Investment Advisory Services, LLC in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Capital Investment Group, Inc. and Cic Advisers, LLC since 2005. Fields also serves as president and insurance agent of Integrated Advisory Services, where he provides insurance sales and service. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm uses an individualized process that includes discretionary management, third-party managers, and private-label model portfolios, with ongoing monitoring and a mix of analytical methods.

William Moore is a financial advisor with Capital Investment Advisory Services, LLC in Cary, NC. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including over two decades at Capital Investment Group, Inc. Outside of his advisory role, he manages a consulting firm focused on company expense reduction and vendor negotiations. 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 mix of analytical methods.

Nga Brown is a financial advisor with Geneos Wealth Management, Inc. and holds a Series 66 designation. She has seven years of industry experience and has previously worked at Commonwealth Financial Network, J.W. Cole Advisors, Cambridge Investment Research, and SB Financial Group. She is also a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a combination of continuous account monitoring, discretionary trading, and various analytic strategies while offering customizable portfolios and access to third-party money managers.

Emily Cardillo is a financial advisor with Integrity Advisory Solutions in Raleigh, NC, holding a Series 65 credential and three years of industry experience. She has worked as an independent agent since 2019. Outside of her advisory role, she is a licensed insurance agent and provides estate planning referrals through Integrated Trust Systems. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of asset-allocation strategies and third-party platforms.

Richard Spaulding is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with four years of industry experience. His prior roles include positions at Greenleaf Trust and Indiana Trust Wealth Management. He currently works in Raleigh, NC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, discretionary and non-discretionary investment management, and family-office style services, managing approximately $12.0 billion in assets.

Hayden Brown is a financial advisor with First Citizens Investor Services, Inc. in Greenville, SC, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining First Citizens, Hayden spent four years in full-time education. He also serves as a financial consultant with FCAM, meeting with clients to discuss investment capabilities. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, utilizing a mix of asset allocation strategies, discretionary management, and technology-driven model portfolios, supported by its affiliation with a bank holding company.

Ervin Millwood III is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC. His work history includes roles at Aptus Capital Advisors, LLC, Triad Advisors, Inc., and Gordon Asset Management, LLC. Outside of his advisory practice, he is involved in scuba instruction as an assistant for Gypsy Divers, LLC. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, offering investment advisory, financial planning, retirement consulting, and cash management services. The firm employs a mix of fundamental and technical analysis within a systematic, quantitative framework and utilizes tools such as Riskalyze to manage risk and organize trades.

Michael Hensley is a CFP® professional with 18 years of industry experience. He is currently with Guardian Wealth Advisors, LLC and has previously worked at Aptus Capital Advisors, LLC and Gordon Asset Management, LLC. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional entities. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, incorporating both fundamental and technical analysis.

James Glover Jr. is a financial advisor with Level Four Advisory Services in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Prior to joining Level Four in 2022, he spent 35 years at Mid-Atlantic Securities, Inc. He serves as a board member of Oakwood Cemetery and is the finance chair for Christ Church, where he manages monthly finance meetings and backup treasury duties. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and public entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, employing model portfolios and multiple custodians and sub-advisors, including affiliated and third-party providers.

Matthew Keen is a Series 66-licensed financial advisor with Capital Investment Advisory Services, LLC, where he has worked for 10 years. He has 14 years of industry experience and serves on the Board of Directors for KS Bank, Inc., an advisory role focused on overseeing the institution's business performance. 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 tailors portfolios to client objectives and risk tolerance, primarily managing assets on a discretionary basis.

Wyatt Jenkins is a financial advisor at Capital Investment Advisory Services, LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining his current firm. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers separately managed accounts, referrals to third-party managers, private-label model portfolios, and financial planning, using a mix of analytical methods and ongoing monitoring tailored to clients’ investment objectives and risk tolerance.