Brenan Volpe is a CFP® with 10 years of industry experience, currently affiliated with Good Life Advisors, LLC. He has previously worked at LPL Financial, Raymond James Financial Services, and Sterling Fox Financial among other firms. Volpe has also owned Citadel Financial LLC and provides investment advisory services through Good Life Advisors. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, with an investment approach that tailors portfolios to client objectives using a combination of fundamental, technical, and cyclical analysis.

Irena Davydova Forquer is a financial advisor at Navy Federal Investment Services, LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones and Coastal Federal Credit Union. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and provides a range of overlay services and a Private Wealth Consulting program for high-net-worth clients.

Brian T Nelan is a financial advisor with Founders Financial Alliance, LLC, holding Series 63 and Series 65 licenses and offering 19 years of industry experience. He worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2016 to 2018 before joining Founders Financial Alliance in 2018. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning services to individual and high-net-worth clients, charitable organizations, and corporate retirement plans. The firm employs an evidence-based investment approach tailored to clients’ goals and risk tolerances, incorporating asset allocation, rebalancing, and a mix of strategies with third-party manager solutions where appropriate.

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.

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.

Jeroen Stone is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with affiliated firms including SECU Life Insurance Company, SECU Brokerage Services, Members Trust Company, and State Employees' Credit Union. Outside of his advisory roles, Stone serves as assistant treasurer and budget director at Memorial Baptist Church. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm’s advisors are salaried employees of the parent credit union and emphasize a goals-based, long-term planning approach.

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.

David Handa is a financial advisor with Packerland Brokerage Services, Inc. in Cary, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Packerland Brokerage Services since 2016 and also works with Wrp Investments, Inc. since 2011. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors managing approximately $1.36 billion in assets. The firm offers financial planning, portfolio management, wrap-fee and unified managed account programs, and retirement-plan consulting, utilizing both direct management and third-party money managers via the Hilltop/Hilltop-cleared Envestnet platform.

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.

Elizabeth Broadway is a Series 66-licensed financial advisor with 13 years of industry experience. She currently works at Prosperity - An EisnerAmper Company and holds a partner position at EisnerAmper, where she is involved in tax and accounting. Broadway also engages in fixed insurance and annuity sales as an insurance agent. 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, employs both discretionary and non-discretionary management, and utilizes third-party managers and technology platforms to support planning and reporting.

Nancy Campbell is a financial advisor at Prosperity - An EisnerAmper Company with 16 years of industry experience. She holds a Series 66 designation and has worked with firms including Avantax Investment Services and Hughes Pittman & Gupton, LLP. Outside of her advisory role, she is a member of The Cozy Quilt Company LLC, a custom quilt-making business. 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 employs asset allocation and diversification strategies, uses third-party managers and technology platforms, and manages approximately $5 billion in client assets.

Azaz Mehmood is a financial advisor at RFG Advisory, LLC with two years of industry experience. He previously worked at Edward Jones and The Clinical Exchange and has held roles outside the financial sector, including positions at Indiana University Purdue University Indianapolis and Uber Technologies. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary investment strategies.

John Livingston is a financial advisor with Prosperity - An EisnerAmper Company in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Dai Securities, Avantax Advisory Services, and 1ST Global Advisors. Outside of advisory work, he serves as an advisory board member for North State Bank and manages CCP Processing, LLC, a credit card processing marketing business. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities with services including financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, utilizing third-party independent managers and technology platforms to support client account management.

Elizabeth Donner is a financial advisor with Simplicity Wealth in Raleigh, NC, holding Series 63 and Series 65 licenses and 27 years of industry experience. Her prior work includes a long tenure at Cetera Advisor Networks LLC from 2002 to 2023, along with roles at Cetera and Diversified Retirement and Wealth. She is also a licensed insurance agent involved in selling various insurance products and conducting social security analysis. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside technology and operational services for other advisers.

Kara Bullock is a financial advisor with Credit Union Investment Services in Cary, NC, holding Series 65 and Series 63 licenses and with one year of industry experience. She previously worked at Fidelity Investments and Praus Dentistry and currently provides financial advisory services for State Employees' Credit Union and SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm’s approach emphasizes long-term, goals-based advice using mostly no-load, low-cost index mutual funds and ETFs within a credit union ecosystem.

Carter Ellis is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Guardian Wealth Advisors, LLC and previously worked at Kuhn Advisors, Inc. for eight years. Outside of his advisory role, he co-founded and serves as a partner and tax preparer at Valley Peak Tax & Accounting, providing tax preparation and business consulting services. Guardian Wealth Advisors offers investment advisory, financial planning, and retirement plan consulting services to individuals, retirement plans, and institutional clients. The firm uses a systematic approach incorporating fundamental and technical analysis, with portfolios primarily constructed from mutual funds and ETFs, and employs both discretionary and non-discretionary management strategies.

Matthew Schanz is a CFP® professional with 12 years of experience in financial advising. He is currently with Prosperity - An EisnerAmper Company in Raleigh, NC. His prior roles include positions at Avantax Investment Services, HPG Wealthcare Advisors, and 1st Global Advisors. Schanz is also active as a licensed insurance agent, focusing on 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 manages approximately $5 billion in client assets and employs a diversified investment approach using both discretionary and non-discretionary management with third-party independent managers and model portfolios.

Eric Le is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Prosperity - An EisnerAmper Company in Raleigh, NC. Prior to joining Prosperity, he held roles at Dai Securities LLC and Northwestern Mutual Wealth Management Company. 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 manages approximately $5 billion in client assets and employs a multi-team approach emphasizing asset allocation and diversification, utilizing third-party managers and technology platforms to support client service.

Joe Poran is a financial advisor at Credit Union Investment Services with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked in investment-related roles at Members Trust Company and SeCU Life Insurance Company since 2014. He previously served for 16 years at State Employees' Credit Union, where he provided financial services and opportunities aimed at improving members' economic and social conditions. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning focused on long-term goals. The firm emphasizes the use of no-load, low-cost index funds and ETFs, with recommendations tailored to clients without discretionary trading.

Madison Held is a Series 65 licensed financial advisor with five years of industry experience. He is currently associated with Nelson Wealth Management, LLC and Mariner Platform Solutions since 2022. Prior to this, he worked at AdvicePeriod, LLC and Nelson Financial Partners, LLC. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of 119 advisers using both model and customized portfolios.