Robert Falconer is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, holding a Series 66 designation with five years of industry experience. His prior work includes roles at LPL Financial, MML Investors Services, Mass Mutual Life Insurance, and involvement with golf-related companies such as Titleist Golf Company and Eastward Ho Golf Club. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by providing investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis within a systematic, quantitative framework and offers both discretionary and non-discretionary management.

Trevor Nace is a financial advisor at SageSpring Wealth Partners in Raleigh, NC, holding a Series 65 designation. Although new to the financial advisory industry, he has prior experience with firms such as Collector's Edge Minerals, Science Trends LLC, Forbes Media LLC, and Shell Exploration & Production Company. He has been involved with Science Trends LLC since 2019. SageSpring Wealth Partners manages approximately $8.5 billion for over 11,500 clients, serving a wide range of individual and institutional clients. The firm offers customized portfolios using fundamental and technical analysis, and provides discretionary investment management, financial planning, retirement plan consulting, and third-party manager oversight.

Phillip Neuhart is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with First Citizens Asset Management since 2017 and also maintains roles with First Citizens Bank and First Citizens Investor Services. In addition to his advisory duties, he serves as a Portfolio Strategist for Institutional Business within his firm. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, charitable organizations, and municipalities. The firm offers global multi-asset class model portfolios through various implementation frameworks, combining fundamental, quantitative, and technical analysis with strategic asset allocation and ongoing risk management.

Evan Lockwood is a financial advisor with Arkadios Wealth Advisors in Raleigh, NC, holding a Series 66 credential and three years of industry experience. Prior to his current role, he served in the Army National Guard for 11 years and worked with the Baltimore City Police Department. Outside of advising, he leads the tax division at Proximity Financial Partners and Proximity Tax Strategies, providing tax planning and preparation services. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a combination of advisor-managed accounts, third-party money managers, and an internal portfolio team that supports discretionary account management through fundamental, technical, and cyclical analysis.

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.

Tony Mcneill is a financial advisor with Chelsea Advisory Services, Inc. holding Series 65 and Series 66 licenses and 25 years of industry experience. He has worked at Chelsea Financial Services since 2019 and previously held positions at Royal Alliance Associates and John Hancock SII. He also operates McNeill Financial Services, a separate business. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm follows a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis while offering periodic compliance and portfolio reviews.

Charles Mc Callum III is a CFP® with 27 years of industry experience, currently serving at First Citizens Asset Management, Inc. He previously held roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and SunTrust. He serves on the boards of SVB Wealth and First Citizens Asset Management. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, municipalities, and institutions, offering a range of multi-asset class portfolios monitored regularly by its board.

Brent Ciliano is a financial advisor with First Citizens Asset Management, Inc. He holds the CFA® designation and Series 66 license and has 26 years of industry experience. His career includes roles at Merrill Lynch Investment Managers LP and Congress Capital Partners, LLP, and he currently serves on the board of directors at First Citizens Asset Management. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and public entities. The firm constructs global multi-asset class model portfolios using fundamental, quantitative, and technical analysis, with investment management generally offered on a discretionary basis.

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.

Jason Shutts is a financial advisor with The Strategic Financial Alliance, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining The Strategic Financial Alliance, he worked at Bowers Private Wealth Management. Outside of advising, he is involved in providing tax preparation and filing services for family and a small group of friends and supports remote tax and tech assistance for TurboTax users through a business process outsourcing role. The Strategic Financial Alliance serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients. The firm offers portfolio management, third-party manager selection, financial planning, and consulting, implementing customized strategies through various programs and co-advisory relationships.

Benjamin Ingram is a financial advisor at First Citizens Asset Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial and Cuna Mutual Group. First Citizens Asset Management provides investment advisory and sub‑advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi‑team platform and constructs global, multi‑asset model portfolios using a combination of quantitative and qualitative criteria.

David Wahlen is a financial advisor at Merit Financial Advisors in Raleigh, NC, holding a Series 66 designation with 11 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, CapFinancial Partners LLC (CAPTRUST), CapFinancial Securities LLC, and Hatteras Funds. He also serves as an expert consultant for several third-party research firms, providing insights on the competitive landscape and trends in the RIA industry. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving around 20,000 clients across 66 offices. The firm offers coordinated wealth management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and committee.

Thomas Corenevsky is a financial advisor at Wealthcare Advisory Partners LLC with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Wealthcare Advisory Partners in 2021, he worked at LPL Financial for 18 years. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based, client-centered planning process with an evidence-based investment framework that includes proprietary quantitative measures and access to alternative and private placement investments.

Ron Linton is a CFP® and holds a Series 66 designation with 23 years of industry experience. He is currently with Level Four Advisory Services, where he has worked since 2025. Prior to this, he spent 12 years at The Fidelity Bank and LPL Financial. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of platform and sub-advisor arrangements.

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.

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.

Mark Mc Cormick is a financial advisor with Founders Financial Alliance, LLC, holding a Series 66 designation and 11 years of industry experience. He has been with Founders Financial Alliance since 2018 and previously worked at NTT Data in 2016-2017. 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 individual goals, combining asset allocation, rebalancing, and a mix of strategies, while also supporting advisors with administrative and compliance resources.

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.

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.

Alejandro Segovia is a financial advisor with Mission Wealth Management, LP in Raleigh, NC. He holds a Series 65 credential and has one year of industry experience. Before joining Mission Wealth Management in 2021, he worked at Beacon Pointe Advisors and ADP, and he has an academic background from the University of Arizona. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients. The firm offers wealth management, financial planning, and portfolio management through tiered service models, employing customized, long-term strategies across a broad range of investment types.