Matthew James is a financial advisor at Guardian Wealth Advisors, LLC in Durham, NC, with two years of industry experience. He holds a Series 65 credential and has prior experience at Brighton Jones and other organizations including the National Taxpayers Union Foundation and the U.S. Bureau of Labor Statistics. 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, combining fundamental and technical analysis to manage portfolios.

Lawrence Hamilton is a CFP® and PFS™ credentialed advisor with 23 years of industry experience. He is currently with Prosperity - An EisnerAmper Company in Raleigh, NC, and has previously held roles at Dai Securities LLC, Avantax Investment Services, and Hughes Pittman & Gupton, LLP. 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, offering financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets and emphasizes asset allocation and diversification, utilizing third-party independent managers and technology platforms to support its services.

Matthew Hynes is a financial advisor with Prosperity - An EisnerAmper Company, holding a PFS™ designation along with Series 63 and Series 66 licenses. He has six years of industry experience, including prior roles at JP Morgan Private Bank and PwC Advisory Services LLC. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in client assets and emphasizes asset allocation and diversification, using both discretionary and non-discretionary management with third-party independent managers and model portfolios.

Hallvard Boehn is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, holding a Series 65 designation. He has been with Guardian Wealth Advisors since 2024 and has prior experience at Charter Oak Financial, College Steps, and several other firms and organizations. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities with investment advisory, financial planning, and retirement plan consulting services. The firm uses a combination of fundamental and technical analysis within a systematic framework to manage client portfolios, primarily through ETFs and mutual funds.

Arthur Pittman is a financial advisor at Prosperity - An EisnerAmper Company with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms including Avantax Investment Services and HPG Wealthcare Advisors. Pittman is also involved in fixed insurance and annuity sales and provides consulting services through Hughes Pittman & Gupton, LP. 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 employs a diversified investment approach, utilizing third-party managers and technology platforms to support clients and manages approximately $5 billion in assets.

Jake Galligan is a financial advisor at AlphaStar Capital Management with a Series 65 designation and four years of industry experience. He is also a software engineer for Financial Independence Group, where he develops applications for insurance agents. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches across various asset types and supports ERISA-related plan services, managing roughly $2.5 billion in assets with about 135 advisors.

Morgan Gojanovich is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, holding a Series 65 designation. He has industry experience beginning in 2025, with prior roles at a family office, Advisory Services Network / Olde Raleigh Financial Group, First Horizon Bank, and American Savings Bank. 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 uses ETFs and mutual funds within a systematic, quantitative framework combining fundamental and technical analysis, and offers both discretionary and non-discretionary management.

Rodger Isom is a CFP® and Series 65 professional with nine years of industry experience. He currently works at Advisors Capital Management, LLC and previously held roles at West Financial Services Inc. and 1st Portfolio Wealth Advisors. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and the clients of unaffiliated broker-dealers and RIAs. The firm offers discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution, managing over $8 billion in assets with a combination of top-down and bottom-up investment analysis.

Jason Knight is a CFP® professional with 27 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC in Raleigh, NC. He has worked at Gaines Financial Group and LPL Financial since 2011. Outside of his advisory role, he provides non-variable insurance services including life, health, disability, and long-term care insurance. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts through personalized portfolio construction, ongoing oversight, and a combination of in-house strategies and third-party platforms. The firm supports a network of approximately 190 advisors and offers a range of investment management and financial planning services.

Robert Brennan Jr. is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked concurrently at several related firms, including Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union, where he serves as a Financial Advisory Services District Manager. His responsibilities include supervising financial services offerings to credit union members and providing opportunities for their economic and social improvement. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, along with fixed-income products, and its advisors are salaried employees of the parent credit union.

Adam Coleman is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Compound Planning, Inc. since 2026 and previously spent six years at Maia Wealth and one year at Colorado Wealth Group, LLC. Prior to his financial advisory career, he was employed at Dell for 18 years. He is also a licensed insurance agent. Compound Planning, Inc. serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program (TAMP) for intermediaries. The firm’s investment approach involves customized, risk-based model allocations using fundamental, technical, and modern portfolio theory analysis, and incorporates low-cost ETFs, direct indexing, alternative strategies, and specialized lending solutions.

Bryan Dearolf is a CFP® and ChFC® with three years of industry experience, currently affiliated with Mariner Independent in Raleigh, NC. Prior to joining Mariner Platform Solutions, he worked at Abundant Life Financial and CWM, LLC. He served in various capacities with the U.S. Navy from 2011 to 2023. Outside of financial advising, he teaches personal finance at Cary Christina School. 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 a range of financial planning and investment management services supported by in-house and third-party resources, with access to alternative investments and affiliated business solutions.

Adam Buchanan is a financial advisor with Prosperity - An EisnerAmper Company in Raleigh, NC, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Avantax Advisory Services, HPG Wealthcare Advisors, and 1st Global Advisors. He is a partner at EisnerAmper, focusing on tax and accounting. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, using both discretionary and non-discretionary management strategies supported by third-party independent managers and technology platforms.

Ahmad Quqa is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for seven years and FA Invest for four years. He is also the founder and owner of Crescent Private Wealth and serves as an agent for Financial Independence Group, LLC. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive ETF/mutual fund models, direct indexing, and tax-aware strategies with a focus on risk management.

Benjamin Van Troost is a financial advisor at Good Life Advisors, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Prudential Insurance Company of America, Consolidated Planning, and Citadel Financial Planning. Outside of finance, Van Troost has experience in the craft beverage industry with Tapline Craft Beer & Wine and Oaklyn Springs Brewery. Good Life Advisors is a multi-team registered investment adviser managing approximately $4.35 billion in assets for individuals, business entities, trusts, estates, and charitable organizations. The firm offers tailored portfolio management, comprehensive financial planning, retirement consulting, and access to third-party managers, utilizing a combination of direct management, model portfolios, and technology-driven solutions.

Lauren Medlin is a financial advisor at Credit Union Investment Services with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Secu Life Insurance Company, Members Trust Company, and State Employees' Credit Union. Medlin also serves as a Financial Advisory Services District Manager at State Employees' Credit Union. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, and its advisors are salaried employees of the parent credit union.

Robert Oakes is a financial advisor with Prosperity - An EisnerAmper Company in Raleigh, NC. He holds the CFP® and PFS™ designations and has nine years of industry experience. His prior roles include positions at Avantax Investment Services and Hughes, Pittman & Gupton, LLP. He serves on the boards of Johnston Health and UNC Rex Healthcare. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, managing approximately $5 billion in client assets through a multi-team approach.

Timothy Naylor is a financial advisor at Prosperity - An EisnerAmper Company with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Advisory Services and 1ST Global Capital Corp. Outside of advisory work, he is a partner at EisnerAmper, focusing on tax and accounting services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, using both discretionary and non-discretionary management with third-party independent managers and model portfolios.

Joseph Bowman is a financial advisor with Credit Union Investment Services in Cary, NC, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Outside of his financial roles, Bowman manages Bear Branch Farm, a local grocery and woodworking business selling produce and handmade items at farmer's markets. Credit Union Investment Services serves individual investors and trust clients in North Carolina, offering non-discretionary portfolio management and retirement planning with a focus on low-cost, index-based mutual funds and ETFs. The firm emphasizes a goals-based, long-term planning approach and employs salaried advisers who provide recommendations while clients retain final decision-making authority.

Darlene Scoggins is a financial advisor with Credit Union Investment Services in Cary, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with Members Trust Company, Secu Life Insurance Company, Secu Brokerage Services, and State Employees' Credit Union since 2010. Outside of her financial services roles, she operates a small arts and crafts business. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm focuses on low-cost, index-based mutual funds and ETFs alongside fixed-income products, emphasizing a goals-based, long-term planning approach.