Angela Ambrose is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with Avantax Planning Partners, Inc. She has held roles at multiple firms, including Cetera Wealth Services and Magellan Health, where she provides financial counseling focused on military benefits prior to deployment. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm manages approximately $7.57 billion in assets and utilizes tax-intelligent strategies and model-based investment management overseen by an advisory committee.

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.

Thomas Campbell is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including PKS Investments, LPL Financial, FFI Alternatives LLC, and Triad Advisors, Inc. Outside of his advisory work, he is the owner of Rock Tide Media, LLC, a content creation business, and serves as a trustee for the Kern Foundation, a family charity supporting local organizations. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work alongside financial wellness programs.

Justin Cauret is a Series 66-licensed financial advisor with Credit Union Investment Services in Raleigh, NC. He has one year of industry experience and has worked at State Employees Credit Union since 2022. Outside of his advisory role, he also works as a food delivery driver for DoorDash. Credit Union Investment Services primarily serves North Carolina residents, offering goals-based, non-discretionary portfolio management and financial planning focused on low-cost mutual funds and ETFs. The firm operates within a credit union ecosystem and emphasizes long-term investment horizons without commission-based sales.

Stephen Pierce is a Series 66-licensed financial advisor with Credit Union Investment Services in Raleigh, NC, and has 13 years of industry experience. His prior roles include positions at Members Trust Company, Uber Technologies, Inc., and Lyft, Inc. He is also an agent with SECU Life Insurance Company. Outside of his advisory work, he serves as attorney-in-fact for his mother, managing her banking affairs. Credit Union Investment Services primarily serves 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, fixed-income products, and a goals-based, long-term planning approach.

Zachary Green is a CFP® professional with 13 years of industry experience, currently advising at Merit Financial Advisors. He has held positions at firms including Purshe Kaplan Sterling Investments, Wealth Enhancement Group, Morgan Stanley, and E*TRADE. Since 2013, he has also served as an adjunct faculty member teaching online courses at Liberty University. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team and an Investment Committee.

Christopher Smith is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Members Trust Company since 2015 and has been involved with several affiliated entities including SeCU Life Insurance Company and State Employees' Credit Union, where he serves as Vice President. Outside of finance, Smith owns Holistic Moves, a neuromovement practice. Credit Union Investment Services serves North Carolina residents, primarily individual investors and some trust clients, 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, fixed-income products, and a goals-based, long-term planning approach, with advisers employed on a salaried basis.

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.

Brandy Carlson is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Members Trust Company since 2018 and has been self-employed as a wedding bartender and event assistant since 2017. Carlson also maintains a longstanding role with State Employees' Credit Union, where she provides financial advisory services. Credit Union Investment Services serves North Carolina residents, primarily individual investors and some trust clients, 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, fixed-income products, and a goals-based, long-term planning approach, with investment adviser representatives employed on a salaried basis.

Peter Simms is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has been associated with Credit Union Investment Services, SeCU Life Insurance Company, and Members Trust Company since 2014 and 2015 respectively. Outside of advisory roles, he serves as a life insurance agent at SeCU Life Insurance Company and a trust representative at Members Trust Company. Credit Union Investment Services primarily serves 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, fixed-income products, and a goals-based, long-term planning approach.

Ryan Walton is a CFP® with four years of industry experience, currently serving as a financial advisor at Credit Union Investment Services in Raleigh, NC. He has been affiliated with Credit Union Investment Services and SECU Brokerage Services since 2022 and has worked with State Employees' Credit Union since 2018. Prior to that, he gained experience at Radeas Labs and North Carolina State University. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm focuses on long-term, goals-based advice using low-cost index mutual funds and ETFs, operating within a credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

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.

Emily Mullahey is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been affiliated with Credit Union Investment Services since 2015 and also works with Members Trust Company and SeCU Life Insurance Company. Outside of her advisory work, she is involved in direct sales of beauty and cosmetic products through Young Living. Credit Union Investment Services serves primarily North Carolina residents with non-discretionary portfolio management, asset allocation advice, and financial planning, emphasizing long-term goals-based strategies using primarily low-cost index mutual funds and ETFs within a credit union ecosystem.

Luke Taylor is a CFP® professional with six years of industry experience, currently affiliated with Credit Union Investment Services. He has worked with Members Trust Company since 2019 and holds roles at SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2013, where he serves as a financial services officer. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and financial planning focused on long-term goals using low-cost index funds and ETFs. The firm operates within the credit union ecosystem as a subsidiary of State Employees’ Credit Union, providing advisory services without commissions and requiring NC residency for clients.

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.