Christian Keedy is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Guardian Wealth Advisors, LLC since 2022. His prior roles include positions at Aptus Capital Advisors, LLC and Gordon Asset Management. Outside of his advisory work, he is president of CDK Capital Corp. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Ricky Whitley is a CFP® with 15 years of industry experience, currently serving at First Citizens Asset Management, Inc. since 2026. He has been affiliated with First Citizens Bank and First Citizens Investor Services since 2011. Whitley also teaches financial planning concepts at the Trust Advisors Institute through Campbell University. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, municipalities, and institutions. The firm emphasizes strategic asset allocation and multi-asset class portfolio construction using a combination of fundamental, quantitative, and technical analysis.

Josh Newman is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Wells Fargo Bank for 16 years before joining First Citizens. Outside of his advisory role, he manages a long-term rental condominium property. First Citizens Asset Management, Inc. provides model-based sub-advisory services and direct investment advisory to individuals, trusts, municipalities, and institutions, offering global multi-asset class model portfolios that emphasize strategic asset allocation, manager research, and risk control.

Carlton Blanton is a CFP® with 26 years of industry experience, currently serving at Capital Investment Advisory Services, LLC. He has been with Capital Investment Group, Inc. since 2000. In addition to his advisory role, he is an insurance agent with Blanton Financial Group and has ownership in BHK Investments, LLC. 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 variety of analytical methods and ongoing portfolio reviews.

Robert Malone III is a financial advisor with Prosperity - An EisnerAmper Company based in Raleigh, NC. He holds a Series 66 designation and has 24 years of industry experience. Prior to his current role, he worked at firms including Avantax Advisory Services and HPG WealthCare Advisors. 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 by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, utilizing third-party managers and technology platforms to support client financial planning and account administration.

Katherine Gagner is a financial advisor at First Citizens Asset Management, Inc. in Raleigh, NC, with six years of industry experience. Her background includes roles at Wells Fargo Bank and Wells Fargo Clearing Services prior to joining First Citizens. 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 utilizes a strategic, multi-asset class approach combining fundamental, quantitative, and technical analysis across various investment frameworks.

Steven Katzenstein is a financial advisor with Prosperity - An EisnerAmper Company based in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Avantax Advisory Services, HPG Wealthcare Advisors, and 1st Global Advisors. Katzenstein is also licensed as an insurance agent with involvement in 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 emphasizes asset allocation and diversification, utilizing both discretionary and non-discretionary management approaches and third-party technology platforms.

Tyler Bayless Edwards is a financial advisor at Earned Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Hilltop Wealth Advisors and DASH Carolina. Outside of his advisory role, Edwards is a licensed North Carolina Real Estate Broker and earns commissions from assisting clients with residential real estate transactions. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees, providing financial planning, discretionary wealth management, and retirement plan consulting. The firm employs independent investment managers and model portfolios, integrates alternative investments when appropriate, and is affiliated with several related businesses including retirement plan services and accounting firms.

Billy Grissom III is a financial advisor at Merit Financial Advisors with five years of industry experience. He holds the Series 66 designation and has worked at PKS Investments, LPL Financial, Orion Talent, and served in the United States Marine Corps. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and over 14,000 clients. The firm serves individuals, corporate clients, retirement plan sponsors, charitable organizations, and institutions, employing a long-term, diversified investment approach through customizable model portfolios and a combination of mutual funds, ETFs, individual securities, and third-party managers.

Brett Dysart is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked with Strategic Blueprint since 2019 and has been associated with Cornerstone Wealth Management, LLC and The Strategic Financial Alliance, Inc. since 2008. Outside of his advisory roles, Dysart owns Cameo Design, LLC, a real estate remodeling and consulting business. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement plan consulting, family office services, and a subscription advisory program, with a distinctive emphasis on client education and a formal flat-fee subscription advisory model.

Dylan Stroud is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. He previously worked at BBR Partners and Simon Quick Advisors, LLC. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach with a mix of proprietary strategies and third-party managers, and offers specialized services including a subscription education product for medical professionals.

Richard Mc Elroy is a financial advisor at Kingswood Wealth Advisors, LLC with 28 years of industry experience. He holds a Series 66 designation and previously worked at Glenwood Financial Partners LLC, Eudaimonia Partners, LLC, and Great Lakes and Atlantic Wealth Management. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, operating an open-architecture platform and integrating insurance-linked account management alongside third-party managers and sub-advisors.

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 has previously worked at White Oaks Wealth Partners and Captrust Financial Advisors. Outside of financial advising, he is involved with CH Wellness LLC and Counseling Choices LLC. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and various business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

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.

Sandra Ziglar is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She worked for Lincoln Financial Securities Corporation for 14 years prior to joining Sequent Planning in 2023. Outside of her advisory role, she is also a licensed real estate agent and involved in property management and insurance services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits through asset management, financial planning, and retirement-plan services. The firm uses a structured risk framework and a mix of firm-developed models and third-party managers to deliver diversified investment solutions.

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.