Evan Kramlich is a financial advisor at Redhawk Wealth Advisors, Inc. in Cary, NC, with 14 years of industry experience. He holds a Series 66 credential and previously worked for Axa Advisors, LLC from 2011 to 2017. Outside of advisory work, he is also licensed as an insurance agent with various carriers. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm uses a strategic and tactical asset allocation approach across multiple asset classes and supports multi-generational wealth needs, separately managed accounts, and educational seminars.

Mary Crawley is a CFP®, ChFC®, and Series 65-licensed advisor with three years of industry experience. She is currently with Plancorp, LLC and has prior experience at Magellan Federal, Family Legacy Financial Solutions, Zeiders Enterprises, and The Bowen Consulting Group. Outside of her advisory work, she provides personal financial counseling at on-demand weekend events supporting the military community. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering a range of services including wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, with discretionary and non-discretionary management, third-party adviser due diligence, and tax-aware strategies integrated into ongoing portfolio reviews.

Russell Smith is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC since 2022. His prior experience includes roles at Aptus Capital Advisors, LLC and Gordon Smith Pension Advisors, LLC. In addition to his advisory work, he is involved in insurance sales and service, focusing on long-term care and fixed annuity products. 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.

Lori Taylor is a CFP® and holds a Series 66 license with 23 years of industry experience. She has worked at CWA Asset Management Group since 2020 and previously spent six years at Fifth Third Securities. CWA Asset Management Group provides portfolio management and financial planning services to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm offers a range of services including family-office offerings, retirement plan fiduciary services, and access to private pooled investment vehicles, utilizing proprietary research and a combination of active fundamental analysis and multi-factor quantitative rankings.

Nathaniel Brown is a financial advisor at Geneos Wealth Management, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Cambridge Investment Research and Commonwealth Financial Network. Outside of his advisory work, he owns Networking With Nate LLC, which hosts professional job networking events. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority.

Heather Dean is a financial advisor with Prosperity - An EisnerAmper Company in Raleigh, NC, holding a Series 66 designation and bringing 16 years of industry experience. She has previously worked at Avantax Investment Services and 1ST Global Advisors. Dean is also a partner at EisnerAmper, where she is involved in tax and accounting services. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and consulting services. The firm manages approximately $5 billion in assets with a multi-team approach that emphasizes asset allocation and diversification, utilizing third-party managers and technology platforms to support client services.

Cole Nolte is a financial advisor at Founders Financial Alliance, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors and LPL Financial LLC. Nolte operates a separate business under the name Legacy Wealth Strategies. Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment approach using ETFs, third-party managers, and regular portfolio monitoring, and offers a FlatFeeCIO family-office style program that combines multiple advisory services under a flat fee.

Anna Bischoff is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 licenses. She has eight years of industry experience, including roles at Members Trust Company and SECU Life Insurance Company. Bischoff also serves as a Financial Services Officer at State Employees' Credit Union, where she provides financial services to eligible members. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning within a credit-union ecosystem. The firm emphasizes a goals-based, long-term investment approach using low-cost index funds and ETFs.

Terence Brown is a financial advisor at Triad Wealth Partners, LLC with seven years of industry experience. He holds a Series 65 credential and has previously worked at firms including Coppell Advisory Solutions (DBA Fusion Capital Management) and Visionary Wealth Management. In addition to his advisory role, he is involved in insurance sales and services through his separate business, Left Tackle Advisors. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process focused on strategic asset allocation and offers sub-advisory management, operational support, and financial planning services.

Timothy Gupton is a financial advisor at Prosperity - An EisnerAmper Company with 15 years of industry experience. He holds a Series 66 designation and has worked with firms including Avantax Investment Services and 1st Global Advisors. Gupton is active outside of his advisory role, serving on various nonprofit and community boards in Blowing Rock, NC, including positions focused on civic education, tourism development, and business growth. 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, utilizing both discretionary and non-discretionary management with third-party independent managers and model portfolios.

Diane Staples is a financial advisor at Navy Federal Investment Services, LLC with 23 years of industry experience. She holds a Series 66 designation and has worked previously at firms including Arkadios Wealth Advisors, Proximity Financial Partners, and Triad Advisors. Since 2020, she has been with Navy Federal Investment Services and Navy Federal Financial Group. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and provides overlay services, with a notable affiliation to a large credit-union banking group and a mix of advisory and brokerage business lines.

Cheryl Rhew is a financial advisor with Prosperity - An EisnerAmper Company in Raleigh, NC. She holds a Series 66 designation and has eight years of industry experience. Her prior roles include positions at Avantax Advisory Services and Hughes Pittman & Gupton, LLP. In addition to her advisory work, she is a partner at EisnerAmper, where she 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 emphasizes asset allocation and diversification, utilizing third-party independent managers and model portfolios while providing both discretionary and non-discretionary management.

Jamonica Brown is a financial advisor at IFG Advisory, LLC in Raleigh, NC, holding a Series 66 designation with three years of industry experience. She has worked at multiple firms, including LPL Financial LLC, Natural Investments, Cetera Advisors, and Fidelity Investments. Brown is also the founder of Aligned Support Co., where she provides paraplanning and investment support services to RIA firms. IFG Advisory, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies and utilizes sub-advisors and third-party managers to tailor portfolios to client objectives.

Kunal Patel is a financial advisor at Merit Financial Advisors with three years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and Fidelity Investments. Outside of advising, Patel has experience in insurance services and real estate rental. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies, supported by a central investment team and oversight committee.

Blake Paro is a financial advisor at Advisory Services Network with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial Services and Olde Raleigh Financial Group. Paro is also employed as a private wealth manager at Paro Wealth Management in Raleigh, NC, where he focuses on financial planning and asset management. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting using a range of investment strategies tailored to client objectives.

Erich Spoonhour is a financial advisor at Trajan Wealth, L.L.C. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney, Wells Fargo Advisors, and Elements Consulting. Outside of his advisory role, he is also licensed as an insurance agent and occasionally offers insurance products to clients. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment approach tailored to client objectives and documented through investment policy statements.

Tracy Cohen Mcluckie is a financial advisor at B. Riley Wealth Advisors, Inc. with 36 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at National Securities Corp. Outside of her advisory role, she is also the Vice President of Investments at North Shore Wealth Management, LLC, an affiliated business conducted through B. Riley Wealth. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of programs and utilizes platforms such as Envestnet to manage approximately $4.21 billion in client assets.

Gerrit Van Schalkwyk is a financial advisor at Credit Union Investment Services with four years of industry experience. He holds Series 65 and Series 63 credentials and has worked at multiple firms including Members Trust Company and Complete Financial Solutions. He also serves as a financial advisory services specialist at State Employees’ Credit Union and as an agent with SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm emphasizes a long-term, goals-based approach using low-cost index mutual funds and ETFs within a credit-union ecosystem.

Jacqueline Hall is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC. She holds a Series 65 designation and joined the firm in 2024 after a decade in full-time education. She has no prior industry experience in financial advising. Guardian Wealth Advisors serves individuals—including high-net-worth clients—retirement plans, charitable organizations, trusts, and other business entities. The firm uses a combination of fundamental and technical analysis within a systematic, quantitative framework to manage portfolios primarily through ETFs and mutual funds, offering both discretionary and non-discretionary management.

Martin Hardy is a financial advisor with Guardian Wealth Advisors, LLC in Durham, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include 14 years at Hornor Townsend And Kent, Inc and ongoing work with Penn Mutual Life Insurance since 2007, where he is involved in disability income insurance and life sales. Hardy also provides disability income insurance and long-term care insurance services independently. Guardian Wealth Advisors offers investment advisory, 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 risk and market participation.