Danielle Bailey is a financial advisor at Balentine in Raleigh, NC, holding a Series 65 credential and with three years of industry experience. Prior to joining Balentine, she held positions at Envestnet and Blackened Kraken, as well as roles at East Carolina University. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing wealth management, financial planning, investment management, family office services, and business advisory support. The firm follows a risk-based investment approach utilizing a combination of active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Eric Le is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Prosperity - An EisnerAmper Company in Raleigh, NC. Prior to joining Prosperity, he held roles at Dai Securities LLC and Northwestern Mutual Wealth Management Company. 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 manages approximately $5 billion in client assets and employs a multi-team approach emphasizing asset allocation and diversification, utilizing third-party managers and technology platforms to support client service.

Madison Held is a Series 65 licensed financial advisor with five years of industry experience. He is currently associated with Nelson Wealth Management, LLC and Mariner Platform Solutions since 2022. Prior to this, he worked at AdvicePeriod, LLC and Nelson Financial Partners, LLC. 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 financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of 119 advisers using both model and customized portfolios.

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.

Joshua Barwick is a CFP® with 13 years of industry experience, currently serving at Credit Union Investment Services. He has held roles at Members Trust Company, Secu Life Insurance Company, and State Employees' Credit Union, where he is Regional Vice President. His outside activities include acting as a trust representative and life insurance agent affiliated with related financial services entities. Credit Union Investment Services serves primarily North Carolina residents, focusing on individual investors and some trust clients. The firm offers non-discretionary portfolio management and financial planning, emphasizing low-cost, index-based mutual funds and ETFs within a goals-based, long-term planning framework.

John Whaley is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding a Series 66 designation and 17 years of industry experience. He has held concurrent roles at SECU Life Insurance Company, Members Trust Company, SECU Brokerage Services, and State Employees' Credit Union since 2006. Whaley serves as Secretary and Chief Operating Officer at SECU Life Insurance Company and as a Trust Representative at Members Trust Company. 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, fixed-income products, and a goals-based, long-term planning approach, with salaried advisers employed by the parent credit union.

Logan Price is a CFP® professional with 12 years of industry experience, currently serving at Credit Union Investment Services. He has held positions at State Employees’ Credit Union since 2009 and Secu Life Insurance Company since 2014. Outside of his financial services roles, he serves as a poll worker for the Wake County Board of Elections. 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 emphasizes a goals-based, long-term approach using low-cost, index-based mutual funds and ETFs, with salaried advisers who provide recommendations while clients retain final decision authority.

Ralph Powell is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has worked at Vanderbilt Financial Group and previously spent over two decades at First Citizens Investor Services, Inc. Outside of his advisory work, he serves as an advisor for Atmos Aviation, LLC. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, offering managed accounts, model portfolios, financial planning, and access to third-party advisors. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, supporting both in-house and independent advisor-managed portfolios.

Kevin Furr is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Credit Union Investment Services and holds roles at SECU Life Insurance Company and SECU Brokerage Services. His prior experience includes positions at Charles Schwab, PNC Investments, and First Citizens Investor Services. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm emphasizes a goals-based, long-term investment approach using low-cost mutual funds and ETFs within a credit-union ecosystem.

Marshall Brannock is a CFP® with eight years of industry experience, currently a financial advisor at Balentine since 2021. He previously worked at The Vanguard Group for six years and was self-employed for one year in 2018. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering comprehensive wealth management, financial planning, investment management, and business advisory services. The firm’s investment approach is risk-based, combines active and passive strategies, and includes a model-driven Global Tactical Asset Allocation program for institutional mandates.

Kyle Marks is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at Secu Life Insurance Company, Members Trust Company, and Credit Union Investment Services. He is also affiliated with Wealth Enhancement Advisory Services. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other RIAs. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies with periodic rebalancing and client reviews.

Mary Hendrix is a CFP® and Series 63-registered advisor with Credit Union Investment Services, based in Raleigh, NC. She has three years of industry experience and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2022 or earlier. Hendrix also serves as a life insurance agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm operates as a salaried employee model under State Employees’ Credit Union, managing over $3 billion in non-discretionary assets.

Jeffrey Link is a financial advisor with Guardian Wealth Advisors, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Aptus Capital Advisors, LLC and Gordon Asset Management, LLC. He is also the author of the book *Protecting the Pig*. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients, employing a systematic investment approach that incorporates mutual funds, ETFs, bonds, options, and equities.

Bryan Persak is a financial advisor at Accelerate Retirement in Raleigh, NC, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Principal Securities for 18 years before joining Accelerate Retirement and Alkeme Financial Services, LLC. Accelerate Retirement serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and employer plan sponsors, offering retirement plan consulting, investment management, financial planning, and fiduciary services. The firm uses a long-term investment approach and constructs customized portfolios through a network of Investment Adviser Representatives, leveraging various securities and third-party managers.

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.

John Lopp is a financial advisor at Credit Union Investment Services with one year of industry experience. He holds a Series 66 designation and has worked in various roles at SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2023. Outside of his advisory work, Lopp serves as Youth Director at Horne Memorial United Methodist Church, where he organizes activities for youth members and volunteers. 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 emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based planning approach, with recommendations implemented at the client’s discretion.

Donald Hadley III is a financial advisor with Capital Analysts and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has been associated with Capital Analysts since 1998. In addition to his advisory work, he is involved in business consulting through Applied Vision Works, Inc., focusing on leadership, strategic planning, and team workshops. Capital Analysts serves a diverse client base including individual, high-net-worth, and institutional investors, providing discretionary and non-discretionary portfolio management through various programs and customized solutions. The firm utilizes an in-house investment management team and proprietary processes to support investment decisions, while allowing advisors to offer outside business activities alongside advisory 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.