Murray Duggins Jr. is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 21 years of industry experience. He has worked with Capital Investment Advisory Services and Capital Investment Group since 2017 and also owns a family-operated management company, United Realty. 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 multiple analytical methods and conducting regular portfolio reviews.

Erik Babocsi is a CFP® professional with 28 years of industry experience, currently serving at Capital Investment Advisory Services, LLC since 2009. He has also worked at Capital Investment Group, Inc. from 2009 to 2017. Outside of his advisory role, he owns a business providing expert witness testimony for asset distribution in divorce cases, involving analysis and mediation support. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs an individualized approach using discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Paul Cranfill is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, holding the Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked at Capital Investment Group, Inc. and Capital Investment Advisory Services since 2012, with prior roles at Sageworks and Cushman & Wakefield, where he is also active as a commercial real estate broker. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, and charitable institutions. The firm offers customized investment solutions utilizing fundamental, technical, and charting analysis, managing the majority of assets on a discretionary basis.

Tammie Farrell is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has been with Capital Investment Advisory Services and Capital Investment Group, Inc. since 2012. Additionally, she owns and operates Farrell Wealth & Associates, LLC, a financial consulting business based in Franklin, NC. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, using an individualized process that incorporates multiple analytical methods and ongoing portfolio monitoring.

I’m Carlos Ruiz, founder of Pivot Wealth Advisors based in Boise, Idaho. I was raised by my great-grandmother—a woman who never had a bank account and couldn’t read or write, but somehow understood money better than anyone I’ve ever met. She taught me that true wealth isn’t about chasing more—it’s about using what you have to build freedom, stability, and impact. That wisdom shapes everything I do today. Most advisors start with investments. I start with strategy. My clients are often navigating the complexities of success: higher income, higher taxes, and bigger decisions. I help cut through the noise and simplify the financial side of life—lowering your tax bill, aligning your income and investments with your values, and creating a plan that gives you options. Not just for retirement—but for right now. As a CERTIFIED FINANCIAL PLANNER™ professional and an Air Force Reservist, I bring discipline, clarity, and forward-thinking strategy to every plan—so you’re never scrambling, always prepared. I serve clients across Boise, Meridian, Nampa, and virtually throughout the U.S. My planning process is practical, personal, and built for real life. Everything I do—both in my work and in my own life—is for my wife and our kids. They remind me that the most important kind of wealth isn’t measured in dollars, but in time, peace, and purpose. If that’s what you’re after, I’d love to connect.

Abigail Tilley is a financial advisor at Capital Investment Advisory Services, LLC with three years of industry experience. She holds the Series 66 designation and has previously worked at Fidelity Investments and Southern Bank and Trust Company. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, referrals to third-party managers, private-label model portfolios, and financial planning, using an individualized process and a mix of analytical methods.

Jessica Pasquale is a CFP® with 11 years of industry experience, currently affiliated with Curi Capital, LLC in Raleigh, NC. Her prior work includes roles at Integrity Alliance, Lion Street Financial, Cetera Investment Services, and First Citizens Bank. Outside of financial advising, she owns and operates a sole proprietorship where she paints and sells original acrylic paintings. Curi Capital serves a diverse client base including individuals, families, institutions, and retirement plan sponsors, managing approximately $9.83 billion across various investment vehicles. The firm employs a long-term, fundamental investment approach for equities and a relative-value strategy for fixed income, combining in-house and external management resources with proprietary risk analysis tools.

Stephen Bush is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Capital Investment Advisory Services and Capital Investment Group since 2018 and previously spent 23 years at LPL Financial LLC. Outside of his advisory role, he is involved with Crown Wealth & Insurance Planning, an insurance agency. 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 range of analytical methods and conducting ongoing portfolio reviews.

Trina Coltrain is a financial advisor at Founders Financial Alliance, LLC with 17 years of industry experience. She holds a Series 66 designation and has been with Founders Financial Alliance and LPL Financial since 2016. Founders Financial Alliance provides discretionary investment management, financial planning, retirement plan consulting, and related advisory services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process using ETFs, third-party managers, and ongoing portfolio monitoring, and offers a family-office style program under a flat fee arrangement.

Sue Sandlin Plaehn is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 39 years of industry experience and has been with Mutual of Omaha and its affiliated entities since 1977. In addition to her advisory role, she is president of Sue Sandlin-Plaehn Insurance and Financial Services, Inc., offering life, health, and annuity insurance products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works primarily through a platform relationship with Envestnet and uses Pershing as custodian, serving a broad client base including both non‑high-net-worth and high-net-worth individuals.

Ethan Porter is a financial advisor with Founders Financial Alliance, LLC in Raleigh, NC, holding a Series 66 designation and five years of industry experience. He has worked at Founders Financial Alliance since 2017 and previously was associated with LPL Financial, LLC. Outside of his advisory role, he has a background connected to the Chapel Hill Tennis Club during his college years at Elon University. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning to individual and high-net-worth clients, charitable organizations, and corporate retirement plans. The firm employs an evidence-based investment approach tailored to client goals and manages approximately $1.18 billion in assets across a multi-advisor team.

Joseph Freedland is a CFP®-certified financial advisor with Capital Investment Advisory Services, LLC, based in Raleigh, NC. He has 12 years of industry experience and has been with Capital Investment Companies since 2012. Outside of his advisory role, Freedland serves as a trustee for a testamentary trust and is involved in managing rental property partnerships. 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 mix of analytical methods and ongoing portfolio monitoring.

Christopher Reid is a financial advisor at Csenge Advisory Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Woodward Financial Advisors, Inc. and Northwestern Mutual Investment Services, LLC. Outside of financial advising, he is the lead coach for Fitter and Faster Swim Clinics, a swim and fitness business. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with a relative strength methodology and a top-down market approach, offering customized portfolio management through discretionary and model-based allocations.

Dillon Smith is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining First Citizens, he worked at Bank of America, Merrill, and Equitable Advisors. Outside of his advisory role, Smith serves as Vice President on the board of a homeowners association and provides athletic training services at sporting events. First Citizens Asset Management, Inc. offers model-based sub-advisory and direct investment advisory services to a variety of clients including individuals, trusts, estates, municipalities, and institutions. The firm focuses on multi-asset class portfolios using fundamental, quantitative, and technical analysis, with emphasis on strategic asset allocation and periodic rebalancing.

Austin Pruitt is a financial advisor at First Citizens Asset Management, Inc. with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at BB&T Retirement & Institutional Services and Ascensus. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm employs a global multi-asset class approach with discretionary management focused on strategic asset allocation, manager research, and risk control.

Joseph Froemming is a financial advisor at Kingsview Wealth Management, LLC in Raleigh, NC, holding a Series 66 designation with 12 years of industry experience. He previously worked at Edward Jones from 2014 to 2022 before joining Kingsview in 2022. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning and portfolio construction with model-based and separately managed strategies, offering a diverse range of investment instruments and access to third-party managers and alternative investments.

Nikolas Gernhard is a financial advisor at Kestra Private Wealth Services, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before joining Kestra in 2023. Outside of his advisory role, he co-owns a rental property with his wife and is involved with Destination Wealth Advisors, assisting clients with financial planning. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and specialized services within a platform that supports discretionary and non-discretionary arrangements.

Clark Callaway is a financial advisor at Capital Investment Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Capital Investment Advisory Services since 2016. Prior to that, he was with Princor Financial Services Corporation and Principal Life Insurance Company from 2014 to 2016. Capital Investment Advisory Services, LLC provides 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 conducting regular portfolio reviews.

Frederick Turner is a CFP® professional with 20 years of industry experience, currently affiliated with Capital Investment Advisory Services, LLC. His prior experience includes roles at LPL Financial, Fidelity Bank, and Fifth Third Bank. He also serves as a Senior Vice President and Wealth Consultant at the Trust Company of North Carolina. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, and various institutional clients, offering customized investment programs primarily managed on a discretionary basis. The firm utilizes multiple analytical methods and a wide range of investment strategies tailored to client objectives.

Michael Weyenberg is a Series 65-licensed advisor with Integrity Advisory Solutions in Raleigh, NC, and has three years of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Burlington Alliance Capital Management, DH Griffin Companies, Samet Corporation, and Gilbane Building Company. He is also the owner and managing member of Weyenberg Group, LLC, an insurance company focused on life, accidental, Medicare supplement insurance, and annuities, where he provides training and compliance support. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in assets. The firm provides portfolio management, financial planning, retirement plan consulting, and other advisory services, using a variety of investment strategies and third-party platforms.