William Moore is a financial advisor with Capital Investment Advisory Services, LLC in Cary, NC. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including over two decades at Capital Investment Group, Inc. Outside of his advisory role, he manages a consulting firm focused on company expense reduction and vendor negotiations. 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, with ongoing monitoring and a mix of analytical methods.

Emily Cardillo is a financial advisor with Integrity Advisory Solutions and holds the Series 65 designation. She has three years of industry experience and has worked as an independent agent since 2019. In addition to her advisory role, she is a licensed insurance agent. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and client referral services, utilizing a range of investment strategies and third-party platforms.

Richard Spaulding is a CFP® professional with four years of industry experience, currently serving at Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at Greenleaf Trust and Indiana Trust Wealth Management. Forvis Mazars Wealth Advisors provides financial planning, investment management, and retirement plan consulting to individuals, families, institutions, and nonprofit organizations. The firm’s approach emphasizes customized asset allocation and combines active and passive strategies within an integrated service model connected to its parent accounting and professional services firm.

Hayden Brown is a financial advisor with First Citizens Investor Services, Inc. in Greenville, SC, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining First Citizens, Hayden spent four years in full-time education. He also serves as a financial consultant with FCAM, meeting with clients to discuss investment capabilities. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, utilizing a mix of asset allocation strategies, discretionary management, and technology-driven model portfolios, supported by its affiliation with a bank holding company.

Ervin Millwood III is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC. His work history includes roles at Aptus Capital Advisors, LLC, Triad Advisors, Inc., and Gordon Asset Management, LLC. Outside of his advisory practice, he is involved in scuba instruction as an assistant for Gypsy Divers, LLC. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, offering investment advisory, financial planning, retirement consulting, and cash management services. The firm employs a mix of fundamental and technical analysis within a systematic, quantitative framework and utilizes tools such as Riskalyze to manage risk and organize trades.

Michael Hensley is a CFP® professional with 19 years of experience in financial advising. He is currently with Guardian Wealth Advisors, LLC, where he has worked since 2022. His prior experience includes roles at Aptus Capital Advisors, LLC, Gordon Asset Management, LLC, and several other firms dating back to 2005. Guardian Wealth Advisors serves individuals, including high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities. The firm employs a combination of fundamental and technical analysis within a systematic, quantitative framework to manage portfolios primarily through ETFs and mutual funds.

James Glover Jr. is a financial advisor with Level Four Advisory Services in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Prior to joining Level Four in 2022, he spent 35 years at Mid-Atlantic Securities, Inc. He serves as a board member of Oakwood Cemetery and is the finance chair for Christ Church, where he manages monthly finance meetings and backup treasury duties. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and public entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, employing model portfolios and multiple custodians and sub-advisors, including affiliated and third-party providers.

Matthew Keen is a Series 66-licensed financial advisor with Capital Investment Advisory Services, LLC, where he has worked for 10 years. He has 14 years of industry experience and serves on the Board of Directors for KS Bank, Inc., an advisory role focused on overseeing the institution's business performance. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm tailors portfolios to client objectives and risk tolerance, primarily managing assets on a discretionary basis.

Wyatt Jenkins is a financial advisor at Capital Investment Advisory Services, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2022. Jenkins has been with Capital Investment Advisory Services and Capital Investment Group, Inc. since 2022. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm offers customized investment solutions primarily managed on a discretionary basis, utilizing a range of strategies including fundamental, technical, and charting 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 with Merit Financial Advisors in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at PKS Investments, LPL Financial, FFI Alternatives, Triad Advisors, Advisory Services Network, and Financial Analysts, Inc. He is also 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 is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation through centralized portfolio management and offers both discretionary and non-discretionary services via a network of investment adviser representatives.

Hannah Dysinger is a CFP® professional with Curi Capital, LLC in Raleigh, NC, bringing experience since 2023. Prior to joining Curi Capital, she held roles in a variety of organizations including the North Carolina National Guard Association and Park Ridge Asset Management, and has academic ties to North Carolina State University. Curi Capital provides wealth management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional investors. The firm employs a long-term, fundamentally driven investment approach using both discretionary and non-discretionary strategies across various investment vehicles.

Zachary Green is a CFP® with 14 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has previously worked at firms including Purshe Kaplan Sterling Investments, Wealth Enhancement Group, and Morgan Stanley. In addition to his advisory work, he serves as an adjunct faculty member teaching online courses for Liberty University. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation strategy managed through both internal teams and third-party sub-advisers, offering customizable portfolios and a range of account options.

Harold Cooley is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 credentials and over 42 years of industry experience. His career includes roles at Integrity Alliance, Lion Street Financial, Navitas Wealth Advisors, and FSC Securities Corporation. Outside of advisory work, he owns and supervises rental properties and a solar farm in North Carolina. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting, employing a top-down investment process focused on reducing volatility through diversified portfolios primarily composed of mutual funds and ETFs.

William Parsons is a financial advisor at Capital Investment Advisory Services, LLC in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Capital Investment Advisory Services, he worked at Raymond James & Associates Inc. and has experience with Liberty University and Rhino Sports and Entertainment Services. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers customized portfolios using a variety of investment strategies and manages the vast majority of assets on a discretionary basis.

John Parrott is a ChFC® with 41 years of experience in the financial services industry. He has been with Capital Investment Group, Inc. since 2003 and previously worked at C.P. Advisory Services. In addition to his advisory work, he is co-owner and CFO of Piedmont Insurance & Benefit, Inc., a company providing insurance services since 1981. Capital Investment Advisory Services, LLC offers portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, trusts, and charitable institutions. The firm provides tailored investment solutions using fundamental, technical, and charting analyses, managing the majority of its assets on a discretionary basis.

S Davis is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63, 65, and 66 credentials and over 34 years of industry experience. Davis has worked with several firms, including Concourse Financial Group Securities Inc and Lincoln Financial Securities, and currently operates (dba) Davis & Davis Financial Partners. Outside of advisory work, Davis serves as treasurer for a local Rotary Club fundraiser. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm offers tailored investment strategies using fundamental, technical, and charting analysis, managing most assets on a discretionary basis through a network of independent advisers.

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.

Frank Shields is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Capital Investment Brokerage, Inc. since 1997. 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 regular portfolio reviews.