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.

Scott Ferguson is a CFP® and ChFC® with 11 years of industry experience. He is currently with Mariner Independent and has previously worked at THRIVENT Financial and CWM, LLC. He is also the owner of Abundant Life Financial, an investment advisory business. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services with integrated institutional resources.

Matthew Raines is a financial advisor at Balentine with six years of industry experience. He previously worked at Capfinancial Securities, LLC and CAPTRUST Financial Advisors from 2011 to 2018 before joining Balentine. Outside of his advisory role, he serves as an investor and board member for SURV Triangle LLC, a home services business based in Raleigh, NC. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and other institutional clients, offering comprehensive wealth management, financial planning, investment management, family office services, sub-advisory relationships, and business advisory support. The firm employs a risk-based investment process using a mix of active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program for institutional mandates.

Bonnie O Quinn is a financial advisor at Level Four Advisory Services with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Red Reef Advisors LLC for seven years. Outside of her advisory role, she serves as chair of the Curham-Orange Estate Planning Council board and is involved in business consulting through Level Four Business Solutions. Level Four Advisory Services is an SEC-registered firm managing approximately $6.5 billion, serving a diverse client base that includes individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and third-party sub-advisors.

Jennifer Mckinnon is a CFP® with 22 years of industry experience, currently serving at Prosperity - An EisnerAmper Company. Her prior experience includes roles at Avantax Advisory Services, Hpg Wealthcare Advisors, and 1 St Global Capital Corp. She also works as a licensed 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 manages around $5 billion in client assets and employs a multi-team approach emphasizing asset allocation and diversification, utilizing third-party managers and technology platforms for account administration.

Stacey Waddell is a CFP® with 17 years of experience, currently serving at Credit Union Investment Services in Raleigh, NC. She has held positions at SECU Life Insurance Company, where she is President and CEO, Members Trust Company as a Trust Representative, and State Employees' Credit Union since 2002. Credit Union Investment Services serves primarily North Carolina residents, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm operates as a subsidiary of State Employees’ Credit Union and manages over $3.0 billion in advisory assets.

Michael Hakerem is a CFA® charterholder with 20 years of industry experience. He is currently affiliated with Kingswood Wealth Advisors, LLC and has held positions at Glenwood Financial Partners, Eudaimonia Partners, and Great Lakes & Atlantic Wealth Managers and Advisory Partners. Outside of his advisory roles, he is the sole proprietor of Empowered Portfolios, LLC, a firm specializing in research and analytics on fintech providers, financial markets, and related areas. Kingswood Wealth Advisors serves a diverse client base including individual investors, high-net-worth clients, retirement plan sponsors, and institutions. The firm offers customized portfolio management and financial planning through an open-architecture platform that frequently employs third-party managers and integrates insurance-linked account services.

Matthew Foushee is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. His career includes roles at FSC Securities, OSAIC, and Cambridge Investment Research, with his current positions spanning Credit Union Investment Services, State Employees' Credit Union, SECU Life Insurance Company, and SECU Brokerage Services. He also serves as an agent with SECU Life Insurance Company and as a Financial Advisory Services Specialist at State Employees' Credit Union. 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 adviser representatives employed on a salaried basis by the parent credit union.

Nicholas Morrison is a CFP® professional with 14 years of industry experience. He is currently affiliated with Csenge Advisory Group, LLC and has previously worked with Fidelity Investments and its related entities. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals by providing asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis, primarily using mutual funds and ETFs, and offers both discretionary and non-discretionary portfolio management.

Laura Tovar is a financial advisor at Credit Union Investment Services with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked concurrently at State Employees' Credit Union and affiliated entities since 2009. Tovar also serves as an agent for SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, providing non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm emphasizes goals-based, long-term investment strategies using low-cost mutual funds and ETFs within a credit-union ecosystem.

Megan Daniel is a financial advisor with Credit Union Investment Services and holds a Series 66 designation. She has been in the financial industry since 2025, with prior experience at Equitable Advisors and State Employees' Credit Union. Outside of finance, she works as an NHL broadcast operator for SportsMedia Technology and serves as an ice skating coach with Polar Ice NC. Credit Union Investment Services serves individual investors and trust clients in North Carolina, offering non-discretionary portfolio management and financial planning. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisers providing recommendations while clients retain final decision authority.

Robert Woronoff Jr. is a financial advisor at Level Four Advisory Services with 16 years of industry experience. He holds a Series 65 credential and has worked at Mid Atlantic Securities, Inc. and Dillon Commercial Real Estate Services. Outside of his advisory work, he serves on the board of The Josephus Daniels Foundation and is a vestry member of Christ Church Raleigh. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base, offering fee-only financial planning, asset management, and retirement plan advisory services tailored to individual needs.

Richard Fields is a financial advisor with Capital Investment Advisory Services, LLC in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Capital Investment Group, Inc. and Cic Advisers, LLC since 2005. Fields also serves as president and insurance agent of Integrated Advisory Services, where he provides insurance sales and service. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm uses an individualized process that includes discretionary management, third-party managers, and private-label model portfolios, with ongoing monitoring and a mix of analytical methods.

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 in Raleigh, NC, holding a Series 65 credential and three years of industry experience. She has worked as an independent agent since 2019. Outside of her advisory role, she is a licensed insurance agent and provides estate planning referrals through Integrated Trust Systems. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of asset-allocation strategies and third-party platforms.

Matthew Hamilton is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63, 65, and 66 licenses and 19 years of industry experience. He has worked at Credit Union Investment Services since 2007 and also holds roles with Secu Life Insurance Company and Members Trust Company. Hamilton is an agent with Secu Life Insurance Company and a trust representative with 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 advisors as salaried employees of the parent credit union.

Joshua Shellman is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Credit Union Investment Services and its affiliates, including SeCU Life Insurance Company and SeCU Brokerage Services, since 2015. Outside of his advisory role, he is involved in a family exterminating business as an emergency backup for administrative tasks. 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 advisors who provide recommendations while clients retain final decision authority.

Kimberly Pittman is a CFP® professional with 12 years of industry experience, currently affiliated with Credit Union Investment Services in Raleigh, NC. She has held roles at Secu Life Insurance Company, Members Trust Company, and State Employees' Credit Union since 2007. Pittman also serves as a financial advisory services specialist at State Employees' Credit Union, providing financial services to eligible members. 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’s representatives are salaried employees of the parent credit union, and clients retain final decision-making authority over their accounts.

Richard Spaulding is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with four years of industry experience. His prior roles include positions at Greenleaf Trust and Indiana Trust Wealth Management. He currently works in Raleigh, NC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, discretionary and non-discretionary investment management, and family-office style services, managing approximately $12.0 billion in assets.

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.