Donald Hadley Jr. is a financial advisor with Capital Analysts in Knightdale, NC, holding the ChFC® designation and Series 63 license. He has 58 years of industry experience, with a long tenure at Capital Analysts dating back to 1972 and an affiliation with Lincoln Investment since 2012. Outside of his advisory work, he is a partner in GAITS OF HEAVEN, LLC, a business involved in raising, training, and showing horses. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs supported by an in-house investment management and research team.

Melissa Phillippi is a CFP® and holds a Series 66 license with 18 years of industry experience. She has worked at Balentine since 2026 and previously was employed at Highspring and Performance Culture/Workdove. Phillippi is based in Raleigh, NC. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients with wealth management, financial planning, investment management, family office services, and business advisory support. The firm uses a risk-based investment process that incorporates active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program, while also advising pooled investment vehicles and private funds.

Martin Hefner is a CFP® with three years of industry experience, currently serving as an advisor at Credit Union Investment Services in Raleigh, NC. He has worked with Members Trust Company since 2023 and has been affiliated with several related entities including SECU Life Insurance Company and SECU Brokerage Services since 2022. Hefner is also an agent with SECU Life Insurance Company and holds a long-term association with State Employees' Credit Union dating back to 2011. Credit Union Investment Services primarily serves individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm focuses on low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based planning approach, with advisory representatives as salaried employees of the parent credit union.

Kimberly Macinnes is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has held roles at Members Trust Company, SECU Life Insurance Company, and State Employees' Credit Union alongside her work at Credit Union Investment Services. She is also active as an agent with SECU Life Insurance Company and serves as a trust representative for Members Trust Company. Credit Union Investment Services primarily serves North Carolina residents with non-discretionary portfolio management, asset allocation advice, and financial planning focused on long-term, goals-based strategies using primarily low-cost index mutual funds and ETFs. The firm operates within a credit-union ecosystem and emphasizes salaried advisors who do not receive commissions on recommended products.

Jake Galligan is a financial advisor at AlphaStar Capital Management with a Series 65 designation and four years of industry experience. He is also a software engineer for Financial Independence Group, where he develops applications for insurance agents. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches across various asset types and supports ERISA-related plan services, managing roughly $2.5 billion in assets with about 135 advisors.

Morgan Gojanovich is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, holding a Series 65 designation. He has industry experience beginning in 2025, with prior roles at a family office, Advisory Services Network / Olde Raleigh Financial Group, First Horizon Bank, and American Savings Bank. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by providing investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm uses ETFs and mutual funds within a systematic, quantitative framework combining fundamental and technical analysis, and offers both discretionary and non-discretionary management.

Jonathan Jones is a CFP® with 18 years of experience in financial services, currently serving at Credit Union Investment Services in Raleigh, NC. His career includes long-term roles at State Employees' Credit Union, Members Trust Company, SECU Brokerage Services, and SECU Life Insurance Company. He also serves as treasurer of CFJ Farms LLC, a farming-related business. Credit Union Investment Services serves individual investors and trust clients 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, with salaried advisers offering recommendations while clients retain final decision-making authority.

Robert Brennan Jr. is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked concurrently at several related firms, including Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union, where he serves as a Financial Advisory Services District Manager. His responsibilities include supervising financial services offerings to credit union members and providing opportunities for their economic and social improvement. 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, along with fixed-income products, and its advisors are salaried employees of the parent credit union.

Adam Coleman is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Compound Planning, Inc. since 2026 and previously spent six years at Maia Wealth and one year at Colorado Wealth Group, LLC. Prior to his financial advisory career, he was employed at Dell for 18 years. He is also a licensed insurance agent. Compound Planning, Inc. serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program (TAMP) for intermediaries. The firm’s investment approach involves customized, risk-based model allocations using fundamental, technical, and modern portfolio theory analysis, and incorporates low-cost ETFs, direct indexing, alternative strategies, and specialized lending solutions.

Hannon Herring is a Series 66-registered financial advisor with Credit Union Investment Services, based in Garner, NC, and has two years of industry experience. His prior work includes roles at Members Trust Company, SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union. He is also an agent with SECU Life Insurance Company and serves as a Financial Advisory Services Specialist at State Employees' Credit Union. Credit Union Investment Services serves primarily individual investors and some trust clients in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm recommends mostly low-cost, index-based mutual funds and ETFs along with fixed-income products, emphasizing a goals-based, long-term planning approach.

Robert Falconer is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, holding a Series 66 designation with five years of industry experience. His prior work includes roles at LPL Financial, MML Investors Services, Mass Mutual Life Insurance, and involvement with golf-related companies such as Titleist Golf Company and Eastward Ho Golf Club. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by providing investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis within a systematic, quantitative framework and offers both discretionary and non-discretionary management.

Bryan Dearolf is a CFP® and ChFC® with three years of industry experience, currently affiliated with Mariner Independent in Raleigh, NC. Prior to joining Mariner Platform Solutions, he worked at Abundant Life Financial and CWM, LLC. He served in various capacities with the U.S. Navy from 2011 to 2023. Outside of financial advising, he teaches personal finance at Cary Christina School. 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 a range of financial planning and investment management services supported by in-house and third-party resources, with access to alternative investments and affiliated business solutions.

Antonio Navarro is a financial advisor at Credit Union Investment Services with three years of industry experience. He holds a Series 66 designation and has worked at SECU Life Insurance Company and SECU Brokerage Services since 2022, alongside his ongoing role at State Employees' Credit Union since 2015. Navarro also serves as an agent with SECU Life Insurance Company. Credit Union Investment Services serves residents of North Carolina, primarily individual investors and some trust clients, 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 billion in non-discretionary advisory assets.

Trevor Nace is a financial advisor at SageSpring Wealth Partners in Raleigh, NC, holding a Series 65 designation. Although new to the financial advisory industry, he has prior experience with firms such as Collector's Edge Minerals, Science Trends LLC, Forbes Media LLC, and Shell Exploration & Production Company. He has been involved with Science Trends LLC since 2019. SageSpring Wealth Partners manages approximately $8.5 billion for over 11,500 clients, serving a wide range of individual and institutional clients. The firm offers customized portfolios using fundamental and technical analysis, and provides discretionary investment management, financial planning, retirement plan consulting, and third-party manager oversight.

Tony Mcneill is a financial advisor with Chelsea Advisory Services, Inc. holding Series 65 and Series 66 licenses and 25 years of industry experience. He has worked at Chelsea Financial Services since 2019 and previously held positions at Royal Alliance Associates and John Hancock SII. He also operates McNeill Financial Services, a separate business. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm follows a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis while offering periodic compliance and portfolio reviews.

Adam Buchanan is a financial advisor with Prosperity - An EisnerAmper Company in Raleigh, NC, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Avantax Advisory Services, HPG Wealthcare Advisors, and 1st Global Advisors. He is a partner at EisnerAmper, focusing on tax and accounting. 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, using both discretionary and non-discretionary management strategies supported by third-party independent managers and technology platforms.

Ahmad Quqa is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for seven years and FA Invest for four years. He is also the founder and owner of Crescent Private Wealth and serves as an agent for Financial Independence Group, LLC. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive ETF/mutual fund models, direct indexing, and tax-aware strategies with a focus on risk management.

Benjamin Van Troost is a financial advisor at Good Life Advisors, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Prudential Insurance Company of America, Consolidated Planning, and Citadel Financial Planning. Outside of finance, Van Troost has experience in the craft beverage industry with Tapline Craft Beer & Wine and Oaklyn Springs Brewery. Good Life Advisors is a multi-team registered investment adviser managing approximately $4.35 billion in assets for individuals, business entities, trusts, estates, and charitable organizations. The firm offers tailored portfolio management, comprehensive financial planning, retirement consulting, and access to third-party managers, utilizing a combination of direct management, model portfolios, and technology-driven solutions.

Lauren Medlin is a financial advisor at Credit Union Investment Services with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Secu Life Insurance Company, Members Trust Company, and State Employees' Credit Union. Medlin also serves as a Financial Advisory Services District Manager 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, and its advisors are salaried employees of the parent credit union.

Robert Oakes is a financial advisor with Prosperity - An EisnerAmper Company in Raleigh, NC. He holds the CFP® and PFS™ designations and has nine years of industry experience. His prior roles include positions at Avantax Investment Services and Hughes, Pittman & Gupton, LLP. He serves on the boards of Johnston Health and UNC Rex Healthcare. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, managing approximately $5 billion in client assets through a multi-team approach.