Milton Brown is a CFP® professional with 16 years of industry experience, currently serving at Franklin Street Advisors, Inc. since 2009. Outside of his advisory role, he manages Annie C Charters, LLC, which owns a sportfishing charter boat operated by a professional crew during occasional for-hire trips. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. The firm employs an open-architecture investment approach combining in-house and external management, supported by a quarterly Investment Policy Committee and a disciplined manager-research process.

Jerrold Bergner is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63, 65, and 66 credentials and has 32 years of industry experience. His prior work includes roles at SCF Securities, Inc., SCF Investment Advisors, Inc., and Edward Jones. Outside of his advisory work, he serves as a family trustee and guardian for a relative. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs with a notable predominance of non-discretionary assets under management.

Connor Low is a financial advisor at Private Client Services, LLC with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Private Client Services in 2025, he worked for Northwestern Mutual in various capacities from 2022 to 2025. Outside of advisory work, he is involved in a residential and commercial cleaning business and real estate renovation and development ventures. Private Client Services is an independent SEC-registered investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm employs a discovery-driven approach that focuses on risk profiling and tailored investment platform selection, offering a range of advisory options including proprietary wealth management and third-party asset manager programs.

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.

Alison Yuk Ngai is a CFP® professional affiliated with CGN Advisors, LLC, with experience spanning several roles since 2020, including positions at Chinese Abraham Investment Advisors LLC and Sycamore Financial Planning LLC. She has also worked at Durham Academy for over a decade. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, utilizing various asset-allocation strategies and tax-aware investment vehicles. The firm serves individuals, trusts, businesses, pension plans, and charitable organizations, and offers additional services such as educational workshops and pension consulting.

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.

Dennis Greenway II is a CFA® charterholder and Series 63 licensee with 11 years of experience in the financial industry. He has been with Franklin Street Partners, Inc. since 2015. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high-net-worth individuals and institutional clients, including pension plans and governmental entities. The firm uses a team-based manager research process and offers separately managed accounts along with a Fund Advisory Program that employs strategic asset allocations through mutual funds and ETFs.

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.

Daniel Shive is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Capital Investment Advisory Services and its related entity, Capital Investment Companies, since 2010. Outside of his advisory role, Shive serves as a board member for the Yonahlossee Racquet Club in Boone, NC, and holds executive and agent roles in insurance-related businesses. 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 a mix of analytical methods and ongoing portfolio monitoring.

Elizabeth Donner is a financial advisor at Simplicity Wealth with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Cetera Advisor Networks LLC, Cetera, and Diversified Retirement and Wealth. Outside of her advisory role, she is a licensed independent insurance agent providing life, health, disability, annuities, and long-term care insurance products. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, institutional investors, and other financial firms. The firm offers advisory services spanning financial planning, portfolio management, and managed account platforms, utilizing a fund-of-funds approach with ETFs, mutual funds, and individual securities, as well as multiple model portfolios and third-party managers.

Joseph Fox is a CFP® and CFA® with 18 years of industry experience. He has been with Franklin Street Advisors, Inc. since 2007. The firm provides discretionary investment management and advisory services to individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. Franklin Street Advisors employs an open-architecture approach combining in-house management with external managers, guided by a quarterly Investment Policy Committee and a disciplined manager-research process.

Hallie Burris is a financial advisor at Capital Investment Advisory Services, LLC with one year of industry experience and a Series 65 designation. Prior to joining the firm, she worked at EY and Elliott Davis, and has experience in accounting and tax preparation. She is also involved in a seasonal CPA practice focused on tax return preparation. Capital Investment Advisory Services, LLC provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers a range of investment solutions including separately managed accounts, third-party asset managers, and private-label model portfolios, tailoring investment programs to client objectives, time horizons, and risk tolerances.

Michael Brennan Jr. is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior work includes roles at BANK of AMERICA, N.A., Merrill, Highland Capital Funds Distributor, Inc., and Bluerock Capital Markets LLC. He is also co-manager of Bass Brennan Advisory, LLC, an entity involved in facilitating the purchase of Rising Tide, Inc. 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 investment programs with a range of strategies across equities, fixed income, ETFs, and other asset classes, managing most assets on a discretionary basis.

Colin Bates is a financial advisor at Franklin Street Advisors, Inc. in Chapel Hill, NC, holding a Series 65 designation with eight years of industry experience. He has been with Franklin Street Advisors since 2016. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high-net-worth individuals and institutional clients, including pension plans and trusts. The firm employs a team-based manager research process and offers separately managed accounts alongside fund advisory programs that utilize mutual funds and ETFs.

William Bowers III is a CFP® professional with 25 years of industry experience, currently serving at The Strategic Financial Alliance, Inc. since 2010. Prior to this, he worked at OneAmerica Securities, Inc. for eight years. He is also the owner of Bowers Advisory Inc., a financial planning practice based in Raleigh, NC. The Strategic Financial Alliance serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized investment strategies through portfolio management, third-party manager selection, financial planning, and consulting, utilizing a range of products including mutual funds, ETFs, and select alternative investments.

Cynthia White is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 65 designations and bringing 20 years of industry experience. She has worked with various entities affiliated with First Citizens since 2019, as well as previous experience with BB&T from 2008 to 2019. Cynthia serves on the Halifax Community College Foundation Board and its Finance Board committee. 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 public institutions. The firm offers multi-asset class portfolios implemented through funds, ETFs, and income-oriented strategies, combining fundamental, quantitative, and technical analysis, and emphasizes discretionary management with strategic asset allocation and manager research.

William Blackwood is a financial advisor at First Citizens Asset Management, Inc. in Raleigh, NC, with 18 years of industry experience. He has been with First Citizens Bank and its affiliated entities since 1989, holding roles at First Citizens Investor Services since 2013 and First Citizens Asset Management since 2017. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million through a multi-team platform of 33 advisors, offering global multi-asset model portfolios with dynamic asset allocation and discretionary management.

Roy Bass is a CFP®-certified financial advisor with over 40 years of industry experience. He is currently with Capital Investment Advisory Services, LLC and has held roles at Cic Advisers, LLC and Charitable Management Advisors, Inc. He is also the president and owner of Strategic Asset Management Consultants, Inc. and serves as co-trustee of multiple family trusts. 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, managing the majority of assets on a discretionary basis through various investment strategies.