Jared Miller is a financial advisor at Capital Investment Advisory Services, LLC with a Series 65 designation and one year of industry experience. His prior work history includes roles in various sectors such as education and management but no previous advisory positions. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base including individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers customized portfolios using multiple methods of analysis and manages the vast majority of its assets on a discretionary basis.

Danielle Bailey is a financial advisor at Balentine in Raleigh, NC, holding a Series 65 designation. She has been with Balentine since 2023 and has prior experience at Envestnet, Blackened Kraken, and East Carolina University. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a seven-year Capital Markets Forecast and a Building Blocks framework to allocate assets across various risk types, utilizing a combination of active and passive strategies and selected third-party sub-advisers.

Eric Le is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Prosperity - An EisnerAmper Company in Raleigh, NC. Prior to joining Prosperity, he held roles at Dai Securities LLC and Northwestern Mutual Wealth Management Company. 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 manages approximately $5 billion in client assets and employs a multi-team approach emphasizing asset allocation and diversification, utilizing third-party managers and technology platforms to support client service.

Nicholas Livecchi is a CFP® professional with 15 years of industry experience. He is currently affiliated with Founders Financial Alliance, LLC and LPL Financial, LLC, having previously worked at Bank of America and Merrill Lynch. Outside of his advisory roles, he is the author of "Finding the 'Right Fit' Financial Advisor." Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment approach using ETFs, third-party managers, and portfolio monitoring, and offers a family-office style program that integrates multiple advisory services under a flat fee arrangement.

Matthew James is a financial advisor at Guardian Wealth Advisors, LLC in Durham, NC, with two years of industry experience. He holds a Series 65 credential and has prior experience at Brighton Jones and other organizations including the National Taxpayers Union Foundation and the U.S. Bureau of Labor Statistics. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional entities. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Eugene Thompson IV is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Capital Investment Advisory Services and its affiliate Capital Investment Group, Inc. since 2014. 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, with an individualized investment process and ongoing portfolio monitoring.

George Hicks is a CFP® professional with 41 years of industry experience. He has worked with Capital Investment Group, Inc. since 1992 and Financial Resource Management, Inc. since 1987. Outside of his advisory roles, he is the author of the book *In His Grip*, which he has been marketing since 2014. Capital Investment Advisory Services, LLC provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, trusts, and charitable organizations. The firm offers a variety of investment solutions, tailoring portfolios to client objectives and managing most assets on a discretionary basis.

James Sloop is a financial advisor with Founders Financial Alliance, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Founders Financial Alliance since 2015 and also maintains an affiliation with LPL Financial since 2014. Outside of his advisory work, he creates content focused on electronic entertainment for platforms such as YouTube and Twitch. 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 regular portfolio monitoring, and offers a flat-fee family-office style program that integrates multiple advisory services.

Thaddeus Yasunaga is a CFA® charterholder with 10 years of industry experience. He currently works at First Citizens Asset Management, Inc., having joined the firm and its affiliated First Citizens Bank in 2024. His prior experience includes roles at PNC Bank and Busey Capital Management, Inc., where he worked for a decade. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages multi-asset global portfolios using a combination of quantitative and qualitative criteria, serving clients through a platform of 33 advisors.

Ralph Powell is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has worked at Vanderbilt Financial Group and previously spent over two decades at First Citizens Investor Services, Inc. Outside of his advisory work, he serves as an advisor for Atmos Aviation, LLC. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, offering managed accounts, model portfolios, financial planning, and access to third-party advisors. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, supporting both in-house and independent advisor-managed portfolios.

Marshall Brannock is a CFP® and holds a Series 63 designation with eight years of industry experience. He has worked at Balentine since 2018, following a six-year tenure at The Vanguard Group, Inc. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, family office services, and sub‑advisory arrangements. The firm employs a model-driven investment approach that combines active and passive strategies and emphasizes asset allocation by risk type.

Matthew West is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. He has worked at Capital Investment Advisory Services and affiliated firms since 2017. Outside of his advisory role, he serves as a financial analyst in ventures and acquisitions for Liberty Senior Living and manages a consulting firm focused on finance and real estate projects. 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, using a variety of analytical methods and ongoing portfolio monitoring.

Kyle Marks is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at Secu Life Insurance Company, Members Trust Company, and Credit Union Investment Services. He is also affiliated with Wealth Enhancement Advisory Services. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other RIAs. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies with periodic rebalancing and client reviews.

Jeffrey Link is a financial advisor with Guardian Wealth Advisors, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Aptus Capital Advisors, LLC and Gordon Asset Management, LLC. He is also the author of the book *Protecting the Pig*. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients, employing a systematic investment approach that incorporates mutual funds, ETFs, bonds, options, and equities.

Kimberlee Sipe is a financial advisor with Capital Investment Advisory Services, LLC and holds Series 63 and Series 66 designations. She has 20 years of industry experience and has been with Capital Investment Group, Inc. since 2009. She is also the owner of Insight Investment Planning, Inc., an investment and insurance business. 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, with ongoing monitoring and quarterly reviews.

Christopher Langlois is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC. He holds the Series 63 and Series 66 licenses and has five years of industry experience, including four years at Fidelity Investments. Prior to his advisory career, he held positions in the healthcare and retail sectors. 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 typically managed on a discretionary basis, utilizing fundamental, technical, and charting methods across various asset classes.

Craig Letendre is a CFA® charterholder with 11 years of industry experience. He has worked at First Citizens Asset Management, Inc. since 2019 as an Institutional Portfolio Strategist and has held various roles within affiliated First Citizens entities since 2018. Prior to joining First Citizens, he was with Parametric Portfolio Associates and Eaton Vance from 2015 to 2018. First Citizens Asset Management, Inc. provides model-based sub-advisory and direct investment advisory services to a range of clients, including individuals, trusts, municipalities, and institutions. The firm constructs global multi-asset class portfolios using a combination of fundamental, quantitative, and technical analysis, with an emphasis on strategic asset allocation and risk management.

Lawrence Hamilton is a CFP® and PFS™ credentialed financial advisor with 24 years of industry experience. He is currently with Prosperity - An EisnerAmper Company in Raleigh, NC, where he has worked since 2024. His prior experience includes long tenures with Hpg Wealthcare Advisors, Avantax Investment Services, and 1st Global Advisors. Hamilton is also a partner at EisnerAmper, specializing in tax and accounting services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, utilizing third-party managers and technology platforms to support client services.

Donald Hadley III is a financial advisor with Capital Analysts in Knightdale, NC, holding the ChFC® designation and Series 63 and 65 licenses, and has 40 years of industry experience. He has worked at Capital Analysts since 1998 and also maintains roles at LOTS Unlimited, Lincoln Investment, Creekbottom LLC, and Fidelity Financial Group. Outside of advising, he is involved in business consulting focused on leadership and strategic planning through Applied Vision Works, Inc. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement plan advice through a nationwide network of advisors, utilizing both discretionary and non-discretionary investment approaches supported by an in-house investment management and research team.

Justin Marcinkiewicz is a CFA® charterholder with over a year of experience in the financial industry. He currently works at First Citizens Asset Management, Inc., where he has been since 2024, and has been affiliated with First Citizens Bank since 2014. First Citizens Asset Management, Inc. 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 and constructs global, multi-asset model portfolios using a combination of quantitative and qualitative research.