Ethan Porter is a financial advisor with Founders Financial Alliance, LLC in Raleigh, NC, holding a Series 66 designation and five years of industry experience. He has worked at Founders Financial Alliance since 2017 and previously was associated with LPL Financial, LLC. Outside of his advisory role, he has a background connected to the Chapel Hill Tennis Club during his college years at Elon University. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning to individual and high-net-worth clients, charitable organizations, and corporate retirement plans. The firm employs an evidence-based investment approach tailored to client goals and manages approximately $1.18 billion in assets across a multi-advisor team.

Gregory Rhinehardt is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, with eight years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Aptus Capital Advisors, LLC and Gordon Asset Management, LLC. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis while overseeing third-party manager and UMA strategies.

Joseph Freedland is a CFP®-certified financial advisor with Capital Investment Advisory Services, LLC, based in Raleigh, NC. He has 12 years of industry experience and has been with Capital Investment Companies since 2012. Outside of his advisory role, Freedland serves as a trustee for a testamentary trust and is involved in managing rental property partnerships. 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 mix of analytical methods and ongoing portfolio monitoring.

Christopher Reid is a financial advisor at Csenge Advisory Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Woodward Financial Advisors, Inc. and Northwestern Mutual Investment Services, LLC. Outside of financial advising, he is the lead coach for Fitter and Faster Swim Clinics, a swim and fitness business. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with a relative strength methodology and a top-down market approach, offering customized portfolio management through discretionary and model-based allocations.

Kelsey Oltmans is a financial advisor at Strategic Blueprint, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Strategic Blueprint since 2019. Additionally, she is a partner and director of operations at Cornerstone Wealth Management, where she manages systems and finance. Oltmans also holds a fixed life insurance agent position. Strategic Blueprint, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities through a network of independent advisory representatives. The firm offers customized, goal-based investment strategies, financial planning, retirement plan consulting, family office services, and an annual flat-fee subscription advisory program alongside traditional asset-based management.

John Franklin is a CFP® with 17 years of industry experience, currently affiliated with IFG Advisory, LLC and LPL Financial LLC since 2022. He previously worked at Securities America Advisors and SECURITIES AMERICA Inc. from 2016 to 2022. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm utilizes a variety of investment strategies and third-party managers to tailor portfolios aligned with client objectives, offering services such as portfolio management, retirement plan consulting, and real estate-related planning.

Dillon Smith is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining First Citizens, he worked at Bank of America, Merrill, and Equitable Advisors. Outside of his advisory role, Smith serves as Vice President on the board of a homeowners association and provides athletic training services at sporting events. First Citizens Asset Management, Inc. offers model-based sub-advisory and direct investment advisory services to a variety of clients including individuals, trusts, estates, municipalities, and institutions. The firm focuses on multi-asset class portfolios using fundamental, quantitative, and technical analysis, with emphasis on strategic asset allocation and periodic rebalancing.

Austin Pruitt is a financial advisor at First Citizens Asset Management, Inc. with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at BB&T Retirement & Institutional Services and Ascensus. 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 municipalities. The firm employs a global multi-asset class approach with discretionary management focused on strategic asset allocation, manager research, and risk control.

Joseph Froemming is a financial advisor at Kingsview Wealth Management, LLC in Raleigh, NC, holding a Series 66 designation with 12 years of industry experience. He previously worked at Edward Jones from 2014 to 2022 before joining Kingsview in 2022. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning and portfolio construction with model-based and separately managed strategies, offering a diverse range of investment instruments and access to third-party managers and alternative investments.

Clark Callaway is a financial advisor at Capital Investment Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Capital Investment Advisory Services since 2016. Prior to that, he was with Princor Financial Services Corporation and Principal Life Insurance Company from 2014 to 2016. 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, employing a variety of analytical methods and conducting regular portfolio reviews.

Frederick Turner is a CFP® professional with 20 years of industry experience, currently affiliated with Capital Investment Advisory Services, LLC. His prior experience includes roles at LPL Financial, Fidelity Bank, and Fifth Third Bank. He also serves as a Senior Vice President and Wealth Consultant at the Trust Company of North Carolina. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, and various institutional clients, offering customized investment programs primarily managed on a discretionary basis. The firm utilizes multiple analytical methods and a wide range of investment strategies tailored to client objectives.

William Rogers is a financial advisor at Capital Investment Advisory Services, LLC with 44 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he holds power of attorney responsibilities for his mother. 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 range of analytical methods and conducting at least quarterly portfolio reviews.

David Biliter is a CFP® with 36 years of experience in the financial industry. He is currently with SVB Wealth LLC, where he has worked since 2023, and previously held roles at First Citizens Investor Services and Arvest Asset Management. He serves as President of SVB Wealth and holds a board position at the firm. SVB Wealth LLC serves a diverse client base including individuals, trusts, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using a combination of fundamental, quantitative, and technical analysis, with both discretionary and non-discretionary investment options.

Jonathan Huss is a financial advisor at First Citizens Asset Management, Inc. in Raleigh, NC, holding a Series 65 credential with 10 years of industry experience. He has worked at First Citizens Asset Management since 2016 and has been with First Citizens Bank & Trust Company since 2014. Outside of his advisory role, he is involved in a rental property business. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, institutions, and municipalities. The firm employs a multi-asset class investment approach that integrates fundamental, quantitative, and technical analysis within discretionary portfolio management.

Cameron Evans is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Foundations Investment Advisors LLC, LifePro Asset Management, LLC, Coppell Advisory Solutions, LLC, and he has been president of Evans Wealth & Asset Management, Inc. since 2012. Evans also provides financial advisory services through his own firm, Evans Wealth & Asset Management, Inc., where he has been involved in money management, insurance, and consulting. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs an individualized process to manage portfolios through discretionary mandates, third-party managers, or private-label model portfolios, with ongoing monitoring and risk disclosure.

John Nash is a financial advisor with Level Four Advisory Services in Raleigh, NC, holding Series 65 and Series 63 licenses with 47 years of industry experience. He previously worked at Mid-Atlantic Securities, Inc. for 36 years before joining Level Four Financial, LLC. Nash is also vice president of a family farming and investment corporation, Arkcar Farm. Level Four Advisory Services manages approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and both proprietary and third-party investment platforms.

Michael Wilson is a financial advisor at First Citizens Asset Management, Inc. in Raleigh, NC, with 21 years of industry experience. He holds the Series 66 designation and has worked at First Citizens Bank and First Citizens Investor Services since 2013. Wilson also serves as an officer and director at First Citizens Asset Management in a non-paid role. 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 on a discretionary basis through a multi-team platform of 33 advisors, offering global, multi-asset model portfolios across various implementation frameworks with ongoing monitoring and dynamic asset allocation.

Katherine Surles is a CFP®-certified financial advisor with 13 years of industry experience, currently working at Credit Union Investment Services in Raleigh, NC. She has held roles at Secu Life Insurance Company, Secu Brokerage Services, and State Employees' Credit Union since 2007, where she serves as a Financial Advisory Services District Manager. Surles is also a trust representative for 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 salaried advisers and client-directed implementation of recommendations.

Nathan Oltmans is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Strategic Blueprint, LLC since 2019. He also has long-term tenure at Cornerstone Wealth Management and The Strategic Financial Alliance, Inc., both since 2007. Outside of investment advisory work, he is an agent with Tucker Insurance Services, focusing on fixed life insurance referrals. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars, with a focus on customized, goal-based strategies and a notable Subscription Advisory Services program that provides ongoing flat-fee financial planning.

James Batey is a financial advisor with Founders Financial Alliance, LLC in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior work includes 15 years at Valic Financial Advisors and four years at AGIA. He also works as an agent involved in non-securities insurance products. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning services to individual and high-net-worth clients, charitable organizations, and corporate retirement plans. The firm’s evidence-based investment approach incorporates asset allocation, periodic rebalancing, and a mix of strategies tailored to client goals and risk tolerances.