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.

Bryan Persak is a financial advisor with Accelerate Retirement in Raleigh, NC, holding a Series 66 designation and 18 years of industry experience. His prior experience includes 18 years at Principal Securities and concurrent roles at Alkeme Financial Services, LLC and Accelerate Retirement since 2026. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation strategy with customized portfolios and provides comprehensive retirement services including plan design, participant education, and fiduciary oversight.

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.

Matthew Hynes is a financial advisor with Prosperity - An EisnerAmper Company, holding a PFS™ designation along with Series 63 and Series 66 licenses. He has six years of industry experience, including prior roles at JP Morgan Private Bank and PwC Advisory Services LLC. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in client assets and emphasizes asset allocation and diversification, using both discretionary and non-discretionary management with third-party independent managers and model portfolios.

Hallvard Boehn is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, holding a Series 65 designation. He has been with Guardian Wealth Advisors since 2024 and has prior experience at Charter Oak Financial, College Steps, and several other firms and organizations. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities with investment advisory, financial planning, and retirement plan consulting services. The firm uses a combination of fundamental and technical analysis within a systematic framework to manage client portfolios, primarily through ETFs and mutual funds.

Arthur Pittman is a financial advisor at Prosperity - An EisnerAmper Company with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms including Avantax Investment Services and HPG Wealthcare Advisors. Pittman is also involved in fixed insurance and annuity sales and provides consulting services through Hughes Pittman & Gupton, LP. 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 employs a diversified investment approach, utilizing third-party managers and technology platforms to support clients and manages approximately $5 billion in assets.

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.

Anisa Barutis is a financial advisor with Prospera Financial Services, Inc. in Raleigh, NC. She holds a Series 66 designation and has experience in both financial services and legal sectors, including roles at McCollum Law, P.C., and Prospecta Financial Services. Barutis also has a background in education and wellness through prior positions at St. David School and Prime IV Hydration and Wellness. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and multiple advisory programs through both proprietary and third-party platforms.

Kristine Carothers is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC. She holds a Series 66 designation and has six years of industry experience. Prior to joining First Citizens Asset Management in 2021, she worked with First Citizens Investor Services and First South Financial Services. 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 and offers global, multi-asset model portfolios with dynamic asset allocation and ongoing monitoring.

Edward Monaghan is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Capital Investment Advisory Services and Monaghan Wealth Management in 2017. Outside of advising, he manages agricultural operations through Riverlab Farms, LLC and Kelbo Farms, LLC, and serves as treasurer and secretary for Brentwood Office Park POA. 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 ongoing portfolio monitoring.

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.

Rodger Isom is a CFP® and holds a Series 65 license with 10 years of experience in the financial industry. He has worked with Advisors Capital Management since 2023 and previously held positions at West Financial Services Inc. and 1st Portfolio Wealth Advisors. Advisors Capital Management provides discretionary portfolio management to a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs. The firm combines top-down macro analysis with bottom-up security selection across proprietary equity, fixed-income, and tactical strategies, managing over $8.1 billion in assets and serving nearly 18,000 clients.

Susan Whitfield is a CFP® with 22 years of industry experience, currently serving Capital Investment Advisory Services, LLC. She has worked with Capital Investment Group, Inc. since 2006 and has maintained a concurrent role at Ballantyne Tax & Finance since 2004, where she is the founder and owner providing tax and financial planning services. In addition to her advisory work, she holds a real estate license and acts as an agent for several insurance companies. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base including individuals, corporations, retirement plans, trusts, and charitable institutions. The firm offers customized investment programs using a variety of analytical methods and manages the majority of its assets on a discretionary basis.

Jason Knight is a CFP® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2011 and previously spent ten years at Charles Schwab. Knight provides investment advisory services through Great Valley Advisor Group, LLC. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals—including high-net-worth clients—retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a combination of in-house strategies and third-party managers.

Adam Coleman is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Compound Planning, Inc. since 2026 and previously held roles at Maia Wealth, Colorado Wealth Group, LLC, and Dell. Outside of his advisory role, he is a licensed insurance agent. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm offers a range of investment options, including direct indexing and alternative strategies, and operates as a fiduciary with risk-based model allocations tailored to client goals.

John Palko is a CFP® professional with 27 years of industry experience, currently serving at Capital Investment Advisory Services, LLC since 2018. He previously worked at Bb&T Securities, LLC from 2013 to 2017. Outside of his advisory role, he is a general board member of the Matthews Area Chamber of Commerce. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, estates, foundations, and charitable institutions. The firm offers customized investment solutions through separately managed accounts, third-party asset managers, and financial planning services, managing most assets on a discretionary basis.