Brett Dysart is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked with Strategic Blueprint since 2019 and has been associated with Cornerstone Wealth Management, LLC and The Strategic Financial Alliance, Inc. since 2008. Outside of his advisory roles, Dysart owns Cameo Design, LLC, a real estate remodeling and consulting business. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement plan consulting, family office services, and a subscription advisory program, with a distinctive emphasis on client education and a formal flat-fee subscription advisory model.

Dylan Stroud is a CFP® professional based in Raleigh, NC, with five years of industry experience. He has worked at Curi Capital since 2026 and previously held roles at BBR Partners, Simon Quick Advisors, LLC, and Piper Sandler Companies. Curi Capital offers wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional investors. The firm emphasizes a long-term, fundamentally driven investment approach across various account types and strategies.

Richard Mc Elroy is a financial advisor at Kingswood Wealth Advisors, LLC with 28 years of industry experience. He holds a Series 66 designation and previously worked at Glenwood Financial Partners LLC, Eudaimonia Partners, LLC, and Great Lakes and Atlantic Wealth Management. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, operating an open-architecture platform and integrating insurance-linked account management alongside third-party managers and sub-advisors.

Marvin Musselwhite is a financial advisor at Capital Investment Advisory Services, LLC with five years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Advisory Services and Capital Investment Group since 2020. Prior to his advisory career, he held roles at McConnell Golf, DICK's Sporting Goods, and North Carolina State University. 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 reviews.

Charles Dickinson Jr. is a CFP® with four years of industry experience, currently serving as an Institutional Consultant at First Citizens Asset Management, Inc. in Raleigh, NC. His background includes roles at First Citizens Bank and Campbell University. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, institutions, and municipalities, employing a multi-asset class approach with discretionary management focused on strategic asset allocation and risk control.

Chandler Huggins is a financial advisor at Prospera Financial Services, Inc. with three years of industry experience. He holds a Series 65 designation and has previously worked at White Oaks Wealth Partners and Captrust Financial Advisors. Outside of financial advising, he is involved with CH Wellness LLC and Counseling Choices LLC. Prospera Financial Services 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 various business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Michael Pearl is a CFP® with 28 years of industry experience, currently serving as an advisor at Capital Investment Advisory Services, LLC since 2013. He has been involved with Capital Investment Group, Inc. since 2001 and operates an accounting practice under the name Michael F. Pearl, CPA, a business he has maintained since 1988. 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 mix of analytical methods and ongoing monitoring.

Charlotte Mc Dowell is a financial advisor with Arkadios Wealth Advisors in Raleigh, NC. She holds a Series 66 designation and has been in the industry since 2023, including prior experience at Edward Jones. Outside of her advisory role, she has been involved with Barre3 since 2022. Arkadios Wealth Advisors is a multi-team, SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment solutions combining fundamental, technical, and cyclical analysis, delivered through a variety of portfolio management platforms tailored to client risk profiles.

Paul Lindsay is a financial advisor with CreativeOne Wealth, LLC in Cary, NC, holding Series 63 and 65 licenses and 29 years of industry experience. He has held roles at Triangle Advisors Group since 2007 and Brokers International Financial Services from 2009 to 2018. He is also an independent insurance agent and owner of Triangle Advisors Group, Inc., which conducts insurance and securities sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and RIAs. The firm manages primarily discretionary accounts using proprietary and third-party model portfolios, employing a range of investment strategies including ETFs, mutual funds, options, and select private investments.

Richard Rose III is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Capital Investment Advisory Services and affiliated entities since 2016. In addition to his advisory role, he works as an insurance agent focused on fixed insurance products. Capital Investment Advisory Services 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, with ongoing monitoring and risk disclosure.

Brandon Fentress is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors, Inc., Gordon Asset Management, LLC, and Aptus Capital Advisors, LLC. Outside of advisory services, he is also a licensed life insurance agent. Guardian Wealth Advisors provides investment advisory, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm uses a systematic approach combining fundamental and technical analysis and offers portfolio management through mutual funds, ETFs, bonds, options, and equities.

Sandra Ziglar is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She worked for Lincoln Financial Securities Corporation for 14 years prior to joining Sequent Planning in 2023. Outside of her advisory role, she is also a licensed real estate agent and involved in property management and insurance services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits through asset management, financial planning, and retirement-plan services. The firm uses a structured risk framework and a mix of firm-developed models and third-party managers to deliver diversified investment solutions.

Peter Hynes is a financial advisor at OneAscent Financial Services LLC with 26 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Verity Investments, Inc., Verity Asset Management, Inc., Verity Financial Group, and Valic Financial Advisors. Outside of finance, he serves as a director on the board of Sentinel Primary Care and is the owner of Trusty Handyman, LLC, a handyman services business. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of asset management and financial planning services using individualized asset-allocation guidelines and various platforms, including model-based and Unified Managed Account solutions.

Scott Ferguson is a CFP® and ChFC® with 11 years of industry experience. He is currently with Mariner Independent and has previously worked at THRIVENT Financial and CWM, LLC. He is also the owner of Abundant Life Financial, an investment advisory business. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services with integrated institutional resources.

Giovanni Todesco is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Belpointe since 2016. Outside of his advisory role, he works as a parcel delivery supervisor at UPS. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, employing customized portfolios and a range of advisory structures.

Matthew Raines is a financial advisor at Balentine with a Series 65 credential and seven years of industry experience. He has worked at Balentine since 2018 and previously at CapFinancial Securities and CAPTRUST Financial Advisors from 2011 to 2018. Outside of his advisory role, he serves as a board member for SURV Triangle LLC, a home services business. 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’s investment approach uses a seven-year Capital Markets Forecast and a Building Blocks framework to allocate assets by risk type, combining active and passive strategies and selected third-party sub-advisers.

Bonnie O Quinn is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 credentials and 21 years of industry experience. Her prior work includes roles at Red Reef Advisors LLC, Morgan Stanley, and Equitable Advisors. She serves as board member and chair of the Curham-Orange Estate Planning Council and is involved in business consulting through Level Four Business Solutions. Level Four Advisory Services manages approximately $6.5 billion, serving individuals, corporations, retirement plans, and public entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, multiple custodians, and both affiliated and unaffiliated sub-advisors.

Jennifer Mckinnon is a CFP® professional with 23 years of industry experience, currently serving at Prosperity - An EisnerAmper Company. Her prior experience includes roles at Dai Securities LLC, Avantax Advisory Services, HPG Wealthcare Advisors, 1st Global Capital Corp, and UBS Financial Services. She is also licensed as an insurance agent, engaging in fixed annuity and insurance sales. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach with about 65 advisors, manages approximately $5 billion in client assets, and emphasizes asset allocation and diversification through both discretionary and non-discretionary management strategies.

Michael Hakerem is a CFA® charterholder with 20 years of experience in the financial industry. He is currently with Kingswood Wealth Advisors, LLC and has previously worked at firms including Glenwood Financial Partners, Eudaimonia Partners, and Great Lakes & Atlantic Wealth Managers. Outside of his advisory role, he is the sole proprietor of Empowered Portfolios, LLC, a research and analytics firm focused on fintech providers, asset managers, and various economic and market factors. Kingswood Wealth Advisors serves a broad mix of retail and institutional clients, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and integrates with affiliated financial entities while managing insurance-linked accounts, distinguishing itself among multi-team advisory firms.

Nicholas Morrison is a CFP® professional with 14 years of industry experience. He is currently affiliated with Csenge Advisory Group, LLC and has previously worked with Fidelity Investments and its related entities. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals by providing asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis, primarily using mutual funds and ETFs, and offers both discretionary and non-discretionary portfolio management.