Irena Davydova Forquer is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Edward Jones and Coastal Federal Credit Union. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm’s investment approach involves selecting and monitoring third-party portfolio managers through managed advisory programs, supported by an investment committee that conducts regular due diligence and reviews.

Brian T Nelan is a financial advisor with Founders Financial Alliance, LLC, holding Series 63 and Series 65 licenses and offering 19 years of industry experience. He worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2016 to 2018 before joining Founders Financial Alliance in 2018. 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 employs an evidence-based investment approach tailored to clients’ goals and risk tolerances, incorporating asset allocation, rebalancing, and a mix of strategies with third-party manager solutions where appropriate.

Robert Woronoff Jr. is a financial advisor at Level Four Advisory Services with 16 years of industry experience. He holds a Series 65 credential and has worked at Mid Atlantic Securities, Inc. and Dillon Commercial Real Estate Services. Outside of his advisory work, he serves on the board of The Josephus Daniels Foundation and is a vestry member of Christ Church Raleigh. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base, offering fee-only financial planning, asset management, and retirement plan advisory services tailored to individual needs.

Richard Fields is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Capital Investment Group, Inc. since 2005 and previously held positions at CIC Advisers, Guardian Life, and C.P. Advisory Services. Fields also serves as president of Integrated Advisory Services, where he provides insurance sales and service. 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 most assets on a discretionary basis and employing fundamental, technical, and charting analysis across various investment strategies.

William Moore is a financial advisor with Capital Investment Advisory Services, LLC in Cary, NC. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including over two decades at Capital Investment Group, Inc. Outside of his advisory role, he manages a consulting firm focused on company expense reduction and vendor negotiations. 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, with ongoing monitoring and a mix of analytical methods.

Nga Brown is a financial advisor with Geneos Wealth Management, Inc. and holds a Series 66 designation. She has seven years of industry experience and has previously worked at Commonwealth Financial Network, J.W. Cole Advisors, Cambridge Investment Research, and SB Financial Group. She is also a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a combination of continuous account monitoring, discretionary trading, and various analytic strategies while offering customizable portfolios and access to third-party money managers.

Emily Cardillo is a financial advisor with Integrity Advisory Solutions and holds the Series 65 designation. She has three years of industry experience and has worked as an independent agent since 2019. In addition to her advisory role, she is a licensed insurance agent. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and client referral services, utilizing a range of investment strategies and third-party platforms.

Richard Spaulding is a CFP® professional with four years of industry experience, currently serving at Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at Greenleaf Trust and Indiana Trust Wealth Management. Forvis Mazars Wealth Advisors provides financial planning, investment management, and retirement plan consulting to individuals, families, institutions, and nonprofit organizations. The firm’s approach emphasizes customized asset allocation and combines active and passive strategies within an integrated service model connected to its parent accounting and professional services firm.

Hayden Brown is a financial advisor with First Citizens Investor Services, Inc. in Greenville, SC, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining First Citizens, Hayden spent four years in full-time education. He also serves as a financial consultant with FCAM, meeting with clients to discuss investment capabilities. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, utilizing a mix of asset allocation strategies, discretionary management, and technology-driven model portfolios, supported by its affiliation with a bank holding company.

Ervin Millwood III is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC. His work history includes roles at Aptus Capital Advisors, LLC, Triad Advisors, Inc., and Gordon Asset Management, LLC. Outside of his advisory practice, he is involved in scuba instruction as an assistant for Gypsy Divers, LLC. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, offering investment advisory, financial planning, retirement consulting, and cash management services. The firm employs a mix of fundamental and technical analysis within a systematic, quantitative framework and utilizes tools such as Riskalyze to manage risk and organize trades.

David Handa is a financial advisor with Packerland Brokerage Services, Inc. in Cary, NC, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior roles include positions at Wrp Investments, Inc., WFG Advisors, LP, Truist Investment Services, INC., NCF Financial Services, Inc., and Invest Financial Corporation. He has been with Packerland Brokerage Services since 2016. Packerland Brokerage Services, Inc. serves individual and institutional clients including high-net-worth individuals, trusts, corporations, and retirement plan sponsors through a network of 176 advisors and manages over $1.3 billion in assets. The firm offers financial planning, portfolio management, wrap-fee and unified managed account programs, and retirement-plan consulting, delivering investment solutions both directly and via third-party managers.

Michael Hensley is a CFP® professional with 19 years of experience in financial advising. He is currently with Guardian Wealth Advisors, LLC, where he has worked since 2022. His prior experience includes roles at Aptus Capital Advisors, LLC, Gordon Asset Management, LLC, and several other firms dating back to 2005. Guardian Wealth Advisors serves individuals, including high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities. The firm employs a combination of fundamental and technical analysis within a systematic, quantitative framework to manage portfolios primarily through ETFs and mutual funds.

James Glover Jr. is a financial advisor with Level Four Advisory Services in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Prior to joining Level Four in 2022, he spent 35 years at Mid-Atlantic Securities, Inc. He serves as a board member of Oakwood Cemetery and is the finance chair for Christ Church, where he manages monthly finance meetings and backup treasury duties. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and public entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, employing model portfolios and multiple custodians and sub-advisors, including affiliated and third-party providers.

Matthew Keen is a Series 66-licensed financial advisor with Capital Investment Advisory Services, LLC, where he has worked for 10 years. He has 14 years of industry experience and serves on the Board of Directors for KS Bank, Inc., an advisory role focused on overseeing the institution's business performance. 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, primarily managing assets on a discretionary basis.

Wyatt Jenkins is a financial advisor at Capital Investment Advisory Services, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2022. Jenkins has been with Capital Investment Advisory Services and Capital Investment Group, Inc. since 2022. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm offers customized investment solutions primarily managed on a discretionary basis, utilizing a range of strategies including fundamental, technical, and charting analysis.

Elizabeth Broadway is a Series 66-licensed financial advisor with 13 years of industry experience. She currently works at Prosperity - An EisnerAmper Company and holds a partner position at EisnerAmper, where she is involved in tax and accounting. Broadway also engages in fixed insurance and annuity sales as an insurance agent. 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 emphasizes asset allocation and diversification, employs both discretionary and non-discretionary management, and utilizes third-party managers and technology platforms to support planning and reporting.

Nancy Campbell is a financial advisor at Prosperity - An EisnerAmper Company with 16 years of industry experience. She holds a Series 66 designation and has worked with firms including Avantax Investment Services and Hughes Pittman & Gupton, LLP. Outside of her advisory role, she is a member of The Cozy Quilt Company LLC, a custom quilt-making business. 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 employs asset allocation and diversification strategies, uses third-party managers and technology platforms, and manages approximately $5 billion in client assets.

Thomas Campbell is a financial advisor with Merit Financial Advisors in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at PKS Investments, LPL Financial, FFI Alternatives, Triad Advisors, Advisory Services Network, and Financial Analysts, Inc. He is also the owner of Rock Tide Media, LLC, a content creation business, and serves as a trustee for the Kern Foundation, a family charity supporting local organizations. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation through centralized portfolio management and offers both discretionary and non-discretionary services via a network of investment adviser representatives.

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.

Zachary Green is a CFP® with 14 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has previously worked at firms including Purshe Kaplan Sterling Investments, Wealth Enhancement Group, and Morgan Stanley. In addition to his advisory work, he serves as an adjunct faculty member teaching online courses for Liberty University. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation strategy managed through both internal teams and third-party sub-advisers, offering customizable portfolios and a range of account options.