Ronald Jackson is a financial advisor with Principal Advised Services in Raleigh, NC, holding Series 63 and Series 66 credentials. He has one year of industry experience, including roles at Principal Life Insurance Company, Principal Financial Services, Principal Bank, and prior experience with Fidelity Investments. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm uses a blend of third-party methodologies and proprietary models, leverages its affiliation with Principal Financial Group, and maintains governance and supervision frameworks to manage conflicts of interest.

Thomas Corenevsky is a financial advisor at Wealthcare Advisory Partners LLC with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Wealthcare Advisory Partners in 2021, he worked at LPL Financial for 18 years. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based, client-centered planning process with an evidence-based investment framework that includes proprietary quantitative measures and access to alternative and private placement investments.

Ron Linton is a CFP® and holds a Series 66 designation with 23 years of industry experience. He is currently with Level Four Advisory Services, where he has worked since 2025. Prior to this, he spent 12 years at The Fidelity Bank and LPL Financial. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of platform and sub-advisor arrangements.

Lucas Roberson is a financial advisor at Balentine in Raleigh, NC, holding a Series 65 designation with three years of industry experience. His prior roles include positions at CapFinancial Partners, Fisher Investments, and Whitener Capital Management. Before entering the financial sector, he worked in event production and sports network roles. 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 based on a Capital Markets Forecast and asset allocation framework that combines active and passive strategies, including managing private funds and pooled investment vehicles.

Donald Parrott is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Capital Investment Group, Inc. since 1996. Outside of his advisory role, he serves on the committee for the Presbyterian Endowment Trust at First Presbyterian Church in Gastonia and is an advisory board member for Gaston Skills, Inc., a nonprofit supporting employment for mentally and physically challenged individuals. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers personalized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a mix of analytical methods and ongoing monitoring.

Mark Mc Cormick is a financial advisor with Founders Financial Alliance, LLC, holding a Series 66 designation and 11 years of industry experience. He has been with Founders Financial Alliance since 2018 and previously worked at NTT Data in 2016-2017. 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 individual goals, combining asset allocation, rebalancing, and a mix of strategies, while also supporting advisors with administrative and compliance resources.

Martha Thorne is a financial advisor at Capital Investment Advisory Services, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Capital Investment Group, Inc. and Mainstreet Collection prior to her current role. 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, utilizing a range of analytical methods and conducting at least quarterly portfolio reviews.

John Maddison is a financial advisor at Balentine with CFP®, CFA®, and Series 66 designations and two years of industry experience. He has been with Balentine, LLC since 2014. 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 uses a seven-year Capital Markets Forecast and a Building Blocks framework for asset allocation, combining active and passive strategies and third‑party sub‑advisers.

Alejandro Segovia is a financial advisor with Mission Wealth Management, LP in Raleigh, NC, holding a Series 65 designation and five years of industry experience. He has previously worked at Beacon Pointe Advisors and ADP, and spent four years at the University of Arizona. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, managing a diverse range of portfolios with both discretionary and client-directed options.

Russell Smith is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC since 2022. His prior experience includes roles at Aptus Capital Advisors, LLC and Gordon Smith Pension Advisors, LLC. In addition to his advisory work, he is involved in insurance sales and service, focusing on long-term care and fixed annuity products. 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 to manage portfolios.

Joshua Thomas is a financial advisor with SVB Wealth who holds Series 63 and Series 66 designations and has 32 years of industry experience. He has worked at several firms including First Citizens Investor Services, Silicon Valley Bank, Wells Fargo Clearing, and Fidelity. At SVB Wealth, he serves as Director of Affluent Wealth Advisors, supervising registered individuals who provide wealth management advice. SVB Wealth LLC offers wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm utilizes a due diligence process to select and monitor third-party managers and operates as a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company, integrating bank, trust, broker-dealer, and asset management services.

Daniel Martin is a financial advisor with Advisory Services Network, holding Series 65 and Series 63 licenses. He has over 12 years of industry experience, including a 12-year tenure at Abrams Bison Investments before joining Advisory Services Network. Advisory Services Network serves individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing strategies tailored to client objectives and utilizing a broad range of investment products.

Paul Howland is a financial advisor at Gradient Investments, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Civitas Financial LLC, ESI Financial Advisors, Equity Services, Inc., Cornerstone Advisory Group LLC, Aristotle Spirits, and Pearl Therapeutics. Gradient Investments provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios, managing assets on a strictly fee-only basis.

Heather Dean is a financial advisor with Prosperity - An EisnerAmper Company in Raleigh, NC, holding a Series 66 designation and bringing 16 years of industry experience. She has previously worked at Avantax Investment Services and 1ST Global Advisors. Dean is also a partner at EisnerAmper, where she is involved in tax and accounting services. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and consulting services. The firm manages approximately $5 billion in assets with a multi-team approach that emphasizes asset allocation and diversification, utilizing third-party managers and technology platforms to support client services.

Olivia Van Amsterdam is a financial advisor at SVB Wealth with four years of industry experience and holds a Series 65 credential. Her background includes roles at UKG, Kronos Incorporated, Northeastern University, Babson College, and a brief tenure at An Unlikely Story. Olivia is based in Raleigh, NC. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a combination of fundamental, quantitative, and technical analysis to oversee investment allocations and manager adherence, supported by an Investment Committee.

Jason Steele is a financial advisor at Prospera Financial Services, Inc. with 30 years of industry experience. He has previously worked at Raymond James Financial and Morgan Keegan & Company, LLC. Outside of advising, he owns Bull and Bear Brew, a coffee distribution business, and is involved in wealth management services specifically for athletes through Echelon Sport And Wealth Management. 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 other entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Richard Keeter III is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with Capital Investment Group, Inc. since 1997 and has been self-employed since 1994. Outside of advisory services, he is also an insurance agent with Keeter Financial Corporation. 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, utilizing a variety of analytical methods and conducting ongoing portfolio reviews.

Timothy Hucks is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has worked at Rising Tide, Inc. and Capital Investment Group, Inc. for more than two decades each. Outside of his advisory work, he serves as treasurer for the Kiwanis Club of Hillsborough. 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, third-party manager referrals, private-label model portfolios, and financial planning, using a variety of analytical methods and ongoing portfolio monitoring.

Andrew Pannell is a financial advisor at Capital Investment Advisory Services, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Wells Fargo Bank, State Employees' Credit Union, and Capital Investment Group, among others. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, and various types of plans and institutions. The firm offers tailored investment programs using fundamental, technical, and charting analysis, managing most assets on a discretionary basis through a network of over 100 independent investment adviser representatives.

Jennifer Pcholinsky is a CFP® professional with five years at Balentine and a total of nine years in the financial services industry. Prior to joining Balentine in 2021, she worked four years at Truist Wealth. Jennifer is based in Raleigh, NC. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients, providing wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a model-driven investment approach that incorporates a seven-year Capital Markets Forecast and asset allocation by risk type, combining active and passive strategies and third-party sub-advisers.