Thomas Formhals is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. He holds the Series 66 designation and has been with Belpointe since 2016. Outside of his work at Belpointe, he owns The Patriot Financial Group, LLC, and Furquay Financial Planning, both investment-related businesses. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management and financial planning through customized portfolios, utilizing a range of strategies from passive to tactical, and supports its advisory practice with affiliated businesses and product sponsorships.

Roy Thrower, Jr. is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 credential and 18 years of industry experience. He has worked at Virtue since 2017 and previously spent five years with Brookstone Capital Management LLC. In addition to his advisory role, he is president of Thrower Financial Concepts, Inc., which provides insurance sales including fixed annuities and life insurance. Virtue Capital Management, LLC is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a mix of tactical, strategic, and quantitative investment strategies, offering portfolio management, financial planning, third-party manager due diligence, and client education.

Brenan Volpe is a CFP® with 10 years of industry experience, currently affiliated with Good Life Advisors, LLC. He has previously worked at LPL Financial, Raymond James Financial Services, and Sterling Fox Financial among other firms. Volpe has also owned Citadel Financial LLC and provides investment advisory services through Good Life Advisors. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, with an investment approach that tailors portfolios to client objectives using a combination of fundamental, technical, and cyclical analysis.

Irena Davydova Forquer is a financial advisor at Navy Federal Investment Services, LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones and Coastal Federal Credit Union. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and provides a range of overlay services and a Private Wealth Consulting program for high-net-worth clients.

Jeroen Stone is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with affiliated firms including SECU Life Insurance Company, SECU Brokerage Services, Members Trust Company, and State Employees' Credit Union. Outside of his advisory roles, Stone serves as assistant treasurer and budget director at Memorial Baptist Church. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm’s advisors are salaried employees of the parent credit union and emphasize a goals-based, long-term planning approach.

Joshua Barwick is a CFP® with 13 years of industry experience, currently serving at Credit Union Investment Services. He has held roles at Members Trust Company, Secu Life Insurance Company, and State Employees' Credit Union, where he is Regional Vice President. His outside activities include acting as a trust representative and life insurance agent affiliated with related financial services entities. Credit Union Investment Services serves primarily North Carolina residents, focusing on individual investors and some trust clients. The firm offers non-discretionary portfolio management and financial planning, emphasizing low-cost, index-based mutual funds and ETFs within a goals-based, long-term planning framework.

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.

Robert Brennan Jr. is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked concurrently at several related firms, including Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union, where he serves as a Financial Advisory Services District Manager. His responsibilities include supervising financial services offerings to credit union members and providing opportunities for their economic and social improvement. 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, along with fixed-income products, and its advisors are salaried employees of the parent credit union.

Hannon Herring is a Series 66-registered financial advisor with Credit Union Investment Services, based in Garner, NC, and has two years of industry experience. His prior work includes roles at Members Trust Company, SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union. He is also an agent with SECU Life Insurance Company and serves as a Financial Advisory Services Specialist at State Employees' Credit Union. Credit Union Investment Services serves primarily individual investors and some trust clients in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm recommends mostly low-cost, index-based mutual funds and ETFs along with fixed-income products, emphasizing a goals-based, long-term planning approach.

Benjamin Van Troost is a financial advisor at Good Life Advisors, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Prudential Insurance Company of America, Consolidated Planning, and Citadel Financial Planning. Outside of finance, Van Troost has experience in the craft beverage industry with Tapline Craft Beer & Wine and Oaklyn Springs Brewery. Good Life Advisors is a multi-team registered investment adviser managing approximately $4.35 billion in assets for individuals, business entities, trusts, estates, and charitable organizations. The firm offers tailored portfolio management, comprehensive financial planning, retirement consulting, and access to third-party managers, utilizing a combination of direct management, model portfolios, and technology-driven solutions.

Mary Crawley is a CFP®, ChFC®, and Series 65-licensed advisor with three years of industry experience. She is currently with Plancorp, LLC and has prior experience at Magellan Federal, Family Legacy Financial Solutions, Zeiders Enterprises, and The Bowen Consulting Group. Outside of her advisory work, she provides personal financial counseling at on-demand weekend events supporting the military community. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering a range of services including wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, with discretionary and non-discretionary management, third-party adviser due diligence, and tax-aware strategies integrated into ongoing portfolio reviews.

Cole Nolte is a financial advisor at Founders Financial Alliance, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors and LPL Financial LLC. Nolte operates a separate business under the name Legacy Wealth Strategies. Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment approach using ETFs, third-party managers, and regular portfolio monitoring, and offers a FlatFeeCIO family-office style program that combines multiple advisory services under a flat fee.

Diane Staples is a financial advisor at Navy Federal Investment Services, LLC with 23 years of industry experience. She holds a Series 66 designation and has worked previously at firms including Arkadios Wealth Advisors, Proximity Financial Partners, and Triad Advisors. Since 2020, she has been with Navy Federal Investment Services and Navy Federal Financial Group. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and provides overlay services, with a notable affiliation to a large credit-union banking group and a mix of advisory and brokerage business lines.

Ashley Crane is a financial advisor at Savvy with 16 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Savvy in 2026, she spent over a decade at First Command in various advisory and planning roles. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach, supplemented by active equity portfolios and tax-aware direct indexing, and integrates third-party sub-advisers and fintech tools.

Kunal Patel is a financial advisor at Merit Financial Advisors with three years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and Fidelity Investments. Outside of advising, Patel has experience in insurance services and real estate rental. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies, supported by a central investment team and oversight committee.

Gerrit Van Schalkwyk is a financial advisor at Credit Union Investment Services with four years of industry experience. He holds Series 65 and Series 63 credentials and has worked at multiple firms including Members Trust Company and Complete Financial Solutions. He also serves as a financial advisory services specialist at State Employees’ Credit Union and as an agent with SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm emphasizes a long-term, goals-based approach using low-cost index mutual funds and ETFs within a credit-union ecosystem.

Nikolas Gernhard is a financial advisor at Kestra Private Wealth Services, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before joining Kestra in 2023. Outside of his advisory role, he co-owns a rental property with his wife and is involved with Destination Wealth Advisors, assisting clients with financial planning. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and specialized services within a platform that supports discretionary and non-discretionary arrangements.

Tory Klinedinst is a financial advisor at Great Valley Advisor Group, LLC with 19 years of industry experience. Klinedinst holds Series 66 and Series 63 designations and has worked with Gaines Financial Group, Inc. dba Balanced Investment Strategies and LPL Financial since 2014. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Rachel Liquori is a financial advisor with Truist Advisory Services, holding Series 66 and Series 63 licenses and four years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2023 and previously gained experience at City National Bank, First Citizens Investor Services, and BB&T/Truist. Outside of her advisory role, she co-owns a consulting business that assists military veterans with disability claims, though she is not involved in its operations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and inter-affiliate integration through Truist’s affiliated broker-dealer and bank.

Peter Richon is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management since 2016. Outside of his advisory role, he produces a radio show and operates Richon Insurance Agency. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers a range of investment strategies including dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies, and serves as a sub-advisor to other advisory programs.