Robert Falconer is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, holding a Series 66 designation with five years of industry experience. His prior work includes roles at LPL Financial, MML Investors Services, Mass Mutual Life Insurance, and involvement with golf-related companies such as Titleist Golf Company and Eastward Ho Golf Club. 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 employs a mix of fundamental and technical analysis within a systematic, quantitative framework and offers both discretionary and non-discretionary management.

Bryan Dearolf is a CFP® and ChFC® with three years of industry experience, currently affiliated with Mariner Independent in Raleigh, NC. Prior to joining Mariner Platform Solutions, he worked at Abundant Life Financial and CWM, LLC. He served in various capacities with the U.S. Navy from 2011 to 2023. Outside of financial advising, he teaches personal finance at Cary Christina School. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of financial planning and investment management services supported by in-house and third-party resources, with access to alternative investments and affiliated business solutions.

Trevor Nace is a financial advisor at SageSpring Wealth Partners in Raleigh, NC, holding a Series 65 designation. Although new to the financial advisory industry, he has prior experience with firms such as Collector's Edge Minerals, Science Trends LLC, Forbes Media LLC, and Shell Exploration & Production Company. He has been involved with Science Trends LLC since 2019. SageSpring Wealth Partners manages approximately $8.5 billion for over 11,500 clients, serving a wide range of individual and institutional clients. The firm offers customized portfolios using fundamental and technical analysis, and provides discretionary investment management, financial planning, retirement plan consulting, and third-party manager oversight.

Phillip Neuhart is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with First Citizens Asset Management since 2017 and also maintains roles with First Citizens Bank and First Citizens Investor Services. In addition to his advisory duties, he serves as a Portfolio Strategist for Institutional Business within his firm. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, charitable organizations, and municipalities. The firm offers global multi-asset class model portfolios through various implementation frameworks, combining fundamental, quantitative, and technical analysis with strategic asset allocation and ongoing risk management.

Evan Lockwood is a financial advisor at Arkadios Wealth Advisors in Raleigh, NC, holding a Series 66 designation with four years of industry experience. Before joining Arkadios in 2022, he served in the Army National Guard for 11 years and worked with the Baltimore City Police Department for four years. He is also involved in tax planning and preparation through his roles as Head of the Tax Division at Proximity Financial Partners and Proximity Tax Strategies, where he provides services to both internal and external clients. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, and retirement plans with customized investment plans based on client risk profiles. The firm employs a combination of fundamental, technical, and cyclical analysis, offering various portfolio management options including internally managed accounts and third-party solutions.

Adam Buchanan is a financial advisor with Prosperity - An EisnerAmper Company in Raleigh, NC, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Avantax Advisory Services, HPG Wealthcare Advisors, and 1st Global Advisors. He is a partner at EisnerAmper, focusing on tax and accounting. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, using both discretionary and non-discretionary management strategies supported by third-party independent managers and technology platforms.

Ahmad Quqa is a financial advisor at RFG Advisory, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and FA Invest. Based in Cary, NC, Quqa is also the founder and owner of Crescent Private Wealth. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing a range of model strategies and third-party platforms.

Charles Mc Callum III is a CFP® with 28 years of industry experience. He is currently affiliated with First Citizens Asset Management, Inc. and First Citizens Delaware Trust Company. His prior roles include positions at BB&T Securities, Truist Investment Services, and SunTrust Investment Services. He serves on the board of SVB Wealth and First Citizens Asset Management, attending quarterly meetings and supporting business activities. First Citizens Asset Management, Inc. provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipal clients. The firm constructs global multi-asset class portfolios using a combination of fundamental, quantitative, and technical analysis, with continuous model monitoring and formal quarterly board reviews.

Robert Oakes is a financial advisor with Prosperity - An EisnerAmper Company in Raleigh, NC, holding CFP® and PFS™ designations and bringing 10 years of industry experience. His prior roles include positions at Dai Securities LLC, Avantax Investment Services, and Dunn, Dunn & Oakes, CPAs PLLC. He serves on the boards of Johnston Health UNC Hospital and UNC Rex Healthcare. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in client assets and incorporates asset allocation, diversification, and third-party managers in its investment approach.

Timothy Naylor is a financial advisor at Prosperity - An EisnerAmper Company with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Advisory Services and 1ST Global Capital Corp. Outside of advisory work, he is a partner at EisnerAmper, focusing on tax and accounting services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, using both discretionary and non-discretionary management with third-party independent managers and model portfolios.

Brent Ciliano is a financial advisor with First Citizens Asset Management, Inc. He holds the CFA® designation and Series 66 license and has 26 years of industry experience. His career includes roles at Merrill Lynch Investment Managers LP and Congress Capital Partners, LLP, and he currently serves on the board of directors at First Citizens Asset Management. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and public entities. The firm constructs global multi-asset class model portfolios using fundamental, quantitative, and technical analysis, with investment management generally offered on a discretionary basis.

Jonathan Denton is a financial advisor at Strategic Blueprint, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Cornerstone Wealth Management and The Strategic Financial Alliance, Inc. since 2014. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm delivers customized, goal-based strategies through asset allocation, portfolio design, and manager selection, offering both discretionary and non-discretionary management along with financial planning and educational programs.

Jason Shutts is a financial advisor with The Strategic Financial Alliance, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining The Strategic Financial Alliance, he worked at Bowers Private Wealth Management. Outside of advising, he is involved in providing tax preparation and filing services for family and a small group of friends and supports remote tax and tech assistance for TurboTax users through a business process outsourcing role. The Strategic Financial Alliance serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients. The firm offers portfolio management, third-party manager selection, financial planning, and consulting, implementing customized strategies through various programs and co-advisory relationships.

Benjamin Ingram is a financial advisor at First Citizens Asset Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial and Cuna Mutual Group. 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 constructs global, multi‑asset model portfolios using a combination of quantitative and qualitative criteria.

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.

Evan Kramlich is a financial advisor at Redhawk Wealth Advisors, Inc. with 15 years of industry experience. He holds a Series 66 designation and previously worked at Axa Advisors, LLC before joining Redhawk in 2017. In addition to his advisory role, he is licensed as an insurance agent with various carriers. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment management approach includes strategic and tactical asset allocation across multiple asset classes, with oversight by a weekly investment committee.

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.

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.

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.