Claire Jandrain is a financial advisor at Triangle Wealth Management in Raleigh, NC, holding a Series 65 designation. She joined the firm in 2024 after six years at AIM Advisors and has a background that includes four years at North Carolina State University. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations, offering portfolio management and comprehensive financial planning services. The firm employs a consultative, educational process supported by advanced analytical tools and grounds its investment recommendations primarily in fundamental securities analysis.

Katie Strother is a financial advisor with Curi Capital, LLC in Raleigh, NC, holding CFP® and Series 65 credentials and bringing 11 years of industry experience. Her prior experience includes roles at Park Ridge Asset Management and Curi RMB Capital LLC. Outside of her advisory work, she is involved in her community as a nursery room leader at Peace Church and serves as a varsity girls soccer coach at Wilson Christian Academy. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets and serving individuals, retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach using proprietary and third-party strategies across equity and fixed income, and offers a range of services including wealth management and specialized offerings for medical professionals.

Amber Roemmich is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. She has worked since 2012 with State Employees' Credit Union in a regional leadership role overseeing financial services, alongside roles at SECU Life Insurance Company, SECU Brokerage Services, and Members Trust Company. Credit Union Investment Services primarily serves individual investors residing in North Carolina, providing non-discretionary portfolio management, asset allocation advice, and financial planning. The firm operates within a credit-union ecosystem and emphasizes a long-term, goals-based investment approach using low-cost index mutual funds and ETFs.

Jeremy Smith is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked concurrently with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2011. Smith conducts trust-related business with Members Trust Company in addition to his advisory role. Credit Union Investment Services primarily serves North Carolina resident individual investors, offering non-discretionary portfolio management, asset allocation advice, and retirement planning with an emphasis on long-term goals. The firm focuses on low-cost index mutual funds and ETFs and operates within the State Employees’ Credit Union ecosystem, integrating affiliated services to support clients.

Christina Scagnelli is a financial advisor with Credit Union Investment Services and holds a Series 66 designation. She has two years of industry experience and has been associated with State Employees’ Credit Union since 2012, where she serves as a Financial Services Officer. Christina is also an agent with SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors residing 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 funds and ETFs, operating within a credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

Peter Adams is a CFP® with 25 years of experience in the financial services industry. He currently works at Prosperity - An EisnerAmper Company and has held roles at firms including Avantax Advisory Services and HPG Wealthcare Advisors. He is also licensed as an insurance agent, involved in fixed insurance and annuity sales. Prosperity - An EisnerAmper Company serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets and uses a multi-team approach emphasizing asset allocation, diversification, and third-party management solutions.

Richard Fields is a Series 66-registered financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, bringing four years of industry experience. He has also been involved with Integrated Advisory Services LLC since 2020, where he holds a principal role alongside his advisory duties. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm customizes portfolios based on client objectives, time horizons, and risk tolerance, managing the majority of assets on a discretionary basis.

Sherwood Barbour Jr. is a financial advisor at Altitude Capital Management LLC with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with firms including Amerity Wealth Management and Gradient Investments. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers managed account programs tailored to client objectives and risk tolerance, utilizing a variety of investment approaches across a multi-team structure.

Benjamin Harrison is affiliated with Gradient Advisors, LLC and holds the Series 65 designation. He has 25 years of experience through his work at Harrison Financial Services, Inc. and has been with Gradient Advisors since 2026. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third‑party money managers, offering a largely non‑discretionary model with a focus on documented client objectives and risk tolerance.

Edward Watkins is a financial advisor with IFG Advisory, LLC in Raleigh, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including long tenures at Minnesota Life, Delta Financial Inc., and his own firm, Edward Watkins & Associates, Inc. Watkins has also worked at Securities America Advisors and LPL Financial. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, employing a diversified investment approach that includes portfolio management, third-party model portfolios, and management of held-away assets. The firm also offers specialized services such as real-estate-related planning and retirement plan consulting.

Laurice Rhem is a financial advisor with First Citizens Asset Management, Inc., holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. Prior to joining First Citizens, Rhem spent 13 years at LPL Financial Services. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, municipalities, and institutions. The firm emphasizes strategic asset allocation and manager research through global multi-asset class model portfolios implemented with funds, ETFs, and income-oriented strategies.

Michael Tove is a financial advisor with Corecap Advisors in Cary, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been the president and owner of Affordable Insurance Network, Inc. since 1998 and is involved in film production through Emerald Oak Productions, LLC. Corecap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, individual equities, and bonds.

Jennifer Bradley is a financial advisor with Arkadios Wealth Advisors in Raleigh, NC, holding a Series 65 credential and one year of industry experience. She is also the owner and founder of Bradley Law Firm, PLLC dba Triangle Smart Divorce, where she oversees legal operations and serves as CFO. Additionally, Jennifer manages a solar power company, Stitch Power, LLC. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with investment and wealth management services, offering customized investment plans supported by an internal portfolio team and access to third-party money managers. The firm’s integrated operating model includes advisor-managed accounts, a bundled wrap program, and fiduciary services for retirement plans.

Malcolm Trevillian is a CFA® charterholder with 19 years of industry experience, currently serving at Verity Asset Management since 2011. He is based in Durham, NC. Outside of his advisory role, he volunteers on the finance committee of The Chamber Orchestra of the Triangle, a music and education nonprofit. Verity Asset Management is an SEC-registered adviser providing discretionary portfolio management, model portfolios, retirement-plan advisory, and financial planning to individual, corporate, institutional, and other adviser clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party strategies while operating under fiduciary and ERISA standards.

Philip Ferrara III is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors in Durham, NC. His career includes roles at Northwestern Mutual Wealth Management Company, G Thomas Morris, and Larson Financial Group. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed portfolios supported by an internal Investment Management team.

Christian Keedy is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Guardian Wealth Advisors, LLC since 2022. His prior roles include positions at Aptus Capital Advisors, LLC and Gordon Asset Management. Outside of his advisory work, he is president of CDK Capital Corp. 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.

Heather Lawton is a financial advisor at Credit Union Investment Services with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Members Trust Company and various entities affiliated with State Employees' Credit Union, including serving as a Financial Advisory Services District Manager. Lawton also acts as an agent for 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 and financial planning. The firm operates within a credit union ecosystem and emphasizes a goals-based, long-term investment approach using low-cost mutual funds and ETFs.

John Hawkins is a financial advisor at United Brokerage Services, Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at FTB Advisors, PNC Bank, and Edward Jones. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers a range of managed account programs emphasizing strategic and tactical asset allocation, use of mutual funds and ETFs, and incorporates tax-aware strategies when appropriate.

Ricky Whitley is a CFP® with 15 years of industry experience, currently serving at First Citizens Asset Management, Inc. since 2026. He has been affiliated with First Citizens Bank and First Citizens Investor Services since 2011. Whitley also teaches financial planning concepts at the Trust Advisors Institute through Campbell University. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, municipalities, and institutions. The firm emphasizes strategic asset allocation and multi-asset class portfolio construction using a combination of fundamental, quantitative, and technical analysis.

Josh Newman is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Wells Fargo Bank for 16 years before joining First Citizens. Outside of his advisory role, he manages a long-term rental condominium property. First Citizens Asset Management, Inc. provides model-based sub-advisory services and direct investment advisory to individuals, trusts, municipalities, and institutions, offering global multi-asset class model portfolios that emphasize strategic asset allocation, manager research, and risk control.