Richard Mc Elroy is a financial advisor at Kingswood Wealth Advisors, LLC with 28 years of industry experience. He holds a Series 66 designation and previously worked at Glenwood Financial Partners LLC, Eudaimonia Partners, LLC, and Great Lakes and Atlantic Wealth Management. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, operating an open-architecture platform and integrating insurance-linked account management alongside third-party managers and sub-advisors.

Marvin Musselwhite is a financial advisor at Capital Investment Advisory Services, LLC with five years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Advisory Services and Capital Investment Group since 2020. Prior to his advisory career, he held roles at McConnell Golf, DICK's Sporting Goods, and North Carolina State University. 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, employing a variety of analytical methods and ongoing portfolio reviews.

Andrew Johnson is a financial advisor with Credit Union Investment Services in Raleigh, NC. He holds the CFP® and ChFC® designations and has 19 years of industry experience. His prior experience includes roles at Northwestern Mutual and State Employees' Credit Union. Outside of his advisory work, he is 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 and financial planning with a focus on mutual funds, ETFs, and fixed income products. The firm operates within a credit-union ecosystem and emphasizes a goals-based, long-term investment approach using low-cost index funds.

Charles Dickinson Jr. is a CFP® with four years of industry experience, currently serving as an Institutional Consultant at First Citizens Asset Management, Inc. in Raleigh, NC. His background includes roles at First Citizens Bank and Campbell University. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, institutions, and municipalities, employing a multi-asset class approach with discretionary management focused on strategic asset allocation and risk control.

Chandler Huggins is a financial advisor at Prospera Financial Services, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at White Oaks Wealth Partners and Captrust Financial Advisors. Outside of finance, he is involved with CH Wellness LLC and Counseling Choices LLC. Prospera Financial Services, Inc. serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion across about 207 advisors. The firm offers investment advisory and financial planning through various platforms and employs a multifaceted portfolio construction and management approach.

Michael Pearl is a CFP® with 28 years of industry experience, currently serving as an advisor at Capital Investment Advisory Services, LLC since 2013. He has been involved with Capital Investment Group, Inc. since 2001 and operates an accounting practice under the name Michael F. Pearl, CPA, a business he has maintained since 1988. 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, using a mix of analytical methods and ongoing monitoring.

Krista Loew is a Series 66-licensed financial advisor with Credit Union Investment Services in Raleigh, NC, bringing 16 years of industry experience. She holds roles at several affiliated entities, including SECU Life Insurance Company and Members Trust Company, and serves as Vice President of IRA Services at State Employees' Credit Union. Outside of finance, she assists with accounting duties for a construction and trade business owned by her spouse. Credit Union Investment Services primarily serves individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs with a long-term, goals-based approach, and its advisors are salaried employees of the parent credit union.

Grant Russell is a CFP® with nine years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC. He has previously worked at Millennium Advisory Services, Inc. and has been involved in lacrosse officiating associations since 2015. HUB Investment Partners serves a diverse client base including institutional investors, public entities, and individual clients. The firm employs a blend of active and passive investment strategies across various asset types, offering portfolio management, retirement planning, and specialized advisory services for banks and municipalities.

Paul Lindsay is a financial advisor with CreativeOne Wealth, LLC in Cary, NC, holding Series 63 and 65 licenses and 29 years of industry experience. He has held roles at Triangle Advisors Group since 2007 and Brokers International Financial Services from 2009 to 2018. He is also an independent insurance agent and owner of Triangle Advisors Group, Inc., which conducts insurance and securities sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and RIAs. The firm manages primarily discretionary accounts using proprietary and third-party model portfolios, employing a range of investment strategies including ETFs, mutual funds, options, and select private investments.

Richard Rose III is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Capital Investment Advisory Services and affiliated entities since 2016. In addition to his advisory role, he works as an insurance agent focused on fixed insurance products. Capital Investment Advisory Services 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 risk disclosure.

Brandon Fentress is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors, Inc., Gordon Asset Management, LLC, and Aptus Capital Advisors, LLC. Outside of advisory services, he is also a licensed life insurance agent. Guardian Wealth Advisors provides investment advisory, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm uses a systematic approach combining fundamental and technical analysis and offers portfolio management through mutual funds, ETFs, bonds, options, and equities.

Sandra Ziglar is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She worked for Lincoln Financial Securities Corporation for 14 years prior to joining Sequent Planning in 2023. Outside of her advisory role, she is also a licensed real estate agent and involved in property management and insurance services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits through asset management, financial planning, and retirement-plan services. The firm uses a structured risk framework and a mix of firm-developed models and third-party managers to deliver diversified investment solutions.

Peter Hynes is a financial advisor at OneAscent Financial Services LLC with 25 years of industry experience. He previously worked at Verity Investments, Inc., Verity Asset Management, Inc., and Verity Financial Group from 2009 to 2025. Outside of his advisory role, he serves as a board member for Sentinel Primary Care, owns and manages a handyman services company, and participates on the Mission Advancement Advisory Committee for the Sisters of St. Cecilia Congregation. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of asset management and planning services, utilizing individualized asset allocation, model-based platforms, and overlay managers, along with additional services such as outsourced CIO and CCO support.

Scott Ferguson is a CFP® and ChFC® with 11 years of industry experience. He is currently with Mariner Independent and has previously worked at THRIVENT Financial and CWM, LLC. He is also the owner of Abundant Life Financial, an investment advisory business. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services with integrated institutional resources.

Matthew Raines is a financial advisor at Balentine with six years of industry experience. He previously worked at Capfinancial Securities, LLC and CAPTRUST Financial Advisors from 2011 to 2018 before joining Balentine. Outside of his advisory role, he serves as an investor and board member for SURV Triangle LLC, a home services business based in Raleigh, NC. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and other institutional clients, offering comprehensive wealth management, financial planning, investment management, family office services, sub-advisory relationships, and business advisory support. The firm employs a risk-based investment process using a mix of active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program for institutional mandates.

Sean Mcgill is a financial advisor at Verity Asset Management in Durham, NC, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Verity Financial Group and its affiliates since 2011. Mcgill is also a partner at PlanScope360, LLC, a plan administration business. Verity Asset Management is an SEC-registered investment adviser that offers discretionary portfolio management, model portfolio services, 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 manages a proprietary no-load mutual fund while serving as a sub-advisor and service provider to other advisers.

Bonnie O Quinn is a financial advisor at Level Four Advisory Services with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Red Reef Advisors LLC for seven years. Outside of her advisory role, she serves as chair of the Curham-Orange Estate Planning Council board and is involved in business consulting through Level Four Business Solutions. Level Four Advisory Services is an SEC-registered firm managing approximately $6.5 billion, serving a diverse client base that includes individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and third-party sub-advisors.

Jennifer Mckinnon is a CFP® with 22 years of industry experience, currently serving at Prosperity - An EisnerAmper Company. Her prior experience includes roles at Avantax Advisory Services, Hpg Wealthcare Advisors, and 1 St Global Capital Corp. She also works as a licensed insurance agent with involvement in fixed insurance and annuity sales. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm manages around $5 billion in client assets and employs a multi-team approach emphasizing asset allocation and diversification, utilizing third-party managers and technology platforms for account administration.

Stacey Waddell is a CFP® with 17 years of experience, currently serving at Credit Union Investment Services in Raleigh, NC. She has held positions at SECU Life Insurance Company, where she is President and CEO, Members Trust Company as a Trust Representative, and State Employees' Credit Union since 2002. Credit Union Investment Services serves primarily North Carolina residents, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm operates as a subsidiary of State Employees’ Credit Union and manages over $3.0 billion in advisory assets.

Michael Hakerem is a CFA® charterholder with 20 years of industry experience. He is currently affiliated with Kingswood Wealth Advisors, LLC and has held positions at Glenwood Financial Partners, Eudaimonia Partners, and Great Lakes & Atlantic Wealth Managers and Advisory Partners. Outside of his advisory roles, he is the sole proprietor of Empowered Portfolios, LLC, a firm specializing in research and analytics on fintech providers, financial markets, and related areas. Kingswood Wealth Advisors serves a diverse client base including individual investors, high-net-worth clients, retirement plan sponsors, and institutions. The firm offers customized portfolio management and financial planning through an open-architecture platform that frequently employs third-party managers and integrates insurance-linked account services.