Hannah Dysinger is a CFP® professional at Curi Capital, LLC with three years of industry experience. Her prior roles include positions at Park Ridge Asset Management and service with the North Carolina National Guard Association. She has also worked in education and retail sectors. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices, employing a long-term, fundamental investment approach that integrates proprietary strategies, third-party managers, and a range of portfolio solutions.

Zachary Green is a CFP® professional with 14 years of experience in the financial services industry. He currently works at Merit Financial Advisors and has held roles at Purshe Kaplan Sterling Investments, Wealth Enhancement Group, Morgan Stanley, and E*TRADE. In addition to his advisory work, he serves as an adjunct faculty member teaching online courses at Liberty University. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors and manages approximately $23.9 billion in client assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio options.

Harold Cooley is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 credentials and over 42 years of industry experience. His career includes roles at Integrity Alliance, Lion Street Financial, Navitas Wealth Advisors, and FSC Securities Corporation. Outside of advisory work, he owns and supervises rental properties and a solar farm in North Carolina. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting, employing a top-down investment process focused on reducing volatility through diversified portfolios primarily composed of mutual funds and ETFs.

Azaz Mehmood is a financial advisor at RFG Advisory, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and The Clinical Exchange. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and offers access to alternative investments and proprietary model strategies.

William Parsons is a financial advisor at Capital Investment Advisory Services, LLC in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Capital Investment Advisory Services, he worked at Raymond James & Associates Inc. and has experience with Liberty University and Rhino Sports and Entertainment Services. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers customized portfolios using a variety of investment strategies and manages the vast majority of assets on a discretionary basis.

John Parrott is a financial advisor with Capital Investment Advisory Services, LLC in Lexington, NC. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has 40 years of industry experience. He has been with Capital Investment Group, Inc. since 2003. Outside of advisory services, Parrott is CFO and co-owner of Piedmont Insurance & Benefit, Inc., a company he started in 1981. 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, with ongoing monitoring and quarterly reviews.

S Davis is a financial advisor at Capital Investment Advisory Services, LLC with 33 years of industry experience. Their career includes roles at Capital Investment Group, Inc, Concourse Financial Group Securities Inc, and Lincoln Financial Securities. Davis is also a partner in Davis & Davis Financial Partners and serves as treasurer for an annual fundraiser hosted by the Rotary Club of Statesville Fourth Creet. 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, utilizing a combination of analytical methods and ongoing portfolio reviews.

John Livingston is a financial advisor with Prosperity - An EisnerAmper Company in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Dai Securities, Avantax Advisory Services, and 1ST Global Advisors. Outside of advisory work, he serves as an advisory board member for North State Bank and manages CCP Processing, LLC, a credit card processing marketing business. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities with services including financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, utilizing third-party independent managers and technology platforms to support client account management.

Frank Shields is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Capital Investment Brokerage, Inc. since 1997. 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 regular portfolio reviews.

Daniel Shive is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Capital Investment Advisory Services and its related entity, Capital Investment Companies, since 2010. Outside of his advisory role, Shive serves as a board member for the Yonahlossee Racquet Club in Boone, NC, and holds executive and agent roles in insurance-related businesses. 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, referrals to third-party managers, private-label model portfolios, and financial planning, using a mix of analytical methods and ongoing portfolio monitoring.

As a former Deputy U.S. Marshal and with a Master's degree in Financial Planning, Charlie brings decades of specialized financial experience to the private sector. His Federal Law Enforcement background gives him distinctive insight into the financial challenges and opportunities facing Federal Employees and specifically, Federal Agents. Based in Raleigh, North Carolina, Charlie is the Lead Financial Planner of Charles Michael Financial, a Fee-Only Financial Planning firm serving Federal Agent families nationwide. Charlie also founded and runs the MoneyArmor™ Membership at Charles Michael Financial, which focuses on financial coaching and educational resources designed specifically for Federal Agents & Heroes. As a Certified Financial Planner, Charlie follows the CFP Board’s Code of Ethics and Standards of Conduct. The complex knowledge required to obtain and maintain this professional designation helps Charlie develop extensive financial plans that hardworking people deserve. When he's not helping clients navigate their financial futures, Charlie embraces the "Work Optional" lifestyle by specializing in outdoor family adventures and enjoying great food and friends around the fire pit. He’s often found perfecting his ping-pong skills (where he claims an undefeated status), writing, and sharing amateur dog training tips with anyone willing to listen.

Elizabeth Donner is a financial advisor at Simplicity Wealth with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Cetera Advisor Networks LLC, Cetera, and Diversified Retirement and Wealth. Outside of her advisory role, she is a licensed independent insurance agent providing life, health, disability, annuities, and long-term care insurance products. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, institutional investors, and other financial firms. The firm offers advisory services spanning financial planning, portfolio management, and managed account platforms, utilizing a fund-of-funds approach with ETFs, mutual funds, and individual securities, as well as multiple model portfolios and third-party managers.

Ralph Aiello is a financial advisor with Founders Financial Alliance, LLC, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Founders Financial Alliance since 2017 and previously held roles at WealthPLAN Partners and LPL Financial LLC. Founders Financial Alliance provides discretionary investment management, financial planning, retirement plan consulting, and related advisory services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process using ETFs, third-party managers, and ongoing portfolio monitoring, and offers a family-office style program under a flat fee arrangement.

Hallie Burris is a Series 65-licensed financial advisor with Capital Investment Advisory Services, LLC in Greensboro, NC. She has experience working at EY and Clemson University prior to joining her current firm. Outside of advisory work, she operates a seasonal CPA practice focused on tax return preparation. 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 management through discretionary mandates, third-party managers, and private-label model portfolios, employing a range of analytical methods and conducting at least quarterly portfolio reviews.

Michael Brennan Jr. is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior work includes roles at BANK of AMERICA, N.A., Merrill, Highland Capital Funds Distributor, Inc., and Bluerock Capital Markets LLC. He is also co-manager of Bass Brennan Advisory, LLC, an entity involved in facilitating the purchase of Rising Tide, Inc. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers customized investment programs with a range of strategies across equities, fixed income, ETFs, and other asset classes, managing most assets on a discretionary basis.

Don Rudolph is a financial advisor with Founders Financial Alliance, LLC, holding Series 63, Series 65, and Series 66 licenses and 29 years of industry experience. He has been with Founders Financial Alliance and LPL Financial LLC since 2016. Founders Financial Alliance provides discretionary investment management, financial planning, retirement plan consulting, and related advisory services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process using ETFs, third-party managers, and regular portfolio monitoring, and offers a family-office style program called FlatFeeCIO that combines management, planning, and tax analysis under a flat fee.

Carter Ellis is a CFP® and holds a Series 65 license with 11 years of industry experience. He has worked at Guardian Wealth Advisors, LLC since 2022 and previously spent eight years at Kuhn Advisors, Inc. Outside of his financial advisory work, he is a co-founder and partner of Valley Peak Tax & Accounting, providing tax preparation and business consulting services. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by offering investment advisory, financial planning, and retirement plan consulting services. The firm employs a systematic, quantitative approach using ETFs, mutual funds, and third-party managers, and is notable for disclosing hypothetical performance materials in its client communications.

William Bowers is a CFP®-designated financial advisor with The Strategic Financial Alliance, Inc. in Raleigh, NC, where he has worked since 2010. He has 24 years of industry experience. Outside of his advisory role, he is also an agent for fixed insurance products and owns Bowers Advisory Inc, a financial planning business. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and access to third-party managers. The firm operates multiple portfolio programs and supports both discretionary and non-discretionary management approaches.

Cynthia White is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 65 designations and bringing 20 years of industry experience. She has worked with various entities affiliated with First Citizens since 2019, as well as previous experience with BB&T from 2008 to 2019. Cynthia serves on the Halifax Community College Foundation Board and its Finance Board committee. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and public institutions. The firm offers multi-asset class portfolios implemented through funds, ETFs, and income-oriented strategies, combining fundamental, quantitative, and technical analysis, and emphasizes discretionary management with strategic asset allocation and manager research.

William Blackwood is a financial advisor at First Citizens Asset Management, Inc. in Raleigh, NC, with 18 years of industry experience. He has been with First Citizens Bank and its affiliated entities since 1989, holding roles at First Citizens Investor Services since 2013 and First Citizens Asset Management since 2017. 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 through a multi-team platform of 33 advisors, offering global multi-asset model portfolios with dynamic asset allocation and discretionary management.