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.

Lauren Medlin is a financial advisor at Credit Union Investment Services with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Secu Life Insurance Company, Members Trust Company, and State Employees' Credit Union. Medlin also serves as a Financial Advisory Services District Manager at State Employees' Credit Union. 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, and its advisors are salaried employees of the parent credit union.

Robert Oakes is a financial advisor with Prosperity - An EisnerAmper Company in Raleigh, NC. He holds the CFP® and PFS™ designations and has nine years of industry experience. His prior roles include positions at Avantax Investment Services and Hughes, Pittman & Gupton, LLP. He serves on the boards of Johnston Health and UNC Rex Healthcare. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, managing approximately $5 billion in client assets through a multi-team approach.

Matthew Horne is a financial advisor with Credit Union Investment Services in Raleigh, NC. He holds Series 63 and Series 65 licenses and has three years of industry experience. He has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2014. 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, fixed-income products, and a goals-based, long-term planning approach, with investment adviser representatives as salaried employees of the parent credit union.

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.

Jalyn Thorpe is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 licenses and bringing three years of industry experience. She has worked in various roles within the credit union and financial services sector, including positions at State Employees' Credit Union, SECU Life Insurance Company, and Members Trust Company. Thorpe also served as a financial advisory services specialist and life insurance agent, providing financial services and life insurance to credit union members. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm focuses on long-term, goals-based advice using low-cost mutual funds and ETFs, and operates within a credit union ecosystem as a subsidiary of State Employees’ Credit Union.

Katherine Eaker is a financial advisor at Capital Analysts with two years of industry experience. She holds a Series 66 designation and has previously worked with Lincoln Investment and Charlotte-Mecklenburg Schools. Outside of her advisory role, she is involved as a sales assistant at FFG Companies, where she is studying for the SIE and Series 7 exams. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through a variety of programs and emphasizes a fiduciary role with automated rebalancing and tax-aware options.

Francis Thomas is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Rising Tide, Inc. and Capital Investment Group, Inc., alongside operating his own insurance agency, F. Michael Thomas & Associates, since 1985. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to a diverse client base including individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs an individualized process and a range of analytical methods to manage portfolios through discretionary mandates, third-party managers, or private-label model portfolios.

David Wahlen is a financial advisor at Merit Financial Advisors in Raleigh, NC, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at CapFinancial Partners LLC (CAPTRUST) and Hatteras Funds. Outside of his advisory role, Wahlen serves as a consultant for several third-party research firms, providing expertise on the competitive landscape and trends within the RIA industry. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee, while allowing advisors to customize portfolios on various platforms.

Joseph Bowman is a financial advisor with Credit Union Investment Services in Cary, NC, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Outside of his financial roles, Bowman manages Bear Branch Farm, a local grocery and woodworking business selling produce and handmade items at farmer's markets. Credit Union Investment Services serves individual investors and trust clients in North Carolina, offering non-discretionary portfolio management and retirement planning with a focus on low-cost, index-based mutual funds and ETFs. The firm emphasizes a goals-based, long-term planning approach and employs salaried advisers who provide recommendations while clients retain final decision-making authority.

Darlene Scoggins is a financial advisor with Credit Union Investment Services in Cary, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with Members Trust Company, Secu Life Insurance Company, Secu Brokerage Services, and State Employees' Credit Union since 2010. Outside of her financial services roles, she operates a small arts and crafts business. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm focuses on low-cost, index-based mutual funds and ETFs alongside fixed-income products, emphasizing a goals-based, long-term planning approach.

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.

Ron Linton is a CFP® and holds a Series 66 designation with 23 years of industry experience. He is currently with Level Four Advisory Services, where he has worked since 2025. Prior to this, he spent 12 years at The Fidelity Bank and LPL Financial. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of platform and sub-advisor arrangements.

Evan Kramlich is a financial advisor at Redhawk Wealth Advisors, Inc. in Cary, NC, with 14 years of industry experience. He holds a Series 66 credential and previously worked for Axa Advisors, LLC from 2011 to 2017. Outside of advisory work, he is also 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 uses a strategic and tactical asset allocation approach across multiple asset classes and supports multi-generational wealth needs, separately managed accounts, and educational seminars.

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. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering wealth management, financial planning, investment management, family office services, and business advisory support. The firm uses a risk-based investment process with a mix of active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program, and it is noted for its role in pooled vehicles and private fund advisory.

Donald Parrott is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Capital Investment Group, Inc. since 1996. Outside of his advisory role, he serves on the committee for the Presbyterian Endowment Trust at First Presbyterian Church in Gastonia and is an advisory board member for Gaston Skills, Inc., a nonprofit supporting employment for mentally and physically challenged individuals. 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, using a mix of analytical methods and ongoing monitoring.

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.

Martha Thorne is a financial advisor at Capital Investment Advisory Services, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Capital Investment Group, Inc. and Mainstreet Collection prior to her current role. 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, utilizing a range of analytical methods and conducting at least quarterly portfolio reviews.

John Maddison is a CFP®, CFA®, and holds a Series 66 license, currently working at Balentine in Raleigh, NC. He has 12 years of experience at Balentine and two years in the financial industry overall. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm employs a risk-based investment process using a combination of active and passive strategies and manages pooled investment vehicles, including private funds.

Joseph Barnes is a Series 66-licensed financial advisor with Credit Union Investment Services in Raleigh, NC, and has three years of industry experience. He is also affiliated with Members Trust Company, SECU Life Insurance Company, and SECU Brokerage Services. Barnes has worked in various roles at State Employees' Credit Union since 2019. 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, fixed-income products, and a goals-based, long-term planning approach.