Matthew Hynes is a financial advisor with Prosperity - An EisnerAmper Company, holding a PFS™ designation along with Series 63 and Series 66 licenses. He has six years of industry experience, including prior roles at JP Morgan Private Bank and PwC Advisory Services LLC. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in client assets and emphasizes asset allocation and diversification, using both discretionary and non-discretionary management with third-party independent managers and model portfolios.

David Arthur is a CFA® charterholder with 24 years of industry experience. He is currently with Curi Capital, LLC and has previously worked at Park Ridge Asset Management, LLC. Outside of his advisory role, he is also licensed as an insurance agent. Curi Capital serves a diverse client base including individuals, families, institutions, and charitable organizations, offering services such as wealth management, asset management, and retirement plan solutions. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers, managing approximately $9.83 billion in assets.

Charles Johnson is a CFP® with 10 years of industry experience, currently serving at First Citizens Asset Management, Inc. He has held various roles within First Citizens-affiliated entities since 2013 and previously worked at PNC Bank and its affiliates from 2020 to 2024. 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 an emphasis on strategic asset allocation and risk management.

Jason Harris is a financial advisor with Strategic Blueprint, LLC in Raleigh, NC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Strategic Blueprint since 2019 and has also been associated with The Strategic Financial Alliance Inc. and Cornerstone Wealth Management for over a decade. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management and financial planning services through a network of independent advisory representatives, with notable features including a subscription advisory program and a focus on client education.

Hallvard Boehn is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, holding a Series 65 designation. He has been with Guardian Wealth Advisors since 2024 and has prior experience at Charter Oak Financial, College Steps, and several other firms and organizations. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities with investment advisory, financial planning, and retirement plan consulting services. The firm uses a combination of fundamental and technical analysis within a systematic framework to manage client portfolios, primarily through ETFs and mutual funds.

Arthur Pittman is a financial advisor at Prosperity - An EisnerAmper Company with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms including Avantax Investment Services and HPG Wealthcare Advisors. Pittman is also involved in fixed insurance and annuity sales and provides consulting services through Hughes Pittman & Gupton, LP. 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 employs a diversified investment approach, utilizing third-party managers and technology platforms to support clients and manages approximately $5 billion in assets.

Donald Hadley Jr. is a financial advisor with Capital Analysts in Knightdale, NC, holding the ChFC® designation and Series 63 license. He has 58 years of industry experience, with a long tenure at Capital Analysts dating back to 1972 and an affiliation with Lincoln Investment since 2012. Outside of his advisory work, he is a partner in GAITS OF HEAVEN, LLC, a business involved in raising, training, and showing horses. 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 various programs supported by an in-house investment management and research team.

Melissa Phillippi is a CFP® and holds a Series 66 license with 18 years of industry experience. She has worked at Balentine since 2026 and previously was employed at Highspring and Performance Culture/Workdove. Phillippi is based in Raleigh, NC. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients with wealth management, financial planning, investment management, family office services, and business advisory support. The firm uses a risk-based investment process that incorporates active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program, while also advising pooled investment vehicles and private funds.

Anisa Barutis is a Series 66 licensed financial advisor with Prospera Financial Services, Inc. in Raleigh, NC. She has experience working with Prospera since 2024 and previously worked at McCollum Law, P.C. and Nelson Hall IT Suite. Barutis also has a background that includes employment at NC State University and Prime IV Hydration and Wellness. Prospera Financial Services, Inc. is a multi-team adviser and dually registered broker-dealer that serves individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through over 200 advisors and offers investment advisory and financial planning services using a variety of platforms, combining firm models, third-party sub-advisers, and customizable allocations for discretionary or non-discretionary management.

Sheldon Fox is a CFP® and Series 65 advisor at Curi Capital, LLC with seven years of industry experience. He previously worked at KDI Capital Partners, LLC for 17 years before joining Curi Capital and its affiliated entities. Outside of his advisory role, he serves as Executive Director of the Altamira Foundation, a private charitable organization. Curi Capital serves individuals, families, institutions, retirement plan sponsors, and charitable organizations with a range of wealth management, asset management, and retirement plan services. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach combining in-house strategies with external managers and proprietary risk analysis tools.

Kristine Carothers is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC. She holds a Series 66 designation and has six years of industry experience. Prior to joining First Citizens Asset Management in 2021, she worked with First Citizens Investor Services and First South Financial Services. 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 offers global, multi-asset model portfolios with dynamic asset allocation and ongoing monitoring.

Robert Barton II is a financial advisor with CreativeOne Wealth, LLC, holding Series 65 and Series 66 credentials and eight years of industry experience. He has worked at CreativeOne Wealth since 2021 and previously held roles at Institute For Wealth Management LLC and Cherry Investment Advisors. Outside of his advisory work, Barton is also a fitness trainer, teaching group strength training classes. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement consulting services to individuals, corporations, and other advisors. The firm manages primarily discretionary accounts using proprietary and third-party model portfolios, employing a variety of investment strategies including ETFs, individual equities, options, and private investments.

Duncan Gibson is a Series 66 licensed financial advisor at Curi Capital, LLC with 10 years of industry experience. He previously worked at SharpVue Capital, LLC and Curi Wealth Management LLC before joining Curi RMB Capital LLC. Outside of finance, he is a member manager of Trash Hounds, LLC, a waste and recycling management business. Curi Capital is an SEC-registered investment adviser with approximately $11.6 billion in regulatory assets under management, serving individuals, employers, institutions, and family offices. The firm employs a long-term, fundamental investment approach combining proprietary strategies, third-party managers, mutual funds, and private funds.

Edward Monaghan is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Capital Investment Advisory Services and Monaghan Wealth Management in 2017. Outside of advising, he manages agricultural operations through Riverlab Farms, LLC and Kelbo Farms, LLC, and serves as treasurer and secretary for Brentwood Office Park POA. 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 monitoring.

Martin Hefner is a CFP® with three years of industry experience, currently serving as an advisor at Credit Union Investment Services in Raleigh, NC. He has worked with Members Trust Company since 2023 and has been affiliated with several related entities including SECU Life Insurance Company and SECU Brokerage Services since 2022. Hefner is also an agent with SECU Life Insurance Company and holds a long-term association with State Employees' Credit Union dating back to 2011. Credit Union Investment Services primarily serves individual investors in North Carolina, offering 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, fixed-income products, and a goals-based planning approach, with advisory representatives as salaried employees of the parent credit union.

Kimberly Macinnes is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has held roles at Members Trust Company, SECU Life Insurance Company, and State Employees' Credit Union alongside her work at Credit Union Investment Services. She is also active as an agent with SECU Life Insurance Company and serves as a trust representative for Members Trust Company. Credit Union Investment Services primarily serves North Carolina residents with non-discretionary portfolio management, asset allocation advice, and financial planning focused on long-term, goals-based strategies using primarily low-cost index mutual funds and ETFs. The firm operates within a credit-union ecosystem and emphasizes salaried advisors who do not receive commissions on recommended products.

Timothy Nugent is a CFP® with 20 years of industry experience currently affiliated with SVB Wealth. He previously worked at First Citizens Bank and First Citizens Investor Services, holding various roles over seven years. SVB Wealth LLC provides wealth management, financial planning, and retirement advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and institutional clients. The firm employs a documented due diligence process for manager selection and oversight and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Martin Hensley is a financial advisor with Foundations Investment Advisors LLC in Durham, NC, holding Series 63, 65, and 66 licenses and 21 years of industry experience. His prior roles include positions at EQIS Capital Management, Capital Financial Advisory Group, J B Fitz Inc., and Brookstone Capital Management. He also engages in insurance sales through a separate business, Full Court Wealth. Foundations Investment Advisors, LLC serves individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a large network of affiliated offices, utilizing a combination of fundamental, technical, and cyclical analysis with both discretionary and non-discretionary authority assignments.

Edward Secrest is a CFP®-certified financial advisor with over 34 years of industry experience. He is currently with Summit Financial, LLC and has previously worked at Modern Capital Securities, Inc., Liberty Partners Financial Services, and LPL Financial, among others. Outside of advising, he is involved in product development and mentorship for Accessible AI, a firm building CRM solutions for managing 401(k) plans, where he holds an equity stake. Summit Financial, LLC is a multi-team advisory firm serving approximately 17,800 clients with $26.35 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary management with advisor-led consultative services.

Morgan Gojanovich is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, holding a Series 65 designation. He has industry experience beginning in 2025, with prior roles at a family office, Advisory Services Network / Olde Raleigh Financial Group, First Horizon Bank, and American Savings Bank. 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 uses ETFs and mutual funds within a systematic, quantitative framework combining fundamental and technical analysis, and offers both discretionary and non-discretionary management.