Kimberlee Sipe is a financial advisor with Capital Investment Advisory Services, LLC and holds Series 63 and Series 66 designations. She has 20 years of industry experience and has been with Capital Investment Group, Inc. since 2009. She is also the owner of Insight Investment Planning, Inc., an investment and insurance business. Capital Investment Advisory Services, LLC provides 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.

Peter Klas is a financial advisor with Verity Asset Management in Durham, NC, holding a Series 66 designation and 25 years of industry experience. He has worked at Verity Investments, Inc. and Verity Asset Management, Inc. for over a decade. Outside of his advisory role, he is also an insurance agent operating independently through Verity Financial Group, Inc. Verity Asset Management is an SEC-registered investment adviser offering discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment process focused on tactical asset allocation across diverse asset classes and manages both internally developed and third-party models while operating under fiduciary and ERISA standards.

Christopher Langlois is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC. He holds the Series 63 and Series 66 licenses and has five years of industry experience, including four years at Fidelity Investments. Prior to his advisory career, he held positions in the healthcare and retail sectors. 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 typically managed on a discretionary basis, utilizing fundamental, technical, and charting methods across various asset classes.

Craig Letendre is a CFA® charterholder with 10 years of industry experience. He is an Institutional Portfolio Strategist at First Citizens Asset Management, Inc., where he has worked since 2019. Prior to that, he held roles at Parametric Portfolio Associates and Eaton Vance Management. 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 using a combination of quantitative and qualitative methods.

Wesley Frady is a financial advisor at Credit Union Investment Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked since 2013 in various roles including Financial Advisory Services District Manager at State Employees' Credit Union and as a trust representative with Members Trust Company. He also serves as an agent with SeCU Life Insurance Company. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, retirement, and financial planning advice. The firm emphasizes a long-term, goals-based approach using low-cost mutual funds and ETFs, and operates within the credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

Tevin Pettiford Dubose is a financial advisor with Credit Union Investment Services in Durham, NC, holding Series 63 and Series 65 registrations and two years of industry experience. Prior to joining his current firm, he worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. He also holds roles with the State Employees' Credit Union and SECU Life Insurance Company, where he provides financial advisory and life insurance services, respectively. Credit Union Investment Services primarily serves North Carolina residents with non-discretionary financial planning and portfolio advice, focusing on long-term goals and low-cost investment options within a credit-union structure.

Matthew Inman is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Franklin Street Advisors, Inc. since 2016. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high‑net‑worth individuals and institutional clients, including pension plans and trusts. The firm employs a team-based manager research process and offers tailored mandates across equity and fixed income strategies, combining internal portfolio teams with access to third-party managers.

Justin Marcinkiewicz is a CFA® charterholder with over a year of experience in the financial industry. He currently works at First Citizens Asset Management, Inc., where he has been since 2024, and has been affiliated with First Citizens Bank since 2014. First Citizens Asset Management, Inc. 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 and constructs global, multi-asset model portfolios using a combination of quantitative and qualitative research.

Tommy Porter is a financial advisor with Founders Financial Alliance, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Founders Financial Alliance and LPL Financial LLC since 2014. 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 that customizes portfolios to client goals using ETFs, third-party managers, and ongoing monitoring, and offers a family-office style program under a flat fee arrangement.

Joseph Knowles is a financial advisor at Curi Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Credit Suisse Securities (USA) LLC for eight years. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up approach to equity strategies and a fundamental relative-value approach to fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Michael Wong is a financial advisor at Abacus Wealth Partners with a Series 65 designation and one year of industry experience. Prior to joining Abacus Wealth Partners, he spent eight years at Duke University’s Fuqua School of Business and two years at UNC Kenan Flagler Business School. Abacus Wealth Partners serves individuals, families, trusts, charitable organizations, and business entities with financial planning, consulting, and investment management services. The firm employs a passive-oriented, asset-class investment approach supplemented by fundamental manager analysis and ESG screening, tailoring portfolios to clients’ risk profiles and goals.

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.

Jason Barbera is a CFA® charterholder with three years of industry experience. He is currently with Heritage Wealth Advisors, joining in 2024, after prior roles at Towards Equilibrium, LLC and SOJE Capital LLC. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, non-profits, and retirement plans, offering portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm employs a personalized asset-allocation approach using various investment vehicles and manages multiple private investment funds, combining advisory and non-advisory interests.

Charles Johnson is a CFP®-designated financial advisor with nine years of industry experience. He is currently with First Citizens Asset Management, Inc. in Raleigh, NC, and has previously worked at PNC Bank and its affiliates. First Citizens Asset Management, Inc. provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm emphasizes strategic asset allocation and manager research through discretionary investment management across multiple asset classes and implementation frameworks.

Jason Harris is a Series 66-licensed financial advisor with 10 years of industry experience. He currently works at Strategic Blueprint, LLC and has held positions at The Strategic Financial Alliance Inc. and Cornerstone Wealth Management. Outside of his advisory roles, he also refers clients for fixed life insurance through Tucker Insurance Services. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, family office services, and a subscription advisory program, using customized, goal-based strategies with both discretionary and non-discretionary management options.

Matthew Dellaero is a CFP®-designated financial advisor with nine years of industry experience. He currently works at Facet and previously spent seven years at The Vanguard Group. In 2017, he was involved with Matt & Wills Toys. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm utilizes a comprehensive financial planning approach with discretionary asset-allocation strategies primarily using ETFs, operating on fixed subscription fees rather than percentage-of-assets under management.

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.

Brian Kurtzer is a financial advisor at Verity Asset Management in Durham, NC, holding a Series 66 designation with 21 years of industry experience. He has worked at Verity Asset Management since 2011 and previously at Verity Financial Group starting in 2004. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other registered investment advisers. The firm employs a model-driven investment process emphasizing tactical asset allocation across multiple asset classes and offers both internally managed and third-party manager models.

Todd Young is a financial advisor at Franklin Street Advisors, Inc. in Chapel Hill, NC, holding a Series 65 designation with nine years of industry experience. His prior roles include positions at KDI Capital Partners LLC and Echelon Point Advisors, LLC before joining Franklin Street Advisors. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. The firm employs an open-architecture approach combining in-house and external managers, guided by a quarterly Investment Policy Committee and a disciplined manager-research process.

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.