Jennifer Bradley is a financial advisor with Arkadios Wealth Advisors, holding a Series 65 license and two years of industry experience. She is also the founder and CFO of Bradley Law Firm, PLLC, a legal practice specializing in divorce services, which she has operated since 2017. In addition to her advisory role, she manages Stitch Power, LLC, a solar power company. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers portfolio management, retirement plan consulting, and financial planning, utilizing a combination of fundamental, technical, and cyclical investment analysis to build customized client portfolios.

Christian Keedy is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Guardian Wealth Advisors, LLC since 2022. His prior roles include positions at Aptus Capital Advisors, LLC and Gordon Asset Management. Outside of his advisory work, he is president of CDK Capital Corp. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Ricky Whitley is a CFP® with 15 years of industry experience, currently serving at First Citizens Asset Management, Inc. since 2026. He has been affiliated with First Citizens Bank and First Citizens Investor Services since 2011. Whitley also teaches financial planning concepts at the Trust Advisors Institute through Campbell University. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, municipalities, and institutions. The firm emphasizes strategic asset allocation and multi-asset class portfolio construction using a combination of fundamental, quantitative, and technical analysis.

Josh Newman is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Wells Fargo Bank for 16 years before joining First Citizens. Outside of his advisory role, he manages a long-term rental condominium property. First Citizens Asset Management, Inc. provides model-based sub-advisory services and direct investment advisory to individuals, trusts, municipalities, and institutions, offering global multi-asset class model portfolios that emphasize strategic asset allocation, manager research, and risk control.

Carlton Blanton is a CFP® with 27 years of industry experience based in Raleigh, NC. He has been with Capital Investment Group, Inc. since 2000. In addition to his advisory role, he is an insurance agent with Blanton Financial Group, engaging in insurance sales and service. Capital Investment Advisory Services, LLC provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, and institutions. The firm offers tailored investment programs through separately managed accounts and third-party asset managers, emphasizing discretionary management across a broad range of strategies.

Robert Malone III is a financial advisor with Prosperity - An EisnerAmper Company based in Raleigh, NC. He holds a Series 66 designation and has 24 years of industry experience. Prior to his current role, he worked at firms including Avantax Advisory Services and HPG WealthCare Advisors. He is also a partner at EisnerAmper, where he is involved in tax and accounting services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, utilizing third-party managers and technology platforms to support client financial planning and account administration.

Katherine Gagner is a financial advisor at First Citizens Asset Management, Inc. in Raleigh, NC, with six years of industry experience. She holds Series 65 and Series 63 licenses and has a background that includes roles at First Citizens Bank and Wells Fargo. 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 employs a global multi-asset class investment approach using fundamental, quantitative, and technical analysis, with discretionary management focused on strategic asset allocation and risk control.

Muhammad Dahnoun is a financial advisor at RFG Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has a diverse background including roles at John Deere and North Carolina State University. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm utilizes discretionary portfolio management, model strategies, and third-party platforms, and serves as a sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.

Steven Katzenstein is a financial advisor with Prosperity - An EisnerAmper Company based in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Avantax Advisory Services, HPG Wealthcare Advisors, and 1st Global Advisors. Katzenstein is also licensed as an 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 emphasizes asset allocation and diversification, utilizing both discretionary and non-discretionary management approaches and third-party technology platforms.

Ashwini Ahluwalia is a CFP® with 36 years of industry experience, currently serving at Prosperity Capital Advisors. Prior to joining Prosperity Capital Advisors in 2023, Ashwini held roles at firms including ONETEAM FINANCIAL LLC, Atlas Advisory Group, and MSI Financial Services. Ashwini is involved in social security planning and serves as a speaker for financial professional training programs. Prosperity Capital Advisors is an SEC-registered firm that provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm emphasizes model-based, asset-allocation strategies and ongoing portfolio supervision using model suites from providers such as BlackRock, Dimensional, and Vanguard.

Billy Grissom III is a financial advisor at Merit Financial Advisors with six years of industry experience. He holds a Series 66 designation and previously served in the United States Marine Corps from 2016 to 2019. His prior work includes positions at LPL Financial, LLC and Orion Talent. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed model portfolios and uses both internal and third-party managers, offering various account arrangements and advisory services.

Ibraheem Ahmad Amin is a financial advisor at RFG Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Crescent Private Wealth, Edward Jones, Coral Construction, and Anwar Al-Quds. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing model strategies and third-party platforms while acting as a fiduciary in retirement account advisory.

Brett Dysart is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked with Strategic Blueprint since 2019 and has been associated with Cornerstone Wealth Management, LLC and The Strategic Financial Alliance, Inc. since 2008. Outside of his advisory roles, Dysart owns Cameo Design, LLC, a real estate remodeling and consulting business. 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 strategies through portfolio management, financial planning, retirement plan consulting, family office services, and a subscription advisory program, with a distinctive emphasis on client education and a formal flat-fee subscription advisory model.

Thomas Formhals is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. He holds the Series 66 designation and has been with Belpointe since 2016. Outside of his work at Belpointe, he owns The Patriot Financial Group, LLC, and Furquay Financial Planning, both investment-related businesses. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management and financial planning through customized portfolios, utilizing a range of strategies from passive to tactical, and supports its advisory practice with affiliated businesses and product sponsorships.

Dylan Stroud is a CFP® professional based in Raleigh, NC, with five years of industry experience. He has worked at Curi Capital since 2026 and previously held roles at BBR Partners, Simon Quick Advisors, LLC, and Piper Sandler Companies. Curi Capital offers wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional investors. The firm emphasizes a long-term, fundamentally driven investment approach across various account types and strategies.

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.

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 has previously worked at White Oaks Wealth Partners and Captrust Financial Advisors. Outside of financial advising, he is involved with CH Wellness LLC and Counseling Choices LLC. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and various business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

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.