Sue Sandlin Plaehn is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 39 years of industry experience and has been with Mutual of Omaha and its affiliated entities since 1977. In addition to her advisory role, she is president of Sue Sandlin-Plaehn Insurance and Financial Services, Inc., offering life, health, and annuity insurance products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works primarily through a platform relationship with Envestnet and uses Pershing as custodian, serving a broad client base including both non‑high-net-worth and high-net-worth individuals.

Gregory Rhinehardt is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, with eight years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Aptus Capital Advisors, LLC and Gordon Asset Management, LLC. 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 while overseeing third-party manager and UMA strategies.

Joseph Freedland is a CFP®-certified financial advisor with Capital Investment Advisory Services, LLC, based in Raleigh, NC. He has 12 years of industry experience and has been with Capital Investment Companies since 2012. Outside of his advisory role, Freedland serves as a trustee for a testamentary trust and is involved in managing rental property partnerships. 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 mix of analytical methods and ongoing portfolio monitoring.

Christopher Reid is a financial advisor at Csenge Advisory Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Woodward Financial Advisors, Inc. and Northwestern Mutual Investment Services, LLC. Outside of financial advising, he is the lead coach for Fitter and Faster Swim Clinics, a swim and fitness business. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with a relative strength methodology and a top-down market approach, offering customized portfolio management through discretionary and model-based allocations.

John Franklin is a CFP® professional with 18 years of experience in the financial services industry. He is currently affiliated with IFG Advisory, LLC and LPL Financial LLC, and previously worked at Securities America Advisors. IFG Advisory, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, estates, corporations, and retirement plans. The firm uses a diversified investment approach incorporating sub-advisors, third-party models, and multiple analytical methods to tailor strategies to client objectives.

Nikolas Gernhard is a financial advisor at Kestra Private Wealth Services, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before joining Kestra in 2023. Outside of his advisory role, he co-owns a rental property with his wife and is involved with Destination Wealth Advisors, assisting clients with financial planning. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and specialized services within a platform that supports discretionary and non-discretionary arrangements.

Robert Martin is a financial advisor at Bison Wealth, LLC in Chapel Hill, NC, holding a Series 65 license with seven years of industry experience. Prior to joining Bison Wealth, he worked at truAdvice, LLC and Oxley Capital Management, LLC. In addition to his advisory role, Martin serves as an insurance agent with Zenith Retirement Planning, where he collaborates on private pension plans and oversees related client services. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach centers on outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Clark Callaway is a financial advisor at Capital Investment Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Capital Investment Advisory Services since 2016. Prior to that, he was with Princor Financial Services Corporation and Principal Life Insurance Company from 2014 to 2016. 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, employing a variety of analytical methods and conducting regular portfolio reviews.

Frederick Turner is a CFP® professional with 20 years of industry experience, currently affiliated with Capital Investment Advisory Services, LLC. His prior experience includes roles at LPL Financial, Fidelity Bank, and Fifth Third Bank. He also serves as a Senior Vice President and Wealth Consultant at the Trust Company of North Carolina. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, and various institutional clients, offering customized investment programs primarily managed on a discretionary basis. The firm utilizes multiple analytical methods and a wide range of investment strategies tailored to client objectives.

Michael Weyenberg is a Series 65-licensed advisor with Integrity Advisory Solutions in Raleigh, NC, and has three years of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Burlington Alliance Capital Management, DH Griffin Companies, Samet Corporation, and Gilbane Building Company. He is also the owner and managing member of Weyenberg Group, LLC, an insurance company focused on life, accidental, Medicare supplement insurance, and annuities, where he provides training and compliance support. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in assets. The firm provides portfolio management, financial planning, retirement plan consulting, and other advisory services, using a variety of investment strategies and third-party platforms.

William Rogers is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 63 designation and 45 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He also serves as a power of attorney for his mother, dedicating time to related responsibilities. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, estates, foundations, and charitable institutions. The firm offers tailored investment solutions using fundamental, technical, and charting methods, managing most assets on a discretionary basis through a network of over 100 independent investment adviser representatives.

David Biliter is a CFP® with 36 years of experience in the financial industry. He is currently with SVB Wealth LLC, where he has worked since 2023, and previously held roles at First Citizens Investor Services and Arvest Asset Management. He serves as President of SVB Wealth and holds a board position at the firm. SVB Wealth LLC serves a diverse client base including individuals, trusts, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using a combination of fundamental, quantitative, and technical analysis, with both discretionary and non-discretionary investment options.

Michael Davis is a financial advisor at Wealth Watch Advisors, Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at KCD Financial and Fortress Financial Partners. Before entering financial services, he was employed at Mercy Diagnostics for seven years. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm uses an investment approach that combines quantitative, qualitative, and technical methods through approved third-party model managers and offers both discretionary and non-discretionary portfolio management.

John Nash is a financial advisor at Level Four Advisory Services with 48 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Mid-Atlantic Securities, Inc. for 36 years before joining his current firm in 2022. Outside of his advisory role, he serves as vice president of a family farming corporation that combines farming and investments. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and public entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a range of platform and sub-advisor options.

Kyle Neuenschwander is a financial advisor at Soltis Investment Advisors, LLC in Raleigh, NC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Goldenwest Credit Union, A&Z Produce, and The Church of Jesus Christ of Latter Day Saints. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in client assets using a Modern Portfolio Theory-based approach combined with quantitative and qualitative manager analysis.

Marc Oslar is a financial advisor at Impact Partnership Wealth, LLC with over 15 years of industry experience. He holds a Series 65 credential and has previously worked at Modern Woodmen of America, Freedom Equity Finance, Inc., and MLO Planning, Inc. Outside of his advisory role, he is president and manager of Marc Oslar Retirement Experience, LLC, a business focused on insurance and annuities. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services through a multi-adviser platform that incorporates both firm-managed and advisor-managed strategies.

Charles Upshaw III is a CFP® professional with 45 years of industry experience, currently serving at Capital Investment Advisory Services, LLC. He has been affiliated with Capital Investment Brokerage, Inc. since 1997. Outside of his advisory work, he is a long-standing member of the Rotary Club of Raleigh and serves as a trustee for the Hill-Pike House Trust. 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 an individualized process tailored to clients’ objectives and risk tolerance.

Troy Hill is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 27 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of advisory services, he co-owns Sooner Ventures, LLC, a residential real estate leasing business managed by his spouse. 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, employing various analytical methods and regular portfolio reviews.

Samuel Knight is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Wells Fargo Clearing Service, Wells Fargo Bank, Mass Mutual Investors Services, and Metlife Securities Inc. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers individualized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a variety of analytical methods and conducting ongoing portfolio reviews.

Tory Klinedinst is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His prior work includes roles at Gaines Financial Group, Inc. (dba Balanced Investment Strategies), LPL Financial, Davis Wealth Management, and Wells Fargo Clearing. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a mix of in-house and third-party strategies.