Alejandro Segovia is a financial advisor with Mission Wealth Management, LP in Raleigh, NC. He holds a Series 65 credential and has one year of industry experience. Before joining Mission Wealth Management in 2021, he worked at Beacon Pointe Advisors and ADP, and he has an academic background from the University of Arizona. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients. The firm offers wealth management, financial planning, and portfolio management through tiered service models, employing customized, long-term strategies across a broad range of investment types.

Mary Crawley is a CFP®, ChFC®, and Series 65-licensed advisor with three years of industry experience. She is currently with Plancorp, LLC and has prior experience at Magellan Federal, Family Legacy Financial Solutions, Zeiders Enterprises, and The Bowen Consulting Group. Outside of her advisory work, she provides personal financial counseling at on-demand weekend events supporting the military community. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering a range of services including wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, with discretionary and non-discretionary management, third-party adviser due diligence, and tax-aware strategies integrated into ongoing portfolio reviews.

Russell Smith is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC since 2022. His prior experience includes roles at Aptus Capital Advisors, LLC and Gordon Smith Pension Advisors, LLC. In addition to his advisory work, he is involved in insurance sales and service, focusing on long-term care and fixed annuity products. 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.

Joshua Thomas is a financial advisor with SVB Wealth LLC in Raleigh, NC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at First Citizens Investor Services, Silicon Valley Bank, and Wells Fargo Advisors. He serves as Director of Affluent Wealth Advisors, supervising registered individuals who provide wealth management advice to SVB Wealth clients. SVB Wealth LLC serves a diverse client base including individuals, trusts, charitable organizations, and corporations, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies and maintains a formal due-diligence process for manager selection, with operational ties to First Citizens Bank.

Rollin Warren is a financial advisor at Credit Union Investment Services with 9 years of industry experience. He holds Series 65 and Series 63 credentials and has been affiliated with Members Trust Company since 2018. Warren also owns a lawn care business outside of his financial advisory roles. Credit Union Investment Services primarily serves individual investors who are North Carolina residents, offering non-discretionary, goals-based investment advice with an emphasis on low-cost mutual funds, ETFs, and retirement planning within a credit-union ecosystem.

Lori Taylor is a CFP® and holds a Series 66 license with 23 years of industry experience. She has worked at CWA Asset Management Group since 2020 and previously spent six years at Fifth Third Securities. CWA Asset Management Group provides portfolio management and financial planning services to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm offers a range of services including family-office offerings, retirement plan fiduciary services, and access to private pooled investment vehicles, utilizing proprietary research and a combination of active fundamental analysis and multi-factor quantitative rankings.

Daniel Martin is a financial advisor with Advisory Services Network. He holds Series 65 and Series 63 licenses and has 13 years of industry experience, including 12 years at Abrams Bison Investments before joining Advisory Services Network in 2026. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisors. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing various investment strategies and flexible engagement models.

Heather Dean is a financial advisor with Prosperity - An EisnerAmper Company in Raleigh, NC, holding a Series 66 designation and bringing 16 years of industry experience. She has previously worked at Avantax Investment Services and 1ST Global Advisors. Dean is also a partner at EisnerAmper, where she is involved in tax and accounting services. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and consulting services. The firm manages approximately $5 billion in assets with a multi-team approach that emphasizes asset allocation and diversification, utilizing third-party managers and technology platforms to support client services.

Cole Nolte is a financial advisor at Founders Financial Alliance, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors and LPL Financial LLC. Nolte operates a separate business under the name Legacy Wealth Strategies. Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment approach using ETFs, third-party managers, and regular portfolio monitoring, and offers a FlatFeeCIO family-office style program that combines multiple advisory services under a flat fee.

Richard Keeter III is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with Capital Investment Group, Inc. since 1997 and has been self-employed since 1994. Outside of advisory services, he is also an insurance agent with Keeter Financial Corporation. 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 variety of analytical methods and conducting ongoing portfolio reviews.

Timothy Hucks is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has worked at Rising Tide, Inc. and Capital Investment Group, Inc. for more than two decades each. Outside of his advisory work, he serves as treasurer for the Kiwanis Club of Hillsborough. 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, third-party manager referrals, private-label model portfolios, and financial planning, using a variety of analytical methods and ongoing portfolio monitoring.

Andrew Pannell is a financial advisor at Capital Investment Advisory Services, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Wells Fargo Bank, State Employees' Credit Union, and Capital Investment Group, among others. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, and various types of plans and institutions. The firm offers tailored investment programs using fundamental, technical, and charting analysis, managing most assets on a discretionary basis through a network of over 100 independent investment adviser representatives.

Jennifer Pcholinsky is a CFP® professional with five years at Balentine and a total of two years of industry experience. Prior to joining Balentine, she worked at Truist Wealth for four years. She is based in Raleigh, NC. 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 approach utilizing both active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Anna Bischoff is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 licenses. She has eight years of industry experience, including roles at Members Trust Company and SECU Life Insurance Company. Bischoff also serves as a Financial Services Officer at State Employees' Credit Union, where she provides financial services to eligible members. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning within a credit-union ecosystem. The firm emphasizes a goals-based, long-term investment approach using low-cost index funds and ETFs.

Kenneth Davis is a financial advisor at Capital Investment Advisory Services, LLC with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Capital Investment Advisory Services, he worked at Capital Investment Group, Inc and has operated Davis & Davis Financial Partners since 2017. Outside of his advisory work, he serves as a trustee for the Laura Laws Memorial Golf Tournament, which annually funds scholarships and local nonprofits. 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, with ongoing monitoring and a variety of analytical methods.

Terence Brown is a financial advisor at Triad Wealth Partners, LLC with seven years of industry experience. He holds a Series 65 credential and has previously worked at firms including Coppell Advisory Solutions (DBA Fusion Capital Management) and Visionary Wealth Management. In addition to his advisory role, he is involved in insurance sales and services through his separate business, Left Tackle Advisors. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process focused on strategic asset allocation and offers sub-advisory management, operational support, and financial planning services.

Timothy Gupton is a financial advisor at Prosperity - An EisnerAmper Company with 15 years of industry experience. He holds a Series 66 designation and has worked with firms including Avantax Investment Services and 1st Global Advisors. Gupton is active outside of his advisory role, serving on various nonprofit and community boards in Blowing Rock, NC, including positions focused on civic education, tourism development, and business growth. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, utilizing both discretionary and non-discretionary management with third-party independent managers and model portfolios.

Diane Staples is a financial advisor at Navy Federal Investment Services, LLC with 23 years of industry experience. She holds a Series 66 designation and has worked previously at firms including Arkadios Wealth Advisors, Proximity Financial Partners, and Triad Advisors. Since 2020, she has been with Navy Federal Investment Services and Navy Federal Financial Group. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and provides overlay services, with a notable affiliation to a large credit-union banking group and a mix of advisory and brokerage business lines.

Cheryl Rhew is a financial advisor with Prosperity - An EisnerAmper Company in Raleigh, NC. She holds a Series 66 designation and has eight years of industry experience. Her prior roles include positions at Avantax Advisory Services and Hughes Pittman & Gupton, LLP. In addition to her advisory work, she is a partner at EisnerAmper, where she is involved in tax and accounting services. 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 third-party independent managers and model portfolios while providing both discretionary and non-discretionary management.

Jamonica Brown is a financial advisor at IFG Advisory, LLC in Raleigh, NC, holding a Series 66 designation with three years of industry experience. She has worked at multiple firms, including LPL Financial LLC, Natural Investments, Cetera Advisors, and Fidelity Investments. Brown is also the founder of Aligned Support Co., where she provides paraplanning and investment support services to RIA firms. IFG Advisory, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies and utilizes sub-advisors and third-party managers to tailor portfolios to client objectives.