Dillon Smith is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has previously worked at Bank of America, Merrill, and Equitable Advisors. Outside of his advisory role, Smith serves as Vice President on the board of a homeowners association and provides athletic training services for various sporting events. First Citizens Asset Management offers model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and public entities. The firm emphasizes global multi-asset class portfolios using fundamental, quantitative, and technical analysis within discretionary investment management frameworks.

Brandon Furlong is a financial advisor at Larson Financial Group, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Larson Financial Group and its affiliated broker-dealer since 2012. Prior to that, he worked at LPL Financial in 2009. He is also a shareholder in Larson Financial Holdings, LLC, a non-operating holding company. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs, employing both strategic and tactical approaches, and incorporates AI-assisted tools alongside human review for client advice.

Austin Pruitt is a financial advisor at First Citizens Asset Management, Inc. with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at First Citizens Asset Management since 2026, previously serving at Ascensus and BB&T Retirement & Institutional Services. 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 global multi-asset class model portfolios using fundamental, quantitative, and technical analysis, emphasizing discretionary investment management with strategic asset allocation and continuous monitoring.

Robert Martin is a financial advisor with Bison Wealth, LLC in Chapel Hill, NC, holding a Series 65 license and seven years of industry experience. His prior roles include positions at Truadvice, LLC and Oxley Capital Management, LLC. In addition to advisory services, he works as an insurance agent, collaborating on private pension plans and overseeing their execution and maintenance. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations with financial planning, portfolio management, model portfolios, and ERISA retirement plan services. The firm utilizes outcome-focused, multi-manager model portfolios combining liquid and private-market strategies and provides specialized services through its Turnkey Asset Management Platform.

Clark Callaway is a financial advisor at Capital Investment Advisory Services, LLC with 20 years of industry experience. He holds Series 63 and Series 66 securities licenses and has worked at Capital Investment Advisory Services since 2016. Prior to that, he was with Principal Financial Services and MSI Financial Services, Inc. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base including individuals, corporations, retirement plans, trusts, and charitable institutions. The firm offers customized investment solutions through separately managed accounts, third-party asset managers, and financial planning services.

Frederick Turner is a CFP® credentialed financial advisor with 21 years of industry experience. He is currently with Capital Investment Advisory Services, LLC and Capital Investment Group, Inc., having previously worked at firms including LPL Financial, Fidelity Bank, Fifth Third Bank, First Citizens Investor Services, Inc., and BB&T Investment Services, Inc. He also holds a senior vice president role as a wealth consultant at the Trust Company of North Carolina. 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 tailors portfolios to client objectives and risk tolerance, managing the vast majority of assets on a discretionary basis using various investment strategies.

Ellen Bailey is a CFP®-certified financial advisor with 16 years of industry experience. She currently serves at Verity Asset Management and has prior experience at firms including Morgan Stanley and BB&T Securities. Outside of advisory work, she is also an insurance agent with Advisor Share, LLC. Verity Asset Management is a multi-team advisory firm managing approximately $1.15 billion and serving individuals, retirement plan sponsors, institutional clients, and other advisers. The firm employs a model-based investment approach with a focus on tactical asset allocation and offers services including portfolio management, retirement consulting, and sub-advisory solutions.

William Hopwood is a financial advisor at Verity Asset Management with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with related firms including Verity Investments, Inc., and The Leaders Group DBA Simplicity Investments. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, institutional clients, and other advisers. The firm offers discretionary portfolio management, retirement-plan advisory, and financial planning, employing a model-driven investment process focused on tactical asset allocation across diverse asset classes.

William Rogers is a financial advisor at Capital Investment Advisory Services, LLC with 45 years of industry experience. He holds the Series 63 designation and has worked previously at Wells Fargo Clearing and Capital Investment Group, Inc. He also acts as a power of attorney for his mother. 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 tailors portfolios to clients’ objectives, time horizons, and risk tolerances, managing most assets on a discretionary basis.

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.

Jonathan Huss is a financial advisor at First Citizens Asset Management, Inc. in Raleigh, NC, holding a Series 65 credential with 10 years of industry experience. He has worked at First Citizens Asset Management since 2016 and has been with First Citizens Bank & Trust Company since 2014. Outside of his advisory role, he is involved in a rental property business. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, institutions, and municipalities. The firm employs a multi-asset class investment approach that integrates fundamental, quantitative, and technical analysis within discretionary portfolio management.

Amy Simonson is a financial advisor with Verity Asset Management in Durham, NC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been affiliated with Verity Financial Group and Verity Asset Management since 1996 and served in executive roles at PlanScope360, LLC, focusing on finance, operations, and strategic business development. Verity Asset Management is an SEC-registered, multi-team advisory firm managing approximately $1.15 billion and serving individuals, retirement plan sponsors, institutional clients, and other advisers. The firm employs a largely model-based investment process emphasizing tactical asset allocation and acts as a manager-of-managers through customized model portfolios and sub-advisory arrangements.

John Nash is a financial advisor with Level Four Advisory Services in Raleigh, NC, holding Series 65 and Series 63 designations and bringing 48 years of industry experience. He worked at Mid-Atlantic Securities, Inc. for 36 years before joining Level Four Financial, LLC. Outside of advisory work, he serves as vice president of Arkcar Farm, a family corporation involved in farming and investments. Level Four Advisory Services is an SEC-registered adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement plan consulting, and fiduciary services, implementing client mandates through model portfolios, wrap platforms, and third-party sub-advisors.

Michael Wilson is a Series 66 credentialed financial advisor with over 22 years of industry experience. He is currently with First Citizens Asset Management, Inc., where he has worked since 2022, and has held various roles within the First Citizens organization and prior firms including Comerica Securities and Wells Fargo Investments. Wilson serves as an officer and director at First Citizens Asset Management in a non-compensated capacity. 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 offers discretionary and non-discretionary investment management with a focus on strategic asset allocation, manager research, and risk control through multi-asset class global portfolios.

Nathan Oltmans is a CFP® professional with 18 years of industry experience. He is currently with Strategic Blueprint, LLC and has prior experience at Cornerstone Wealth Management and The Strategic Financial Alliance, Inc. Outside of his advisory roles, he is also involved as an agent with Tucker Insurance Services, specializing in fixed life insurance referrals. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through a variety of services including portfolio management, financial planning, retirement consulting, and educational seminars.

William Orchard Hays III is a financial advisor with HBW Advisory Services LLC in Durham, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Silver Oak Securities, Cetera Wealth Services, and multiple financial services firms he has been associated with since 2005. He is also involved with Stepwise Financial, an independent financial professional business. HBW Advisory Services manages approximately $1.75 billion in client assets and offers discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach, utilizing third-party money managers and multi-manager diversification, and is noted for its institutional and intermediary services alongside a high client load per advisor.

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 at Capital Investment Advisory Services, LLC with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Merrill. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, and various institutional clients. The firm generally customizes portfolios based on client objectives, time horizon, and risk tolerance, managing the majority of assets on a discretionary basis.

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.

Kemp Mebane is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 66 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at FIRST Citizens Investor Services and Equitable Advisors. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, and charitable institutions. The firm employs tailored investment strategies using fundamental, technical, and charting analysis across multiple asset classes, managing most assets on a discretionary basis.