Marshall Brannock is a CFP® and holds a Series 63 designation with eight years of industry experience. He has worked at Balentine since 2018, following a six-year tenure at The Vanguard Group, Inc. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, family office services, and sub‑advisory arrangements. The firm employs a model-driven investment approach that combines active and passive strategies and emphasizes asset allocation by risk type.

Matthew West is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. He has worked at Capital Investment Advisory Services and affiliated firms since 2017. Outside of his advisory role, he serves as a financial analyst in ventures and acquisitions for Liberty Senior Living and manages a consulting firm focused on finance and real estate projects. 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 variety of analytical methods and ongoing portfolio monitoring.

Kyle Marks is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at Secu Life Insurance Company, Members Trust Company, and Credit Union Investment Services. He is also affiliated with Wealth Enhancement Advisory Services. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other RIAs. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies with periodic rebalancing and client reviews.

Jeffrey Link is a financial advisor with Guardian Wealth Advisors, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Aptus Capital Advisors, LLC and Gordon Asset Management, LLC. He is also the author of the book *Protecting the Pig*. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients, employing a systematic investment approach that incorporates mutual funds, ETFs, bonds, options, and equities.

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.

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 11 years of industry experience. He has worked at First Citizens Asset Management, Inc. since 2019 as an Institutional Portfolio Strategist and has held various roles within affiliated First Citizens entities since 2018. Prior to joining First Citizens, he was with Parametric Portfolio Associates and Eaton Vance from 2015 to 2018. First Citizens Asset Management, Inc. provides model-based sub-advisory and direct investment advisory services to a range of clients, including individuals, trusts, municipalities, and institutions. The firm constructs global multi-asset class portfolios using a combination of fundamental, quantitative, and technical analysis, with an emphasis on strategic asset allocation and risk management.

Lawrence Hamilton is a CFP® and PFS™ credentialed financial advisor with 24 years of industry experience. He is currently with Prosperity - An EisnerAmper Company in Raleigh, NC, where he has worked since 2024. His prior experience includes long tenures with Hpg Wealthcare Advisors, Avantax Investment Services, and 1st Global Advisors. Hamilton is also a partner at EisnerAmper, specializing 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 consulting. The firm emphasizes asset allocation and diversification, utilizing third-party managers and technology platforms to support client services.

Donald Hadley III is a financial advisor with Capital Analysts in Knightdale, NC, holding the ChFC® designation and Series 63 and 65 licenses, and has 40 years of industry experience. He has worked at Capital Analysts since 1998 and also maintains roles at LOTS Unlimited, Lincoln Investment, Creekbottom LLC, and Fidelity Financial Group. Outside of advising, he is involved in business consulting focused on leadership and strategic planning through Applied Vision Works, Inc. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement plan advice through a nationwide network of advisors, utilizing both discretionary and non-discretionary investment approaches supported by an in-house investment management and research team.

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 with Curi Capital, LLC in Raleigh, NC. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Curi Capital, he worked at Credit Suisse Securities (USA) LLC for eight years. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across a variety of portfolio management strategies and service offerings.

Matthew Hynes is a financial advisor with Prosperity - An EisnerAmper Company, holding a PFS™ designation along with Series 63 and Series 66 licenses. He has six years of industry experience, including prior roles at JP Morgan Private Bank and PwC Advisory Services LLC. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in client assets and emphasizes asset allocation and diversification, using both discretionary and non-discretionary management with third-party independent managers and model portfolios.

David Arthur is a CFA® charterholder with 24 years of industry experience. He is currently with Curi Capital, LLC and previously worked at Park Ridge Asset Management, LLC and Bb&T Asset Management, Inc. Since 2017, he has also been licensed as an insurance agent. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach combining bottom-up equity analysis and relative-value fixed income strategies across various managed accounts and funds.

Charles Johnson is a CFP® with 10 years of industry experience, currently serving at First Citizens Asset Management, Inc. He has held various roles within First Citizens-affiliated entities since 2013 and previously worked at PNC Bank and its affiliates from 2020 to 2024. 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 constructs global multi-asset class model portfolios using fundamental, quantitative, and technical analysis, with an emphasis on strategic asset allocation and risk management.

Jason Harris is a financial advisor with Strategic Blueprint, LLC in Raleigh, NC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Strategic Blueprint since 2019 and has also been associated with The Strategic Financial Alliance Inc. and Cornerstone Wealth Management for over a decade. 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 portfolio management and financial planning services through a network of independent advisory representatives, with notable features including a subscription advisory program and a focus on client education.

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.

Arthur Pittman is a financial advisor at Prosperity - An EisnerAmper Company with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms including Avantax Investment Services and HPG Wealthcare Advisors. Pittman is also involved in fixed insurance and annuity sales and provides consulting services through Hughes Pittman & Gupton, LP. 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 employs a diversified investment approach, utilizing third-party managers and technology platforms to support clients and manages approximately $5 billion in assets.

Donald Hadley Jr. is a ChFC® credentialed financial advisor with Capital Analysts, where he has served since 1972, accumulating 59 years of industry experience. He also has a 14-year tenure with Lincoln Investment beginning in 2012. Outside of his advisory work, he is a partner in Gaits of Heaven, LLC, an equine business focused on raising, training, and showing horses. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom advisor-managed portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Melissa Phillippi is a CFP® professional with 18 years of experience in the financial services industry. She is currently with Balentine in Raleigh, NC, where she has worked since 2026. Her prior roles include positions at Highspring, Raymond James Financial, Merrill, and Banc of America Investment Services. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm’s investment approach combines a seven-year Capital Markets Forecast with a Building Blocks framework to allocate assets by risk type and employs a mix of active and passive strategies alongside selected third-party sub-advisers.