Charlotte Mc Dowell is a financial advisor with Arkadios Wealth Advisors in Raleigh, NC. She holds a Series 66 designation and has been in the industry since 2023, including prior experience at Edward Jones. Outside of her advisory role, she has been involved with Barre3 since 2022. Arkadios Wealth Advisors is a multi-team, SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment solutions combining fundamental, technical, and cyclical analysis, delivered through a variety of portfolio management platforms tailored to client risk profiles.

Paul Lindsay is a financial advisor with CreativeOne Wealth, LLC in Cary, NC, holding Series 63 and 65 licenses and 29 years of industry experience. He has held roles at Triangle Advisors Group since 2007 and Brokers International Financial Services from 2009 to 2018. He is also an independent insurance agent and owner of Triangle Advisors Group, Inc., which conducts insurance and securities sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and RIAs. The firm manages primarily discretionary accounts using proprietary and third-party model portfolios, employing a range of investment strategies including ETFs, mutual funds, options, and select private investments.

Richard Rose III is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Capital Investment Advisory Services and affiliated entities since 2016. In addition to his advisory role, he works as an insurance agent focused on fixed insurance products. Capital Investment Advisory Services 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 risk disclosure.

Brandon Fentress is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors, Inc., Gordon Asset Management, LLC, and Aptus Capital Advisors, LLC. Outside of advisory services, he is also a licensed life insurance agent. Guardian Wealth Advisors provides investment advisory, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm uses a systematic approach combining fundamental and technical analysis and offers portfolio management through mutual funds, ETFs, bonds, options, and equities.

Sandra Ziglar is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She worked for Lincoln Financial Securities Corporation for 14 years prior to joining Sequent Planning in 2023. Outside of her advisory role, she is also a licensed real estate agent and involved in property management and insurance services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits through asset management, financial planning, and retirement-plan services. The firm uses a structured risk framework and a mix of firm-developed models and third-party managers to deliver diversified investment solutions.

Peter Hynes is a financial advisor at OneAscent Financial Services LLC with 26 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Verity Investments, Inc., Verity Asset Management, Inc., Verity Financial Group, and Valic Financial Advisors. Outside of finance, he serves as a director on the board of Sentinel Primary Care and is the owner of Trusty Handyman, LLC, a handyman services business. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of asset management and financial planning services using individualized asset-allocation guidelines and various platforms, including model-based and Unified Managed Account solutions.

Scott Ferguson is a CFP® and ChFC® with 11 years of industry experience. He is currently with Mariner Independent and has previously worked at THRIVENT Financial and CWM, LLC. He is also the owner of Abundant Life Financial, an investment advisory business. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services with integrated institutional resources.

Matthew Raines is a financial advisor at Balentine with a Series 65 credential and seven years of industry experience. He has worked at Balentine since 2018 and previously at CapFinancial Securities and CAPTRUST Financial Advisors from 2011 to 2018. Outside of his advisory role, he serves as a board member for SURV Triangle LLC, a home services business. 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 uses a seven-year Capital Markets Forecast and a Building Blocks framework to allocate assets by risk type, combining active and passive strategies and selected third-party sub-advisers.

Elizabeth Boehne is a CFP® with two years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners. Prior to joining Abacus, she worked at Woodward Financial Advisors and has experience with Presbyterian Campus Ministry and the Greensboro Chamber of Commerce. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base including individuals, families, trusts, and charitable organizations. The firm employs an asset-class investing approach based on academic research, utilizing no-load mutual funds, ETFs, and passive institutional funds, and integrates ESG screening and private pooled vehicles into suitable portfolios.

Bonnie O Quinn is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 credentials and 21 years of industry experience. Her prior work includes roles at Red Reef Advisors LLC, Morgan Stanley, and Equitable Advisors. She serves as board member and chair of the Curham-Orange Estate Planning Council and is involved in business consulting through Level Four Business Solutions. Level Four Advisory Services manages approximately $6.5 billion, serving individuals, corporations, retirement plans, and public entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, multiple custodians, and both affiliated and unaffiliated sub-advisors.

Jennifer Mckinnon is a CFP® professional with 23 years of industry experience, currently serving at Prosperity - An EisnerAmper Company. Her prior experience includes roles at Dai Securities LLC, Avantax Advisory Services, HPG Wealthcare Advisors, 1st Global Capital Corp, and UBS Financial Services. She is also licensed as an insurance agent, engaging in fixed annuity and insurance sales. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach with about 65 advisors, manages approximately $5 billion in client assets, and emphasizes asset allocation and diversification through both discretionary and non-discretionary management strategies.

Michael Hakerem is a CFA® charterholder with 20 years of experience in the financial industry. He is currently with Kingswood Wealth Advisors, LLC and has previously worked at firms including Glenwood Financial Partners, Eudaimonia Partners, and Great Lakes & Atlantic Wealth Managers. Outside of his advisory role, he is the sole proprietor of Empowered Portfolios, LLC, a research and analytics firm focused on fintech providers, asset managers, and various economic and market factors. Kingswood Wealth Advisors serves a broad mix of retail and institutional clients, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and integrates with affiliated financial entities while managing insurance-linked accounts, distinguishing itself among multi-team advisory firms.

Nicholas Morrison is a CFP® professional with 14 years of industry experience. He is currently affiliated with Csenge Advisory Group, LLC and has previously worked with Fidelity Investments and its related entities. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals by providing asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis, primarily using mutual funds and ETFs, and offers both discretionary and non-discretionary portfolio management.

Irena Davydova Forquer is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Edward Jones and Coastal Federal Credit Union. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm’s investment approach involves selecting and monitoring third-party portfolio managers through managed advisory programs, supported by an investment committee that conducts regular due diligence and reviews.

Brian T Nelan is a financial advisor with Founders Financial Alliance, LLC, holding Series 63 and Series 65 licenses and offering 19 years of industry experience. He worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2016 to 2018 before joining Founders Financial Alliance in 2018. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning services to individual and high-net-worth clients, charitable organizations, and corporate retirement plans. The firm employs an evidence-based investment approach tailored to clients’ goals and risk tolerances, incorporating asset allocation, rebalancing, and a mix of strategies with third-party manager solutions where appropriate.

Robert Woronoff Jr. is a financial advisor at Level Four Advisory Services with 16 years of industry experience. He holds a Series 65 credential and has worked at Mid Atlantic Securities, Inc. and Dillon Commercial Real Estate Services. Outside of his advisory work, he serves on the board of The Josephus Daniels Foundation and is a vestry member of Christ Church Raleigh. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base, offering fee-only financial planning, asset management, and retirement plan advisory services tailored to individual needs.

Richard Fields is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Capital Investment Group, Inc. since 2005 and previously held positions at CIC Advisers, Guardian Life, and C.P. Advisory Services. Fields also serves as president of Integrated Advisory Services, where he provides insurance sales and service. 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 most assets on a discretionary basis and employing fundamental, technical, and charting analysis across various investment strategies.

William Moore is a financial advisor with Capital Investment Advisory Services, LLC in Cary, NC. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including over two decades at Capital Investment Group, Inc. Outside of his advisory role, he manages a consulting firm focused on company expense reduction and vendor negotiations. 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 mix of analytical methods.

Nga Brown is a financial advisor with Geneos Wealth Management, Inc. and holds a Series 66 designation. She has seven years of industry experience and has previously worked at Commonwealth Financial Network, J.W. Cole Advisors, Cambridge Investment Research, and SB Financial Group. She is also a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a combination of continuous account monitoring, discretionary trading, and various analytic strategies while offering customizable portfolios and access to third-party money managers.

Emily Cardillo is a financial advisor with Integrity Advisory Solutions and holds the Series 65 designation. She has three years of industry experience and has worked as an independent agent since 2019. In addition to her advisory role, she is a licensed insurance agent. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and client referral services, utilizing a range of investment strategies and third-party platforms.