Michael Hensley is a CFP® professional with 18 years of industry experience. He is currently with Guardian Wealth Advisors, LLC 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 entities. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, incorporating both fundamental and technical analysis.

James Glover Jr. is a financial advisor with Level Four Advisory Services in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Prior to joining Level Four in 2022, he spent 35 years at Mid-Atlantic Securities, Inc. He serves as a board member of Oakwood Cemetery and is the finance chair for Christ Church, where he manages monthly finance meetings and backup treasury duties. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and public entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, employing model portfolios and multiple custodians and sub-advisors, including affiliated and third-party providers.

Matthew Keen is a Series 66-licensed financial advisor with Capital Investment Advisory Services, LLC, where he has worked for 10 years. He has 14 years of industry experience and serves on the Board of Directors for KS Bank, Inc., an advisory role focused on overseeing the institution's business performance. 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, primarily managing assets on a discretionary basis.

Wyatt Jenkins is a financial advisor at Capital Investment Advisory Services, LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining his current firm. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers separately managed accounts, referrals to third-party managers, private-label model portfolios, and financial planning, using a mix of analytical methods and ongoing monitoring tailored to clients’ investment objectives and risk tolerance.

Elizabeth Broadway is a Series 66-licensed financial advisor with 13 years of industry experience. She currently works at Prosperity - An EisnerAmper Company and holds a partner position at EisnerAmper, where she is involved in tax and accounting. Broadway also engages in fixed insurance and annuity sales as an insurance agent. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, employs both discretionary and non-discretionary management, and utilizes third-party managers and technology platforms to support planning and reporting.

Nancy Campbell is a financial advisor at Prosperity - An EisnerAmper Company with 16 years of industry experience. She holds a Series 66 designation and has worked with firms including Avantax Investment Services and Hughes Pittman & Gupton, LLP. Outside of her advisory role, she is a member of The Cozy Quilt Company LLC, a custom quilt-making business. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs asset allocation and diversification strategies, uses third-party managers and technology platforms, and manages approximately $5 billion in client assets.

Milton Brown is a CFP® professional with 16 years of industry experience, currently serving at Franklin Street Advisors, Inc. since 2009. Outside of his advisory role, he manages Annie C Charters, LLC, which owns a sportfishing charter boat operated by a professional crew during occasional for-hire trips. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. The firm employs an open-architecture investment approach combining in-house and external management, supported by a quarterly Investment Policy Committee and a disciplined manager-research process.

Thomas Campbell is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including PKS Investments, LPL Financial, FFI Alternatives LLC, and Triad Advisors, Inc. Outside of his advisory work, he is the owner of Rock Tide Media, LLC, a content creation business, and serves as a trustee for the Kern Foundation, a family charity supporting local organizations. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work alongside financial wellness programs.

Jerrold Bergner is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63, 65, and 66 licenses and has 32 years of industry experience. Prior to joining LaSalle St., he worked at Edward Jones from 2008 to 2015 and has been affiliated with SCF Investment Advisors and SCF Securities since 2015. Outside of his advisory work, he serves as a family trustee and guardian for a relative. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary portfolio management, utilizing a range of investment vehicles and third-party managers, with a notable emphasis on non-discretionary asset management.

Connor Low is a financial advisor with Private Client Services, LLC in Durham, NC, holding Series 65 and Series 63 credentials and four years of industry experience. Prior to joining Private Client Services, he worked for Northwestern Mutual Wealth Management Company and its related entities from 2022 to 2025. Outside of advising, Low is involved in a housekeeping business and participates in residential and commercial construction ventures. Private Client Services is an SEC-registered independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm employs a discovery-driven process with an emphasis on risk profiling and tailored platform selection, offering both discretionary and non-discretionary portfolio management alongside brokerage services.

Hannah Dysinger is a CFP® professional at Curi Capital, LLC with three years of industry experience. Her prior roles include positions at Park Ridge Asset Management and service with the North Carolina National Guard Association. She has also worked in education and retail sectors. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices, employing a long-term, fundamental investment approach that integrates proprietary strategies, third-party managers, and a range of portfolio solutions.

Zachary Green is a CFP® professional with 14 years of experience in the financial services industry. He currently works at Merit Financial Advisors and has held roles at Purshe Kaplan Sterling Investments, Wealth Enhancement Group, Morgan Stanley, and E*TRADE. In addition to his advisory work, he serves as an adjunct faculty member teaching online courses at Liberty University. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors and manages approximately $23.9 billion in client assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio options.

Harold Cooley is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 credentials and over 42 years of industry experience. His career includes roles at Integrity Alliance, Lion Street Financial, Navitas Wealth Advisors, and FSC Securities Corporation. Outside of advisory work, he owns and supervises rental properties and a solar farm in North Carolina. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting, employing a top-down investment process focused on reducing volatility through diversified portfolios primarily composed of mutual funds and ETFs.

Azaz Mehmood is a financial advisor at RFG Advisory, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and The Clinical Exchange. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and offers access to alternative investments and proprietary model strategies.

Alison Yuk Ngai is a CFP® professional affiliated with CGN Advisors, LLC, with experience spanning several roles since 2020, including positions at Chinese Abraham Investment Advisors LLC and Sycamore Financial Planning LLC. She has also worked at Durham Academy for over a decade. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, utilizing various asset-allocation strategies and tax-aware investment vehicles. The firm serves individuals, trusts, businesses, pension plans, and charitable organizations, and offers additional services such as educational workshops and pension consulting.

William Parsons is a financial advisor at Capital Investment Advisory Services, LLC in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Capital Investment Advisory Services, he worked at Raymond James & Associates Inc. and has experience with Liberty University and Rhino Sports and Entertainment Services. 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 portfolios using a variety of investment strategies and manages the vast majority of assets on a discretionary basis.

John Parrott is a financial advisor with Capital Investment Advisory Services, LLC in Lexington, NC. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has 40 years of industry experience. He has been with Capital Investment Group, Inc. since 2003. Outside of advisory services, Parrott is CFO and co-owner of Piedmont Insurance & Benefit, Inc., a company he started in 1981. 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 quarterly reviews.

S Davis is a financial advisor at Capital Investment Advisory Services, LLC with 33 years of industry experience. Their career includes roles at Capital Investment Group, Inc, Concourse Financial Group Securities Inc, and Lincoln Financial Securities. Davis is also a partner in Davis & Davis Financial Partners and serves as treasurer for an annual fundraiser hosted by the Rotary Club of Statesville Fourth Creet. 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, utilizing a combination of analytical methods and ongoing portfolio reviews.

John Livingston is a financial advisor with Prosperity - An EisnerAmper Company in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Dai Securities, Avantax Advisory Services, and 1ST Global Advisors. Outside of advisory work, he serves as an advisory board member for North State Bank and manages CCP Processing, LLC, a credit card processing marketing business. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities with services including financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, utilizing third-party independent managers and technology platforms to support client account management.

Dennis Greenway II is a CFA® charterholder and Series 63 licensee with 11 years of experience in the financial industry. He has been with Franklin Street Partners, Inc. since 2015. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high-net-worth individuals and institutional clients, including pension plans and governmental entities. The firm uses a team-based manager research process and offers separately managed accounts along with a Fund Advisory Program that employs strategic asset allocations through mutual funds and ETFs.