Orlando Rosario is a financial advisor with SeaCrest Wealth Management, LLC in Durham, NC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Advised Assets Groups, LLC. SeaCrest Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that combines fundamental and technical analysis and incorporates both internal and third-party AI tools as decision support.

John Billiter is a financial advisor with Founders Financial Alliance, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Founders Financial Alliance and LPL Financial since 2020 and previously spent nine years with UBS Financial Services. Outside of his advisory role, he is involved with Elite Wealth Management, LLC, an entity established for business and tax purposes. Founders Financial Alliance provides discretionary investment management, financial planning, retirement plan consulting, and related services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process using ETFs, third-party managers, and ongoing portfolio monitoring, and offers a family-office style program that integrates multiple advisory services under a flat fee.

Matthew Schanz is a CFP® professional with 12 years of experience in financial advising. He is currently with Prosperity - An EisnerAmper Company in Raleigh, NC. His prior roles include positions at Avantax Investment Services, HPG Wealthcare Advisors, and 1st Global Advisors. Schanz is also active as a licensed insurance agent, focusing on fixed insurance and annuity sales. 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 manages approximately $5 billion in client assets and employs a diversified investment approach using both discretionary and non-discretionary management with third-party independent managers and model portfolios.

Benjamin Brooks III is a financial advisor with Capital Investment Advisory Services, LLC and Capital Investment Group, Inc., holding Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Capital Investment Group, Inc. since 2001 and Capital Investment Advisory Services, LLC since 2013. 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.

Patrick Simpkins is a financial advisor at Arkadios Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Arkadios since 2019, following eight years at Triad Advisors. Outside of his advisory role, he serves on the board of 127 Haven, a nonprofit focused on building a school in Uganda. Arkadios Wealth Advisors is an SEC-registered, multi-team firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans utilizing various portfolio management strategies and combines fundamental, technical, and cyclical analysis to tailor solutions to client risk profiles.

Lorren Bryant is a CFP® with 36 years of industry experience, currently serving at Verity Asset Management. His career includes roles at Verity Investments, Inc., Verity Financial Group, and The Leaders Group Inc DBA Simplicity Investments. Outside of his advisory work, he is president of Manton Financial Services. Verity Asset Management is an SEC-registered investment adviser providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment process emphasizing tactical asset allocation across multiple asset classes and offers both internally managed and third-party models under fiduciary and ERISA standards.

Tyler Brown is a CFP® with 18 years of industry experience currently serving at RFG Advisory, LLC since 2025. He previously worked at Financial Engines Advisors L.L.C, Fisher Investments, and Fidelity Brokerage Services LLC. Brown is the owner and founder of Turnpoint Wealth, a separate advisory and insurance activity. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, alternative investments, and annuity management, employing both actively managed and passive strategies with a focus on risk management.

Bowman Nicholson is a CFP® with 14 years of experience, currently serving at Capital Investment Advisory Services, LLC since 2016. He is also a bassist in musical bands, an activity unrelated to his investment work. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm offers customized portfolios using a variety of analysis methods and investment strategies, managing the majority of its assets on a discretionary basis.

Jared Miller is a financial advisor at Capital Investment Advisory Services, LLC with a Series 65 designation and one year of industry experience. His prior work history includes roles in various sectors such as education and management but no previous advisory positions. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base including individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers customized portfolios using multiple methods of analysis and manages the vast majority of its assets on a discretionary basis.

Danielle Bailey is a financial advisor at Balentine in Raleigh, NC, holding a Series 65 credential and with three years of industry experience. Prior to joining Balentine, she held positions at Envestnet and Blackened Kraken, as well as roles at East Carolina University. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing wealth management, financial planning, investment management, family office services, and business advisory support. The firm follows a risk-based investment approach utilizing a combination of active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Eric Le is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Prosperity - An EisnerAmper Company in Raleigh, NC. Prior to joining Prosperity, he held roles at Dai Securities LLC and Northwestern Mutual Wealth Management Company. 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 manages approximately $5 billion in client assets and employs a multi-team approach emphasizing asset allocation and diversification, utilizing third-party managers and technology platforms to support client service.

Nicholas Livecchi is a CFP® professional with 15 years of industry experience. He is currently affiliated with Founders Financial Alliance, LLC and LPL Financial, LLC, having previously worked at Bank of America and Merrill Lynch. Outside of his advisory roles, he is the author of "Finding the 'Right Fit' Financial Advisor." Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting services 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 portfolio monitoring, and offers a family-office style program that integrates multiple advisory services under a flat fee arrangement.

Roy Ray is a financial advisor with Gibbs Wealth Management, LLC in Durham, NC, holding a Series 65 credential and having two years of industry experience. He has also served as CEO of Strategic Retirement Solutions, Inc., a firm focused on insurance-related products, since 2010. In addition to his advisory roles, Mr. Ray is involved in managing a commercial and residential rental property business. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists. The firm focuses on assessing clients’ financial situations and risk tolerance to select and monitor model portfolios rather than managing individual securities directly.

Bruce Frankel is a financial advisor at Parallel Advisors, LLC with 23 years of industry experience. He holds the CFP® and Series 66 credentials. Prior to joining Parallel Advisors in 2024, he worked at MGO Private Wealth, Eckhoff Wealth Management, LLC, and Yerba Buena Financial Partners, LLC. Outside of his advisory role, he is a member of AB Bedding, LLC, a bedding products company, where he provides strategic support. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-faceted investment approach including fixed income, mutual funds, ETFs, and independent managers, and incorporates technology platforms for tax-efficient rebalancing and held-away account management.

Madison Held is a Series 65 licensed financial advisor with five years of industry experience. He is currently associated with Nelson Wealth Management, LLC and Mariner Platform Solutions since 2022. Prior to this, he worked at AdvicePeriod, LLC and Nelson Financial Partners, LLC. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of 119 advisers using both model and customized portfolios.

Matthew James is a financial advisor at Guardian Wealth Advisors, LLC in Durham, NC, with two years of industry experience. He holds a Series 65 credential and has prior experience at Brighton Jones and other organizations including the National Taxpayers Union Foundation and the U.S. Bureau of Labor Statistics. 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, combining fundamental and technical analysis to manage portfolios.

John Whaley is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding a Series 66 designation and 17 years of industry experience. He has held concurrent roles at SECU Life Insurance Company, Members Trust Company, SECU Brokerage Services, and State Employees' Credit Union since 2006. Whaley serves as Secretary and Chief Operating Officer at SECU Life Insurance Company and as a Trust Representative at Members Trust Company. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with salaried advisers employed by the parent credit union.

Eugene Thompson IV is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Capital Investment Advisory Services and its affiliate Capital Investment Group, Inc. since 2014. 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, with an individualized investment process and ongoing portfolio monitoring.

George Hicks is a CFP® with 40 years of industry experience, currently serving at Capital Investment Advisory Services, LLC in Raleigh, NC. He has been with Capital Investment Group, Inc. since 1992 and Financial Resource Management, Inc. since 1987. Outside of his advisory work, he is the author of a book titled *In His Grip*, which he has been involved with since 2014. 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, employing a variety of analytical methods and conducting at least quarterly reviews.

James Sloop is a financial advisor with Founders Financial Alliance, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Founders Financial Alliance since 2015 and also maintains an affiliation with LPL Financial since 2014. Outside of his advisory work, he creates content focused on electronic entertainment for platforms such as YouTube and Twitch. 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 using ETFs, third-party managers, and regular portfolio monitoring, and offers a flat-fee family-office style program that integrates multiple advisory services.