Josh Newman is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Wells Fargo Bank for 16 years before joining First Citizens. Outside of his advisory role, he manages a long-term rental condominium property. First Citizens Asset Management, Inc. provides model-based sub-advisory services and direct investment advisory to individuals, trusts, municipalities, and institutions, offering global multi-asset class model portfolios that emphasize strategic asset allocation, manager research, and risk control.

Carlton Blanton is a CFP® with 26 years of industry experience, currently serving at Capital Investment Advisory Services, LLC. He has been with Capital Investment Group, Inc. since 2000. In addition to his advisory role, he is an insurance agent with Blanton Financial Group and has ownership in BHK Investments, LLC. 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, utilizing a variety of analytical methods and ongoing portfolio reviews.

Robert Malone III is a financial advisor with Prosperity - An EisnerAmper Company based in Raleigh, NC. He holds a Series 66 designation and has 24 years of industry experience. Prior to his current role, he worked at firms including Avantax Advisory Services and HPG WealthCare Advisors. He is also a partner at EisnerAmper, where he is involved 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 advisory services. The firm emphasizes asset allocation and diversification, utilizing third-party managers and technology platforms to support client financial planning and account administration.

Katherine Gagner is a financial advisor at First Citizens Asset Management, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Bank and Wells Fargo Clearing 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 uses a strategic, multi-asset class approach emphasizing discretionary management, asset allocation, and manager research.

Muhammad Dahnoun is a financial advisor at RFG Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has a diverse background including roles at John Deere and North Carolina State University. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm utilizes discretionary portfolio management, model strategies, and third-party platforms, and serves as a sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.

Steven Katzenstein is a financial advisor with Prosperity - An EisnerAmper Company based in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Avantax Advisory Services, HPG Wealthcare Advisors, and 1st Global Advisors. Katzenstein is also licensed as an insurance agent with involvement in 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 emphasizes asset allocation and diversification, utilizing both discretionary and non-discretionary management approaches and third-party technology platforms.

Ashwini Ahluwalia is a CFP® professional associated with Prosperity Capital Advisors and has 36 years of experience in the financial services industry. Her career includes roles at firms such as M Holdings Securities, Atlas Advisory Group, and MSI Financial Services. She is involved in social security planning and financial professional education initiatives. Prosperity Capital Advisors is an SEC-registered firm that offers financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based asset allocation strategies combined with portfolio supervision, utilizing core and specialized models from providers like BlackRock, Dimensional, and Vanguard.

Billy Grissom III is a Series 66-licensed financial advisor with Merit Financial Advisors in Raleigh, NC, and has six years of industry experience. His work history includes roles at Merit Financial Advisors, LPL Financial, LLC, PKS Investments, Orion Talent, and service in the United States Marine Corps. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in client assets. The firm offers coordinated wealth-management services with an investment approach focused on long-term, diversified portfolios and customizable models overseen by an internal Investment Management team and committee.

Ibraheem Ahmad Amin is a financial advisor at RFG Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Crescent Private Wealth, Edward Jones, Coral Construction, and Anwar Al-Quds. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing model strategies and third-party platforms while acting as a fiduciary in retirement account advisory.

Brett Dysart is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked with Strategic Blueprint since 2019 and has been associated with Cornerstone Wealth Management, LLC and The Strategic Financial Alliance, Inc. since 2008. Outside of his advisory roles, Dysart owns Cameo Design, LLC, a real estate remodeling and consulting business. 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 strategies through portfolio management, financial planning, retirement plan consulting, family office services, and a subscription advisory program, with a distinctive emphasis on client education and a formal flat-fee subscription advisory model.

Dylan Stroud is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. Before joining Curi Capital in 2026, he worked at BBR Partners for five years and held roles at Simon Quick Advisors, LLC and Piper Sandler Companies. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets and serving a diverse client base that includes individuals, employer retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach using a combination of proprietary strategies, third-party managers, mutual funds, and private funds.

Richard Mc Elroy is a financial advisor at Kingswood Wealth Advisors, LLC with 28 years of industry experience. He holds a Series 66 designation and previously worked at Glenwood Financial Partners LLC, Eudaimonia Partners, LLC, and Great Lakes and Atlantic Wealth Management. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, operating an open-architecture platform and integrating insurance-linked account management alongside third-party managers and sub-advisors.

Marvin Musselwhite is a financial advisor at Capital Investment Advisory Services, LLC with five years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Advisory Services and Capital Investment Group since 2020. Prior to his advisory career, he held roles at McConnell Golf, DICK's Sporting Goods, and North Carolina State University. 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 ongoing portfolio reviews.

Charles Dickinson Jr. is a CFP® with four years of industry experience, currently serving as an Institutional Consultant at First Citizens Asset Management, Inc. in Raleigh, NC. His background includes roles at First Citizens Bank and Campbell University. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, institutions, and municipalities, employing a multi-asset class approach with discretionary management focused on strategic asset allocation and risk control.

Chandler Huggins is a financial advisor at Prospera Financial Services, Inc. with three years of industry experience. He holds a Series 65 designation and has previously worked at White Oaks Wealth Partners and Captrust Financial Advisors. Outside of financial advising, he is involved with CH Wellness LLC and Counseling Choices LLC. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and various business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Michael Pearl is a CFP® with 28 years of industry experience, currently serving as an advisor at Capital Investment Advisory Services, LLC since 2013. He has been involved with Capital Investment Group, Inc. since 2001 and operates an accounting practice under the name Michael F. Pearl, CPA, a business he has maintained since 1988. 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 mix of analytical methods and ongoing monitoring.

Grant Russell is a CFP® with nine years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC. He has previously worked at Millennium Advisory Services, Inc. and has been involved in lacrosse officiating associations since 2015. HUB Investment Partners serves a diverse client base including institutional investors, public entities, and individual clients. The firm employs a blend of active and passive investment strategies across various asset types, offering portfolio management, retirement planning, and specialized advisory services for banks and municipalities.

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.