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.

Justin Cauret is a Series 66-licensed financial advisor with Credit Union Investment Services in Raleigh, NC. He has one year of industry experience and has worked at State Employees Credit Union since 2022. Outside of his advisory role, he also works as a food delivery driver for DoorDash. Credit Union Investment Services primarily serves North Carolina residents, offering goals-based, non-discretionary portfolio management and financial planning focused on low-cost mutual funds and ETFs. The firm operates within a credit union ecosystem and emphasizes long-term investment horizons without commission-based sales.

Jerrold Bergner is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been associated with SCF Investment Advisors, Inc. and SCF Securities, Inc. since 2015. Outside of his advisory role, he serves as a trustee and guardian for a family member. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs and manages a substantial portion of assets on a non-discretionary basis.

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.

Stephen Pierce is a Series 66-licensed financial advisor with Credit Union Investment Services in Raleigh, NC, and has 13 years of industry experience. His prior roles include positions at Members Trust Company, Uber Technologies, Inc., and Lyft, Inc. He is also an agent with SECU Life Insurance Company. Outside of his advisory work, he serves as attorney-in-fact for his mother, managing her banking affairs. Credit Union Investment Services primarily serves 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.

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.

Christopher Smith is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Members Trust Company since 2015 and has been involved with several affiliated entities including SeCU Life Insurance Company and State Employees' Credit Union, where he serves as Vice President. Outside of finance, Smith owns Holistic Moves, a neuromovement practice. Credit Union Investment Services serves North Carolina residents, primarily individual investors and some trust clients, providing 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 advisers employed on a salaried basis.

Azaz Mehmood is a financial advisor at RFG Advisory, LLC with two years of industry experience. He previously worked at Edward Jones and The Clinical Exchange and has held roles outside the financial sector, including positions at Indiana University Purdue University Indianapolis and Uber Technologies. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary investment 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.

Frank Shields is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Capital Investment Brokerage, Inc. since 1997. 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 regular portfolio reviews.

Daniel Shive is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Capital Investment Advisory Services and its related entity, Capital Investment Companies, since 2010. Outside of his advisory role, Shive serves as a board member for the Yonahlossee Racquet Club in Boone, NC, and holds executive and agent roles in insurance-related businesses. 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, using a mix of analytical methods and ongoing portfolio monitoring.

As a former Deputy U.S. Marshal and with a Master's degree in Financial Planning, Charlie brings decades of specialized financial experience to the private sector. His Federal Law Enforcement background gives him distinctive insight into the financial challenges and opportunities facing Federal Employees and specifically, Federal Agents. Based in Raleigh, North Carolina, Charlie is the Lead Financial Planner of Charles Michael Financial, a Fee-Only Financial Planning firm serving Federal Agent families nationwide. Charlie also founded and runs the MoneyArmor™ Membership at Charles Michael Financial, which focuses on financial coaching and educational resources designed specifically for Federal Agents & Heroes. As a Certified Financial Planner, Charlie follows the CFP Board’s Code of Ethics and Standards of Conduct. The complex knowledge required to obtain and maintain this professional designation helps Charlie develop extensive financial plans that hardworking people deserve. When he's not helping clients navigate their financial futures, Charlie embraces the "Work Optional" lifestyle by specializing in outdoor family adventures and enjoying great food and friends around the fire pit. He’s often found perfecting his ping-pong skills (where he claims an undefeated status), writing, and sharing amateur dog training tips with anyone willing to listen.

Charles Zalman is a CFP® with 13 years of industry experience currently affiliated with Credit Union Investment Services in Raleigh, NC. He has held roles at State Employees’ Credit Union since 2007 and serves as a Financial Advisory Services District Manager, supervising financial services offered to eligible members. His background also includes positions with Secu Life Insurance Company and Members Trust Company. Credit Union Investment Services primarily serves North Carolina residents, focusing on non-discretionary portfolio management and financial planning for individual investors and trust clients. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisers and a goals-based, long-term investment approach.