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 25 years of industry experience. He previously worked at Verity Investments, Inc., Verity Asset Management, Inc., and Verity Financial Group from 2009 to 2025. Outside of his advisory role, he serves as a board member for Sentinel Primary Care, owns and manages a handyman services company, and participates on the Mission Advancement Advisory Committee for the Sisters of St. Cecilia Congregation. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of asset management and planning services, utilizing individualized asset allocation, model-based platforms, and overlay managers, along with additional services such as outsourced CIO and CCO support.

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 six years of industry experience. He previously worked at Capfinancial Securities, LLC and CAPTRUST Financial Advisors from 2011 to 2018 before joining Balentine. Outside of his advisory role, he serves as an investor and board member for SURV Triangle LLC, a home services business based in Raleigh, NC. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and other institutional clients, offering comprehensive wealth management, financial planning, investment management, family office services, sub-advisory relationships, and business advisory support. The firm employs a risk-based investment process using a mix of active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program for institutional mandates.

Sean Mcgill is a financial advisor at Verity Asset Management in Durham, NC, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Verity Financial Group and its affiliates since 2011. Mcgill is also a partner at PlanScope360, LLC, a plan administration business. Verity Asset Management is an SEC-registered investment adviser that offers discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional, and other adviser clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and manages a proprietary no-load mutual fund while serving as a sub-advisor and service provider to other advisers.

Elizabeth Boehne is a CFP® professional with two years of industry experience, currently serving as an advisor at Abacus Wealth Partners. Her prior experience includes roles at Woodward Financial Advisors and involvement with Presbyterian Campus Ministry and the Greensboro Chamber of Commerce. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, business entities, and charitable organizations. The firm employs a passive-oriented, asset-class investment approach tailored to clients’ risk profiles and goals, and manages private fund investments such as the Align Impact fund.

Bonnie O Quinn is a financial advisor at Level Four Advisory Services with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Red Reef Advisors LLC for seven years. Outside of her advisory role, she serves as chair of the Curham-Orange Estate Planning Council board and is involved in business consulting through Level Four Business Solutions. Level Four Advisory Services is an SEC-registered firm managing approximately $6.5 billion, serving a diverse client base that includes individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and third-party sub-advisors.

Jennifer Mckinnon is a CFP® with 22 years of industry experience, currently serving at Prosperity - An EisnerAmper Company. Her prior experience includes roles at Avantax Advisory Services, Hpg Wealthcare Advisors, and 1 St Global Capital Corp. She also works as a licensed 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 manages around $5 billion in client assets and employs a multi-team approach emphasizing asset allocation and diversification, utilizing third-party managers and technology platforms for account administration.

Stacey Waddell is a CFP® with 17 years of experience, currently serving at Credit Union Investment Services in Raleigh, NC. She has held positions at SECU Life Insurance Company, where she is President and CEO, Members Trust Company as a Trust Representative, and State Employees' Credit Union since 2002. Credit Union Investment Services serves primarily North Carolina residents, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm operates as a subsidiary of State Employees’ Credit Union and manages over $3.0 billion in advisory assets.

Michael Hakerem is a CFA® charterholder with 20 years of industry experience. He is currently affiliated with Kingswood Wealth Advisors, LLC and has held positions at Glenwood Financial Partners, Eudaimonia Partners, and Great Lakes & Atlantic Wealth Managers and Advisory Partners. Outside of his advisory roles, he is the sole proprietor of Empowered Portfolios, LLC, a firm specializing in research and analytics on fintech providers, financial markets, and related areas. Kingswood Wealth Advisors serves a diverse client base including individual investors, high-net-worth clients, retirement plan sponsors, and institutions. The firm offers customized portfolio management and financial planning through an open-architecture platform that frequently employs third-party managers and integrates insurance-linked account services.

Matthew Foushee is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. His career includes roles at FSC Securities, OSAIC, and Cambridge Investment Research, with his current positions spanning Credit Union Investment Services, State Employees' Credit Union, SECU Life Insurance Company, and SECU Brokerage Services. He also serves as an agent with SECU Life Insurance Company and as a Financial Advisory Services Specialist at State Employees' Credit Union. 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 adviser representatives employed on a salaried basis by the parent credit union.

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.

Laura Tovar is a financial advisor at Credit Union Investment Services with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked concurrently at State Employees' Credit Union and affiliated entities since 2009. Tovar also serves as an agent for SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, providing non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm emphasizes goals-based, long-term investment strategies using low-cost mutual funds and ETFs within a credit-union ecosystem.

Megan Daniel is a financial advisor with Credit Union Investment Services and holds a Series 66 designation. She has been in the financial industry since 2025, with prior experience at Equitable Advisors and State Employees' Credit Union. Outside of finance, she works as an NHL broadcast operator for SportsMedia Technology and serves as an ice skating coach with Polar Ice NC. Credit Union Investment Services serves individual investors and trust clients in North Carolina, offering non-discretionary portfolio management and financial planning. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisers providing recommendations while clients retain final decision authority.

Kurt Preble is a financial advisor with Verity Asset Management in Durham, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Verity Asset Management and its affiliated entities since 2000 and also serves as an independent consultant for TSP Pilot, LLC, focusing on Thrift Savings Plan consulting. Verity Asset Management is an SEC-registered 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 diverse asset classes and offers both internally managed and third-party models under fiduciary and ERISA standards.

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 in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Capital Investment Group, Inc. and Cic Advisers, LLC since 2005. Fields also serves as president and insurance agent of Integrated Advisory Services, where he provides insurance sales and service. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm uses an individualized process that includes discretionary management, third-party managers, and private-label model portfolios, with ongoing monitoring and a mix of analytical methods.

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.