Richard Blankenship is a CFA® charterholder with 22 years of industry experience, currently serving at Franklin Street Advisors, Inc. He has been with Franklin Street Partners, Inc. since 1997. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high-net-worth individuals and various institutional clients. The firm employs a team-based manager research process and manages client portfolios on a discretionary basis, offering access to both internal portfolio teams and third-party managers.

Alicia Love is a financial advisor at Credit Union Investment Services with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple related entities, including State Employees’ Credit Union, where she serves as a Financial Advisory Services District Manager. Her roles also include trust representation at Members Trust Company and life insurance agent at Secu Life Insurance Company. Credit Union Investment Services serves individual investors and trust clients in North Carolina, 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 investment adviser representatives as salaried employees of the parent credit union.

Brad Pinter is a financial advisor at Founders Financial Alliance, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including SunTrust Investment Services and TIAA-CREF. Outside of advising, he serves as an Account Executive at Sailpoint, a technology company specializing in identity management and governance for unstructured data access. Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting 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 under a flat fee arrangement.

Erich Spoonhour is a financial advisor at Trajan Wealth, L.L.C. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney, Wells Fargo Advisors, and Elements Consulting. Outside of his advisory role, he is also licensed as an insurance agent and occasionally offers insurance products to clients. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment approach tailored to client objectives and documented through investment policy statements.

William Sanderson is a CFP® professional with five years of industry experience. He has worked at Curi Capital since 2019 and previously at Captrust Financial Advisors from 2016 to 2019. Sanderson is based in Raleigh, NC. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, mutual funds, private funds, and family offices. The firm uses a long-term, fundamental investment approach with a mix of proprietary strategies, third-party managers, and private funds, and offers specialized services including Wealth Management and a subscription education product for medical professionals.

Joseph Jackson is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Capital Investment Advisory Services since 2022 and has prior experience at Capital Investment Group, Inc. and Cape Fear Securities, Inc. Outside of his advisory roles, Jackson is a co-owner of a local car wash business in Fayetteville, NC. 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 combination of analytical methods with ongoing portfolio monitoring.

Murray Duggins Jr. is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 21 years of industry experience. He has worked with Capital Investment Advisory Services and Capital Investment Group since 2017 and also owns a family-operated management company, United Realty. 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 multiple analytical methods and conducting regular portfolio reviews.

Erik Babocsi is a CFP® professional with 28 years of industry experience, currently serving at Capital Investment Advisory Services, LLC since 2009. He has also worked at Capital Investment Group, Inc. from 2009 to 2017. Outside of his advisory role, he owns a business providing expert witness testimony for asset distribution in divorce cases, involving analysis and mediation support. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs an individualized approach using discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Elvis Dobro is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior experience includes roles at Wells Fargo and Citigroup Global Markets. He is also a Financial Advisory Services Specialist with State Employees' Credit Union and an agent for SECU Life Insurance Company. Credit Union Investment Services serves primarily North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and retirement planning with a goals-based approach that emphasizes long-term investing in low-cost mutual funds and ETFs. The firm operates within a credit-union ecosystem and provides clients with a range of related financial services through affiliated entities.

Chad Trevithick is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC. His prior experience includes roles at Modern Capital Securities, Inc., Liberty Partners Financial Services, LLC, and BB&T Investment Services, Inc. He holds the Series 66 license. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to meet diverse client needs.

Jacqueline Hall is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC. She holds a Series 65 designation and joined the firm in 2024 after a decade in full-time education. She has no prior industry experience in financial advising. Guardian Wealth Advisors serves individuals—including high-net-worth clients—retirement plans, charitable organizations, trusts, and other business entities. The firm uses a combination of fundamental and technical analysis within a systematic, quantitative framework to manage portfolios primarily through ETFs and mutual funds, offering both discretionary and non-discretionary management.

Paul Cranfill is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, holding the Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked at Capital Investment Group, Inc. and Capital Investment Advisory Services since 2012, with prior roles at Sageworks and Cushman & Wakefield, where he is also active as a commercial real estate broker. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, and charitable institutions. The firm offers customized investment solutions utilizing fundamental, technical, and charting analysis, managing the majority of assets on a discretionary basis.

Martin Hardy is a financial advisor with Guardian Wealth Advisors, LLC in Durham, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include 14 years at Hornor Townsend And Kent, Inc and ongoing work with Penn Mutual Life Insurance since 2007, where he is involved in disability income insurance and life sales. Hardy also provides disability income insurance and long-term care insurance services independently. Guardian Wealth Advisors offers investment advisory, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage risk and market participation.

David Misenheimer is a CFP® with 24 years of experience in the financial industry. He is currently with Guardian Wealth Advisors, LLC and previously worked at Aptus Capital Advisors, LLC and Gordon Asset Management, LLC. He also serves as president of ASM Capital Corp., an investment-related business. Guardian Wealth Advisors, LLC provides investment advisory services, financial planning, and retirement plan consulting to individuals, high-net-worth clients, 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 risk and seek market upside.

Tammie Farrell is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has been with Capital Investment Advisory Services and Capital Investment Group, Inc. since 2012. Additionally, she owns and operates Farrell Wealth & Associates, LLC, a financial consulting business based in Franklin, NC. 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, third-party manager referrals, private-label model portfolios, and financial planning, using an individualized process that incorporates multiple analytical methods and ongoing portfolio monitoring.

William Sneed Jr. is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wealth Advisor Group LLC. Outside of his advisory role, he serves as President of All Jesus Ministries and works part-time as a non-compensated associate of B&K Lawn Care. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser providing financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits, managing approximately $12 billion in assets. The firm integrates wealth management with coordinated tax and accounting services through its affiliation with a national professional services parent.

Joseph Miller is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. He has held roles at Arky & Miller Financial Group since 2009, where he is a managing partner, and has worked in various capacities with Cambridge Investment Research and The Variable Annuity Marketing Company. Miller also serves as adjunct faculty at Guilford College, teaching CFP Board educational courses. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios and a long-term investment approach.

Abigail Tilley is a financial advisor at Capital Investment Advisory Services, LLC with three years of industry experience. She holds the Series 66 designation and has previously worked at Fidelity Investments and Southern Bank and Trust Company. 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 an individualized process and a mix of analytical methods.

Jessica Pasquale is a CFP® with 11 years of industry experience, currently affiliated with Curi Capital, LLC in Raleigh, NC. Her prior work includes roles at Integrity Alliance, Lion Street Financial, Cetera Investment Services, and First Citizens Bank. Outside of financial advising, she owns and operates a sole proprietorship where she paints and sells original acrylic paintings. Curi Capital serves a diverse client base including individuals, families, institutions, and retirement plan sponsors, managing approximately $9.83 billion across various investment vehicles. The firm employs a long-term, fundamental investment approach for equities and a relative-value strategy for fixed income, combining in-house and external management resources with proprietary risk analysis tools.

Elizabeth Gates is a financial advisor at Credit Union Investment Services with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several affiliated firms, including Secu Life Insurance Company, Members Trust Company, and State Employees' Credit Union. Gates serves as a Financial Advisory Services Specialist at State Employees' Credit Union, providing financial services to eligible members. Credit Union Investment Services serves residents of North Carolina, primarily individual investors and some trust clients, 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.