Emily Cardillo is a financial advisor with Integrity Advisory Solutions in Raleigh, NC, holding a Series 65 credential and three years of industry experience. She has worked as an independent agent since 2019. Outside of her advisory role, she is a licensed insurance agent and provides estate planning referrals through Integrated Trust Systems. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of asset-allocation strategies and third-party platforms.

Matthew Hamilton is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63, 65, and 66 licenses and 19 years of industry experience. He has worked at Credit Union Investment Services since 2007 and also holds roles with Secu Life Insurance Company and Members Trust Company. Hamilton is an agent with Secu Life Insurance Company and a trust representative with 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 advisors as salaried employees of the parent credit union.

Johns Ellington is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Franklin Street Advisors, Inc. since 2015. He holds Series 63 and Series 66 licenses and is based in Chapel Hill, NC. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to a diverse client base, including high-net-worth individuals, pensions, trusts, non-profits, and governmental entities. The firm employs an open-architecture investment approach that integrates in-house management with external managers, supported by a quarterly Investment Policy Committee and a disciplined manager research process.

Joshua Shellman is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Credit Union Investment Services and its affiliates, including SeCU Life Insurance Company and SeCU Brokerage Services, since 2015. Outside of his advisory role, he is involved in a family exterminating business as an emergency backup for administrative tasks. 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 advisors who provide recommendations while clients retain final decision authority.

Kimberly Pittman is a CFP® professional with 12 years of industry experience, currently affiliated with Credit Union Investment Services in Raleigh, NC. She has held roles at Secu Life Insurance Company, Members Trust Company, and State Employees' Credit Union since 2007. Pittman also serves as a financial advisory services specialist at State Employees' Credit Union, providing financial services to eligible members. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm’s representatives are salaried employees of the parent credit union, and clients retain final decision-making authority over their accounts.

Richard Spaulding is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with four years of industry experience. His prior roles include positions at Greenleaf Trust and Indiana Trust Wealth Management. He currently works in Raleigh, NC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, discretionary and non-discretionary investment management, and family-office style services, managing approximately $12.0 billion in assets.

Hayden Brown is a financial advisor with First Citizens Investor Services, Inc. in Greenville, SC, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining First Citizens, Hayden spent four years in full-time education. He also serves as a financial consultant with FCAM, meeting with clients to discuss investment capabilities. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, utilizing a mix of asset allocation strategies, discretionary management, and technology-driven model portfolios, supported by its affiliation with a bank holding company.

Joshua Turner is a financial advisor at Franklin Street Advisors, Inc. in Chapel Hill, NC, holding a Series 66 designation with 11 years of industry experience. He has been with Franklin Street Advisors since 2016. 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 uses an open-architecture approach that combines in-house management with external managers and offers strategic asset allocation models as well as bespoke mandates.

Ervin Millwood III is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC. His work history includes roles at Aptus Capital Advisors, LLC, Triad Advisors, Inc., and Gordon Asset Management, LLC. Outside of his advisory practice, he is involved in scuba instruction as an assistant for Gypsy Divers, LLC. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, offering investment advisory, financial planning, retirement consulting, and cash management services. The firm employs a mix of fundamental and technical analysis within a systematic, quantitative framework and utilizes tools such as Riskalyze to manage risk and organize trades.

Joshua Hart is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding a Series 66 license and 20 years of industry experience. He previously worked 18 years at Lincoln Financial Advisors before joining Credit Union Investment Services and its affiliates in 2023. Outside of advisory work, he serves as an insurance agent offering fixed annuities, disability, long-term care, and traditional life insurance products, and is employed part-time in the service industry. Credit Union Investment Services serves individual investors and trust clients primarily 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, along with a goals-based planning approach, with salaried advisers who provide recommendations but do not exercise trading discretion.

David Handa is a financial advisor with Packerland Brokerage Services, Inc. in Cary, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Packerland Brokerage Services since 2016 and also works with Wrp Investments, Inc. since 2011. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors managing approximately $1.36 billion in assets. The firm offers financial planning, portfolio management, wrap-fee and unified managed account programs, and retirement-plan consulting, utilizing both direct management and third-party money managers via the Hilltop/Hilltop-cleared Envestnet platform.

Michael Hensley is a CFP® professional with 18 years of industry experience. He is currently with Guardian Wealth Advisors, LLC and has previously worked at Aptus Capital Advisors, LLC and Gordon Asset Management, LLC. 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, incorporating both fundamental and technical analysis.

James Glover Jr. is a financial advisor with Level Four Advisory Services in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Prior to joining Level Four in 2022, he spent 35 years at Mid-Atlantic Securities, Inc. He serves as a board member of Oakwood Cemetery and is the finance chair for Christ Church, where he manages monthly finance meetings and backup treasury duties. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and public entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, employing model portfolios and multiple custodians and sub-advisors, including affiliated and third-party providers.

Matthew Keen is a Series 66-licensed financial advisor with Capital Investment Advisory Services, LLC, where he has worked for 10 years. He has 14 years of industry experience and serves on the Board of Directors for KS Bank, Inc., an advisory role focused on overseeing the institution's business performance. 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 tailors portfolios to client objectives and risk tolerance, primarily managing assets on a discretionary basis.

Wyatt Jenkins is a financial advisor at Capital Investment Advisory Services, LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining his current firm. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers separately managed accounts, referrals to third-party managers, private-label model portfolios, and financial planning, using a mix of analytical methods and ongoing monitoring tailored to clients’ investment objectives and risk tolerance.

Elizabeth Broadway is a Series 66-licensed financial advisor with 13 years of industry experience. She currently works at Prosperity - An EisnerAmper Company and holds a partner position at EisnerAmper, where she is involved in tax and accounting. Broadway also engages in fixed insurance and annuity sales as an insurance agent. 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, employs both discretionary and non-discretionary management, and utilizes third-party managers and technology platforms to support planning and reporting.

Sujatha Avutu is a CFA® charterholder with seven years of industry experience. She is currently a financial advisor at Verity Asset Management and serves as a senior advisor for a private equity fund at Aston Peak. Avutu also holds a role as treasurer on the board of directors for New Leaf Behavioral Health, a not-for-profit organization in Raleigh, NC. Verity Asset Management is an SEC-registered multi-team advisory firm managing approximately $1.15 billion for a diverse client base including individuals, retirement plan sponsors and participants, institutional clients, and other registered investment advisers. The firm utilizes a largely model-based investment approach emphasizing tactical asset allocation and acts as a manager-of-managers through internal and third-party managed strategies.

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.

Thomas Campbell is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including PKS Investments, LPL Financial, FFI Alternatives LLC, and Triad Advisors, Inc. Outside of his advisory work, he is the owner of Rock Tide Media, LLC, a content creation business, and serves as a trustee for the Kern Foundation, a family charity supporting local organizations. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work alongside financial wellness programs.