Hallvard Boehn is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, holding a Series 65 designation. He has been with Guardian Wealth Advisors since 2024 and has prior experience at Charter Oak Financial, College Steps, and several other firms and organizations. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities with investment advisory, financial planning, and retirement plan consulting services. The firm uses a combination of fundamental and technical analysis within a systematic framework to manage client portfolios, primarily through ETFs and mutual funds.

Arthur Pittman is a financial advisor at Prosperity - An EisnerAmper Company with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms including Avantax Investment Services and HPG Wealthcare Advisors. Pittman is also involved in fixed insurance and annuity sales and provides consulting services through Hughes Pittman & Gupton, LP. 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 employs a diversified investment approach, utilizing third-party managers and technology platforms to support clients and manages approximately $5 billion in assets.

Todd Young is a financial advisor at Franklin Street Advisors, Inc. in Chapel Hill, NC, holding a Series 65 designation with nine years of industry experience. His prior roles include positions at KDI Capital Partners LLC and Echelon Point Advisors, LLC before joining Franklin Street Advisors. 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 approach combining in-house and external managers, guided by a quarterly Investment Policy Committee and a disciplined manager-research process.

Melissa Phillippi is a CFP® professional with 18 years of experience in the financial services industry. She is currently with Balentine in Raleigh, NC, where she has worked since 2026. Her prior roles include positions at Highspring, Raymond James Financial, Merrill, and Banc of America Investment Services. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm’s investment approach combines a seven-year Capital Markets Forecast with a Building Blocks framework to allocate assets by risk type and employs a mix of active and passive strategies alongside selected third-party sub-advisers.

Anisa Barutis is a financial advisor with Prospera Financial Services, Inc. in Raleigh, NC. She holds a Series 66 designation and has experience in both financial services and legal sectors, including roles at McCollum Law, P.C., and Prospecta Financial Services. Barutis also has a background in education and wellness through prior positions at St. David School and Prime IV Hydration and Wellness. Prospera Financial Services, Inc. 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 business entities, offering financial planning, portfolio management, and multiple advisory programs through both proprietary and third-party platforms.

Andrew James is a financial advisor at Franklin Street Advisors Inc. with six years of industry experience. He holds the Series 65 and Series 66 designations and has been associated with Franklin Street Partners, Inc. since 2002. Franklin Street Advisors provides discretionary, customized investment management to high-net-worth individuals and institutional clients. The firm employs a team-based approach to asset allocation and offers separately managed accounts along with pooled investment vehicles, combining internal portfolio teams with access to third-party managers.

Sheldon Fox is a CFP® and Series 65 credentialed advisor at Curi Capital, LLC with seven years of industry experience. He previously worked at KDI Capital Partners, LLC for 17 years before joining Curi Capital in 2022. Outside of his advisory role, he serves as Executive Director of the Altamira Foundation, a private charitable nonprofit. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across a variety of vehicles, including separately managed accounts, mutual funds, and private funds.

Kristine Carothers is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC. She holds a Series 66 designation and has six years of industry experience. Prior to joining First Citizens Asset Management in 2021, she worked with First Citizens Investor Services and First South Financial Services. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and offers global, multi-asset model portfolios with dynamic asset allocation and ongoing monitoring.

Duncan Gibson is a financial advisor at Curi Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at SharpVue Capital, LLC and Morgan Stanley. Outside of his advisory role, he is involved in waste and recycling management services as a member manager of Trash Hounds, LLC. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach implemented through various strategies including separately managed accounts, mutual funds, and private funds.

Edward Monaghan is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Monaghan Wealth Management, Capital Investment Advisory Services, LLC, and Capital Investment Group, Inc. since 2017, following a year at Wells Fargo Clearing. Outside of his advisory work, Monaghan serves as treasurer and secretary for Brentwood Office Park POA. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, trusts, and charitable institutions. The firm customizes portfolios based on client objectives, time horizon, and risk tolerance and predominantly manages assets on a discretionary basis using a variety of analytical methods and investment strategies.

Timothy Nugent is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with SVB Wealth and has previously worked at First Citizens Bank, Fidelity, Truist Investment Services, and Wells Fargo Clearing. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm uses a documented due diligence process to select and monitor third-party managers and operates as a wholly owned, non-bank subsidiary of First Citizens Bank.

Jake Galligan is a financial advisor at AlphaStar Capital Management with a Series 65 designation and four years of industry experience. He is also a software engineer for Financial Independence Group, where he develops applications for insurance agents. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches across various asset types and supports ERISA-related plan services, managing roughly $2.5 billion in assets with about 135 advisors.

Martin Hensley is a financial advisor at Foundations Investment Advisors LLC with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including EQIS Capital Management and Capital Financial Advisory Group. Outside of his advisory role, he is involved in insurance sales through Full Court Wealth. Foundations Investment Advisors LLC serves a broad client base including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning, portfolio management, and sub-advisory services, employing a blend of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Edward Secrest is a CFP® professional affiliated with Summit Financial, LLC in Raleigh, NC, with 35 years of industry experience. He has held roles at firms including Modern Capital Securities, Liberty Partners Financial Services, Secrest Blakey & Associates, LPL Financial, and Southeast Financial Group. Outside of advisory work, he is involved with Accessible AI, mentoring on product development for a CRM aimed at managing 401(k) plans, and he is a one-third owner of Jed Farms, a hay-producing real estate firm. 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 variety of investment advisory and portfolio management programs, combining discretionary and consultative services with a focus on financial planning, retirement plan advisory, and access to alternative investments.

Morgan Gojanovich is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, holding a Series 65 designation. He has industry experience beginning in 2025, with prior roles at a family office, Advisory Services Network / Olde Raleigh Financial Group, First Horizon Bank, and American Savings Bank. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by providing investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm uses ETFs and mutual funds within a systematic, quantitative framework combining fundamental and technical analysis, and offers both discretionary and non-discretionary management.

Rodger Isom is a CFP® and holds a Series 65 license with 10 years of experience in the financial industry. He has worked with Advisors Capital Management since 2023 and previously held positions at West Financial Services Inc. and 1st Portfolio Wealth Advisors. Advisors Capital Management provides discretionary portfolio management to a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs. The firm combines top-down macro analysis with bottom-up security selection across proprietary equity, fixed-income, and tactical strategies, managing over $8.1 billion in assets and serving nearly 18,000 clients.

Susan Whitfield is a CFP® with 22 years of industry experience, currently serving Capital Investment Advisory Services, LLC. She has worked with Capital Investment Group, Inc. since 2006 and has maintained a concurrent role at Ballantyne Tax & Finance since 2004, where she is the founder and owner providing tax and financial planning services. In addition to her advisory work, she holds a real estate license and acts as an agent for several insurance companies. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base including individuals, corporations, retirement plans, trusts, and charitable institutions. The firm offers customized investment programs using a variety of analytical methods and manages the majority of its assets on a discretionary basis.

Jason Knight is a CFP® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2011 and previously spent ten years at Charles Schwab. Knight provides investment advisory services through Great Valley Advisor Group, LLC. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals—including high-net-worth clients—retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a combination of in-house strategies and third-party managers.

Wilson Li is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Abacus Wealth Partners with two years of industry experience. Prior to joining Abacus Wealth Partners in 2024, he worked at Woodward Financial Advisors from 2021 to 2024. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base including individuals, families, charitable organizations, and business entities. The firm employs an asset-class investing approach grounded in academic research, utilizing primarily no-load mutual funds, ETFs, and passive institutional funds, along with ESG screening and private pooled vehicles in client portfolios.

Kenneth Duncan is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 63, 65, and 66 credentials and offering 30 years of industry experience. His prior roles include various positions at PNC Bank and its affiliates. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, municipalities, and institutions, using global multi-asset class model portfolios that combine fundamental, quantitative, and technical analysis.