Kyle Marks is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at Secu Life Insurance Company, Members Trust Company, and Credit Union Investment Services. He is also affiliated with Wealth Enhancement Advisory Services. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other RIAs. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies with periodic rebalancing and client reviews.

Mary Hendrix is a CFP® and Series 63-registered advisor with Credit Union Investment Services, based in Raleigh, NC. She has three years of industry experience and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2022 or earlier. Hendrix also serves as a life insurance agent with SECU Life Insurance Company. 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 operates as a salaried employee model under State Employees’ Credit Union, managing over $3 billion in non-discretionary assets.

Jeffrey Link is a financial advisor with Guardian Wealth Advisors, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Aptus Capital Advisors, LLC and Gordon Asset Management, LLC. He is also the author of the book *Protecting the Pig*. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients, employing a systematic investment approach that incorporates mutual funds, ETFs, bonds, options, and equities.

James Rosselle is a financial advisor with Curi Capital, LLC in Denver, CO, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at RMB Capital Management, LLC since 2012. Outside of advising, he owns and manages a small residential property management business. Curi Capital serves individuals, families, institutions, and charitable organizations with wealth management, asset management, retirement plan solutions, and family office services. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach across equity and fixed income strategies, combining in-house and external managers with proprietary risk analysis tools.

Kimberlee Sipe is a financial advisor with Capital Investment Advisory Services, LLC and holds Series 63 and Series 66 designations. She has 20 years of industry experience and has been with Capital Investment Group, Inc. since 2009. She is also the owner of Insight Investment Planning, Inc., an investment and insurance business. Capital Investment Advisory Services, LLC provides 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.

Christopher Langlois is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC. He holds the Series 63 and Series 66 licenses and has five years of industry experience, including four years at Fidelity Investments. Prior to his advisory career, he held positions in the healthcare and retail sectors. 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 investment programs typically managed on a discretionary basis, utilizing fundamental, technical, and charting methods across various asset classes.

Craig Letendre is a CFA® charterholder with 10 years of industry experience. He is an Institutional Portfolio Strategist at First Citizens Asset Management, Inc., where he has worked since 2019. Prior to that, he held roles at Parametric Portfolio Associates and Eaton Vance Management. 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 using a combination of quantitative and qualitative methods.

Bryan Persak is a financial advisor at Accelerate Retirement in Raleigh, NC, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Principal Securities for 18 years before joining Accelerate Retirement and Alkeme Financial Services, LLC. Accelerate Retirement serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and employer plan sponsors, offering retirement plan consulting, investment management, financial planning, and fiduciary services. The firm uses a long-term investment approach and constructs customized portfolios through a network of Investment Adviser Representatives, leveraging various securities and third-party managers.

Wesley Frady is a financial advisor at Credit Union Investment Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked since 2013 in various roles including Financial Advisory Services District Manager at State Employees' Credit Union and as a trust representative with Members Trust Company. He also serves as an agent with SeCU Life Insurance Company. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, retirement, and financial planning advice. The firm emphasizes a long-term, goals-based approach using low-cost mutual funds and ETFs, and operates within the credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

Tevin Pettiford Dubose is a financial advisor with Credit Union Investment Services in Durham, NC, holding Series 63 and Series 65 registrations and two years of industry experience. Prior to joining his current firm, he worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. He also holds roles with the State Employees' Credit Union and SECU Life Insurance Company, where he provides financial advisory and life insurance services, respectively. Credit Union Investment Services primarily serves North Carolina residents with non-discretionary financial planning and portfolio advice, focusing on long-term goals and low-cost investment options within a credit-union structure.

Lawrence Hamilton is a CFP® and PFS™ credentialed advisor with 23 years of industry experience. He is currently with Prosperity - An EisnerAmper Company in Raleigh, NC, and has previously held roles at Dai Securities LLC, Avantax Investment Services, and Hughes Pittman & Gupton, LLP. He is also a partner at EisnerAmper, where he is involved in tax and accounting services. 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 approximately $5 billion in client assets and emphasizes asset allocation and diversification, utilizing third-party independent managers and technology platforms to support its services.

Matthew Inman is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Franklin Street Advisors, Inc. since 2016. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high‑net‑worth individuals and institutional clients, including pension plans and trusts. The firm employs a team-based manager research process and offers tailored mandates across equity and fixed income strategies, combining internal portfolio teams with access to third-party managers.

Justin Marcinkiewicz is a CFA® charterholder with over a year of experience in the financial industry. He currently works at First Citizens Asset Management, Inc., where he has been since 2024, and has been affiliated with First Citizens Bank since 2014. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million through a multi-team platform and constructs global, multi-asset model portfolios using a combination of quantitative and qualitative research.

Joseph Knowles is a financial advisor at Curi Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Credit Suisse Securities (USA) LLC for eight years. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up approach to equity strategies and a fundamental relative-value approach to fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Matthew Hynes is a financial advisor with Prosperity - An EisnerAmper Company, holding a PFS™ designation along with Series 63 and Series 66 licenses. He has six years of industry experience, including prior roles at JP Morgan Private Bank and PwC Advisory Services LLC. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in client assets and emphasizes asset allocation and diversification, using both discretionary and non-discretionary management with third-party independent managers and model portfolios.

David Arthur is a CFA® charterholder with 24 years of industry experience. He is currently with Curi Capital, LLC and has previously worked at Park Ridge Asset Management, LLC. Outside of his advisory role, he is also licensed as an insurance agent. Curi Capital serves a diverse client base including individuals, families, institutions, and charitable organizations, offering services such as wealth management, asset management, and retirement plan solutions. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers, managing approximately $9.83 billion in assets.

Charles Johnson is a CFP® with 10 years of industry experience, currently serving at First Citizens Asset Management, Inc. He has held various roles within First Citizens-affiliated entities since 2013 and previously worked at PNC Bank and its affiliates from 2020 to 2024. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and public entities. The firm constructs global multi-asset class model portfolios using fundamental, quantitative, and technical analysis, with an emphasis on strategic asset allocation and risk management.

Jason Harris is a financial advisor with Strategic Blueprint, LLC in Raleigh, NC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Strategic Blueprint since 2019 and has also been associated with The Strategic Financial Alliance Inc. and Cornerstone Wealth Management for over a decade. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management and financial planning services through a network of independent advisory representatives, with notable features including a subscription advisory program and a focus on client education.

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.