Dwon Clifton is a financial advisor at Gradient Investments, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, Clifton serves as the Director of the basketball program at St. Raphael Catholic School in Wake Forest, NC. Gradient Investments, LLC provides discretionary investment management services to individuals, high-net-worth clients, institutions, and various organizations. The firm employs a proprietary investment framework and offers a range of model and customized portfolios managed on a discretionary basis.

Erich Spoonhour is a financial advisor at Trajan Wealth, L.L.C. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney and PNC Wealth Management. He is also licensed as an insurance agent and offers insurance products, including annuities, as part of his client services. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and other entities. The firm follows a long-term, disciplined investment approach, emphasizing stocks, ETFs, and tailored portfolios aligned with clients’ risk profiles and circumstances.

William Sanderson is a CFP® professional with six years of industry experience. He has worked at Curi Capital since 2019, including a period at Curi RMB Capital LLC, and previously at Captrust Financial Advisors. He is based in Raleigh, NC. Curi Capital provides wealth management, retirement plan consulting, family office services, and specialized offerings for early-career medical professionals. The firm serves individual, high-net-worth, and institutional clients using a long-term, fundamentally driven investment approach across various strategies and instruments.

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.

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, based in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Hornor Townsend And Kent, Inc. and 1717 Capital Management Company. Hardy is also involved in disability income insurance, long-term care sales, and fixed life insurance services. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, offering investment advisory, financial planning, and retirement consulting. The firm employs a systematic, quantitative investment approach using ETFs, mutual funds, third-party managers, and risk analysis tools.

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 in Raleigh, NC, holding Series 63 and Series 66 licenses and having 32 years of industry experience. She has been with Capital Investment Advisory Services and Capital Investment Group, Inc. since 2012 and previously worked at Wells Fargo Clearing from 2006 to 2012. Farrell is also the owner and financial consultant of Farrell Wealth & Associates, LLC. 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 across a range of asset classes, primarily managing assets on a discretionary basis.

I’m Carlos Ruiz, founder of Pivot Wealth Advisors based in Boise, Idaho. I was raised by my great-grandmother—a woman who never had a bank account and couldn’t read or write, but somehow understood money better than anyone I’ve ever met. She taught me that true wealth isn’t about chasing more—it’s about using what you have to build freedom, stability, and impact. That wisdom shapes everything I do today. Most advisors start with investments. I start with strategy. My clients are often navigating the complexities of success: higher income, higher taxes, and bigger decisions. I help cut through the noise and simplify the financial side of life—lowering your tax bill, aligning your income and investments with your values, and creating a plan that gives you options. Not just for retirement—but for right now. As a CERTIFIED FINANCIAL PLANNER™ professional and an Air Force Reservist, I bring discipline, clarity, and forward-thinking strategy to every plan—so you’re never scrambling, always prepared. I serve clients across Boise, Meridian, Nampa, and virtually throughout the U.S. My planning process is practical, personal, and built for real life. Everything I do—both in my work and in my own life—is for my wife and our kids. They remind me that the most important kind of wealth isn’t measured in dollars, but in time, peace, and purpose. If that’s what you’re after, I’d love to connect.

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 licenses and has worked previously at Wells Fargo Clearing, Wealth Advisor Group LLC, and FORVIS Wealth Advisors 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 provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofit organizations. The firm’s investment approach emphasizes customized asset allocation and integrated wealth management services in coordination with tax, accounting, and family-office offerings from its parent firm.

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 12 years of experience currently serving as a financial advisor at Curi Capital, LLC. Her prior experience includes roles at Integrity Alliance, Lion Street Financial, and First Citizens Bank. Outside of finance, she is the owner of Pierce Paints, where she creates and sells original acrylic paintings. 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 range of strategies and offers both discretionary and non-discretionary services.

Stephen Bush is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Capital Investment Advisory Services and Capital Investment Group since 2018 and previously spent 23 years at LPL Financial LLC. Outside of his advisory role, he is involved with Crown Wealth & Insurance Planning, an insurance agency. 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 a range of analytical methods and conducting ongoing portfolio reviews.

John Sleesman is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Summit Financial, LLC and previously held roles at Modern Capital Securities, Inc., Liberty Partners Financial Services, LLC, Secrest Blakey & Associates, LLC, and LPL Financial Corporation. Outside of his advisory work, he is a 25% partner in an agricultural land business, JNH Land Company, LLC. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory, portfolio management, and retirement plan services through discretionary and consultative models.

Cameron Barclay is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized, goals-based financial strategies for individuals and families. He holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation and combines his analytical skills with a commitment to clear education and disciplined planning to help clients make confident, long-term financial decisions. Before joining Merrill, Cameron served in the United States Navy and worked in consulting with Forvis Mazars. He earned a Bachelor of Business Administration in Finance from the University of Oklahoma and holds Series 7, Series 66, and Securities Industry Essentials (SIE) certifications. Cameron focuses on areas such as education planning, family wealth management, legacy planning, liquidity management, tax minimization, and retirement income. Originally from Stilwell, Kansas, Cameron is passionate about supporting the veteran community and is involved with organizations like the American Legion. Outside of his professional work, he enjoys outdoor activities including scuba diving, sailing, and golfing, and values spending time with his family.

Kevin Cochran is a financial advisor at OneAscent Financial Services LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at several firms including Hunter Street Investment Advisors LLC and Verity Asset Management. Outside of his advisory role, Mr. Cochran teaches pickleball private lessons and clinics. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, unified managed accounts, consulting, and back-office support through multiple advisory teams.