Ralph Powell is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has worked at Vanderbilt Financial Group and previously spent over two decades at First Citizens Investor Services, Inc. Outside of his advisory work, he serves as an advisor for Atmos Aviation, LLC. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, offering managed accounts, model portfolios, financial planning, and access to third-party advisors. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, supporting both in-house and independent advisor-managed portfolios.

Marshall Brannock is a CFP® and holds a Series 63 designation with eight years of industry experience. He has worked at Balentine since 2018, following a six-year tenure at The Vanguard Group, Inc. 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 employs a model-driven investment approach that combines active and passive strategies and emphasizes asset allocation by risk type.

Colton Neighbors is a financial advisor with New Edge Wealth in Durham, NC, holding Series 63 and Series 66 licenses. He has two years of industry experience and has worked at firms including Fidelity Investments and Northwestern Mutual. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, and institutional clients. The firm focuses on asset allocation and investor behavior, offering diversified portfolio management and advisory services enhanced by AI-assisted analytics combined with adviser judgment.

Matthew West is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. He has worked at Capital Investment Advisory Services and affiliated firms since 2017. Outside of his advisory role, he serves as a financial analyst in ventures and acquisitions for Liberty Senior Living and manages a consulting firm focused on finance and real estate projects. 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, using a variety of analytical methods and ongoing portfolio monitoring.

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.

David Brunswick III is a financial advisor at G. A. Repple & Company with nine years of industry experience. He holds a Series 66 designation and has been with G. A. Repple & Company since 2017. He is also employed at Kingdom Financial Services as a financial planning and investment advisor assistant. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to develop individualized portfolios and offers multiple account options, including an ETF-focused program and a Biblically-Responsible Investing model.

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.

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.

Peter Klas is a financial advisor with Verity Asset Management in Durham, NC, holding a Series 66 designation and 25 years of industry experience. He has worked at Verity Investments, Inc. and Verity Asset Management, Inc. for over a decade. Outside of his advisory role, he is also an insurance agent operating independently through Verity Financial Group, Inc. Verity Asset Management is an SEC-registered investment adviser offering discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment process focused on tactical asset allocation across diverse asset classes and manages both internally developed and third-party models while operating under fiduciary and ERISA standards.

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 11 years of industry experience. He has worked at First Citizens Asset Management, Inc. since 2019 as an Institutional Portfolio Strategist and has held various roles within affiliated First Citizens entities since 2018. Prior to joining First Citizens, he was with Parametric Portfolio Associates and Eaton Vance from 2015 to 2018. First Citizens Asset Management, Inc. provides model-based sub-advisory and direct investment advisory services to a range of clients, including individuals, trusts, municipalities, and institutions. The firm constructs global multi-asset class portfolios using a combination of fundamental, quantitative, and technical analysis, with an emphasis on strategic asset allocation and risk management.

Lawrence Hamilton is a CFP® and PFS™ credentialed financial advisor with 24 years of industry experience. He is currently with Prosperity - An EisnerAmper Company in Raleigh, NC, where he has worked since 2024. His prior experience includes long tenures with Hpg Wealthcare Advisors, Avantax Investment Services, and 1st Global Advisors. Hamilton is also a partner at EisnerAmper, specializing in tax and accounting services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, utilizing third-party managers and technology platforms to support client 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.

Tommy Porter is a financial advisor with Founders Financial Alliance, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Founders Financial Alliance and LPL Financial LLC since 2014. Founders Financial Alliance provides discretionary investment management, financial planning, retirement plan consulting, and related advisory services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process that customizes portfolios to client goals using ETFs, third-party managers, and ongoing monitoring, and offers a family-office style program under a flat fee arrangement.

Joseph Knowles is a financial advisor with Curi Capital, LLC in Raleigh, NC. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Curi Capital, he worked at Credit Suisse Securities (USA) LLC for eight years. 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 portfolio management strategies and service offerings.

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.

Michael Wong is a financial advisor with Abacus Wealth Partners in Durham, NC. He holds a Series 65 designation and began his advisory career in 2026 after eight years at Duke University's Fuqua School of Business and two years at UNC Kenan-Flagler Business School. Abacus Wealth Partners provides financial planning, consulting, and investment management to a diverse client base including individuals, high-net-worth clients, families, and institutional entities. The firm employs an asset-class investing approach grounded in academic research, utilizing primarily no-load mutual funds, ETFs, and passive institutional funds, while incorporating ESG screening and private pooled investments for qualified clients.

David Arthur is a CFA® charterholder with 24 years of industry experience. He is currently with Curi Capital, LLC and previously worked at Park Ridge Asset Management, LLC and Bb&T Asset Management, Inc. Since 2017, he has also been licensed as an insurance agent. 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 combining bottom-up equity analysis and relative-value fixed income strategies across various managed accounts and funds.

Jason Barbera is a CFA® charterholder with four years of industry experience. He has worked at Heritage Wealth Advisors since 2024 and previously held roles at Towards Equilibrium, LLC and SOJE Capital LLC. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, non-profits, and retirement plans with portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm constructs personalized asset-allocation models and manages both discretionary and non-discretionary portfolios using a variety of investment vehicles while also acting as investment manager and general partner to multiple private investment funds.