Michael Davis is a financial advisor at Wealth Watch Advisors, Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at KCD Financial and Fortress Financial Partners. Before entering financial services, he was employed at Mercy Diagnostics for seven years. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm uses an investment approach that combines quantitative, qualitative, and technical methods through approved third-party model managers and offers both discretionary and non-discretionary portfolio management.

Benjamin Barrett is a Series 66 registered advisor with Credit Union Investment Services and has two years of industry experience. He currently holds roles with SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union. Outside of his financial services work, he occasionally provides pet sitting services. Credit Union Investment Services primarily serves individual investors in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm emphasizes a long-term, goals-based approach using low-cost index funds and ETFs and operates within a credit union ecosystem as a subsidiary of State Employees’ Credit Union.

Cameron Evans is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Foundations Investment Advisors LLC, LifePro Asset Management, LLC, Coppell Advisory Solutions, LLC, and he has been president of Evans Wealth & Asset Management, Inc. since 2012. Evans also provides financial advisory services through his own firm, Evans Wealth & Asset Management, Inc., where he has been involved in money management, insurance, and consulting. 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 process to manage portfolios through discretionary mandates, third-party managers, or private-label model portfolios, with ongoing monitoring and risk disclosure.

John Nash is a financial advisor with Level Four Advisory Services in Raleigh, NC, holding Series 65 and Series 63 licenses with 47 years of industry experience. He previously worked at Mid-Atlantic Securities, Inc. for 36 years before joining Level Four Financial, LLC. Nash is also vice president of a family farming and investment corporation, Arkcar Farm. Level Four Advisory Services manages approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and both proprietary and third-party investment platforms.

Kyle Neuenschwander is a financial advisor at Soltis Investment Advisors, LLC in Raleigh, NC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Goldenwest Credit Union, A&Z Produce, and The Church of Jesus Christ of Latter Day Saints. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in client assets using a Modern Portfolio Theory-based approach combined with quantitative and qualitative manager analysis.

Airis Abolins is a financial advisor at Credit Union Investment Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including First Oak Wealth Management and Dwm Advisors. Abolins is also an independent associate with LegalShield, a non-investment related activity. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management and retirement planning focused on long-term goals. The firm uses a goals-based approach emphasizing low-cost index funds and ETFs, with salaried advisors who do not earn commissions.

Katherine Surles is a CFP®-certified financial advisor with 13 years of industry experience, currently working at Credit Union Investment Services in Raleigh, NC. She has held roles at Secu Life Insurance Company, Secu Brokerage Services, and State Employees' Credit Union since 2007, where she serves as a Financial Advisory Services District Manager. Surles is also a trust representative for 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 salaried advisers and client-directed implementation of recommendations.

Nathan Oltmans is a CFP® professional with 18 years of industry experience. He is currently with Strategic Blueprint, LLC and has prior experience at Cornerstone Wealth Management and The Strategic Financial Alliance, Inc. Outside of his advisory roles, he is also involved as an agent with Tucker Insurance Services, specializing in fixed life insurance referrals. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through a variety of services including portfolio management, financial planning, retirement consulting, and educational seminars.

Marc Oslar is a financial advisor at Impact Partnership Wealth, LLC with over 15 years of industry experience. He holds a Series 65 credential and has previously worked at Modern Woodmen of America, Freedom Equity Finance, Inc., and MLO Planning, Inc. Outside of his advisory role, he is president and manager of Marc Oslar Retirement Experience, LLC, a business focused on insurance and annuities. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services through a multi-adviser platform that incorporates both firm-managed and advisor-managed strategies.

Paula Ali is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63 and Series 65 credentials and four years of industry experience. She has been associated with Credit Union Investment Services and its affiliates since 2021 and has served as a Financial Advisory Services Specialist at State Employees' Credit Union since 2013. Outside of her advisory role, Ali is the owner of SPNJ Courier Services, LLC, and is the CEO of Resilient Mentees, Inc., a nonprofit focused on supporting foster children through high school. 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, with salaried advisors who provide recommendations while clients retain final decision authority.

Sean Brennan is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with Credit Union Investment Services since 2014 and has prior experience at White Rabbit Brewer. Brennan is also an agent with SeCU Life Insurance Company. Credit Union Investment Services serves North Carolina residents, primarily individual investors, 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 subsidiary of State Employees’ Credit Union and manages over $3.0 billion in non-discretionary advisory assets.

Charles Upshaw III is a CFP® professional with 45 years of industry experience, currently serving at Capital Investment Advisory Services, LLC. He has been affiliated with Capital Investment Brokerage, Inc. since 1997. Outside of his advisory work, he is a long-standing member of the Rotary Club of Raleigh and serves as a trustee for the Hill-Pike House Trust. 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 tailored to clients’ objectives and risk tolerance.

Troy Hill is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 27 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of advisory services, he co-owns Sooner Ventures, LLC, a residential real estate leasing business managed by his spouse. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers personalized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing various analytical methods and regular portfolio reviews.

Samuel Knight is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Wells Fargo Clearing Service, Wells Fargo Bank, Mass Mutual Investors Services, and Metlife Securities Inc. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers individualized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a variety of analytical methods and conducting ongoing portfolio reviews.

Steven Gray is a Series 66-registered financial advisor with Credit Union Investment Services, bringing two years of industry experience. He has held roles within the State Employees' Credit Union system, including as a Financial Advisory Services Specialist and life insurance agent. Credit Union Investment Services primarily serves North Carolina residents, offering goals-based, non-discretionary investment advice focused on low-cost index funds and ETFs, with a long-term investment horizon. The firm operates within a credit-union ecosystem, providing financial planning and asset allocation services without commission-based compensation.

Tory Klinedinst is a financial advisor at Great Valley Advisor Group, LLC with 19 years of industry experience. Klinedinst holds Series 66 and Series 63 designations and has worked with Gaines Financial Group, Inc. dba Balanced Investment Strategies and LPL Financial since 2014. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Kemp Mebane is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. He has previously worked at First Citizens Investor Services and Capital Investment Group, Inc. There are no additional notable outside activities reported. Capital Investment Advisory Services offers portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, trusts, and charitable institutions. The firm provides customized investment solutions that incorporate fundamental and technical analysis, managing most assets on a discretionary basis.

Wanda Cooper is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Capital Investment Group, Inc. since 1997. Outside of her advisory role, Cooper serves on the board of Camp Kerr Lake - Shiloh Family Ministry, where she teaches and supports family activities during the summer. 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, with ongoing monitoring and quarterly reviews.

Jamie Hodges is a financial advisor at Credit Union Investment Services with three years of industry experience. He holds a Series 66 designation and has been associated with State Employees' Credit Union since 2015. Hodges 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, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, and its advisors are salaried employees of the parent credit union.

Allison Flippin is a CFP® with eight years of industry experience, currently serving as a financial advisor at Credit Union Investment Services. She has been affiliated with State Employees' Credit Union since 2012 and holds roles at SECU Life Insurance Company, SECU Brokerage Services, and Members Trust Company. Outside of her advisory work, she teaches as an adjunct notary public instructor at Wake Tech Community College. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm’s salaried advisers provide recommendations while clients retain final decision authority.