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.

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.

Adam Coleman is a CFP® and Series 65-registered advisor with six years of industry experience. He is currently with Compound Planning, Inc., where he has worked since 2026. His prior experience includes roles at Maia Wealth and Colorado Wealth Group, LLC, as well as an 18-year career at Dell. He is also a licensed insurance agent. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries with fiduciary, goals-based investment processes. The firm offers discretionary portfolio management, turnkey asset management, financial planning, and integrates alternative strategies alongside technology-driven portfolio oversight.

John Palko is a CFP® professional with 27 years of industry experience, currently serving at Capital Investment Advisory Services, LLC since 2018. He previously worked at Bb&T Securities, LLC from 2013 to 2017. Outside of his advisory role, he is a general board member of the Matthews Area Chamber of Commerce. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, estates, foundations, and charitable institutions. The firm offers customized investment solutions through separately managed accounts, third-party asset managers, and financial planning services, managing most assets on a discretionary basis.

Robert Falconer is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, holding a Series 66 designation with five years of industry experience. His prior work includes roles at LPL Financial, MML Investors Services, Mass Mutual Life Insurance, and involvement with golf-related companies such as Titleist Golf Company and Eastward Ho Golf Club. 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 employs a mix of fundamental and technical analysis within a systematic, quantitative framework and offers both discretionary and non-discretionary management.

Bryan Dearolf is a CFP® and ChFC® with three years of industry experience, currently affiliated with Mariner Independent in Raleigh, NC. Prior to joining Mariner Platform Solutions, he worked at Abundant Life Financial and CWM, LLC. He served in various capacities with the U.S. Navy from 2011 to 2023. Outside of financial advising, he teaches personal finance at Cary Christina School. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of financial planning and investment management services supported by in-house and third-party resources, with access to alternative investments and affiliated business solutions.

Gavin Speck is an advisor at SEIA with a Series 66 designation and approximately one year of industry experience. Prior to joining SEIA, he was affiliated with SES LLC and spent several years as a student. SEIA is an SEC-registered, multi-team advisory firm with about 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services, combining strategic asset allocation with tactical and qualitative investment processes.

Trevor Nace is a financial advisor at SageSpring Wealth Partners in Raleigh, NC, holding a Series 65 designation. Although new to the financial advisory industry, he has prior experience with firms such as Collector's Edge Minerals, Science Trends LLC, Forbes Media LLC, and Shell Exploration & Production Company. He has been involved with Science Trends LLC since 2019. SageSpring Wealth Partners manages approximately $8.5 billion for over 11,500 clients, serving a wide range of individual and institutional clients. The firm offers customized portfolios using fundamental and technical analysis, and provides discretionary investment management, financial planning, retirement plan consulting, and third-party manager oversight.

Phillip Neuhart is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with First Citizens Asset Management since 2017 and also maintains roles with First Citizens Bank and First Citizens Investor Services. In addition to his advisory duties, he serves as a Portfolio Strategist for Institutional Business within his firm. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, charitable organizations, and municipalities. The firm offers global multi-asset class model portfolios through various implementation frameworks, combining fundamental, quantitative, and technical analysis with strategic asset allocation and ongoing risk management.

Charles Mahaffey is a financial advisor at Franklin Street Advisors, Inc. in Chapel Hill, NC, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Franklin Street Advisors since 2010. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to a range of clients including individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. The firm employs an open-architecture approach that combines in-house management with external managers, guided by a quarterly Investment Policy Committee and a disciplined manager-research process.

Evan Lockwood is a financial advisor at Arkadios Wealth Advisors in Raleigh, NC, holding a Series 66 designation with four years of industry experience. Before joining Arkadios in 2022, he served in the Army National Guard for 11 years and worked with the Baltimore City Police Department for four years. He is also involved in tax planning and preparation through his roles as Head of the Tax Division at Proximity Financial Partners and Proximity Tax Strategies, where he provides services to both internal and external clients. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, and retirement plans with customized investment plans based on client risk profiles. The firm employs a combination of fundamental, technical, and cyclical analysis, offering various portfolio management options including internally managed accounts and third-party solutions.

Marcus Davis is a financial advisor at First Advisors National, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Massachusetts Mutual Life Insurance Co, Ultimate Choice Insurance Group Inc, Erie Insurance Group, and Citigroup Global Markets. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages discretionary accounts through third-party money managers and supplements portfolios with advice on individual equities, ETFs, and mutual funds.

Matthew Vaughan is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Capital Investment Advisory Services and Capital Investment Brokerage since 2020, and previously was with Acorn Financial Advisory Services and The Strategic Financial Alliance from 2015 to 2020. Outside of advisory work, he is involved in fixed insurance sales as an agent. 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, or centrally managed private-label model portfolios, utilizing a mix of analytical methods and ongoing portfolio reviews.

Adam Buchanan is a financial advisor with Prosperity - An EisnerAmper Company in Raleigh, NC, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Avantax Advisory Services, HPG Wealthcare Advisors, and 1st Global Advisors. He is a partner at EisnerAmper, focusing on tax and accounting. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, using both discretionary and non-discretionary management strategies supported by third-party independent managers and technology platforms.

Ahmad Quqa is a financial advisor at RFG Advisory, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and FA Invest. Based in Cary, NC, Quqa is also the founder and owner of Crescent Private Wealth. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing a range of model strategies and third-party platforms.

Charles Mc Callum III is a CFP® with 28 years of industry experience. He is currently affiliated with First Citizens Asset Management, Inc. and First Citizens Delaware Trust Company. His prior roles include positions at BB&T Securities, Truist Investment Services, and SunTrust Investment Services. He serves on the board of SVB Wealth and First Citizens Asset Management, attending quarterly meetings and supporting business activities. First Citizens Asset Management, Inc. provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipal clients. The firm constructs global multi-asset class portfolios using a combination of fundamental, quantitative, and technical analysis, with continuous model monitoring and formal quarterly board reviews.

Todd Zempel is a financial advisor at Summit Financial, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Gordon Asset Management, LLC for 12 years. Outside of his advisory work, he is a co-managing member of Z & M Real Estate Holdings, LLC, a passive real estate investment entity. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative approaches.

Robert Oakes is a financial advisor with Prosperity - An EisnerAmper Company in Raleigh, NC, holding CFP® and PFS™ designations and bringing 10 years of industry experience. His prior roles include positions at Dai Securities LLC, Avantax Investment Services, and Dunn, Dunn & Oakes, CPAs PLLC. He serves on the boards of Johnston Health UNC Hospital and UNC Rex Healthcare. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in client assets and incorporates asset allocation, diversification, and third-party managers in its investment approach.