Cole Nolte is a financial advisor at Founders Financial Alliance, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors and LPL Financial LLC. Nolte operates a separate business under the name Legacy Wealth Strategies. Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment approach using ETFs, third-party managers, and regular portfolio monitoring, and offers a FlatFeeCIO family-office style program that combines multiple advisory services under a flat fee.

Olivia Van Amsterdam is a financial advisor at SVB Wealth with four years of industry experience and holds a Series 65 credential. Her background includes roles at UKG, Kronos Incorporated, Northeastern University, Babson College, and a brief tenure at An Unlikely Story. Olivia is based in Raleigh, NC. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a combination of fundamental, quantitative, and technical analysis to oversee investment allocations and manager adherence, supported by an Investment Committee.

Jason Steele is a financial advisor at Prospera Financial Services, Inc. with 30 years of industry experience. He has previously worked at Raymond James Financial and Morgan Keegan & Company, LLC. Outside of advising, he owns Bull and Bear Brew, a coffee distribution business, and is involved in wealth management services specifically for athletes through Echelon Sport And Wealth Management. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Richard Keeter III is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with Capital Investment Group, Inc. since 1997 and has been self-employed since 1994. Outside of advisory services, he is also an insurance agent with Keeter Financial Corporation. 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 variety of analytical methods and conducting ongoing portfolio reviews.

Timothy Hucks is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has worked at Rising Tide, Inc. and Capital Investment Group, Inc. for more than two decades each. Outside of his advisory work, he serves as treasurer for the Kiwanis Club of Hillsborough. 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, third-party manager referrals, private-label model portfolios, and financial planning, using a variety of analytical methods and ongoing portfolio monitoring.

Andrew Pannell is a financial advisor at Capital Investment Advisory Services, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Wells Fargo Bank, State Employees' Credit Union, and Capital Investment Group, among others. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, and various types of plans and institutions. The firm offers tailored investment programs using fundamental, technical, and charting analysis, managing most assets on a discretionary basis through a network of over 100 independent investment adviser representatives.

Jennifer Pcholinsky is a CFP® professional with five years at Balentine and a total of nine years in the financial services industry. Prior to joining Balentine in 2021, she worked four years at Truist Wealth. Jennifer is based in Raleigh, NC. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients, providing wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a model-driven investment approach that incorporates a seven-year Capital Markets Forecast and asset allocation by risk type, combining active and passive strategies and third-party sub-advisers.

Eraine Parker is a financial advisor with First Citizens Asset Management, Inc. based in Raleigh, NC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. Parker has held positions at multiple firms including Silicone Valley Bank Wealth LLC and Edelman Financial Services, LLC. Outside of investment advising, Parker is President of Byond Compliance LLC, providing regulatory compliance consulting, training, and public speaking. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm constructs global multi-asset class portfolios using fundamental, quantitative, and technical analysis across multiple implementation frameworks, with a focus on discretionary management and risk control.

Christopher Bettis is a CFP® with 26 years of industry experience, currently serving at First Citizens Asset Management, Inc. since 2025. He has held roles at affiliated firms including First Citizens Investor Services and First Citizens Bank since 2016, and previously worked at LPL Financial and Principal Financial Services. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and public entities. The firm employs a multi-asset class investment approach combining fundamental, quantitative, and technical analysis with continuous monitoring and periodic portfolio rebalancing.

Kenneth Davis is a financial advisor at Capital Investment Advisory Services, LLC with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Capital Investment Advisory Services, he worked at Capital Investment Group, Inc and has operated Davis & Davis Financial Partners since 2017. Outside of his advisory work, he serves as a trustee for the Laura Laws Memorial Golf Tournament, which annually funds scholarships and local nonprofits. 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 a variety of analytical methods.

Terence Brown is a financial advisor with Triad Wealth Partners, LLC, holding a Series 65 designation and eight years of industry experience. He has worked at multiple firms including Coppell Advisory Solutions and Fusion Capital Management, and has operated Left Tackle Advisors, where he is also an insurance agent focused on life insurance, annuities, disability income, and long-term care products. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, providing discretionary portfolio management, access to third-party managers, model portfolios, and financial planning services. The firm employs a strategic asset allocation process supported by an investment committee, offering diversified investment strategies across a range of asset types.

Robert Spires Jr. is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with First Citizens Asset Management since 2007 and First Citizens Investor Services since 2016. Outside of his advisory role, he is a partner at Relentless Training Corps, a personal and group fitness training and conditioning business. 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, offering global, multi-asset portfolios with dynamic asset allocation and access to third-party managers.

Timothy Gupton is a financial advisor at Prosperity - An EisnerAmper Company with 15 years of industry experience. He holds a Series 66 designation and has worked with firms including Avantax Investment Services and 1st Global Advisors. Gupton is active outside of his advisory role, serving on various nonprofit and community boards in Blowing Rock, NC, including positions focused on civic education, tourism development, and business growth. 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, utilizing both discretionary and non-discretionary management with third-party independent managers and model portfolios.

Diane Staples is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 23 years of industry experience. She has worked at several firms including Wells Fargo Clearing and Proximity Financial Partners. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs using third-party portfolio managers and offers both advisory and commission-based channels through its affiliation with a banking and credit-union group.

Cheryl Rhew is a financial advisor with Prosperity - An EisnerAmper Company in Raleigh, NC. She holds a Series 66 designation and has eight years of industry experience. Her prior roles include positions at Avantax Advisory Services and Hughes Pittman & Gupton, LLP. In addition to her advisory work, she is a partner at EisnerAmper, where she 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 emphasizes asset allocation and diversification, utilizing third-party independent managers and model portfolios while providing both discretionary and non-discretionary management.

Jamonica Brown is a financial advisor at IFG Advisory, LLC in Raleigh, NC, holding a Series 66 designation with three years of industry experience. She has worked at multiple firms, including LPL Financial LLC, Natural Investments, Cetera Advisors, and Fidelity Investments. Brown is also the founder of Aligned Support Co., where she provides paraplanning and investment support services to RIA firms. IFG Advisory, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies and utilizes sub-advisors and third-party managers to tailor portfolios to client objectives.

Ashley Crane is a financial advisor at Savvy with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Command Advisory Services and related First Command entities from 2009 to 2026. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and fintech tools to support customized client plans.

William Alexander is a financial advisor with CoreCap Advisors in Raleigh, NC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. He has led WG Alexander & Associates since 2005 and serves on several nonprofit boards, including the Roanoke Island Historical Association Endowment Board and the North Carolina Center for Public Policy Research. Alexander is also president of the NC Chapter of the National Academy of Elder Law Attorneys and treasurer of the Mid-South Forum of Estate Planning Attorneys. CoreCap Advisors serves individuals, retirement plans, and institutional clients, offering discretionary portfolio management and financial planning. The firm emphasizes long-term, relationship-oriented investment strategies and manages multiple third-party asset management relationships across various custodial platforms.

Kunal Patel is a financial advisor at Merit Financial Advisors with four years of industry experience. He holds the Series 66 designation and has worked at several firms, including Purshe Kaplan Sterling Investments and LPL Financial. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, retirement plan consulting, and employee financial-wellness programs, utilizing a long-term, diversified investment approach with both internal and third-party management.

Blake Paro is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 22 years of industry experience and has worked at firms including Calton & Associates, Olde Raleigh Financial Group, Raymond James Financial Services Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons. Based in Raleigh, NC, he also operates as a private wealth manager through Paro Wealth Management and is involved in the sale and service of insurance products. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing diverse investment strategies tailored to client objectives and risk tolerances.