John Maddison is a financial advisor at Balentine with CFP®, CFA®, and Series 66 designations and two years of industry experience. He has been with Balentine, LLC since 2014. 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 uses a seven-year Capital Markets Forecast and a Building Blocks framework for asset allocation, combining active and passive strategies and third‑party sub‑advisers.

Joseph Gordon is a CFP® professional with 46 years of industry experience, currently serving as an advisor at Summit Financial, LLC. He previously led Gordon Asset Management, LLC for over two decades and has been president of Strategic Financial Management, Inc. since 1981, where he offers fixed-life insurance and employee benefits. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in client assets, offering investment advisory, portfolio management, and retirement plan services to a diverse client base through both discretionary and consultative platforms.

Alejandro Segovia is a financial advisor with Mission Wealth Management, LP in Raleigh, NC, holding a Series 65 designation and five years of industry experience. He has previously worked at Beacon Pointe Advisors and ADP, and spent four years at the University of Arizona. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, managing a diverse range of portfolios with both discretionary and client-directed options.

Paul Bode is a financial advisor at Franklin Street Advisors Inc. with nine years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Safe Harbor Family Capital, LLC and Johnson Development Associates. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high-net-worth individuals and various institutional clients. The firm uses a team-based manager research process and offers separately managed accounts, combining in-house equity and fixed income management with access to third-party managers.

Russell Smith is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC since 2022. His prior experience includes roles at Aptus Capital Advisors, LLC and Gordon Smith Pension Advisors, LLC. In addition to his advisory work, he is involved in insurance sales and service, focusing on long-term care and fixed annuity products. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Joshua Thomas is a financial advisor with SVB Wealth who holds Series 63 and Series 66 designations and has 32 years of industry experience. He has worked at several firms including First Citizens Investor Services, Silicon Valley Bank, Wells Fargo Clearing, and Fidelity. At SVB Wealth, he serves as Director of Affluent Wealth Advisors, supervising registered individuals who provide wealth management advice. SVB Wealth LLC offers wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm utilizes a due diligence process to select and monitor third-party managers and operates as a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company, integrating bank, trust, broker-dealer, and asset management services.

Lori Taylor is a CFP® credentialed financial advisor with 23 years of industry experience, currently serving at CWA Asset Management Group since 2020. Her prior roles include positions at Fifth Third Securities and Truist Investment Services. CWA Asset Management Group provides investment advisory and financial planning services to individual and institutional clients, employing proprietary research and quantitative strategies across globally diversified portfolios. The firm also offers fiduciary retirement plan services and facilitates insurance product transactions through affiliated entities.

Nathaniel Brown is a financial advisor at Geneos Wealth Management, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Cambridge Investment Research and Commonwealth Financial Network. Outside of his advisory work, he owns Networking With Nate LLC, which hosts professional job networking events. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority.

Daniel Martin is a financial advisor with Advisory Services Network, holding Series 65 and Series 63 licenses. He has over 12 years of industry experience, including a 12-year tenure at Abrams Bison Investments before joining Advisory Services Network. Advisory Services Network serves individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing strategies tailored to client objectives and utilizing a broad range of investment products.

Paul Howland is a financial advisor at Gradient Investments, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Civitas Financial LLC, ESI Financial Advisors, Equity Services, Inc., Cornerstone Advisory Group LLC, Aristotle Spirits, and Pearl Therapeutics. Gradient Investments provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios, managing assets on a strictly fee-only basis.

Heather Dean is a financial advisor with Prosperity - An EisnerAmper Company in Raleigh, NC, holding a Series 66 designation and bringing 16 years of industry experience. She has previously worked at Avantax Investment Services and 1ST Global Advisors. Dean is also a partner at EisnerAmper, where she is involved in tax and accounting services. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and consulting services. The firm manages approximately $5 billion in assets with a multi-team approach that emphasizes asset allocation and diversification, utilizing third-party managers and technology platforms to support client services.

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.