Stephen Bush is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Capital Investment Advisory Services and Capital Investment Group since 2018 and previously spent 23 years at LPL Financial LLC. Outside of his advisory role, he is involved with Crown Wealth & Insurance Planning, an insurance agency. 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, employing a range of analytical methods and conducting ongoing portfolio reviews.

John Sleesman is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Summit Financial, LLC and previously held roles at Modern Capital Securities, Inc., Liberty Partners Financial Services, LLC, Secrest Blakey & Associates, LLC, and LPL Financial Corporation. Outside of his advisory work, he is a 25% partner in an agricultural land business, JNH Land Company, LLC. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory, portfolio management, and retirement plan services through discretionary and consultative models.

Cameron Barclay is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized, goals-based financial strategies for individuals and families. He holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation and combines his analytical skills with a commitment to clear education and disciplined planning to help clients make confident, long-term financial decisions. Before joining Merrill, Cameron served in the United States Navy and worked in consulting with Forvis Mazars. He earned a Bachelor of Business Administration in Finance from the University of Oklahoma and holds Series 7, Series 66, and Securities Industry Essentials (SIE) certifications. Cameron focuses on areas such as education planning, family wealth management, legacy planning, liquidity management, tax minimization, and retirement income. Originally from Stilwell, Kansas, Cameron is passionate about supporting the veteran community and is involved with organizations like the American Legion. Outside of his professional work, he enjoys outdoor activities including scuba diving, sailing, and golfing, and values spending time with his family.

Kevin Cochran is a financial advisor at OneAscent Financial Services LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at several firms including Hunter Street Investment Advisors LLC and Verity Asset Management. Outside of his advisory role, Mr. Cochran teaches pickleball private lessons and clinics. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, unified managed accounts, consulting, and back-office support through multiple advisory teams.

Trina Coltrain is a financial advisor at Founders Financial Alliance, LLC with 17 years of industry experience. She holds a Series 66 designation and has been with Founders Financial Alliance and LPL Financial since 2016. 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 using ETFs, third-party managers, and ongoing portfolio monitoring, and offers a family-office style program under a flat fee arrangement.

Donald Delaria, Jr. is a financial advisor with Gradient Investments, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions with Brookstone Capital Management, Formula Folios Investments, and EQIS Capital. He is also the owner and president of Capital Consulting Group NC, where he manages marketing and sales of insurance products. Gradient Investments, LLC provides discretionary investment management services to individuals, high-net-worth clients, institutions, and various organizations. The firm employs a proprietary investment framework and offers a range of model and custom portfolios, managing assets on a discretionary basis without acting as a custodian.

Christopher Mann is a CFP® professional with 32 years of industry experience. He currently works at Titleist Asset Management, LLC and previously held roles at Fidelity and Fisher Investments. Titleist Asset Management provides customized investment advice and financial planning services to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm uses a rules-based Total Return framework and offers a range of portfolio strategies overseen by an investment committee.

Ethan Porter is a financial advisor with Founders Financial Alliance, LLC in Raleigh, NC, holding a Series 66 designation and five years of industry experience. He has worked at Founders Financial Alliance since 2017 and previously was associated with LPL Financial, LLC. Outside of his advisory role, he has a background connected to the Chapel Hill Tennis Club during his college years at Elon University. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning to individual and high-net-worth clients, charitable organizations, and corporate retirement plans. The firm employs an evidence-based investment approach tailored to client goals and manages approximately $1.18 billion in assets across a multi-advisor team.

Roger Eubanks is a financial advisor at Franklin Street Advisors, Inc. in Chapel Hill, NC, with 21 years of industry experience. He has been with Franklin Street Advisors since 2016 and holds the Series 63 and Series 66 designations. Franklin Street Advisors provides discretionary, customized investment management to high-net-worth individuals and institutional clients, utilizing a team-based approach that combines strategic and tactical asset allocation through a range of models and tailored mandates. The firm offers separately managed accounts and a Fund Advisory Program with access to both internal portfolio teams and third-party managers.

Gregory Rhinehardt is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, with eight years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Aptus Capital Advisors, LLC and Gordon Asset Management, LLC. 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 while overseeing third-party manager and UMA strategies.

Joseph Freedland is a CFP®-certified financial advisor with Capital Investment Advisory Services, LLC, based in Raleigh, NC. He has 12 years of industry experience and has been with Capital Investment Companies since 2012. Outside of his advisory role, Freedland serves as a trustee for a testamentary trust and is involved in managing rental property partnerships. 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, employing a mix of analytical methods and ongoing portfolio monitoring.

Christopher Reid is a financial advisor at Csenge Advisory Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Woodward Financial Advisors, Inc. and Northwestern Mutual Investment Services, LLC. Outside of financial advising, he is the lead coach for Fitter and Faster Swim Clinics, a swim and fitness business. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with a relative strength methodology and a top-down market approach, offering customized portfolio management through discretionary and model-based allocations.

Kelsey Oltmans is a financial advisor at Strategic Blueprint, LLC in Raleigh, NC, holding a Series 66 designation with nine years of industry experience. She has worked at Strategic Blueprint since 2019 and has been involved with The Strategic Financial Alliance and Cornerstone Wealth Management for over a decade. She is also a partner and director of operations at Cornerstone Wealth Management, where she manages systems and finance. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement consulting, and educational programs, including a formal Subscription Advisory Services program with a flat-fee model.

John Franklin is a CFP® professional with 18 years of experience in the financial services industry. He is currently affiliated with IFG Advisory, LLC and LPL Financial LLC, and previously worked at Securities America Advisors. IFG Advisory, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, estates, corporations, and retirement plans. The firm uses a diversified investment approach incorporating sub-advisors, third-party models, and multiple analytical methods to tailor strategies to client objectives.

Dillon Smith is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has previously worked at Bank of America, Merrill, and Equitable Advisors. Outside of his advisory role, Smith serves as Vice President on the board of a homeowners association and provides athletic training services for various sporting events. First Citizens Asset Management offers model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and public entities. The firm emphasizes global multi-asset class portfolios using fundamental, quantitative, and technical analysis within discretionary investment management frameworks.

Brandon Furlong is a financial advisor at Larson Financial Group, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Larson Financial Group and its affiliated broker-dealer since 2012. Prior to that, he worked at LPL Financial in 2009. He is also a shareholder in Larson Financial Holdings, LLC, a non-operating holding company. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs, employing both strategic and tactical approaches, and incorporates AI-assisted tools alongside human review for client advice.

Austin Pruitt is a financial advisor at First Citizens Asset Management, Inc. with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at First Citizens Asset Management since 2026, previously serving at Ascensus and BB&T Retirement & Institutional Services. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and public entities. The firm employs global multi-asset class model portfolios using fundamental, quantitative, and technical analysis, emphasizing discretionary investment management with strategic asset allocation and continuous monitoring.

Joseph Froemming is a financial advisor at Kingsview Wealth Management, LLC in Raleigh, NC, with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2014 to 2022. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management using both discretionary and non-discretionary approaches, combining internal portfolio strategies with third-party managers and alternative investments.

Nikolas Gernhard is a financial advisor at Kestra Private Wealth Services, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before joining Kestra in 2023. Outside of his advisory role, he co-owns a rental property with his wife and is involved with Destination Wealth Advisors, assisting clients with financial planning. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and specialized services within a platform that supports discretionary and non-discretionary arrangements.

Robert Martin is a financial advisor with Bison Wealth, LLC in Chapel Hill, NC, holding a Series 65 license and seven years of industry experience. His prior roles include positions at Truadvice, LLC and Oxley Capital Management, LLC. In addition to advisory services, he works as an insurance agent, collaborating on private pension plans and overseeing their execution and maintenance. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations with financial planning, portfolio management, model portfolios, and ERISA retirement plan services. The firm utilizes outcome-focused, multi-manager model portfolios combining liquid and private-market strategies and provides specialized services through its Turnkey Asset Management Platform.