Daniel Martin is a financial advisor with Advisory Services Network. He holds Series 65 and Series 63 licenses and has 13 years of industry experience, including 12 years at Abrams Bison Investments before joining Advisory Services Network in 2026. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisors. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing various investment strategies and flexible engagement models.

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.

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 with Prospera Financial Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Prospera since 2012. Outside of his advisory role, he owns Bull and Bear Brew, a coffee distribution business, and is involved in athlete wealth management through Echelon Sport and Wealth Management. Prospera Financial Services, Inc. is an enterprise-scale advisory and broker-dealer firm serving a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors across about 140 offices, offering investment advisory and financial planning services via multiple platforms and customizable portfolio solutions.

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 two years of industry experience. Prior to joining Balentine, she worked at Truist Wealth for four years. She is based in Raleigh, NC. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm employs a risk-based investment approach utilizing both active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Eraine Parker is a financial advisor at First Citizens Asset Management, Inc. with 30 years of industry experience. Parker holds Series 63 and Series 65 licenses and has held roles at several firms including M. S. Howells & Co. and EF Legacy Securities, LLC. Outside of investment advisory, Parker is the president and owner of Byond Compliance LLC, providing regulatory compliance consulting and training. 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 employs a global multi-asset class approach that integrates fundamental, quantitative, and technical analysis through discretionary management and periodic portfolio rebalancing.

Christopher Bettis is a CFP® with 25 years of industry experience, currently serving at First Citizens Asset Management, Inc. since 2025. He has been affiliated with the broader First Citizens organization, including First Citizens Investor Services and First Citizens Bank, since 2016. First Citizens Asset Management, Inc. provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm offers a range of multi-asset class model portfolios and utilizes fundamental, quantitative, and technical analysis within discretionary investment management.

Anna Bischoff is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 licenses. She has eight years of industry experience, including roles at Members Trust Company and SECU Life Insurance Company. Bischoff also serves as a Financial Services Officer at State Employees' Credit Union, where she provides financial services to eligible members. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning within a credit-union ecosystem. The firm emphasizes a goals-based, long-term investment approach using low-cost index funds and ETFs.

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 at Triad Wealth Partners, LLC with seven years of industry experience. He holds a Series 65 credential and has previously worked at firms including Coppell Advisory Solutions (DBA Fusion Capital Management) and Visionary Wealth Management. In addition to his advisory role, he is involved in insurance sales and services through his separate business, Left Tackle Advisors. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process focused on strategic asset allocation and offers sub-advisory management, operational support, and financial planning services.

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 at Navy Federal Investment Services, LLC with 23 years of industry experience. She holds a Series 66 designation and has worked previously at firms including Arkadios Wealth Advisors, Proximity Financial Partners, and Triad Advisors. Since 2020, she has been with Navy Federal Investment Services and Navy Federal Financial Group. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and provides overlay services, with a notable affiliation to a large credit-union banking group and a mix of advisory and brokerage business lines.

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 16 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Savvy in 2026, she spent over a decade at First Command in various advisory and planning roles. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach, supplemented by active equity portfolios and tax-aware direct indexing, and integrates third-party sub-advisers and fintech tools.