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.

William Alexander is a financial advisor with CoreCap Advisors in Raleigh, NC, holding Series 65 and Series 66 licenses and having 11 years of industry experience. He has operated WG Alexander & Associates since 2005 and serves as president of the North Carolina Chapter of the National Academy of ElderLaw Attorneys. Alexander is also actively involved in several nonprofit organizations, including board roles with the Roanoke Island Historical Association and the North Carolina Center for Public Policy Research. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm’s relationship-oriented approach emphasizes long-term investment strategies using mutual funds, ETFs, equities, and bonds, with ongoing oversight of sub-advisors and tax-efficient asset management.

Blake Paro is a financial advisor at Advisory Services Network with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial Services and Olde Raleigh Financial Group. Paro is also employed as a private wealth manager at Paro Wealth Management in Raleigh, NC, where he focuses on financial planning and asset management. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting using a range of investment strategies tailored to client objectives.

Martha Smith is a CFP® professional with 10 years of experience in the financial services industry. She has worked at Credit Union Investment Services since 2018 and also holds roles with SECU Brokerage Services, Members Trust Company, and State Employees' Credit Union. Outside of her advisory duties, she is an independent consultant for skincare and book sales. Credit Union Investment Services primarily serves North Carolina residents with non-discretionary portfolio management, asset allocation advice, and retirement planning, focusing on low-cost mutual funds and ETFs within a credit-union ecosystem.

Richard Blankenship is a CFA® charterholder with 22 years of industry experience, currently serving at Franklin Street Advisors, Inc. He has been with Franklin Street Partners, Inc. since 1997. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high-net-worth individuals and various institutional clients. The firm employs a team-based manager research process and manages client portfolios on a discretionary basis, offering access to both internal portfolio teams and third-party managers.

Alicia Love is a financial advisor at Credit Union Investment Services with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple related entities, including State Employees’ Credit Union, where she serves as a Financial Advisory Services District Manager. Her roles also include trust representation at Members Trust Company and life insurance agent at Secu Life Insurance Company. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with investment adviser representatives as salaried employees of the parent credit union.

Eric Zoldan is a CFP® professional with 28 years of industry experience, currently serving at A.G.P. / Alliance Global Partners since 2019. Prior to that, he worked at Calton & Associates, Inc. from 2015 to 2019. He operates E Zoldan LLC, an investment-related entity established in 2006 for his 1099 tax status. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm is known for its emphasis on international investing and active brokerage and product-distribution activities alongside traditional advisory services.

Mitchell Weiman is a financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Belpointe since 2015, concurrently working with Sumner Financial Advisors, Inc. since 2014. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a variety of investment strategies tailored to client objectives and risk tolerance.

Erich Spoonhour is a financial advisor at Trajan Wealth, L.L.C. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney, Wells Fargo Advisors, and Elements Consulting. Outside of his advisory role, he is also licensed as an insurance agent and occasionally offers insurance products to clients. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment approach tailored to client objectives and documented through investment policy statements.

William Sanderson is a CFP® professional with five years of industry experience. He has worked at Curi Capital since 2019 and previously at Captrust Financial Advisors from 2016 to 2019. Sanderson is based in Raleigh, NC. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, mutual funds, private funds, and family offices. The firm uses a long-term, fundamental investment approach with a mix of proprietary strategies, third-party managers, and private funds, and offers specialized services including Wealth Management and a subscription education product for medical professionals.

Joseph Jackson is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Capital Investment Advisory Services since 2022 and has prior experience at Capital Investment Group, Inc. and Cape Fear Securities, Inc. Outside of his advisory roles, Jackson is a co-owner of a local car wash business in Fayetteville, NC. 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 combination of analytical methods with ongoing portfolio monitoring.

Gerrit Van Schalkwyk is a financial advisor at Credit Union Investment Services with four years of industry experience. He holds Series 65 and Series 63 credentials and has worked at multiple firms including Members Trust Company and Complete Financial Solutions. He also serves as a financial advisory services specialist at State Employees’ Credit Union and as an agent with SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm emphasizes a long-term, goals-based approach using low-cost index mutual funds and ETFs within a credit-union ecosystem.

Murray Duggins Jr. is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 21 years of industry experience. He has worked with Capital Investment Advisory Services and Capital Investment Group since 2017 and also owns a family-operated management company, United Realty. 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 multiple analytical methods and conducting regular portfolio reviews.

Erik Babocsi is a CFP® professional with 28 years of industry experience, currently serving at Capital Investment Advisory Services, LLC since 2009. He has also worked at Capital Investment Group, Inc. from 2009 to 2017. Outside of his advisory role, he owns a business providing expert witness testimony for asset distribution in divorce cases, involving analysis and mediation support. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs an individualized approach using discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.