Joseph Moore is a financial advisor at Summit Financial, LLC in Durham, NC, with 16 years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Summit Financial in 2024, he worked at Gordon Asset Management, LLC and Gibraltar Financial, LLC. Outside of his advisory role, he is a managing partner at a real estate holding company. Summit Financial, LLC is a multi-team advisory firm with 216 advisors serving approximately 17,800 clients and managing about $26.35 billion in assets. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory, operating both discretionary and consultative service models.

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.

Tenesha Carter is a CFP® with 19 years of industry experience, currently serving at Credit Union Investment Services in Raleigh, NC. She has held roles at SECU Brokerage Services, SeCU Life Insurance Company, and Members Trust Company, alongside a long tenure at State Employees’ Credit Union. Carter is a Senior Vice President at State Employees’ Credit Union and also works as a trust representative and insurance agent with affiliated firms. Credit Union Investment Services serves primarily individual investors 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, with salaried advisers and client-directed implementation of recommendations.

Keenan Hall is a financial advisor with Credit Union Investment Services holding Series 66 and Series 63 credentials and four years of industry experience. He has worked at Fidelity Investments and is currently affiliated with State Employees' Credit Union and SECU Brokerage Services. Credit Union Investment Services primarily serves North Carolina individual investors, offering non-discretionary portfolio management, asset allocation advice, and retirement planning with a goals-based approach emphasizing long-term investment horizons and low-cost mutual funds and ETFs. The firm operates within a credit union ecosystem and focuses on delivering advice without commission-based recommendations.

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.

Christopher Satalino is a financial advisor with Credit Union Investment Services in Durham, NC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining CUIS, he worked at Wells Fargo Bank and Policygenius. He also serves as a Financial Advisory Services Specialist at State Employees’ Credit Union and as an agent for SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm’s advisers are salaried employees of the parent credit union, and clients retain final decision authority on investment implementation.

Amanda English is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked concurrently with Secu Life Insurance Company, Members Trust Company, and State Employees’ Credit Union since 2010. Outside of her advisory roles, she owns and manages a chicken farming business and serves as assistant treasurer for the Pender Sheriff's Charitable Foundation. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm typically recommends low-cost, index-based mutual funds and ETFs alongside fixed-income products, employing a goals-based, long-term planning approach.

Sue Sandlin Plaehn is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 39 years of industry experience and has been with Mutual of Omaha and its affiliated entities since 1977. In addition to her advisory role, she is president of Sue Sandlin-Plaehn Insurance and Financial Services, Inc., offering life, health, and annuity insurance products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works primarily through a platform relationship with Envestnet and uses Pershing as custodian, serving a broad client base including both non‑high-net-worth and high-net-worth individuals.

Connor Newsome is a CFP® with three years of industry experience, currently serving as a financial advisor at Credit Union Investment Services. He has been affiliated with Members Trust Company since 2023 and holds roles with SECU Life Insurance Company and State Employees' Credit Union, where he has provided financial advisory services since 2015. Credit Union Investment Services serves primarily individual investors and a smaller number of trust clients in North Carolina, offering non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm operates as a subsidiary of State Employees’ Credit Union and manages over $3.0 billion in non-discretionary advisory assets.

Christopher Mann is a CFP® with 32 years of industry experience, currently serving as a financial advisor with Titleist Asset Management, LLC. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm employs a rules-based investing approach and offers a range of allocation strategies, combining advisory services with affiliated brokerage, insurance, and tax/accounting offerings.

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.

Candace Lindeberg is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2016. Outside of finance, she provides live audio description of theatrical performances for visually impaired patrons. Credit Union Investment Services serves North Carolina residents, primarily individual investors, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm’s advisers are salaried employees of the parent credit union and provide recommendations without exercising trading discretion.

Allen Huggins is a financial advisor with Verity Asset Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Verity Financial and Verity Asset Management since 1997, and more recently with The Leaders Group DBA Simplicity Investments since 2025. Outside of his advisory role, Huggins is active as a group fitness instructor in Wilmington, NC. Verity Asset Management is a multi-team advisory firm managing approximately $1.15 billion for individual and institutional clients. The firm employs a largely model-based investment approach with tactical asset allocation, offering discretionary portfolio management, retirement plan consulting, and sub-advisory services.

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.

John Lyon Jr. is a financial advisor at Rossby Financial, LLC in Durham, NC, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research Advisors, Inc., MML Investors Services, and Massachusetts Mutual Life Insurance Co. Outside of his advisory role, Lyon is a musician who performs for churches and events, and he serves as a pastor at House of Prayer Ministries. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm uses a variety of analytical approaches to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

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.

Douglas Payne is a CFP® with 13 years of experience, currently serving as a financial advisor at Credit Union Investment Services in Raleigh, NC. He has held roles at Secu Life Insurance Company, Secu Brokerage Services, Members Trust Company, and State Employees' Credit Union since 2007. Outside of his advisory work, Payne is the Director of Finance for Anthrocon Inc., a nonprofit organization. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs alongside fixed-income products, with salaried advisors who provide recommendations while clients retain final decision-making authority.