Kyle Neuenschwander is a financial advisor at Soltis Investment Advisors, LLC in Raleigh, NC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Goldenwest Credit Union, A&Z Produce, and The Church of Jesus Christ of Latter Day Saints. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in client assets using a Modern Portfolio Theory-based approach combined with quantitative and qualitative manager analysis.

Michael Wilson is a Series 66 credentialed financial advisor with over 22 years of industry experience. He is currently with First Citizens Asset Management, Inc., where he has worked since 2022, and has held various roles within the First Citizens organization and prior firms including Comerica Securities and Wells Fargo Investments. Wilson serves as an officer and director at First Citizens Asset Management in a non-compensated capacity. 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 offers discretionary and non-discretionary investment management with a focus on strategic asset allocation, manager research, and risk control through multi-asset class global portfolios.

Nathan Oltmans is a CFP® professional with 18 years of industry experience. He is currently with Strategic Blueprint, LLC and has prior experience at Cornerstone Wealth Management and The Strategic Financial Alliance, Inc. Outside of his advisory roles, he is also involved as an agent with Tucker Insurance Services, specializing in fixed life insurance referrals. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through a variety of services including portfolio management, financial planning, retirement consulting, and educational seminars.

William Orchard Hays III is a financial advisor with HBW Advisory Services LLC in Durham, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Silver Oak Securities, Cetera Wealth Services, and multiple financial services firms he has been associated with since 2005. He is also involved with Stepwise Financial, an independent financial professional business. HBW Advisory Services manages approximately $1.75 billion in client assets and offers discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach, utilizing third-party money managers and multi-manager diversification, and is noted for its institutional and intermediary services alongside a high client load per advisor.

Marc Oslar is a financial advisor at Impact Partnership Wealth, LLC with over 15 years of industry experience. He holds a Series 65 credential and has previously worked at Modern Woodmen of America, Freedom Equity Finance, Inc., and MLO Planning, Inc. Outside of his advisory role, he is president and manager of Marc Oslar Retirement Experience, LLC, a business focused on insurance and annuities. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services through a multi-adviser platform that incorporates both firm-managed and advisor-managed strategies.

James Batey is a financial advisor with Founders Financial Alliance, LLC in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior work includes 15 years at Valic Financial Advisors and four years at AGIA. He also works as an agent involved in non-securities insurance products. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning services to individual and high-net-worth clients, charitable organizations, and corporate retirement plans. The firm’s evidence-based investment approach incorporates asset allocation, periodic rebalancing, and a mix of strategies tailored to client goals and risk tolerances.

Charles Upshaw III is a CFP® professional with 45 years of industry experience, currently serving at Capital Investment Advisory Services, LLC. He has been affiliated with Capital Investment Brokerage, Inc. since 1997. Outside of his advisory work, he is a long-standing member of the Rotary Club of Raleigh and serves as a trustee for the Hill-Pike House Trust. 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, referrals to third-party managers, private-label model portfolios, and financial planning, using an individualized process tailored to clients’ objectives and risk tolerance.

Troy Hill is a financial advisor at Capital Investment Advisory Services, LLC with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Merrill. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, and various institutional clients. The firm generally customizes portfolios based on client objectives, time horizon, and risk tolerance, managing the majority of assets on a discretionary basis.

Samuel Knight is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Wells Fargo Clearing Service, Wells Fargo Bank, Mass Mutual Investors Services, and Metlife Securities Inc. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers individualized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a variety of analytical methods and conducting ongoing portfolio reviews.

Kemp Mebane is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 66 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at FIRST Citizens Investor Services and Equitable Advisors. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, and charitable institutions. The firm employs tailored investment strategies using fundamental, technical, and charting analysis across multiple asset classes, managing most assets on a discretionary basis.

Wanda Cooper is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with Capital Investment Group, Inc. since 1997. Outside of her advisory role, she serves on the board of Camp Kerr Lake - Shiloh Family Ministry, where she participates in teaching and family activities. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions, offering tailored investment solutions through a range of strategies and third-party managers.

Steven Colford is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 65 and Series 63 designations and 21 years of industry experience. His background includes roles at Ascensus, LPL Financial, TIAA-CREF, Wells Fargo Clearing, and Prudential Equity Group. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients, including individuals, trusts, municipalities, and institutions. The firm employs global multi-asset class model portfolios and combines fundamental, quantitative, and technical analysis in its discretionary investment management approach.

Kurt Hollar is a financial advisor at Verity Asset Management with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with multiple entities under the Verity name since 1997. His prior experience includes work with The Leaders Group DBA Simplicity Investments and Verity Investments, Inc. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment approach focused on tactical asset allocation across diverse asset classes, offering discretionary portfolio management, retirement-plan advisory, and financial planning services.

Kashif Osman is an investment advisor at RFG Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience with the Islamic Association of Raleigh and the North Carolina Democratic Party. Outside of his advisory role, Osman serves as a director at Samakash Limited, advising on the purchase and sale of commercial properties. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and institutional clients including investment companies and government entities. The firm’s approach includes discretionary portfolio management, utilizing model strategies and third-party platforms, and acting as sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.

Kenyon Allman is a financial advisor with Level Four Advisory Services who holds Series 63 and Series 65 licenses and has 45 years of industry experience. His prior work includes roles at Mid-Atlantic Securities, Inc. and Raymond James & Associates. He serves as co-trustee for the Diane and Robert Allman Revocable Trusts and the R&D Family LP. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base and offers fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services.

Mitchell Ludwig is a CFP® professional with seven years of industry experience, currently associated with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA. His prior work includes roles at OSAIC, FSC, Wealthcare Capital Management LLC, and The Family Firm. He is also involved as an Associate Partner in Carolina Wealth Partners, a marketing entity based in Raleigh, NC. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent Investment Adviser Representatives and employs a mix of custodians and third-party managers to implement client strategies.

Eddie Dubose is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at UBS Securities LLC and Fidelity Investments. He also served in the Army National Guard for six years and has experience working in healthcare and customer service sectors. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, focusing on IAR-led assessments and a combination of fundamental, quantitative, and technical analyses to guide client investments.

Joseph Lucente is an advisor with FIFTH THIRD SECURITIES, Inc. based in Cary, NC, holding Series 65 and Series 63 designations and possessing four years of industry experience. His work history includes positions at Fifth Third Securities, Fifth Third Bank, and SunTrust Bank, as well as six years at Chipotle Mexican Grill prior to his financial services career. FIFTH THIRD SECURITIES, Inc. provides investment advisory and brokerage services to individual and institutional clients, including corporations, trusts, and retirement accounts. The firm offers multiple program types through its Passageway Managed Account Platform, featuring advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct-indexing options.

Kenneth Bollinger is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2026. His prior roles include positions at Emerald Investment Partners, LLC, Niagara International Capital Limited, and Principal Financial Company. In addition to his advisory work, he is involved as a healthcare benefits insurance agent with Triangle Insurance & Benefits Insurance Agency. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified investment process blending passive and active strategies supported by an internal Investment Committee.

Jennifer Ploehn is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Truist and its predecessor entities since 2008. Outside of her advisory work, she is involved as a distributor for weight loss and wellness supplements and as a consultant for fragrance products. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled tools to support investment decisions.