Katherine Skurski is a CFA® charterholder with 13 years of industry experience, currently serving at EQV Advisory, LLC since 2026. Her prior experience includes over a decade at Gulfstream Capital LLC and Gulfstream Capital Farmland Fund II, LLC. Outside of her advisory role, she is the CFO of DT Management Partners, LLC, which manages a franchise of youth swimming schools. EQV Advisory, LLC serves qualified and accredited investors with a focus on high-net-worth clients, providing investment advisory, wealth management, financial planning, and family office support. The firm employs both model-based and custom portfolio construction, using a variety of investment vehicles to tailor strategies to client goals and risk tolerance.

Lee Kilbrith is a financial advisor with Prospect Financial Services LLC in Raleigh, NC, holding the PFS™ and Series 63 designations and bringing 28 years of industry experience. His prior roles include positions at LPL Financial, The Pinnacle Financial Group, and H.D. Vest Investment Services. Prospect Financial Services LLC offers discretionary investment management and comprehensive wealth management to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach, combining fundamental and technical analysis to build diversified portfolios.

Adam Mitchell is a financial advisor with Tanager Wealth Management and holds Series 63 and Series 66 licenses. He has four years of industry experience, including prior roles at Fidelity Investments. Tanager Wealth Management serves individual and high-net-worth clients, as well as trusts, charities, and retirement plans, providing discretionary portfolio management, financial planning, and access to donor-advised funds. The firm utilizes an asset-allocation framework with fundamental security selection and actively managed accounts, with a notable focus on serving a substantial non-U.S. client base.

Michael Ragsdale Jr. is a CFP® professional with two years of industry experience, currently serving at EQV Advisory, LLC. He previously worked at Balentine, LLC for 13 years and holds a board member position at Advocacy Trust, a trust company. EQV Advisory, LLC serves qualified and accredited investors including individuals, high-net-worth clients, corporations, small businesses, charitable institutions, and foundations. The firm offers investment advisory, wealth management, financial planning, and family office support, employing both model-based and custom portfolio construction tailored to client goals and risk tolerance.

Derek Walker is a financial advisor with Collegiate Capital Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Collegiate Capital Management since 1999 and previously worked at Securities Service Network, Inc. from 1999 to 2016. Outside of his advisory role, he serves as a trustee for an irrevocable trust. Collegiate Capital Management serves individuals, trusts, pension and profit-sharing plans, and retirement plan sponsors by providing discretionary portfolio management, financial planning, and ERISA services. The firm offers customized investment strategies and risk-based model portfolios, managing over half a billion dollars in regulatory assets while maintaining unique prime broker relationships and proprietary client technology.

Matthew Gomoll is a financial advisor at Trillium Wealth LLC with nine years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Carson Wealth and DGS Capital Management. In addition to his advisory role, he serves as a Battalion Executive Officer in the U.S. Army Reserve and is the founder of Two-One Alpha Group, LLC. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other business entities. The firm employs a comprehensive investment approach that includes quantitative, fundamental, technical, and economic analysis, managing $544 million in discretionary assets across approximately 625 client relationships.

Ellen Martin is a CFP® professional with six years of industry experience, currently serving as an advisor at Beacon Wealthcare LLC since 2021. She previously worked at Prospera Financial Services for seven years. Beacon Wealthcare is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm offers comprehensive financial planning, discretionary portfolio management, and a lower-fee management-only option, using a diversified approach centered on low-cost indexed ETFs and Monte Carlo analysis to assess client plan confidence.

Bryce Thompson is a CFP® professional with two years of experience in the financial advisory industry. He is currently with Dew Wealth Management and previously worked at Spark Financial Advisors, LLC, and Mason & Associates, LLC. Dew Wealth Management serves individuals and high-net-worth clients, including business owners and charitable organizations, providing a range of wealth services from Family Office Assessments to ongoing investment management and retirement plan consulting. The firm combines financial planning with coordination of outside professionals and offers both discretionary and non-discretionary management, utilizing data aggregation tools and a variety of investment strategies.

Jared Korver is a CFP® professional with 11 years of industry experience. He has been with Beacon Wealthcare LLC since 2014, serving as an advisor within the firm’s five-person team. Beacon Wealthcare LLC is a fee-only registered investment adviser that provides comprehensive financial planning and discretionary portfolio management for individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm’s investment approach focuses on minimizing controllable costs and taxes using broadly diversified, low-cost indexed ETFs and indexed mutual funds, supported by Monte Carlo probability analysis and daily portfolio monitoring.

Jonathan Wierman is a financial advisor at EQV Advisory, LLC in Raleigh, NC, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at Goldman Sachs and Wells Fargo Securities, as well as academic appointments at UNC Kenan-Flagler Business School and Davidson College. EQV Advisory serves qualified and accredited investors such as high-net-worth individuals, corporations, and charitable institutions, offering investment advisory, wealth management, financial planning, and family office support. The firm utilizes a blend of model-based and custom portfolio construction guided by Modern Portfolio Theory, Efficient Markets Hypothesis, and Behavioral Finance, managing client assets with an emphasis on cost minimization and tax strategies.

Steven Wilson is a CFA® charterholder with 22 years of experience at Capital Advisers, Inc., where he has worked since 2004. He previously worked at Capital Investment Group, Inc. from 2004 to 2024. Outside of his advisory role, Wilson engages in solo legal and consultancy work and holds various insurance licenses in North Carolina. Capital Advisers serves individual and institutional clients by providing discretionary portfolio management and customized investment solutions across traditional and alternative asset classes. The firm employs an independent, open-architecture approach focused on asset allocation, managing approximately $620 million across more than 1,500 accounts with a small advisory team.

Ronald King is a financial advisor at Capital Investment Counsel Inc with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Capital Investment Group, Inc. since 2007. Outside of his advisory role, he serves as president of RL King & Company, where he conducts securities litigation case reviews and provides expert testimony. Capital Investment Counsel, Inc. offers discretionary, tailored portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and estates. The firm follows a contrarian “Counsel Style” investment philosophy focused on financially strong, undervalued companies and emphasizes low turnover, tax efficiency, and customized portfolio solutions.

Daniel Sigmon is a CFP® professional with 15 years of industry experience, currently serving at Collegiate Capital Management, Inc. in Raleigh, NC. He has worked at Collegiate Capital since 2008 and was previously with Securities Service Network from 2012 to 2016. Outside of advisory work, he holds a limited partner interest in a local restaurant, Che Empanada, LLC. Collegiate Capital Management serves individuals, trusts, pension and profit-sharing plans, and retirement plan sponsors with discretionary portfolio management, financial planning, and ERISA services. The firm offers customized strategies and risk-based model portfolios, emphasizing mutual-fund analysis and structured products accessed through prime broker relationships.

Jason Anderson is a financial advisor with Investment Research Corporation in Raleigh, NC, holding a Series 66 designation and 15 years of industry experience. His background includes roles at the U.S. Department of the Treasury and World Capital Brokerage, Inc. Outside of advising, he works as an insurance agent specializing in life and health insurance and operates a sole proprietorship offering securities and insurance guidance. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis and offers both discretionary and non-discretionary management across a broad range of securities.

Richard Fields is a Series 66-registered financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, bringing four years of industry experience. He has also been involved with Integrated Advisory Services LLC since 2020, where he holds a principal role alongside his advisory duties. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm customizes portfolios based on client objectives, time horizons, and risk tolerance, managing the majority of assets on a discretionary basis.

Laurice Rhem is a financial advisor with First Citizens Asset Management, Inc., holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. Prior to joining First Citizens, Rhem spent 13 years at LPL Financial Services. 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 emphasizes strategic asset allocation and manager research through global multi-asset class model portfolios implemented with funds, ETFs, and income-oriented strategies.

Carlton Blanton is a CFP® with 27 years of industry experience based in Raleigh, NC. He has been with Capital Investment Group, Inc. since 2000. In addition to his advisory role, he is an insurance agent with Blanton Financial Group, engaging in insurance sales and service. Capital Investment Advisory Services, LLC provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, and institutions. The firm offers tailored investment programs through separately managed accounts and third-party asset managers, emphasizing discretionary management across a broad range of strategies.

Billy Grissom III is a financial advisor at Merit Financial Advisors with six years of industry experience. He holds a Series 66 designation and previously served in the United States Marine Corps from 2016 to 2019. His prior work includes positions at LPL Financial, LLC and Orion Talent. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed model portfolios and uses both internal and third-party managers, offering various account arrangements and advisory services.

Marvin Musselwhite is a financial advisor at Capital Investment Advisory Services, LLC with five years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Advisory Services and Capital Investment Group since 2020. Prior to his advisory career, he held roles at McConnell Golf, DICK's Sporting Goods, and North Carolina State University. 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 variety of analytical methods and ongoing portfolio reviews.

Michael Pearl is a CFP® with 28 years of industry experience, currently serving as an advisor at Capital Investment Advisory Services, LLC since 2013. He has been involved with Capital Investment Group, Inc. since 2001 and operates an accounting practice under the name Michael F. Pearl, CPA, a business he has maintained since 1988. 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, using a mix of analytical methods and ongoing monitoring.