Lucas Roberson is a financial advisor at Balentine in Raleigh, NC, holding a Series 65 designation with three years of industry experience. His prior roles include positions at CapFinancial Partners, Fisher Investments, and Whitener Capital Management. Before entering the financial sector, he worked in event production and sports network roles. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a model-driven investment approach based on a Capital Markets Forecast and asset allocation framework that combines active and passive strategies, including managing private funds and pooled investment vehicles.

Mark Mc Cormick is a financial advisor with Founders Financial Alliance, LLC, holding a Series 66 designation and 11 years of industry experience. He has been with Founders Financial Alliance since 2018 and previously worked at NTT Data in 2016-2017. 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 employs an evidence-based investment approach tailored to individual goals, combining asset allocation, rebalancing, and a mix of strategies, while also supporting advisors with administrative and compliance resources.

John Maddison is a financial advisor at Balentine with CFP®, CFA®, and Series 66 designations and two years of industry experience. He has been with Balentine, LLC since 2014. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, family office services, and sub‑advisory arrangements. The firm uses a seven-year Capital Markets Forecast and a Building Blocks framework for asset allocation, combining active and passive strategies and third‑party sub‑advisers.

Alejandro Segovia is a financial advisor with Mission Wealth Management, LP in Raleigh, NC, holding a Series 65 designation and five years of industry experience. He has previously worked at Beacon Pointe Advisors and ADP, and spent four years at the University of Arizona. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, managing a diverse range of portfolios with both discretionary and client-directed options.

Joshua Thomas is a financial advisor with SVB Wealth who holds Series 63 and Series 66 designations and has 32 years of industry experience. He has worked at several firms including First Citizens Investor Services, Silicon Valley Bank, Wells Fargo Clearing, and Fidelity. At SVB Wealth, he serves as Director of Affluent Wealth Advisors, supervising registered individuals who provide wealth management advice. SVB Wealth LLC offers wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm utilizes a due diligence process to select and monitor third-party managers and operates as a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company, integrating bank, trust, broker-dealer, and asset management services.

Daniel Martin is a financial advisor with Advisory Services Network, holding Series 65 and Series 63 licenses. He has over 12 years of industry experience, including a 12-year tenure at Abrams Bison Investments before joining Advisory Services Network. Advisory Services Network serves individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing strategies tailored to client objectives and utilizing a broad range of investment products.

Paul Howland is a financial advisor at Gradient Investments, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Civitas Financial LLC, ESI Financial Advisors, Equity Services, Inc., Cornerstone Advisory Group LLC, Aristotle Spirits, and Pearl Therapeutics. Gradient Investments provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios, managing assets on a strictly fee-only basis.

Jennifer Pcholinsky is a CFP® professional with five years at Balentine and a total of nine years in the financial services industry. Prior to joining Balentine in 2021, she worked four years at Truist Wealth. Jennifer is based in Raleigh, NC. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients, providing wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a model-driven investment approach that incorporates a seven-year Capital Markets Forecast and asset allocation by risk type, combining active and passive strategies and third-party sub-advisers.

Ashley Crane is a financial advisor at Savvy with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Command Advisory Services and related First Command entities from 2009 to 2026. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and fintech tools to support customized client plans.

William Alexander is a financial advisor with CoreCap Advisors in Raleigh, NC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. He has led WG Alexander & Associates since 2005 and serves on several nonprofit boards, including the Roanoke Island Historical Association Endowment Board and the North Carolina Center for Public Policy Research. Alexander is also president of the NC Chapter of the National Academy of Elder Law Attorneys and treasurer of the Mid-South Forum of Estate Planning Attorneys. CoreCap Advisors serves individuals, retirement plans, and institutional clients, offering discretionary portfolio management and financial planning. The firm emphasizes long-term, relationship-oriented investment strategies and manages multiple third-party asset management relationships across various custodial platforms.

Eric Zoldan is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at A.G.P. / Alliance Global Partners since 2019. His prior experience includes roles at Calton & Associates, Inc., JHS Capital Advisors, LLC, and Gunnallen Financial, Inc. He operates E Zoldan LLC as an investment-related business entity for 1099 purposes. A.G.P. / Alliance Global Partners is a multi-team, dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled vehicles. The firm emphasizes international investing and offers a range of portfolio management and financial planning services across discretionary and non-discretionary platforms.

Mitchell Weiman is a financial advisor at Belpointe Asset Management LLC in Raleigh, NC, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has been with Belpointe since 2015 and previously worked at Sumner Financial Advisors, Inc. for one year. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individual, corporate, and trust clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, employing customized portfolios through various advisory styles and third-party manager relationships.

Dwon Clifton is a financial advisor at Gradient Investments, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, Clifton serves as the Director of the basketball program at St. Raphael Catholic School in Wake Forest, NC. Gradient Investments, LLC provides discretionary investment management services to individuals, high-net-worth clients, institutions, and various organizations. The firm employs a proprietary investment framework and offers a range of model and customized portfolios managed on a discretionary basis.

I’m Carlos Ruiz, founder of Pivot Wealth Advisors based in Boise, Idaho. I was raised by my great-grandmother—a woman who never had a bank account and couldn’t read or write, but somehow understood money better than anyone I’ve ever met. She taught me that true wealth isn’t about chasing more—it’s about using what you have to build freedom, stability, and impact. That wisdom shapes everything I do today. Most advisors start with investments. I start with strategy. My clients are often navigating the complexities of success: higher income, higher taxes, and bigger decisions. I help cut through the noise and simplify the financial side of life—lowering your tax bill, aligning your income and investments with your values, and creating a plan that gives you options. Not just for retirement—but for right now. As a CERTIFIED FINANCIAL PLANNER™ professional and an Air Force Reservist, I bring discipline, clarity, and forward-thinking strategy to every plan—so you’re never scrambling, always prepared. I serve clients across Boise, Meridian, Nampa, and virtually throughout the U.S. My planning process is practical, personal, and built for real life. Everything I do—both in my work and in my own life—is for my wife and our kids. They remind me that the most important kind of wealth isn’t measured in dollars, but in time, peace, and purpose. If that’s what you’re after, I’d love to connect.

Nikolas Gernhard is a financial advisor at Kestra Private Wealth Services, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before joining Kestra in 2023. Outside of his advisory role, he co-owns a rental property with his wife and is involved with Destination Wealth Advisors, assisting clients with financial planning. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and specialized services within a platform that supports discretionary and non-discretionary arrangements.

Michael Weyenberg is a Series 65-licensed advisor with Integrity Advisory Solutions in Raleigh, NC, and has three years of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Burlington Alliance Capital Management, DH Griffin Companies, Samet Corporation, and Gilbane Building Company. He is also the owner and managing member of Weyenberg Group, LLC, an insurance company focused on life, accidental, Medicare supplement insurance, and annuities, where he provides training and compliance support. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in assets. The firm provides portfolio management, financial planning, retirement plan consulting, and other advisory services, using a variety of investment strategies and third-party platforms.

Michael Davis is a financial advisor at Wealth Watch Advisors, Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at KCD Financial and Fortress Financial Partners. Before entering financial services, he was employed at Mercy Diagnostics for seven years. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm uses an investment approach that combines quantitative, qualitative, and technical methods through approved third-party model managers and offers both discretionary and non-discretionary portfolio management.

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.

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.

Henry Stotz is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles in automotive sales and financial services, and he volunteers with FINADDICTS LLC, a local fishing apparel brand. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and corporate clients, offering advisory and brokerage services with a client process focused on assessing financial needs and using fundamental, quantitative, and technical analysis across various investment vehicles.