Charlotte Mc Dowell is a financial advisor with Arkadios Wealth Advisors in Raleigh, NC. She holds a Series 66 designation and has been in the industry since 2023, including prior experience at Edward Jones. Outside of her advisory role, she has been involved with Barre3 since 2022. Arkadios Wealth Advisors is a multi-team, SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment solutions combining fundamental, technical, and cyclical analysis, delivered through a variety of portfolio management platforms tailored to client risk profiles.

Richard Rose III 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. He has been with Capital Investment Advisory Services and affiliated entities since 2016. In addition to his advisory role, he works as an insurance agent focused on fixed insurance products. Capital Investment Advisory Services 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, with ongoing monitoring and risk disclosure.

Sandra Ziglar is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She worked for Lincoln Financial Securities Corporation for 14 years prior to joining Sequent Planning in 2023. Outside of her advisory role, she is also a licensed real estate agent and involved in property management and insurance services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits through asset management, financial planning, and retirement-plan services. The firm uses a structured risk framework and a mix of firm-developed models and third-party managers to deliver diversified investment solutions.

Giovanni Todesco is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Belpointe since 2016. Outside of his advisory role, he works as a parcel delivery supervisor at UPS. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, employing customized portfolios and a range of advisory structures.

Matthew Raines is a financial advisor at Balentine with a Series 65 credential and seven years of industry experience. He has worked at Balentine since 2018 and previously at CapFinancial Securities and CAPTRUST Financial Advisors from 2011 to 2018. Outside of his advisory role, he serves as a board member for SURV Triangle LLC, a home services business. 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’s investment approach uses a seven-year Capital Markets Forecast and a Building Blocks framework to allocate assets by risk type, combining active and passive strategies and selected third-party sub-advisers.

Nicholas Morrison is a CFP® professional with 14 years of industry experience. He is currently affiliated with Csenge Advisory Group, LLC and has previously worked with Fidelity Investments and its related entities. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals by providing asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis, primarily using mutual funds and ETFs, and offers both discretionary and non-discretionary portfolio management.

Robert Woronoff Jr. is a financial advisor at Level Four Advisory Services with 16 years of industry experience. He holds a Series 65 credential and has worked at Mid Atlantic Securities, Inc. and Dillon Commercial Real Estate Services. Outside of his advisory work, he serves on the board of The Josephus Daniels Foundation and is a vestry member of Christ Church Raleigh. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base, offering fee-only financial planning, asset management, and retirement plan advisory services tailored to individual needs.

Richard Fields is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Capital Investment Group, Inc. since 2005 and previously held positions at CIC Advisers, Guardian Life, and C.P. Advisory Services. Fields also serves as president of Integrated Advisory Services, where he provides insurance sales and service. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm tailors portfolios to client objectives and risk tolerance, managing most assets on a discretionary basis and employing fundamental, technical, and charting analysis across various investment strategies.

William Moore is a financial advisor with Capital Investment Advisory Services, LLC in Cary, NC. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including over two decades at Capital Investment Group, Inc. Outside of his advisory role, he manages a consulting firm focused on company expense reduction and vendor negotiations. 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, with ongoing monitoring and a mix of analytical methods.

James Glover Jr. is a financial advisor with Level Four Advisory Services in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Prior to joining Level Four in 2022, he spent 35 years at Mid-Atlantic Securities, Inc. He serves as a board member of Oakwood Cemetery and is the finance chair for Christ Church, where he manages monthly finance meetings and backup treasury duties. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and public entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, employing model portfolios and multiple custodians and sub-advisors, including affiliated and third-party providers.

Matthew Keen is a Series 66-licensed financial advisor with Capital Investment Advisory Services, LLC, where he has worked for 10 years. He has 14 years of industry experience and serves on the Board of Directors for KS Bank, Inc., an advisory role focused on overseeing the institution's business performance. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm tailors portfolios to client objectives and risk tolerance, primarily managing assets on a discretionary basis.

Wyatt Jenkins is a financial advisor at Capital Investment Advisory Services, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2022. Jenkins has been with Capital Investment Advisory Services and Capital Investment Group, Inc. since 2022. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm offers customized investment solutions primarily managed on a discretionary basis, utilizing a range of strategies including fundamental, technical, and charting analysis.

Thomas Campbell is a financial advisor with Merit Financial Advisors in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at PKS Investments, LPL Financial, FFI Alternatives, Triad Advisors, Advisory Services Network, and Financial Analysts, Inc. He is also the owner of Rock Tide Media, LLC, a content creation business, and serves as a trustee for the Kern Foundation, a family charity supporting local organizations. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation through centralized portfolio management and offers both discretionary and non-discretionary services via a network of investment adviser representatives.

Zachary Green is a CFP® with 14 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has previously worked at firms including Purshe Kaplan Sterling Investments, Wealth Enhancement Group, and Morgan Stanley. In addition to his advisory work, he serves as an adjunct faculty member teaching online courses for Liberty University. 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 employs a long-term, diversified asset allocation strategy managed through both internal teams and third-party sub-advisers, offering customizable portfolios and a range of account options.

Harold Cooley is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 credentials and over 42 years of industry experience. His career includes roles at Integrity Alliance, Lion Street Financial, Navitas Wealth Advisors, and FSC Securities Corporation. Outside of advisory work, he owns and supervises rental properties and a solar farm in North Carolina. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting, employing a top-down investment process focused on reducing volatility through diversified portfolios primarily composed of mutual funds and ETFs.

William Parsons is a financial advisor at Capital Investment Advisory Services, LLC in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Capital Investment Advisory Services, he worked at Raymond James & Associates Inc. and has experience with Liberty University and Rhino Sports and Entertainment Services. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers customized portfolios using a variety of investment strategies and manages the vast majority of assets on a discretionary basis.

John Parrott is a ChFC® with 41 years of experience in the financial services industry. He has been with Capital Investment Group, Inc. since 2003 and previously worked at C.P. Advisory Services. In addition to his advisory work, he is co-owner and CFO of Piedmont Insurance & Benefit, Inc., a company providing insurance services since 1981. Capital Investment Advisory Services, LLC offers portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, trusts, and charitable institutions. The firm provides tailored investment solutions using fundamental, technical, and charting analyses, managing the majority of its assets on a discretionary basis.

S Davis is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63, 65, and 66 credentials and over 34 years of industry experience. Davis has worked with several firms, including Concourse Financial Group Securities Inc and Lincoln Financial Securities, and currently operates (dba) Davis & Davis Financial Partners. Outside of advisory work, Davis serves as treasurer for a local Rotary Club fundraiser. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm offers tailored investment strategies using fundamental, technical, and charting analysis, managing most assets on a discretionary basis through a network of independent advisers.

Frank Shields is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Capital Investment Brokerage, Inc. since 1997. 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 regular portfolio reviews.

Daniel Shive is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Capital Investment Advisory Services and its related entity, Capital Investment Companies, since 2010. Outside of his advisory role, Shive serves as a board member for the Yonahlossee Racquet Club in Boone, NC, and holds executive and agent roles in insurance-related businesses. 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 a mix of analytical methods and ongoing portfolio monitoring.