Marshall Brannock is a CFP® with eight years of industry experience, currently a financial advisor at Balentine since 2021. He previously worked at The Vanguard Group for six years and was self-employed for one year in 2018. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering comprehensive wealth management, financial planning, investment management, and business advisory services. The firm’s investment approach is risk-based, combines active and passive strategies, and includes a model-driven Global Tactical Asset Allocation program for institutional mandates.

Kyle Marks is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at Secu Life Insurance Company, Members Trust Company, and Credit Union Investment Services. He is also affiliated with Wealth Enhancement Advisory Services. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other RIAs. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies with periodic rebalancing and client reviews.

Mary Hendrix is a CFP® and Series 63-registered advisor with Credit Union Investment Services, based in Raleigh, NC. She has three years of industry experience and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2022 or earlier. Hendrix also serves as a life insurance agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors 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 salaried employee model under State Employees’ Credit Union, managing over $3 billion in non-discretionary assets.

Bryan Persak is a financial advisor at Accelerate Retirement in Raleigh, NC, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Principal Securities for 18 years before joining Accelerate Retirement and Alkeme Financial Services, LLC. Accelerate Retirement serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and employer plan sponsors, offering retirement plan consulting, investment management, financial planning, and fiduciary services. The firm uses a long-term investment approach and constructs customized portfolios through a network of Investment Adviser Representatives, leveraging various securities and third-party managers.

John Lopp is a financial advisor at Credit Union Investment Services with one year of industry experience. He holds a Series 66 designation and has worked in various roles at SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2023. Outside of his advisory work, Lopp serves as Youth Director at Horne Memorial United Methodist Church, where he organizes activities for youth members and volunteers. 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, fixed-income products, and a goals-based planning approach, with recommendations implemented at the client’s discretion.

Melissa Phillippi is a CFP® and holds a Series 66 license with 18 years of industry experience. She has worked at Balentine since 2026 and previously was employed at Highspring and Performance Culture/Workdove. Phillippi is based in Raleigh, NC. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients with wealth management, financial planning, investment management, family office services, and business advisory support. The firm uses a risk-based investment process that incorporates active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program, while also advising pooled investment vehicles and private funds.

Martin Hefner is a CFP® with three years of industry experience, currently serving as an advisor at Credit Union Investment Services in Raleigh, NC. He has worked with Members Trust Company since 2023 and has been affiliated with several related entities including SECU Life Insurance Company and SECU Brokerage Services since 2022. Hefner is also an agent with SECU Life Insurance Company and holds a long-term association with State Employees' Credit Union dating back to 2011. Credit Union Investment Services primarily serves individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm focuses on low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based planning approach, with advisory representatives as salaried employees of the parent credit union.

Kimberly Macinnes is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has held roles at Members Trust Company, SECU Life Insurance Company, and State Employees' Credit Union alongside her work at Credit Union Investment Services. She is also active as an agent with SECU Life Insurance Company and serves as a trust representative for Members Trust Company. Credit Union Investment Services primarily serves North Carolina residents with non-discretionary portfolio management, asset allocation advice, and financial planning focused on long-term, goals-based strategies using primarily low-cost index mutual funds and ETFs. The firm operates within a credit-union ecosystem and emphasizes salaried advisors who do not receive commissions on recommended products.

Jonathan Jones is a CFP® with 18 years of experience in financial services, currently serving at Credit Union Investment Services in Raleigh, NC. His career includes long-term roles at State Employees' Credit Union, Members Trust Company, SECU Brokerage Services, and SECU Life Insurance Company. He also serves as treasurer of CFJ Farms LLC, a farming-related business. Credit Union Investment Services serves individual investors and trust clients 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 offering recommendations while clients retain final decision-making authority.

Robert Brennan Jr. is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked concurrently at several related firms, including Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union, where he serves as a Financial Advisory Services District Manager. His responsibilities include supervising financial services offerings to credit union members and providing opportunities for their economic and social improvement. 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, along with fixed-income products, and its advisors are salaried employees of the parent credit union.

Hannon Herring is a Series 66-registered financial advisor with Credit Union Investment Services, based in Garner, NC, and has two years of industry experience. His prior work includes roles at Members Trust Company, SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union. He is also an agent with SECU Life Insurance Company and serves as a Financial Advisory Services Specialist at State Employees' Credit Union. Credit Union Investment Services serves primarily individual investors and some trust clients in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm recommends mostly low-cost, index-based mutual funds and ETFs along with fixed-income products, emphasizing a goals-based, long-term planning approach.

Robert Falconer is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, holding a Series 66 designation with five years of industry experience. His prior work includes roles at LPL Financial, MML Investors Services, Mass Mutual Life Insurance, and involvement with golf-related companies such as Titleist Golf Company and Eastward Ho Golf Club. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by providing investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis within a systematic, quantitative framework and offers both discretionary and non-discretionary management.

Bryan Dearolf is a CFP® and ChFC® with three years of industry experience, currently affiliated with Mariner Independent in Raleigh, NC. Prior to joining Mariner Platform Solutions, he worked at Abundant Life Financial and CWM, LLC. He served in various capacities with the U.S. Navy from 2011 to 2023. Outside of financial advising, he teaches personal finance at Cary Christina School. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of financial planning and investment management services supported by in-house and third-party resources, with access to alternative investments and affiliated business solutions.

Antonio Navarro is a financial advisor at Credit Union Investment Services with three years of industry experience. He holds a Series 66 designation and has worked at SECU Life Insurance Company and SECU Brokerage Services since 2022, alongside his ongoing role at State Employees' Credit Union since 2015. Navarro also serves as an agent with SECU Life Insurance Company. Credit Union Investment Services serves residents of North Carolina, primarily individual investors and some trust clients, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm operates as a subsidiary of State Employees’ Credit Union and manages over $3 billion in non-discretionary advisory assets.

Trevor Nace is a financial advisor at SageSpring Wealth Partners in Raleigh, NC, holding a Series 65 designation. Although new to the financial advisory industry, he has prior experience with firms such as Collector's Edge Minerals, Science Trends LLC, Forbes Media LLC, and Shell Exploration & Production Company. He has been involved with Science Trends LLC since 2019. SageSpring Wealth Partners manages approximately $8.5 billion for over 11,500 clients, serving a wide range of individual and institutional clients. The firm offers customized portfolios using fundamental and technical analysis, and provides discretionary investment management, financial planning, retirement plan consulting, and third-party manager oversight.

Tony Mcneill is a financial advisor with Chelsea Advisory Services, Inc. holding Series 65 and Series 66 licenses and 25 years of industry experience. He has worked at Chelsea Financial Services since 2019 and previously held positions at Royal Alliance Associates and John Hancock SII. He also operates McNeill Financial Services, a separate business. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm follows a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis while offering periodic compliance and portfolio reviews.

Thomas Corenevsky is a financial advisor at Wealthcare Advisory Partners LLC with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Wealthcare Advisory Partners in 2021, he worked at LPL Financial for 18 years. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based, client-centered planning process with an evidence-based investment framework that includes proprietary quantitative measures and access to alternative and private placement investments.

Ron Linton is a CFP® and holds a Series 66 designation with 23 years of industry experience. He is currently with Level Four Advisory Services, where he has worked since 2025. Prior to this, he spent 12 years at The Fidelity Bank and LPL Financial. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of platform and sub-advisor arrangements.

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. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering wealth management, financial planning, investment management, family office services, and business advisory support. The firm uses a risk-based investment process with a mix of active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program, and it is noted for its role in pooled vehicles and private fund advisory.

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.