Hallie Burris is a financial advisor at Capital Investment Advisory Services, LLC with one year of industry experience and a Series 65 designation. Prior to joining the firm, she worked at EY and Elliott Davis, and has experience in accounting and tax preparation. She is also involved in a seasonal CPA practice focused on tax return preparation. Capital Investment Advisory Services, LLC provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers a range of investment solutions including separately managed accounts, third-party asset managers, and private-label model portfolios, tailoring investment programs to client objectives, time horizons, and risk tolerances.

Michael Brennan Jr. is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior work includes roles at BANK of AMERICA, N.A., Merrill, Highland Capital Funds Distributor, Inc., and Bluerock Capital Markets LLC. He is also co-manager of Bass Brennan Advisory, LLC, an entity involved in facilitating the purchase of Rising Tide, Inc. 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 investment programs with a range of strategies across equities, fixed income, ETFs, and other asset classes, managing most assets on a discretionary basis.

Roy Bass is a CFP®-certified financial advisor with over 40 years of industry experience. He is currently with Capital Investment Advisory Services, LLC and has held roles at Cic Advisers, LLC and Charitable Management Advisors, Inc. He is also the president and owner of Strategic Asset Management Consultants, Inc. and serves as co-trustee of multiple family trusts. 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 the majority of assets on a discretionary basis through various investment strategies.

Richard Gardner Jr. is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63, Series 65, and Series 66 designations and 30 years of industry experience. He has been with Capital Investment Advisory Services since 2013 and has worked at Capital Investment Group Inc. since 2002. Outside of his advisory roles, he is an owner and chief investment officer of RGA Investments and also provides life, health, disability, and long-term care insurance services. Capital Investment Advisory Services offers portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, trusts, and charitable institutions. The firm customizes portfolios to clients’ objectives and risk tolerance, managing the majority of its assets on a discretionary basis and employing various investment strategies across multiple asset classes.

Benjamin Brooks III is a financial advisor with Capital Investment Advisory Services, LLC and Capital Investment Group, Inc., holding Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Capital Investment Group, Inc. since 2001 and Capital Investment Advisory Services, LLC since 2013. 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.

Bowman Nicholson is a CFP® with 14 years of experience, currently serving at Capital Investment Advisory Services, LLC since 2016. He is also a bassist in musical bands, an activity unrelated to his investment work. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm offers customized portfolios using a variety of analysis methods and investment strategies, managing the majority of its assets on a discretionary basis.

Jared Miller is a financial advisor at Capital Investment Advisory Services, LLC with a Series 65 designation and one year of industry experience. His prior work history includes roles in various sectors such as education and management but no previous advisory positions. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base including individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers customized portfolios using multiple methods of analysis and manages the vast majority of its assets on a discretionary basis.

Danielle Bailey is a financial advisor at Balentine in Raleigh, NC, holding a Series 65 designation. She has been with Balentine since 2023 and has prior experience at Envestnet, Blackened Kraken, and East Carolina University. 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 seven-year Capital Markets Forecast and a Building Blocks framework to allocate assets across various risk types, utilizing a combination of active and passive strategies and selected third-party sub-advisers.

Eugene Thompson IV is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Capital Investment Advisory Services and its affiliate Capital Investment Group, Inc. since 2014. 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, with an individualized investment process and ongoing portfolio monitoring.

George Hicks is a CFP® professional with 41 years of industry experience. He has worked with Capital Investment Group, Inc. since 1992 and Financial Resource Management, Inc. since 1987. Outside of his advisory roles, he is the author of the book *In His Grip*, which he has been marketing since 2014. Capital Investment Advisory Services, LLC provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, trusts, and charitable organizations. The firm offers a variety of investment solutions, tailoring portfolios to client objectives and managing most assets on a discretionary basis.

Ralph Powell is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has worked at Vanderbilt Financial Group and previously spent over two decades at First Citizens Investor Services, Inc. Outside of his advisory work, he serves as an advisor for Atmos Aviation, LLC. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, offering managed accounts, model portfolios, financial planning, and access to third-party advisors. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, supporting both in-house and independent advisor-managed portfolios.

Marshall Brannock is a CFP® and holds a Series 63 designation with eight years of industry experience. He has worked at Balentine since 2018, following a six-year tenure at The Vanguard Group, Inc. 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 that combines active and passive strategies and emphasizes asset allocation by risk type.

Matthew West is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. He has worked at Capital Investment Advisory Services and affiliated firms since 2017. Outside of his advisory role, he serves as a financial analyst in ventures and acquisitions for Liberty Senior Living and manages a consulting firm focused on finance and real estate projects. 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 variety of analytical methods and ongoing portfolio monitoring.

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.

Kimberlee Sipe is a financial advisor with Capital Investment Advisory Services, LLC and holds Series 63 and Series 66 designations. She has 20 years of industry experience and has been with Capital Investment Group, Inc. since 2009. She is also the owner of Insight Investment Planning, Inc., an investment and insurance business. Capital Investment Advisory Services, LLC provides 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 quarterly reviews.

Christopher Langlois is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC. He holds the Series 63 and Series 66 licenses and has five years of industry experience, including four years at Fidelity Investments. Prior to his advisory career, he held positions in the healthcare and retail sectors. 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 investment programs typically managed on a discretionary basis, utilizing fundamental, technical, and charting methods across various asset classes.

Donald Hadley III is a financial advisor with Capital Analysts in Knightdale, NC, holding the ChFC® designation and Series 63 and 65 licenses, and has 40 years of industry experience. He has worked at Capital Analysts since 1998 and also maintains roles at LOTS Unlimited, Lincoln Investment, Creekbottom LLC, and Fidelity Financial Group. Outside of advising, he is involved in business consulting focused on leadership and strategic planning through Applied Vision Works, Inc. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement plan advice through a nationwide network of advisors, utilizing both discretionary and non-discretionary investment approaches supported by an in-house investment management and research team.

Donald Hadley Jr. is a ChFC® credentialed financial advisor with Capital Analysts, where he has served since 1972, accumulating 59 years of industry experience. He also has a 14-year tenure with Lincoln Investment beginning in 2012. Outside of his advisory work, he is a partner in Gaits of Heaven, LLC, an equine business focused on raising, training, and showing horses. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom advisor-managed portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Melissa Phillippi is a CFP® professional with 18 years of experience in the financial services industry. She is currently with Balentine in Raleigh, NC, where she has worked since 2026. Her prior roles include positions at Highspring, Raymond James Financial, Merrill, and Banc of America Investment Services. 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 combines a seven-year Capital Markets Forecast with a Building Blocks framework to allocate assets by risk type and employs a mix of active and passive strategies alongside selected third-party sub-advisers.

Edward Monaghan is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Monaghan Wealth Management, Capital Investment Advisory Services, LLC, and Capital Investment Group, Inc. since 2017, following a year at Wells Fargo Clearing. Outside of his advisory work, Monaghan serves as treasurer and secretary for Brentwood Office Park POA. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, trusts, and charitable institutions. The firm customizes portfolios based on client objectives, time horizon, and risk tolerance and predominantly manages assets on a discretionary basis using a variety of analytical methods and investment strategies.