John Maddison is a CFP®, CFA®, and holds a Series 66 license, currently working at Balentine in Raleigh, NC. He has 12 years of experience at Balentine and two years in the financial industry overall. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm employs a risk-based investment process using a combination of active and passive strategies and manages pooled investment vehicles, including private funds.

Joseph Barnes is a Series 66-licensed financial advisor with Credit Union Investment Services in Raleigh, NC, and has three years of industry experience. He is also affiliated with Members Trust Company, SECU Life Insurance Company, and SECU Brokerage Services. Barnes has worked in various roles at State Employees' Credit Union since 2019. 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, fixed-income products, and a goals-based, long-term planning approach.

Alejandro Segovia is a financial advisor with Mission Wealth Management, LP in Raleigh, NC. He holds a Series 65 credential and has one year of industry experience. Before joining Mission Wealth Management in 2021, he worked at Beacon Pointe Advisors and ADP, and he has an academic background from the University of Arizona. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients. The firm offers wealth management, financial planning, and portfolio management through tiered service models, employing customized, long-term strategies across a broad range of investment types.

Joshua Thomas is a financial advisor with SVB Wealth LLC in Raleigh, NC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at First Citizens Investor Services, Silicon Valley Bank, and Wells Fargo Advisors. He serves as Director of Affluent Wealth Advisors, supervising registered individuals who provide wealth management advice to SVB Wealth clients. SVB Wealth LLC serves a diverse client base including individuals, trusts, charitable organizations, and corporations, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies and maintains a formal due-diligence process for manager selection, with operational ties to First Citizens Bank.

Daniel Martin is a financial advisor with Advisory Services Network. He holds Series 65 and Series 63 licenses and has 13 years of industry experience, including 12 years at Abrams Bison Investments before joining Advisory Services Network in 2026. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisors. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing various investment strategies and flexible engagement models.

Jennifer Pcholinsky is a CFP® professional with five years at Balentine and a total of two years of industry experience. Prior to joining Balentine, she worked at Truist Wealth for four years. She is based in Raleigh, NC. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm employs a risk-based investment approach utilizing both active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Ashley Crane is a financial advisor at Savvy with 16 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Savvy in 2026, she spent over a decade at First Command in various advisory and planning roles. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach, supplemented by active equity portfolios and tax-aware direct indexing, and integrates third-party sub-advisers and fintech tools.

William Alexander is a financial advisor with CoreCap Advisors in Raleigh, NC, holding Series 65 and Series 66 licenses and having 11 years of industry experience. He has operated WG Alexander & Associates since 2005 and serves as president of the North Carolina Chapter of the National Academy of ElderLaw Attorneys. Alexander is also actively involved in several nonprofit organizations, including board roles with the Roanoke Island Historical Association and the North Carolina Center for Public Policy Research. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm’s relationship-oriented approach emphasizes long-term investment strategies using mutual funds, ETFs, equities, and bonds, with ongoing oversight of sub-advisors and tax-efficient asset management.

Martha Smith is a CFP® professional with 10 years of experience in the financial services industry. She has worked at Credit Union Investment Services since 2018 and also holds roles with SECU Brokerage Services, Members Trust Company, and State Employees' Credit Union. Outside of her advisory duties, she is an independent consultant for skincare and book sales. Credit Union Investment Services primarily serves North Carolina residents with non-discretionary portfolio management, asset allocation advice, and retirement planning, focusing on low-cost mutual funds and ETFs within a credit-union ecosystem.

Austin Winstead is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with State Employees' Credit Union since 2018 and is also affiliated with SECU Life Insurance Company and SECU Brokerage Services. 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, fixed-income products, and a goals-based, long-term planning approach.

Eric Zoldan is a CFP® professional with 28 years of industry experience, currently serving at A.G.P. / Alliance Global Partners since 2019. Prior to that, he worked at Calton & Associates, Inc. from 2015 to 2019. He operates E Zoldan LLC, an investment-related entity established in 2006 for his 1099 tax status. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm is known for its emphasis on international investing and active brokerage and product-distribution activities alongside traditional advisory services.

Mitchell Weiman is a financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Belpointe since 2015, concurrently working with Sumner Financial Advisors, Inc. since 2014. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a variety of investment strategies tailored to client objectives and risk tolerance.

James Johnson Jr. is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding a Series 66 designation and three years of industry experience. He has worked with Members Trust Company since 2024 and has been involved with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2022 or earlier. Johnson also serves as a Financial Advisory Services Specialist at State Employees' Credit Union, providing financial services to eligible members. 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, fixed-income products, and a goals-based, long-term planning approach, with advisors employed on a salaried basis by the parent credit union.

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.

Shamyra Newton is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 65 and Series 63 credentials with eight years of industry experience. She has worked at Credit Union Investment Services and affiliated entities including SECU Life Insurance Company and Members Trust Company since 2018 and 2019, respectively. Newton also serves as an Investment Compliance Specialist at State Employees’ Credit Union and as a life insurance agent with SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning with an emphasis on long-term, goals-based strategies. The firm operates within the credit-union ecosystem as a wholly owned subsidiary of SECU and offers clients access to low-cost mutual funds and ETFs without commission-based compensation for its salaried advisors.

Tenesha Carter is a CFP® with 19 years of industry experience, currently serving at Credit Union Investment Services in Raleigh, NC. She has held roles at SECU Brokerage Services, SeCU Life Insurance Company, and Members Trust Company, alongside a long tenure at State Employees’ Credit Union. Carter is a Senior Vice President at State Employees’ Credit Union and also works as a trust representative and insurance agent with affiliated firms. 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, with salaried advisers and client-directed implementation of recommendations.

Keenan Hall is a financial advisor with Credit Union Investment Services holding Series 66 and Series 63 credentials and four years of industry experience. He has worked at Fidelity Investments and is currently affiliated with State Employees' Credit Union and SECU Brokerage Services. Credit Union Investment Services primarily serves North Carolina individual investors, offering non-discretionary portfolio management, asset allocation advice, and retirement planning with a goals-based approach emphasizing long-term investment horizons and low-cost mutual funds and ETFs. The firm operates within a credit union ecosystem and focuses on delivering advice without commission-based recommendations.

Amanda English is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked concurrently with Secu Life Insurance Company, Members Trust Company, and State Employees’ Credit Union since 2010. Outside of her advisory roles, she owns and manages a chicken farming business and serves as assistant treasurer for the Pender Sheriff's Charitable Foundation. 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 typically recommends low-cost, index-based mutual funds and ETFs alongside fixed-income products, employing a goals-based, long-term planning approach.

Sue Sandlin Plaehn is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 39 years of industry experience and has been with Mutual of Omaha and its affiliated entities since 1977. In addition to her advisory role, she is president of Sue Sandlin-Plaehn Insurance and Financial Services, Inc., offering life, health, and annuity insurance products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works primarily through a platform relationship with Envestnet and uses Pershing as custodian, serving a broad client base including both non‑high-net-worth and high-net-worth individuals.

Connor Newsome is a CFP® with three years of industry experience, currently serving as a financial advisor at Credit Union Investment Services. He has been affiliated with Members Trust Company since 2023 and holds roles with SECU Life Insurance Company and State Employees' Credit Union, where he has provided financial advisory services since 2015. Credit Union Investment Services serves primarily individual investors and a smaller number of trust clients 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 subsidiary of State Employees’ Credit Union and manages over $3.0 billion in non-discretionary advisory assets.