Katie Strother is a financial advisor with Curi Capital, LLC in Raleigh, NC, holding CFP® and Series 65 credentials and bringing 11 years of industry experience. Her prior experience includes roles at Park Ridge Asset Management and Curi RMB Capital LLC. Outside of her advisory work, she is involved in her community as a nursery room leader at Peace Church and serves as a varsity girls soccer coach at Wilson Christian Academy. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets and serving individuals, retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach using proprietary and third-party strategies across equity and fixed income, and offers a range of services including wealth management and specialized offerings for medical professionals.

Richard Fields is a Series 66-registered financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, bringing four years of industry experience. He has also been involved with Integrated Advisory Services LLC since 2020, where he holds a principal role alongside his advisory duties. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm customizes portfolios based on client objectives, time horizons, and risk tolerance, managing the majority of assets on a discretionary basis.

Sherwood Barbour Jr. is a financial advisor at Altitude Capital Management LLC with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with firms including Amerity Wealth Management and Gradient Investments. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers managed account programs tailored to client objectives and risk tolerance, utilizing a variety of investment approaches across a multi-team structure.

Benjamin Harrison is affiliated with Gradient Advisors, LLC and holds the Series 65 designation. He has 25 years of experience through his work at Harrison Financial Services, Inc. and has been with Gradient Advisors since 2026. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third‑party money managers, offering a largely non‑discretionary model with a focus on documented client objectives and risk tolerance.

Jennifer Bradley is a financial advisor with Arkadios Wealth Advisors in Raleigh, NC, holding a Series 65 credential and one year of industry experience. She is also the owner and founder of Bradley Law Firm, PLLC dba Triangle Smart Divorce, where she oversees legal operations and serves as CFO. Additionally, Jennifer manages a solar power company, Stitch Power, LLC. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with investment and wealth management services, offering customized investment plans supported by an internal portfolio team and access to third-party money managers. The firm’s integrated operating model includes advisor-managed accounts, a bundled wrap program, and fiduciary services for retirement plans.

Ricky Whitley is a CFP® with 15 years of industry experience, currently serving at First Citizens Asset Management, Inc. since 2026. He has been affiliated with First Citizens Bank and First Citizens Investor Services since 2011. Whitley also teaches financial planning concepts at the Trust Advisors Institute through Campbell University. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, municipalities, and institutions. The firm emphasizes strategic asset allocation and multi-asset class portfolio construction using a combination of fundamental, quantitative, and technical analysis.

Josh Newman is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Wells Fargo Bank for 16 years before joining First Citizens. Outside of his advisory role, he manages a long-term rental condominium property. First Citizens Asset Management, Inc. provides model-based sub-advisory services and direct investment advisory to individuals, trusts, municipalities, and institutions, offering global multi-asset class model portfolios that emphasize strategic asset allocation, manager research, and risk control.

Carlton Blanton is a CFP® with 26 years of industry experience, currently serving at Capital Investment Advisory Services, LLC. He has been with Capital Investment Group, Inc. since 2000. In addition to his advisory role, he is an insurance agent with Blanton Financial Group and has ownership in BHK Investments, LLC. 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, utilizing a variety of analytical methods and ongoing portfolio reviews.

Katherine Gagner is a financial advisor at First Citizens Asset Management, Inc. in Raleigh, NC, with six years of industry experience. Her background includes roles at Wells Fargo Bank and Wells Fargo Clearing Services prior to joining First Citizens. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and public entities. The firm utilizes a strategic, multi-asset class approach combining fundamental, quantitative, and technical analysis across various investment frameworks.

Tyler Bayless Edwards is a financial advisor at Earned Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Hilltop Wealth Advisors and DASH Carolina. Outside of his advisory role, Edwards is a licensed North Carolina Real Estate Broker and earns commissions from assisting clients with residential real estate transactions. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees, providing financial planning, discretionary wealth management, and retirement plan consulting. The firm employs independent investment managers and model portfolios, integrates alternative investments when appropriate, and is affiliated with several related businesses including retirement plan services and accounting firms.

Brett Dysart is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked with Strategic Blueprint since 2019 and has been associated with Cornerstone Wealth Management, LLC and The Strategic Financial Alliance, Inc. since 2008. Outside of his advisory roles, Dysart owns Cameo Design, LLC, a real estate remodeling and consulting business. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement plan consulting, family office services, and a subscription advisory program, with a distinctive emphasis on client education and a formal flat-fee subscription advisory model.

Dylan Stroud is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. He previously worked at BBR Partners and Simon Quick Advisors, LLC. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach with a mix of proprietary strategies and third-party managers, and offers specialized services including a subscription education product for medical professionals.

Richard Mc Elroy is a financial advisor at Kingswood Wealth Advisors, LLC with 28 years of industry experience. He holds a Series 66 designation and previously worked at Glenwood Financial Partners LLC, Eudaimonia Partners, LLC, and Great Lakes and Atlantic Wealth Management. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, operating an open-architecture platform and integrating insurance-linked account management alongside third-party managers and sub-advisors.

Marvin Musselwhite is a financial advisor at Capital Investment Advisory Services, LLC with five years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Advisory Services and Capital Investment Group since 2020. Prior to his advisory career, he held roles at McConnell Golf, DICK's Sporting Goods, and North Carolina State University. 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 ongoing portfolio reviews.

Charles Dickinson Jr. is a CFP® with four years of industry experience, currently serving as an Institutional Consultant at First Citizens Asset Management, Inc. in Raleigh, NC. His background includes roles at First Citizens Bank and Campbell University. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, institutions, and municipalities, employing a multi-asset class approach with discretionary management focused on strategic asset allocation and risk control.

Chandler Huggins is a financial advisor at Prospera Financial Services, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at White Oaks Wealth Partners and Captrust Financial Advisors. Outside of finance, he is involved with CH Wellness LLC and Counseling Choices LLC. Prospera Financial Services, Inc. serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion across about 207 advisors. The firm offers investment advisory and financial planning through various platforms and employs a multifaceted portfolio construction and management approach.

Michael Pearl is a CFP® with 28 years of industry experience, currently serving as an advisor at Capital Investment Advisory Services, LLC since 2013. He has been involved with Capital Investment Group, Inc. since 2001 and operates an accounting practice under the name Michael F. Pearl, CPA, a business he has maintained since 1988. 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 mix of analytical methods and ongoing monitoring.

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.

Peter Hynes is a financial advisor at OneAscent Financial Services LLC with 25 years of industry experience. He previously worked at Verity Investments, Inc., Verity Asset Management, Inc., and Verity Financial Group from 2009 to 2025. Outside of his advisory role, he serves as a board member for Sentinel Primary Care, owns and manages a handyman services company, and participates on the Mission Advancement Advisory Committee for the Sisters of St. Cecilia Congregation. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of asset management and planning services, utilizing individualized asset allocation, model-based platforms, and overlay managers, along with additional services such as outsourced CIO and CCO support.

Bonnie O Quinn is a financial advisor at Level Four Advisory Services with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Red Reef Advisors LLC for seven years. Outside of her advisory role, she serves as chair of the Curham-Orange Estate Planning Council board and is involved in business consulting through Level Four Business Solutions. Level Four Advisory Services is an SEC-registered firm managing approximately $6.5 billion, serving a diverse client base that includes individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and third-party sub-advisors.