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 credential and with three years of industry experience. Prior to joining Balentine, she held positions at Envestnet and Blackened Kraken, as well as roles at East Carolina University. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing wealth management, financial planning, investment management, family office services, and business advisory support. The firm follows a risk-based investment approach utilizing a combination of active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Nicholas Livecchi is a CFP® professional with 15 years of industry experience. He is currently affiliated with Founders Financial Alliance, LLC and LPL Financial, LLC, having previously worked at Bank of America and Merrill Lynch. Outside of his advisory roles, he is the author of "Finding the 'Right Fit' Financial Advisor." Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment approach using ETFs, third-party managers, and portfolio monitoring, and offers a family-office style program that integrates multiple advisory services under a flat fee arrangement.

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® with 40 years of industry experience, currently serving at Capital Investment Advisory Services, LLC in Raleigh, NC. He has been with Capital Investment Group, Inc. since 1992 and Financial Resource Management, Inc. since 1987. Outside of his advisory work, he is the author of a book titled *In His Grip*, which he has been involved with 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 customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a variety of analytical methods and conducting at least quarterly reviews.

James Sloop is a financial advisor with Founders Financial Alliance, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Founders Financial Alliance since 2015 and also maintains an affiliation with LPL Financial since 2014. Outside of his advisory work, he creates content focused on electronic entertainment for platforms such as YouTube and Twitch. Founders Financial Alliance provides discretionary investment management, financial planning, retirement plan consulting, and related advisory services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process using ETFs, third-party managers, and regular portfolio monitoring, and offers a flat-fee family-office style program that integrates multiple advisory services.

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® 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.

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.

James Rosselle is a financial advisor with Curi Capital, LLC in Denver, CO, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at RMB Capital Management, LLC since 2012. Outside of advising, he owns and manages a small residential property management business. Curi Capital serves individuals, families, institutions, and charitable organizations with wealth management, asset management, retirement plan solutions, and family office services. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach across equity and fixed income strategies, combining in-house and external managers with proprietary risk analysis tools.

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.

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.

Tommy Porter is a financial advisor with Founders Financial Alliance, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Founders Financial Alliance and LPL Financial LLC since 2014. Founders Financial Alliance provides discretionary investment management, financial planning, retirement plan consulting, and related advisory services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process that customizes portfolios to client goals using ETFs, third-party managers, and ongoing monitoring, and offers a family-office style program under a flat fee arrangement.

Joseph Knowles is a financial advisor at Curi Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Credit Suisse Securities (USA) LLC for eight years. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up approach to equity strategies and a fundamental relative-value approach to fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

David Arthur is a CFA® charterholder with 24 years of industry experience. He is currently with Curi Capital, LLC and has previously worked at Park Ridge Asset Management, LLC. Outside of his advisory role, he is also licensed as an insurance agent. Curi Capital serves a diverse client base including individuals, families, institutions, and charitable organizations, offering services such as wealth management, asset management, and retirement plan solutions. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers, managing approximately $9.83 billion in assets.

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.

Anisa Barutis is a financial advisor with Prospera Financial Services, Inc. in Raleigh, NC. She holds a Series 66 designation and has experience in both financial services and legal sectors, including roles at McCollum Law, P.C., and Prospecta Financial Services. Barutis also has a background in education and wellness through prior positions at St. David School and Prime IV Hydration and Wellness. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and multiple advisory programs through both proprietary and third-party platforms.