Richard Keeter III is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with Capital Investment Group, Inc. since 1997 and has been self-employed since 1994. Outside of advisory services, he is also an insurance agent with Keeter Financial Corporation. 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 conducting ongoing portfolio reviews.

Timothy Hucks is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has worked at Rising Tide, Inc. and Capital Investment Group, Inc. for more than two decades each. Outside of his advisory work, he serves as treasurer for the Kiwanis Club of Hillsborough. 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, third-party manager referrals, private-label model portfolios, and financial planning, using a variety of analytical methods and ongoing portfolio monitoring.

Andrew Pannell is a financial advisor at Capital Investment Advisory Services, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Wells Fargo Bank, State Employees' Credit Union, and Capital Investment Group, among others. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, and various types of plans and institutions. The firm offers tailored investment programs using fundamental, technical, and charting analysis, managing most assets on a discretionary basis through a network of over 100 independent investment adviser representatives.

Jennifer Pcholinsky is a CFP® professional with five years at Balentine and a total of nine years in the financial services industry. Prior to joining Balentine in 2021, she worked four years at Truist Wealth. Jennifer is based in Raleigh, NC. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients, providing wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a model-driven investment approach that incorporates a seven-year Capital Markets Forecast and asset allocation by risk type, combining active and passive strategies and third-party sub-advisers.

Kenneth Davis is a financial advisor at Capital Investment Advisory Services, LLC with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Capital Investment Advisory Services, he worked at Capital Investment Group, Inc and has operated Davis & Davis Financial Partners since 2017. Outside of his advisory work, he serves as a trustee for the Laura Laws Memorial Golf Tournament, which annually funds scholarships and local nonprofits. 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 variety of analytical methods.

Ashley Crane is a financial advisor at Savvy with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Command Advisory Services and related First Command entities from 2009 to 2026. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and fintech tools to support customized client plans.

William Alexander is a financial advisor with CoreCap Advisors in Raleigh, NC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. He has led WG Alexander & Associates since 2005 and serves on several nonprofit boards, including the Roanoke Island Historical Association Endowment Board and the North Carolina Center for Public Policy Research. Alexander is also president of the NC Chapter of the National Academy of Elder Law Attorneys and treasurer of the Mid-South Forum of Estate Planning Attorneys. CoreCap Advisors serves individuals, retirement plans, and institutional clients, offering discretionary portfolio management and financial planning. The firm emphasizes long-term, relationship-oriented investment strategies and manages multiple third-party asset management relationships across various custodial platforms.

Eric Zoldan is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at A.G.P. / Alliance Global Partners since 2019. His prior experience includes roles at Calton & Associates, Inc., JHS Capital Advisors, LLC, and Gunnallen Financial, Inc. He operates E Zoldan LLC as an investment-related business entity for 1099 purposes. A.G.P. / Alliance Global Partners is a multi-team, dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled vehicles. The firm emphasizes international investing and offers a range of portfolio management and financial planning services across discretionary and non-discretionary platforms.

Mitchell Weiman is a financial advisor at Belpointe Asset Management LLC in Raleigh, NC, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has been with Belpointe since 2015 and previously worked at Sumner Financial Advisors, Inc. for one year. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individual, corporate, and trust clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, employing customized portfolios through various advisory styles and third-party manager relationships.

Joseph Jackson is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Capital Investment Advisory Services since 2022 and has prior experience at Capital Investment Group, Inc. and Cape Fear Securities, Inc. Outside of his advisory roles, Jackson is a co-owner of a local car wash business in Fayetteville, NC. 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 combination of analytical methods with ongoing portfolio monitoring.

Murray Duggins Jr. is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 21 years of industry experience. He has worked with Capital Investment Advisory Services and Capital Investment Group since 2017 and also owns a family-operated management company, United Realty. 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 multiple analytical methods and conducting regular portfolio reviews.

Erik Babocsi is a CFP® professional with 28 years of industry experience, currently serving at Capital Investment Advisory Services, LLC since 2009. He has also worked at Capital Investment Group, Inc. from 2009 to 2017. Outside of his advisory role, he owns a business providing expert witness testimony for asset distribution in divorce cases, involving analysis and mediation support. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs an individualized approach using discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Paul Cranfill is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, holding the Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked at Capital Investment Group, Inc. and Capital Investment Advisory Services since 2012, with prior roles at Sageworks and Cushman & Wakefield, where he is also active as a commercial real estate broker. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, and charitable institutions. The firm offers customized investment solutions utilizing fundamental, technical, and charting analysis, managing the majority of assets on a discretionary basis.

Tammie Farrell is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and having 32 years of industry experience. She has been with Capital Investment Advisory Services and Capital Investment Group, Inc. since 2012 and previously worked at Wells Fargo Clearing from 2006 to 2012. Farrell is also the owner and financial consultant of Farrell Wealth & Associates, LLC. 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 offers customized investment programs across a range of asset classes, primarily managing assets on a discretionary basis.

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.

Abigail Tilley is a financial advisor at Capital Investment Advisory Services, LLC with three years of industry experience. She holds the Series 66 designation and has previously worked at Fidelity Investments and Southern Bank and Trust Company. 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, using an individualized process and a mix of analytical methods.

Stephen Bush is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Capital Investment Advisory Services and Capital Investment Group since 2018 and previously spent 23 years at LPL Financial LLC. Outside of his advisory role, he is involved with Crown Wealth & Insurance Planning, an insurance agency. 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 range of analytical methods and conducting ongoing portfolio reviews.

Joseph Freedland is a CFP®-certified financial advisor with Capital Investment Advisory Services, LLC, based in Raleigh, NC. He has 12 years of industry experience and has been with Capital Investment Companies since 2012. Outside of his advisory role, Freedland serves as a trustee for a testamentary trust and is involved in managing rental property partnerships. 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 mix of analytical methods and ongoing portfolio monitoring.

Christopher Reid is a financial advisor at Csenge Advisory Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Woodward Financial Advisors, Inc. and Northwestern Mutual Investment Services, LLC. Outside of financial advising, he is the lead coach for Fitter and Faster Swim Clinics, a swim and fitness business. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with a relative strength methodology and a top-down market approach, offering customized portfolio management through discretionary and model-based allocations.

Nikolas Gernhard is a financial advisor at Kestra Private Wealth Services, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before joining Kestra in 2023. Outside of his advisory role, he co-owns a rental property with his wife and is involved with Destination Wealth Advisors, assisting clients with financial planning. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and specialized services within a platform that supports discretionary and non-discretionary arrangements.