Michael Hakerem is a CFA® charterholder with 20 years of industry experience. He is currently affiliated with Kingswood Wealth Advisors, LLC and has held positions at Glenwood Financial Partners, Eudaimonia Partners, and Great Lakes & Atlantic Wealth Managers and Advisory Partners. Outside of his advisory roles, he is the sole proprietor of Empowered Portfolios, LLC, a firm specializing in research and analytics on fintech providers, financial markets, and related areas. Kingswood Wealth Advisors serves a diverse client base including individual investors, high-net-worth clients, retirement plan sponsors, and institutions. The firm offers customized portfolio management and financial planning through an open-architecture platform that frequently employs third-party managers and integrates insurance-linked account services.

Richard Fields is a financial advisor with Capital Investment Advisory Services, LLC in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Capital Investment Group, Inc. and Cic Advisers, LLC since 2005. Fields also serves as president and insurance agent of Integrated Advisory Services, where he provides insurance sales and service. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm uses an individualized process that includes discretionary management, third-party managers, and private-label model portfolios, with ongoing monitoring and a mix of analytical methods.

William Moore is a financial advisor with Capital Investment Advisory Services, LLC in Cary, NC. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including over two decades at Capital Investment Group, Inc. Outside of his advisory role, he manages a consulting firm focused on company expense reduction and vendor negotiations. 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.

Emily Cardillo is a financial advisor with Integrity Advisory Solutions in Raleigh, NC, holding a Series 65 credential and three years of industry experience. She has worked as an independent agent since 2019. Outside of her advisory role, she is a licensed insurance agent and provides estate planning referrals through Integrated Trust Systems. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of asset-allocation strategies and third-party platforms.

Hayden Brown is a financial advisor with First Citizens Investor Services, Inc. in Greenville, SC, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining First Citizens, Hayden spent four years in full-time education. He also serves as a financial consultant with FCAM, meeting with clients to discuss investment capabilities. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, utilizing a mix of asset allocation strategies, discretionary management, and technology-driven model portfolios, supported by its affiliation with a bank holding company.

James Glover Jr. is a financial advisor with Level Four Advisory Services in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Prior to joining Level Four in 2022, he spent 35 years at Mid-Atlantic Securities, Inc. He serves as a board member of Oakwood Cemetery and is the finance chair for Christ Church, where he manages monthly finance meetings and backup treasury duties. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and public entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, employing model portfolios and multiple custodians and sub-advisors, including affiliated and third-party providers.

Matthew Keen is a Series 66-licensed financial advisor with Capital Investment Advisory Services, LLC, where he has worked for 10 years. He has 14 years of industry experience and serves on the Board of Directors for KS Bank, Inc., an advisory role focused on overseeing the institution's business performance. 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, primarily managing assets on a discretionary basis.

Wyatt Jenkins is a financial advisor at Capital Investment Advisory Services, LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining his current firm. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers separately managed accounts, referrals to third-party managers, private-label model portfolios, and financial planning, using a mix of analytical methods and ongoing monitoring tailored to clients’ investment objectives and risk tolerance.

Hannah Dysinger is a CFP® professional at Curi Capital, LLC with three years of industry experience. Her prior roles include positions at Park Ridge Asset Management and service with the North Carolina National Guard Association. She has also worked in education and retail sectors. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices, employing a long-term, fundamental investment approach that integrates proprietary strategies, third-party managers, and a range of portfolio solutions.

Harold Cooley is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 credentials and over 42 years of industry experience. His career includes roles at Integrity Alliance, Lion Street Financial, Navitas Wealth Advisors, and FSC Securities Corporation. Outside of advisory work, he owns and supervises rental properties and a solar farm in North Carolina. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting, employing a top-down investment process focused on reducing volatility through diversified portfolios primarily composed of mutual funds and ETFs.

William Parsons is a financial advisor at Capital Investment Advisory Services, LLC in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Capital Investment Advisory Services, he worked at Raymond James & Associates Inc. and has experience with Liberty University and Rhino Sports and Entertainment Services. 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 portfolios using a variety of investment strategies and manages the vast majority of assets on a discretionary basis.

John Parrott is a financial advisor with Capital Investment Advisory Services, LLC in Lexington, NC. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has 40 years of industry experience. He has been with Capital Investment Group, Inc. since 2003. Outside of advisory services, Parrott is CFO and co-owner of Piedmont Insurance & Benefit, Inc., a company he started in 1981. 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 quarterly reviews.

S Davis is a financial advisor at Capital Investment Advisory Services, LLC with 33 years of industry experience. Their career includes roles at Capital Investment Group, Inc, Concourse Financial Group Securities Inc, and Lincoln Financial Securities. Davis is also a partner in Davis & Davis Financial Partners and serves as treasurer for an annual fundraiser hosted by the Rotary Club of Statesville Fourth Creet. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers personalized investment management through discretionary mandates, third-party managers, and private-label model portfolios, utilizing a combination of analytical methods and ongoing portfolio reviews.

Frank Shields is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Capital Investment Brokerage, Inc. since 1997. 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 regular portfolio reviews.

Daniel Shive is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Capital Investment Advisory Services and its related entity, Capital Investment Companies, since 2010. Outside of his advisory role, Shive serves as a board member for the Yonahlossee Racquet Club in Boone, NC, and holds executive and agent roles in insurance-related businesses. 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 a mix of analytical methods and ongoing portfolio monitoring.

As a former Deputy U.S. Marshal and with a Master's degree in Financial Planning, Charlie brings decades of specialized financial experience to the private sector. His Federal Law Enforcement background gives him distinctive insight into the financial challenges and opportunities facing Federal Employees and specifically, Federal Agents. Based in Raleigh, North Carolina, Charlie is the Lead Financial Planner of Charles Michael Financial, a Fee-Only Financial Planning firm serving Federal Agent families nationwide. Charlie also founded and runs the MoneyArmor™ Membership at Charles Michael Financial, which focuses on financial coaching and educational resources designed specifically for Federal Agents & Heroes. As a Certified Financial Planner, Charlie follows the CFP Board’s Code of Ethics and Standards of Conduct. The complex knowledge required to obtain and maintain this professional designation helps Charlie develop extensive financial plans that hardworking people deserve. When he's not helping clients navigate their financial futures, Charlie embraces the "Work Optional" lifestyle by specializing in outdoor family adventures and enjoying great food and friends around the fire pit. He’s often found perfecting his ping-pong skills (where he claims an undefeated status), writing, and sharing amateur dog training tips with anyone willing to listen.

Charles Zalman is a CFP® with 13 years of industry experience currently affiliated with Credit Union Investment Services in Raleigh, NC. He has held roles at State Employees’ Credit Union since 2007 and serves as a Financial Advisory Services District Manager, supervising financial services offered to eligible members. His background also includes positions with Secu Life Insurance Company and Members Trust Company. Credit Union Investment Services primarily serves North Carolina residents, focusing on non-discretionary portfolio management and financial planning for individual investors and trust clients. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisers and a goals-based, long-term investment approach.

Elizabeth Donner is a financial advisor with Simplicity Wealth in Raleigh, NC, holding Series 63 and Series 65 licenses and 27 years of industry experience. Her prior work includes a long tenure at Cetera Advisor Networks LLC from 2002 to 2023, along with roles at Cetera and Diversified Retirement and Wealth. She is also a licensed insurance agent involved in selling various insurance products and conducting social security analysis. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside technology and operational services for other advisers.

Ralph Aiello is a financial advisor with Founders Financial Alliance, LLC, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Founders Financial Alliance since 2017 and previously held roles at WealthPLAN Partners and LPL Financial LLC. 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 ongoing portfolio monitoring, and offers a family-office style program under a flat fee arrangement.

Hallie Burris is a Series 65-licensed financial advisor with Capital Investment Advisory Services, LLC in Greensboro, NC. She has experience working at EY and Clemson University prior to joining her current firm. Outside of advisory work, she operates a seasonal CPA practice focused on tax return preparation. 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 management through discretionary mandates, third-party managers, and private-label model portfolios, employing a range of analytical methods and conducting at least quarterly portfolio reviews.