Clark Callaway is a financial advisor at Capital Investment Advisory Services, LLC with 20 years of industry experience. He holds Series 63 and Series 66 securities licenses and has worked at Capital Investment Advisory Services since 2016. Prior to that, he was with Principal Financial Services and MSI Financial Services, Inc. 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 solutions through separately managed accounts, third-party asset managers, and financial planning services.

Frederick Turner is a CFP® credentialed financial advisor with 21 years of industry experience. He is currently with Capital Investment Advisory Services, LLC and Capital Investment Group, Inc., having previously worked at firms including LPL Financial, Fidelity Bank, Fifth Third Bank, First Citizens Investor Services, Inc., and BB&T Investment Services, Inc. He also holds a senior vice president role as a wealth consultant at the Trust Company of North Carolina. 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, managing the vast majority of assets on a discretionary basis using various investment strategies.

Michael Weyenberg is a Series 65-licensed advisor with Integrity Advisory Solutions in Raleigh, NC, and has three years of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Burlington Alliance Capital Management, DH Griffin Companies, Samet Corporation, and Gilbane Building Company. He is also the owner and managing member of Weyenberg Group, LLC, an insurance company focused on life, accidental, Medicare supplement insurance, and annuities, where he provides training and compliance support. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in assets. The firm provides portfolio management, financial planning, retirement plan consulting, and other advisory services, using a variety of investment strategies and third-party platforms.

William Rogers is a financial advisor at Capital Investment Advisory Services, LLC with 45 years of industry experience. He holds the Series 63 designation and has worked previously at Wells Fargo Clearing and Capital Investment Group, Inc. He also acts as a power of attorney for his mother. 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 clients’ objectives, time horizons, and risk tolerances, managing most assets on a discretionary basis.

John Nash is a financial advisor with Level Four Advisory Services in Raleigh, NC, holding Series 65 and Series 63 designations and bringing 48 years of industry experience. He worked at Mid-Atlantic Securities, Inc. for 36 years before joining Level Four Financial, LLC. Outside of advisory work, he serves as vice president of Arkcar Farm, a family corporation involved in farming and investments. Level Four Advisory Services is an SEC-registered adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement plan consulting, and fiduciary services, implementing client mandates through model portfolios, wrap platforms, and third-party sub-advisors.

Kyle Neuenschwander is a financial advisor at Soltis Investment Advisors, LLC in Raleigh, NC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Goldenwest Credit Union, A&Z Produce, and The Church of Jesus Christ of Latter Day Saints. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in client assets using a Modern Portfolio Theory-based approach combined with quantitative and qualitative manager analysis.

Charles Upshaw III is a CFP® professional with 45 years of industry experience, currently serving at Capital Investment Advisory Services, LLC. He has been affiliated with Capital Investment Brokerage, Inc. since 1997. Outside of his advisory work, he is a long-standing member of the Rotary Club of Raleigh and serves as a trustee for the Hill-Pike House Trust. 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 tailored to clients’ objectives and risk tolerance.

Troy Hill is a financial advisor at Capital Investment Advisory Services, LLC with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Merrill. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, and various institutional clients. The firm generally customizes portfolios based on client objectives, time horizon, and risk tolerance, managing the majority of assets on a discretionary basis.

Samuel Knight is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Wells Fargo Clearing Service, Wells Fargo Bank, Mass Mutual Investors Services, and Metlife Securities Inc. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers individualized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a variety of analytical methods and conducting ongoing portfolio reviews.

Kemp Mebane is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 66 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at FIRST Citizens Investor Services and Equitable Advisors. 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 employs tailored investment strategies using fundamental, technical, and charting analysis across multiple asset classes, managing most assets on a discretionary basis.

Wanda Cooper 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. She has worked with Capital Investment Group, Inc. since 1997. Outside of her advisory role, she serves on the board of Camp Kerr Lake - Shiloh Family Ministry, where she participates in teaching and family activities. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions, offering tailored investment solutions through a range of strategies and third-party managers.

Kenyon Allman is a financial advisor with Level Four Advisory Services who holds Series 63 and Series 65 licenses and has 45 years of industry experience. His prior work includes roles at Mid-Atlantic Securities, Inc. and Raymond James & Associates. He serves as co-trustee for the Diane and Robert Allman Revocable Trusts and the R&D Family LP. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base and offers fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services.

Eddie Dubose is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at UBS Securities LLC and Fidelity Investments. He also served in the Army National Guard for six years and has experience working in healthcare and customer service sectors. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, focusing on IAR-led assessments and a combination of fundamental, quantitative, and technical analyses to guide client investments.

Henry Stotz is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles in automotive sales and financial services, and he volunteers with FINADDICTS LLC, a local fishing apparel brand. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and corporate clients, offering advisory and brokerage services with a client process focused on assessing financial needs and using fundamental, quantitative, and technical analysis across various investment vehicles.

Michael Mordecai is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with eight years of industry experience. His prior experience includes three years at Edward Jones and four years at the University of North Carolina at Chapel Hill. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs IAR-led financial assessments and a combination of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Mark Weaver is a financial advisor with Commonwealth Financial Network in Raleigh, NC, holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. He has worked at Crossbridge Financial Group, LLC and Ameriprise Financial Services, Inc. in prior roles. Outside of his advisory work, he is a 50% owner of WBDFC, LLC, an entity focused on managing commercial real estate. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and support services. The firm provides operations, trading, technology, investment management, compliance, and practice-management resources, enabling advisors to construct client portfolios using a broad range of securities and insurance products.

Stephen Holloman is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Wells Fargo Clearing and Wachovia Bank. Outside of his advisory work, he manages several residential rental properties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

William Smith is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at MML Investors Services LLC, MassMutual Life Insurance Co., First Citizens Bank, and Northwestern Mutual. First Citizens Investor Services, Inc. provides advisory and brokerage services to a diverse clientele including individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, model portfolios, a Guided Investing platform, and financial planning, utilizing both fundamental and quantitative analyses to manage assets primarily through non-discretionary client arrangements.

Stephen Guentz is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior roles include positions at Empower Financial Services Inc, Peace of Mind Wealth Management, and several companies outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates over short-term forecasts.

Daniel Mccall is a CFP® professional with 21 years of industry experience, currently serving at Truist Advisory Services. His career includes extensive tenure at BB&T and its related entities, as well as roles at PNC Wealth Management. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary manager relationships supported by a combination of traditional and AI-enabled research tools.