Robert Malone III is a financial advisor with Prosperity - An EisnerAmper Company based in Raleigh, NC. He holds a Series 66 designation and has 24 years of industry experience. Prior to his current role, he worked at firms including Avantax Advisory Services and HPG WealthCare Advisors. He is also a partner at EisnerAmper, where he is involved in tax and accounting services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, utilizing third-party managers and technology platforms to support client financial planning and account administration.

Muhammad Dahnoun is a financial advisor at RFG Advisory, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining RFG Advisory, he worked at John Deere and has an academic affiliation with North Carolina State University. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts using a mix of actively managed and passive strategies, tax-aware approaches, and alternative investments.

Steven Katzenstein is a financial advisor with Prosperity - An EisnerAmper Company based in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Avantax Advisory Services, HPG Wealthcare Advisors, and 1st Global Advisors. Katzenstein is also licensed as an insurance agent with involvement in fixed insurance and annuity sales. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, utilizing both discretionary and non-discretionary management approaches and third-party technology platforms.

Ibraheem Ahmad Amin is a financial advisor at RFG Advisory, LLC with one year of industry experience. He previously worked at Crescent Private Wealth and Edward Jones, and has held roles outside of finance in the construction industry and at Anwar Al-Quds. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various investment strategies including actively managed and passive models, alternative investments, and annuity management.

Thomas Formhals is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. He holds the Series 66 designation and has been with Belpointe since 2016. Outside of his work at Belpointe, he owns The Patriot Financial Group, LLC, and Furquay Financial Planning, both investment-related businesses. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management and financial planning through customized portfolios, utilizing a range of strategies from passive to tactical, and supports its advisory practice with affiliated businesses and product sponsorships.

Roy Thrower, Jr. is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 credential and 18 years of industry experience. He has worked at Virtue since 2017 and previously spent five years with Brookstone Capital Management LLC. In addition to his advisory role, he is president of Thrower Financial Concepts, Inc., which provides insurance sales including fixed annuities and life insurance. Virtue Capital Management, LLC is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a mix of tactical, strategic, and quantitative investment strategies, offering portfolio management, financial planning, third-party manager due diligence, and client education.

Andrew Johnson is a financial advisor with Credit Union Investment Services in Raleigh, NC. He holds the CFP® and ChFC® designations and has 19 years of industry experience. His prior experience includes roles at Northwestern Mutual and State Employees' Credit Union. Outside of his advisory work, he is an agent with SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management and financial planning with a focus on mutual funds, ETFs, and fixed income products. The firm operates within a credit-union ecosystem and emphasizes a goals-based, long-term investment approach using low-cost index funds.

Krista Loew is a Series 66-licensed financial advisor with Credit Union Investment Services in Raleigh, NC, bringing 16 years of industry experience. She holds roles at several affiliated entities, including SECU Life Insurance Company and Members Trust Company, and serves as Vice President of IRA Services at State Employees' Credit Union. Outside of finance, she assists with accounting duties for a construction and trade business owned by her spouse. Credit Union Investment Services primarily serves individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs with a long-term, goals-based approach, and its advisors are salaried employees of the parent credit union.

Paul Lindsay is a financial advisor with CreativeOne Wealth, LLC in Cary, NC, holding Series 63 and 65 licenses and 29 years of industry experience. He has held roles at Triangle Advisors Group since 2007 and Brokers International Financial Services from 2009 to 2018. He is also an independent insurance agent and owner of Triangle Advisors Group, Inc., which conducts insurance and securities sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and RIAs. The firm manages primarily discretionary accounts using proprietary and third-party model portfolios, employing a range of investment strategies including ETFs, mutual funds, options, and select private investments.

Sandra Ziglar is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She worked for Lincoln Financial Securities Corporation for 14 years prior to joining Sequent Planning in 2023. Outside of her advisory role, she is also a licensed real estate agent and involved in property management and insurance services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits through asset management, financial planning, and retirement-plan services. The firm uses a structured risk framework and a mix of firm-developed models and third-party managers to deliver diversified investment solutions.

Scott Ferguson is a CFP® and ChFC® with 11 years of industry experience. He is currently with Mariner Independent and has previously worked at THRIVENT Financial and CWM, LLC. He is also the owner of Abundant Life Financial, an investment advisory business. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services with integrated institutional resources.

Matthew Raines is a financial advisor at Balentine with six years of industry experience. He previously worked at Capfinancial Securities, LLC and CAPTRUST Financial Advisors from 2011 to 2018 before joining Balentine. Outside of his advisory role, he serves as an investor and board member for SURV Triangle LLC, a home services business based in Raleigh, NC. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and other institutional clients, offering comprehensive wealth management, financial planning, investment management, family office services, sub-advisory relationships, and business advisory support. The firm employs a risk-based investment process using a mix of active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program for institutional mandates.

Jennifer Mckinnon is a CFP® with 22 years of industry experience, currently serving at Prosperity - An EisnerAmper Company. Her prior experience includes roles at Avantax Advisory Services, Hpg Wealthcare Advisors, and 1 St Global Capital Corp. She also works as a licensed insurance agent with involvement in fixed insurance and annuity sales. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm manages around $5 billion in client assets and employs a multi-team approach emphasizing asset allocation and diversification, utilizing third-party managers and technology platforms for account administration.

Stacey Waddell is a CFP® with 17 years of experience, currently serving at Credit Union Investment Services in Raleigh, NC. She has held positions at SECU Life Insurance Company, where she is President and CEO, Members Trust Company as a Trust Representative, and State Employees' Credit Union since 2002. Credit Union Investment Services serves primarily North Carolina residents, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm operates as a subsidiary of State Employees’ Credit Union and manages over $3.0 billion in advisory assets.

Matthew Foushee is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. His career includes roles at FSC Securities, OSAIC, and Cambridge Investment Research, with his current positions spanning Credit Union Investment Services, State Employees' Credit Union, SECU Life Insurance Company, and SECU Brokerage Services. He also serves as an agent with SECU Life Insurance Company and as a Financial Advisory Services Specialist at State Employees' Credit Union. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with adviser representatives employed on a salaried basis by the parent credit union.

Brenan Volpe is a CFP® with 10 years of industry experience, currently affiliated with Good Life Advisors, LLC. He has previously worked at LPL Financial, Raymond James Financial Services, and Sterling Fox Financial among other firms. Volpe has also owned Citadel Financial LLC and provides investment advisory services through Good Life Advisors. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, with an investment approach that tailors portfolios to client objectives using a combination of fundamental, technical, and cyclical analysis.

Nicholas Morrison is a CFP® professional with 14 years of industry experience. He is currently affiliated with Csenge Advisory Group, LLC and has previously worked with Fidelity Investments and its related entities. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals by providing asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis, primarily using mutual funds and ETFs, and offers both discretionary and non-discretionary portfolio management.

Irena Davydova Forquer is a financial advisor at Navy Federal Investment Services, LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones and Coastal Federal Credit Union. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and provides a range of overlay services and a Private Wealth Consulting program for high-net-worth clients.

Laura Tovar is a financial advisor at Credit Union Investment Services with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked concurrently at State Employees' Credit Union and affiliated entities since 2009. Tovar also serves as an agent for SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, providing non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm emphasizes goals-based, long-term investment strategies using low-cost mutual funds and ETFs within a credit-union ecosystem.

Megan Daniel is a financial advisor with Credit Union Investment Services and holds a Series 66 designation. She has been in the financial industry since 2025, with prior experience at Equitable Advisors and State Employees' Credit Union. Outside of finance, she works as an NHL broadcast operator for SportsMedia Technology and serves as an ice skating coach with Polar Ice NC. Credit Union Investment Services serves individual investors and trust clients in North Carolina, offering non-discretionary portfolio management and financial planning. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisers providing recommendations while clients retain final decision authority.