Alejandro Segovia is a financial advisor with Mission Wealth Management, LP in Raleigh, NC. He holds a Series 65 credential and has one year of industry experience. Before joining Mission Wealth Management in 2021, he worked at Beacon Pointe Advisors and ADP, and he has an academic background from the University of Arizona. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients. The firm offers wealth management, financial planning, and portfolio management through tiered service models, employing customized, long-term strategies across a broad range of investment types.

Joshua Thomas is a financial advisor with SVB Wealth LLC in Raleigh, NC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at First Citizens Investor Services, Silicon Valley Bank, and Wells Fargo Advisors. He serves as Director of Affluent Wealth Advisors, supervising registered individuals who provide wealth management advice to SVB Wealth clients. SVB Wealth LLC serves a diverse client base including individuals, trusts, charitable organizations, and corporations, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies and maintains a formal due-diligence process for manager selection, with operational ties to First Citizens Bank.

Daniel Martin is a financial advisor with Advisory Services Network. He holds Series 65 and Series 63 licenses and has 13 years of industry experience, including 12 years at Abrams Bison Investments before joining Advisory Services Network in 2026. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisors. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing various investment strategies and flexible engagement models.

Paul Howland is a financial advisor at Gradient Investments, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses. He has been in the financial industry since 2025, with prior roles at ESI Financial Advisors, Equity Services, Inc., Civitas Financial LLC, and Cornerstone Advisory Group LLC. Before entering finance, he worked six years with Aristotle Spirits and eleven years with Pearl Therapeutics. Gradient Investments, LLC provides discretionary investment management to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs a proprietary investment framework and offers various model and custom portfolios, managing them primarily on a discretionary basis.

Jason Steele is a financial advisor at Prospera Financial Services, Inc. with 30 years of industry experience. He has previously worked at Raymond James Financial and Morgan Keegan & Company, LLC. Outside of advising, he owns Bull and Bear Brew, a coffee distribution business, and is involved in wealth management services specifically for athletes through Echelon Sport And Wealth Management. Prospera Financial Services 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 other entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

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 two years of industry experience. Prior to joining Balentine, she worked at Truist Wealth for four years. She is based in Raleigh, NC. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm employs a risk-based investment approach utilizing both active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

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 16 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Savvy in 2026, she spent over a decade at First Command in various advisory and planning roles. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach, supplemented by active equity portfolios and tax-aware direct indexing, and integrates third-party sub-advisers and fintech tools.

William Alexander is a financial advisor with CoreCap Advisors in Raleigh, NC, holding Series 65 and Series 66 licenses and having 11 years of industry experience. He has operated WG Alexander & Associates since 2005 and serves as president of the North Carolina Chapter of the National Academy of ElderLaw Attorneys. Alexander is also actively involved in several nonprofit organizations, including board roles with the Roanoke Island Historical Association and the North Carolina Center for Public Policy Research. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm’s relationship-oriented approach emphasizes long-term investment strategies using mutual funds, ETFs, equities, and bonds, with ongoing oversight of sub-advisors and tax-efficient asset management.

Eric Zoldan is a CFP®-certified financial advisor with 29 years of industry experience. He has worked at A.G.P. / Alliance Global Partners since 2019 and held prior roles at Calton & Associates, Inc., JHS Capital Advisors, LLC, and Gunnallen Financial, Inc. He operates E Zoldan LLC as a personal business entity. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer with about 131 advisors managing approximately $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies with co- and sub-advisory relationships, offering a range of portfolio management and financial planning services including estate-planning access.

Mitchell Weiman is a financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Belpointe since 2015, concurrently working with Sumner Financial Advisors, Inc. since 2014. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a variety of investment strategies tailored to client objectives and risk tolerance.

Brad Pinter is a financial advisor at Founders Financial Alliance, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including SunTrust Investment Services and TIAA-CREF. Outside of advising, he serves as an Account Executive at Sailpoint, a technology company specializing in identity management and governance for unstructured data access. Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting 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.

William Sanderson is a CFP® professional with five years of industry experience. He has worked at Curi Capital since 2019 and previously at Captrust Financial Advisors from 2016 to 2019. Sanderson is based in Raleigh, NC. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, mutual funds, private funds, and family offices. The firm uses a long-term, fundamental investment approach with a mix of proprietary strategies, third-party managers, and private funds, and offers specialized services including Wealth Management and a subscription education product for medical professionals.

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.