Patrick Lyons is the principal of Lyons Den Capital, an independent advisory firm based in Zebulon, NC. He holds Series 63 and Series 65 licenses and has 25 years of experience in the financial industry. Lyons has operated Lyons Den Capital since 2010 and also has a background in insurance sales through his self-employed practice, Patrick Lyons Insurance Services. Lyons Den Capital provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm constructs diversified portfolios using fundamental and technical analysis, with a focus on exchange-traded funds and options-based hedging, and offers ongoing consultation tailored to clients’ investment guidelines.

Sivakumar Sitaraman is a financial advisor at Trillium Square Advisors LLC with Series 63 and Series 65 licenses. He has three years of industry experience, including his current role following prior employment at Pruco Securities LLC and Verizon Communications. He has also been enrolled in graduate studies. Trillium Square Advisors serves individuals, small businesses, retirement plans, and institutional clients by providing financial planning, portfolio management, retirement-plan advisory, corporate cash management, and consulting services. The firm employs a blend of active, quantitative, and traditional investment approaches, incorporating algorithmic models and multiple portfolio construction techniques.

Sukesh Pai is a CFA® charterholder with seven years of industry experience. He is a managing partner at Everest AI Ventures, an AI technology company, and has worked at Trillium Square Advisors LLC since 2018. His prior roles include positions at Prabhu Inc, QMS Capital Management LP, and self-employment. Trillium Square Advisors serves individuals, small businesses, retirement plans, and institutional clients by providing financial planning, portfolio management, retirement-plan advisory, and corporate cash management. The firm’s investment approach combines active, quantitative, and traditional analysis with algorithmic models and multiple portfolio construction methods.

Kevin Brown is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Fortress Private Ledger, LLC. His prior experience includes roles at Fidelity Investments and Simplicity Wealth. Outside of his advisory work, he is also active as an Uber driver. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans. The firm employs a dynamic investment approach that combines trend identification, technical analysis, and complementary strategies across a variety of securities and model programs.

Giovanni Todesco is a financial advisor at Belpointe Asset Management LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Belpointe since 2016. Outside of his advisory role, he also works as a parcel delivery supervisor. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that combine internal management with third-party relationships tailored to client objectives and risk tolerance.

Dana Dawson is a financial advisor with Credit Union Investment Services in Wilson, NC, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. She has worked with Members Trust Company since 2016 and has been affiliated with several entities related to State Employees' Credit Union since 2010, including roles in financial advisory services and life insurance. Credit Union Investment Services serves primarily North Carolina residents, focusing on individual investors and a smaller trust client base. The firm offers non-discretionary portfolio management and retirement planning with an emphasis on low-cost, index-based mutual funds and ETFs, providing clients with recommendations while allowing them to retain final decision authority.

John Lopp is a financial advisor at Credit Union Investment Services with one year of industry experience. He holds a Series 66 designation and has worked in various roles at SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2023. Outside of his advisory work, Lopp serves as Youth Director at Horne Memorial United Methodist Church, where he organizes activities for youth members and volunteers. Credit Union Investment Services serves primarily 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, fixed-income products, and a goals-based planning approach, with recommendations implemented at the client’s discretion.

Quinton Rannells is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 66 designations and eight years of industry experience. He has previously worked at TIAA-CREF and currently holds roles with SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm’s salaried advisors provide recommendations while clients retain decision-making authority.

Ron Linton is a CFP® with 22 years of industry experience, currently serving at Level Four Advisory Services. He previously worked at The Fidelity Bank and LPL Financial for 12 years. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning and asset management, utilizing both internal and third-party investment resources.

Austin Winstead is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with State Employees' Credit Union since 2018 and is also affiliated with SECU Life Insurance Company and SECU Brokerage Services. Credit Union Investment Services serves individual investors and trust clients 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, fixed-income products, and a goals-based, long-term planning approach.

Jennifer Evans is a financial advisor at Credit Union Investment Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and has held multiple roles within the State Employees' Credit Union system since 2013, including positions at Members Trust Company and SECU Life Insurance Company. Outside of her advisory work, she is also a broker with SECU*RE, a real estate subsidiary. 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 as salaried employees of the parent credit union.

Leah Givens Tarkenton is a financial advisor at Level Four Advisory Services with five years of experience in the industry. She holds a Series 65 designation and previously worked at East Carolina University and Ralph L. Fike High School. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, using model portfolios and a range of affiliated and unaffiliated sub-advisers.

Kristina Hamilton is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at Credit Union Investment Services since 2012 and holds roles with Members Trust Company and Secu Life Insurance Company. In addition, she serves as a District Manager at State Employees' Credit Union, where she has been providing financial services since 2003. 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 goals-based long-term planning, with salaried advisers who provide recommendations while clients retain final decision authority.

Michael Pate is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes roles at Members Trust Company, SECU Life Insurance Company, and State Employees' Credit Union. Outside of advisory work, he is a co-owner of Ohana Properties of Goldsboro LLC, a rental property management business. Credit Union Investment Services serves primarily North Carolina residents, 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, with salaried advisers and client-directed implementation.

Randy Moorehead is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at LPL Financial and Signator Investors, Inc. He has been with Level Four Advisory Services since 2018 and Level Four Financial since 2021. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and serving a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and both affiliated and third-party sub-advisers.

Chelsea Deese is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and with seven years of industry experience. She has worked at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and has been with State Employees' Credit Union since 2008. In addition to her advisory role, she serves as a Financial Advisory Services District Manager at State Employees' Credit Union and acts as an agent for SECU Life Insurance Company. 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 planning approach, with advisors who are salaried employees of the parent credit union.

Ana Fonseca is a financial advisor at Fifth Third Securities, Inc. based in Raleigh, NC, holding Series 63 and Series 65 licenses with 25 years of industry experience. Her prior roles include positions at Investment Distributors Inc, Protective Life Insurance Company, Concourse Financial Group, Raymond James, and Liberty Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with affiliation to Fifth Third Bank, providing access to various discretionary managed-account programs and features like direct indexing and tax-overlay services.

Crystal Fulton is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2016. She also holds a role as a paraplanner at NorthPoint Tax, Wealth & Business Advisory, LLP, where she provides administrative support and analysis. Additionally, she serves on the AssetMark Operations Advisory Board in a non-investment capacity. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for about 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a variety of managed programs and investment strategies.

Ronald Edwards is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and Aaa. Outside of his advisory role, he is involved with Peachtree Learning Collaborative LLC as a human resources specialist. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s services emphasize long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Joanna Ransom is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her career includes roles at Wells Fargo Bank NA, Wells Fargo Clearing Services LLC, BB&T Securities, LLC, and Truist Advisory Services. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary solutions through model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated entities.