Nikhil Mukheja

Raymond Eustace is the principal advisor at Eustace Advisors in Cary, NC. He holds a Series 65 designation and has four years of experience in financial advising. Prior to founding Eustace Advisors, he worked at Nadaje Holdings LLC and ClearComm Technical Sales. Eustace Advisors is an independent, fee-only advisory firm serving individuals and high-net-worth clients with financial planning and investment analysis. The firm emphasizes a long-term, passive investment approach based on Modern Portfolio Theory and offers planning services without exercising investment discretion or custody of assets.

Christopher Fauchier Nobles is the President and Chief Compliance Officer of Confiance Financial LLC and holds a Series 65 designation. He has experience in investor communications and back-office technology platforms through his executive role at BetaNXT and a prior tenure at Mediant Communications Inc. Confiance Financial provides discretionary investment management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm uses a fundamental, primarily long-term investment approach and incorporates diversified mutual funds, ETFs, and individual securities, while also employing third-party independent managers to execute strategies.

Naveen Reddy Gollapally is the sole advisor at gnrfunds LLC, an independent registered investment adviser based in Morrisville, NC. He holds a Series 65 credential and has four years of industry experience, including over a decade at Epsilon Data Management LLC prior to founding gnrfunds in 2021. Outside of his advisory work, he serves as treasurer for several day care centers planned to open in 2026 and 2027, and he is president of a UPS store, as well as a database administrator for a technology consulting firm. gnrfunds LLC serves individual investors, high-net-worth clients, and small businesses with discretionary portfolio management and retirement plan advice. The firm focuses on concentrated equity portfolios through fundamental analysis and employs various strategies including long/short positions and derivatives, offering performance-based fee arrangements to qualified clients.

Michael Mccall is a financial advisor at BFWM LLC in Holly Springs, NC, holding a Series 65 credential with industry experience beginning in 2022. His prior work includes roles at Buffalo Finances Inc., Site Services, and EVA Garland Associates. BFWM LLC is an independent registered investment adviser offering discretionary managed accounts, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a personalized, multi-strategy investment approach that incorporates asset allocation, dollar-cost averaging, and technical analysis, tailored to client time horizons and risk tolerances.

David Elliott is a financial advisor at Artifex Advisory Group, Inc. in Cary, NC, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has operated as a sole proprietor since 2013. In addition to his advisory work, Elliott is also a licensed insurance agent involved in insurance sales. Artifex Advisory Group provides fee-based investment management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages portfolios on a discretionary basis using both fundamental and technical analysis and offers ERISA-plan services including fiduciary responsibilities and participant education.

Steven Lewis is the principal of Lewis and Associates Capital Advisors, LLC, an independent advisory firm based in Holly Springs, NC. He holds a Series 65 designation and has 17 years of industry experience. Prior to his current role, he worked at Formulafolio Investments, LLC and Brookstone Capital Management, LLC, and he is also involved with Financial Greenhouse, LLC, where he supervises insurance product recommendations. Lewis and Associates Capital Advisors provides asset management and financial advice to a diverse client base, including individuals, trusts, corporate pension plans, and charitable organizations. The firm employs a combination of modern portfolio theory and various analytical approaches to build customized portfolios and offers pension consulting, educational seminars, and insurance advice as part of its services.