Scott Garrett Cook

Raymond Eustace is a financial advisor at Eustace Advisors in Cary, NC, holding a Series 65 designation with three years of industry experience. Prior to founding Eustace Advisors, he worked at ClearComm Technical Sales from 2003 to 2020 and operated Nadaje Holdings LLC from 2013 to 2022. Eustace Advisors is an independent, fee-only firm that provides advice-only financial planning and investment analysis to individuals and high-net-worth clients. The firm’s approach is based on Modern Portfolio Theory with a focus on long-term, passive investment strategies, and it offers services including financial plan development, project-based planning, ongoing planning, educational seminars, and optional tax return preparation.

Mostafa Omar is the sole advisor at Astrelle Capital LLC in Raleigh, NC. He holds a Series 65 credential and has two years of experience in financial advising. Prior to his current role, he spent eight years working in the restaurant industry with Lugano Ristorante, Cowfish Sushi Burger Bar, and Hibernian Co. Astrelle Capital LLC serves individuals, households, retirement accounts, trusts, and simple closely held entities with portfolio management and standalone financial planning. The firm emphasizes strategic asset allocation, tax-aware implementation, and risk controls, primarily using exchange-traded funds along with selective mutual funds, equities, fixed income, and cash equivalents.

Hi! My name is Ian Bloom. I started my firm, Open World Financial Life Planning because I wanted to serve other nerds, not sell financial products. I focus on systematizing my clients’ financial lives to reduce their stress and worry, so that they can focus on their passions. As a nerd, I understand what it’s like to have hobbies and priorities outside of the norm. Whether your interests lie in gaming, programming, collecting, or something tamer, my goal is to make your financial life much more simple so that you have less stress and more time to focus on your interests. Life shouldn’t be about scrolling through google searches to solve a complex financial question. Your time should be spent doing the things you love and taking care of the people you care about. My philosophy on financial life planning was shaped through my experience getting my CFP® and RLP® designations, my bachelor’s degree in Psychology, and three years of amazing mentorship in the financial industry. Comprehensive financial life planning with my firm combines the skills I’ve developed through my experience and education, the perspective I have as a nerd and Millennial, and the drive I have to increase financial literacy within my community. I chose a fee-only structure for the firm in order to minimize conflicts of interest and make payment as transparent for my clients as possible. Having no product sales involved means I can focus on the perfect solution for my clients, not getting paid. Working with my firm starts with a complimentary first meeting in which we talk through your values, goals, and finances. If we decide to work together we will gather details on your finances, analyze and prioritize your goals, and eventually arrive at a plan through collaboration. I will help with the implementation of that plan, educating you on the what’s and why’s of each checklist item so that you feel comfortable with the changes. At the end of a year, we will review our progress and reassess the plan going forward. On the personal side of things, my passions lie in gaming. I love tabletop games, trading card games, and video games. I specifically love anything that is geared toward difficult strategic decisions. My passion for gaming is what got me so interested in financial strategies! Go ahead and book that first meeting to get started! It’s always FREE. If you're not sure yet, check out my books on Amazon to learn more about my financial philosophy: https://www.amazon.com/dp/B0FH5P83

Brian Bewley is the principal and sole advisor at Aligned Wealth Solutions, LLC, holding a Series 65 designation with 14 years of industry experience. His prior roles include positions at Virtue Capital Management, Retirement Wealth Advisors, and Horter Investment Management. He also serves as an independent insurance agent and is involved in technology and financial reporting businesses outside of his advisory practice. Aligned Wealth Solutions provides discretionary investment management primarily through model marketplaces and pooled investment vehicles, focusing on portfolios constructed with low-cost mutual funds and ETFs. The firm applies Modern Portfolio Theory and strategic asset allocation, with additional services including financial planning, treasury management, and promoter/referral arrangements.

Your Trusted Financial Partner and Experience You Can Rely On With over three decades in the financial industry, I've dedicated my career to empowering individuals and families to achieve financial well-being. As a CERTIFIED FINANCIAL PLANNER® Professional, Dave Ramsey Master Financial Coach and Fee-Only Financial Advisor based in Raleigh, NC, I offer personalized guidance and unwavering support, drawing on my extensive experience to navigate the complexities of the market and tailor solutions to your unique needs. Your Financial Goals, My Priority I believe that everyone deserves to feel confident and in control of their financial future. Whether you're saving for retirement, planning for your children's education, or seeking comprehensive wealth management, I'll work with you to develop a personalized plan that aligns with your goals and values. As a Dave Ramsey Master Financial Coach, I also utilize the proven Dave Ramsey 7 Baby Step process to help you build a strong financial foundation and achieve lasting financial peace. My Fee-Only approach ensures transparency and prioritizes your best interests. Comprehensive Guidance for a Secure Future From investment management to retirement planning, tax strategies to estate planning, I offer comprehensive guidance to address all aspects of your financial life. I'll be there every step of the way, providing reassurance, answering your questions, and adjusting your plan as life evolves. Rooted in the Community As a North Carolina resident and active member of the Wakefield Rotary Club of Wake Forest community, I understand the local landscape and can provide insights tailored to your specific needs. Let's Build a Brighter Financial Future Together Take the first step towards achieving your financial goals. Start with a Complimentary Retirement Review: https://app.rightcapital.com/account/sign-up?referral=3c861414-45bc-4056-8e9d-63371f536cf0&type=client&advisor_id=WyovNSEMqImVmkOBpo0ePA Schedule a Complimentary Consultation: https://calendly.com/getaplan/fee-only-initial-consultation Check out my website as I transparently list how I work with clients and post my fees: https://universityfinancialstrategies.com/ Remember: It's never too late to start planning for your future. With 30+ years of experience, a genuine passion for helping others and the tools of a Dave Ramsey Master Financial Coach, I'm here to guide you every step of the way.

Ryan Emminger is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He has worked at Fidelity Investments for 15 years before founding JME Wealth Management, an independent advisory firm based in Raleigh, NC. In addition to his advisory work, he is an independent insurance agent involved in fixed insurance sales and service. JME Wealth Management serves individuals, high-net-worth clients, and small businesses with comprehensive financial planning and portfolio management. The firm employs a blended investment approach that includes active and passive strategies, core-and-satellite construction, and uses derivatives and hedging techniques within separately managed accounts.