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Aralys C
Series 65
Raleigh, NC
Peace of Mind Wealth Management
Aralys Castillo is a financial advisor at Peace of Mind Wealth Management in Raleigh, NC, holding a Series 65 designation. She has one year of experience with the firm and previously worked independently as a self-employed professional for five years. Her work background also includes roles at Advanced Auto Parts and UNCG. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm uses a top-down, macro-environmental approach to tactical asset allocation, blending growth and fixed-income strategies and offering both discretionary and non-discretionary services.
Taylor W
CFP®, Series 65
St. George, UT
Peace of Mind Wealth Management
Taylor Wolverton is a CFP® and Series 65-registered advisor at Peace of Mind Wealth Management with three years of industry experience. He has worked with firms including Wealth Mode Financial Planning and Deseret Mutual Benefits Administrators. Wolverton is also affiliated with POM Tax Strategies, LLC, a tax preparation and filing service related to his firm. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers a range of services including investment management, financial planning, estate planning guidance, and tax preparation through its affiliated entity.
Lauren S
Series 65
Raleigh, NC
Peace of Mind Wealth Management
Lauren Stancil is a financial advisor at Peace of Mind Wealth Management in Raleigh, NC, holding a Series 65 designation with four years of industry experience. Her work history includes roles at Nexxus Partners and multiple entities connected to Peace of Mind Wealth Management. Outside of finance, she also works as a human resources consultant for small businesses. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation with sector rotation and combines internally developed models and third-party portfolios to meet client needs.
Joshua B
CFP®, Series 65
Raleigh, NC
Peace of Mind Wealth Management
Joshua Burgess is a CFP® professional with four years of experience in financial advising. He is currently with Peace of Mind Wealth Management, where he has worked since 2024. Prior to this, he held positions at Choreo, LLC and RSM US Wealth Management LLC. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation, combining blended growth and fixed-income strategies tailored to client profiles and utilizing both internally developed and third-party model portfolios.
Nicholas T
Series 66
Raleigh, NC
Peace of Mind Wealth Management
Nicholas Tolerton is a financial advisor at Peace of Mind Wealth Management with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Strategic Wealth Investment Group and Equitable Advisors. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation using a blend of internally developed models and third-party portfolio managers, providing both discretionary and non-discretionary investment management alongside financial and estate planning services.
Mursaleen T
CFP®, Series 63, Series 65
Raleigh, NC
Peace of Mind Wealth Management
Mursaleen Tariq is a CFP® professional with 12 years of industry experience, currently serving at Peace of Mind Wealth Management in Raleigh, NC. His prior experience includes roles at Reutemann Financial Solutions, Inc. and Quincy Wells Capital. Outside of advisory work, he is involved with POM Tax Strategies, LLC, which provides tax preparation and filing services. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to asset allocation, blending growth and fixed-income strategies with discretionary rebalancing, supported by internally developed and third-party portfolio models.
Nicholas H
CFP®, Series 63, Series 65
Raleigh, NC
Peace of Mind Wealth Management
Nicholas Hymanson is a CFP® professional with seven years of industry experience, currently serving at Peace of Mind Wealth Management in Raleigh, NC. His prior roles include positions at POM Investment Strategies, Truist, and SunTrust Robinson Humphrey. He is also an insurance agent representing various carriers outside of his investment advisory role. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm utilizes a top-down, macro-environmental approach to asset allocation, combining internally developed models and third-party portfolios, while offering services such as investment management, financial planning, estate-planning guidance, and affiliated tax preparation.
Radon S
CFP®
Raleigh, NC
Peace of Mind Wealth Management
Radon Stancil is a CFP® professional with 19 years of experience in financial advisory roles. He is currently with Peace of Mind Wealth Management, where he has worked since 2020, and previously held positions at Reutemann Financial Solutions and Diversified Estate Service. Stancil is also a licensed owner selling fixed insurance products and manages an affiliated tax preparation and filing service. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers a range of services, including investment management, financial planning, estate-planning guidance, and access to tax preparation through an affiliated entity.
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