David Isley is a financial advisor at Abound Investments with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked with various insurance carriers since 2002. In addition to his advisory role, he is a licensed North Carolina life and health insurance agent. Abound Investments serves individual clients, including high-net-worth individuals, as well as corporate pension and profit-sharing plans. The firm offers discretionary asset management, financial planning, insurance planning, and consulting services, with an investment approach that emphasizes tailored portfolios focused on individual stocks and proprietary strategies for managed accounts.

Sherri Rose is a CFP® and Series 63 credentialed financial advisor at Azimuth Planning Group, LLC with no prior industry experience. She is the founder and managing director of Rose Group CPAs, PLLC, a CPA firm where she oversees auditing, accounting, tax preparation, and business consulting. Rose is also involved in several business ventures, including founding FastFile1040, LLC, providing online tax filing services, and co-founding SageCFO Group, Inc., which offers outsourced CFO advisory services. Azimuth Planning Group, LLC provides fee-only financial planning primarily to solopreneurs, service-based founders, and business owners, focusing on business planning, retirement and estate coordination, tax-aware wealth strategies, and succession planning. The firm delivers written financial plans and investment recommendations emphasizing asset allocation, tax efficiency, and passive investment strategies rather than discretionary asset management.

Mary Macdonald is the sole advisor at Personal Path Financial Planning in Hillsborough, NC, holding Series 65 and Series 66 licenses with 10 years of industry experience. She has operated her own advisory practice since 2017. Personal Path Financial Planning offers fee-only financial planning and investment consultation to individuals, trusts, estates, charitable organizations, and businesses. The firm provides non-discretionary advice focused on long-term, goals-based strategies using primarily low-cost index funds and ETFs, and delivers services on an hourly or fixed-fee basis without taking custody of client assets.

Thomas Sikes is a CERTIFIED FINANCIAL PLANNER™ and principal of WanderWealth Inc., an independent advisory firm based in Hillsborough, NC. He has 19 years of industry experience and has led WanderWealth since 2006. In addition to his advisory role, he owns Traveltirement LLC, an online education and media business focused on retirement planning and long-term travel in Italy and France. WanderWealth Inc. provides discretionary investment management to individual clients, including retail and high-net-worth investors, using low-cost, passive, diversified ETF model portfolios. The firm manages accounts on the Altruist custodial platform under discretionary authority and emphasizes periodic rebalancing based on academic research.

Laura Collins is a financial advisor with Provident Wealth Management in Burlington, NC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior roles include positions at Lincoln Financial Securities Corporation and ongoing involvement with Crossharbour Partners, LLC and Gulfstream Capital Partners, Inc. Outside of advisory work, she is a managing member and consultant for non-qualified deferred compensation strategies and co-owner and vice president of a real estate brokerage firm. Provident Wealth Management serves individuals, trusts, estates, and small business entities with investment advisory and financial planning services. The firm offers customized portfolios based on client goals, combining fundamental, technical, and cyclical analysis, and includes optional cryptocurrency exposure according to client preferences.

Aidis Zunde is a financial advisor at Zak Investment Management Company, LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Zak Investment Management since 2008. In addition to his advisory role, he serves as a senior consultant for Whitney, Bradley & Brown, supporting the Department of Defense’s Joint Improvised Explosive Device Defeat Organization and leading a team in support of Operation Enduring Freedom. Zak Investment Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, foundations, and charitable organizations on a fee-only basis. The firm manages portfolios across equities, fixed income, mutual funds, and exchange-traded products, and is notable for its willingness to negotiate performance-based fee arrangements for eligible clients.

Eric Sobocinski is a financial advisor at Amphora Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has served as Owner and President of Kylix Management, Inc., providing management services and insurance sales. Additionally, he is Of Counsel at Walker, Lambe, PLLC, a law firm, and Vice President & Counsel at Turner-Gary Sports, Inc., a firm representing athletes and coaches. Amphora Wealth Management serves individuals, charitable organizations, and retirement plans by providing investment management, financial planning, pension consulting, and specialized services such as divorce consulting and estate-plan analysis. The firm employs an evidence- and risk-based investment approach with diversified portfolios and offers educational seminars alongside ongoing portfolio monitoring.

Richard Frazier is a CFP® professional with 17 years of industry experience. He has been with Frazier Financial Consultants, LLC since 2003. The firm provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. Frazier Financial Consultants employs a strategic asset allocation approach using a core-and-satellite structure with passive index funds and ETFs complemented by selective active funds, offering globally diversified portfolios and integrated tax and estate planning services.

Austin Brown is a CFP® professional with eight years of experience in financial advising. He is currently with Bolin Creek Wealth Advisors LLC, where he has worked since 2023. Prior to this, he spent ten years at Woodward Financial Advisors, Inc. Bolin Creek Wealth Advisors is a fee-only firm serving individuals, high-net-worth clients, trusts, and estates through comprehensive financial planning and discretionary investment management. The firm employs a Modern Portfolio Theory-based approach, focusing on diversified, low-cost funds and personalized allocation strategies developed through client risk assessment.

Joseph Marques is a financial advisor at Bolin Creek Wealth Advisors LLC in Chapel Hill, NC, holding the CFP® and Series 66 designations with 14 years of industry experience. He previously worked at Woodward Financial Advisors, Inc. for eight years before joining his current firm in 2023. Bolin Creek Wealth Advisors is a fee-only firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive financial planning, discretionary investment management, and consulting services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified, low-cost mutual funds and ETFs with periodic rebalancing and personalized allocation targets.

Stefan Lloyd is a financial advisor at Provident Wealth Management in Dallas, TX, holding Series 65 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Morgan Stanley, Ovington Advisors, and several boutique firms. Provident Wealth Management serves individuals, trusts, estates, and small businesses with investment advisory and financial planning services. The firm offers customized portfolios aligned with client goals and risk tolerance, incorporating fundamental, technical, and cyclical analysis, and provides educational seminars and advice on cryptocurrencies and digital assets.

Katrina Stalls is a financial advisor at Provident Wealth Management with three years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank. In addition to her advisory role, she is involved with Provident Insurance Group as an insurance agent and holds a notary public commission. Provident Wealth Management serves individuals, trusts, estates, and small business entities with investment advisory and financial planning services. The firm offers customized portfolios and financial plans, educational seminars, and advice on cryptocurrencies, using a combination of fundamental, technical, and cyclical analysis tailored to client preferences.

Amy Jo Mc Elfresh is a CFP® professional with eight years of experience in financial advising. She has been with Amphora Wealth Management, LLC since 2018 and previously worked at Guardian Pointe Private Wealth Management. Outside of her advisory role, she is involved in management activities with Gratitude, Inc. and serves as president of AJM Consulting, Inc., a consulting and insurance-related business. Amphora Wealth Management serves individuals, charitable organizations, and retirement plans, providing investment management, financial planning, and specialized consulting services such as divorce and estate-plan analysis. The firm employs an evidence- and risk-based investment approach, using diversified portfolios guided by Modern Portfolio Theory and conducts ongoing account monitoring and reviews.

Menelaos Fotiou is a financial advisor at Secure Wealth, Inc. with one year of industry experience. He holds a Series 65 designation and has been the owner of Olympic Golden Retirements LLC since 2001, where he focuses on life insurance, annuities, long-term care, and retirement income planning. Secure Wealth serves individuals, corporations, charitable organizations, and retirement plans, managing approximately $113 million in discretionary assets. The firm emphasizes structured notes with downside protection and uses a combination of fundamental, technical, and modern portfolio theory approaches across client portfolios.

Michele Nettesheim is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Phoenix Wealth Advisors Inc. in Chapel Hill, NC. She has been with Phoenix Wealth Advisors since 2018 and has prior experience at Raymond James Financial Services dating back to 2005. Outside of her advisory role, she is involved in a rental real estate business. Phoenix Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, estates, and corporations. The firm offers comprehensive financial planning and asset management, combining fundamental and technical analysis with both long- and short-term strategies, and administers a wrap-fee program that integrates third-party manager models with in-house overlays.

Mark Rhoades is a CFP® professional with 19 years of industry experience currently serving as a financial advisor at Phoenix Wealth Advisors Inc. He has held prior roles at Raymond James Financial Services, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is a member of the advisory board and finance committee for the KDVS foundation, a nonprofit organization. Phoenix Wealth Advisors is a seven-advisor team managing over $641 million in assets across approximately 1,593 accounts. The firm provides financial planning, wealth management, retirement-plan consulting, and both discretionary and non-discretionary asset management, employing a combination of fundamental, technical, and cyclical analysis alongside integrated third-party money-manager strategies.

James Mosher is a CFP® professional with seven years of industry experience. He has worked at Old Peak Finance since 2024 and previously held roles at Bluesky Wealth Advisors and Merit Wealth Management. His background also includes consulting through Grant Mosher Consulting, LLC. Old Peak Finance is a fee-only wealth management firm serving individuals, families, trusts, and estates, primarily those in their prime earning years or with higher net worth. The seven-advisor team uses an evidence-based, asset-class investment approach with broadly diversified portfolios, tailoring asset allocation to clients’ goals and risk tolerance.

Daniel Routh is a CFP® professional with eight years of industry experience. He has been with Old Peak Finance since 2019 and previously worked at Exencial Wealth Advisors from 2016 to 2019. Old Peak Finance is a fee-only wealth management firm serving individuals, families, trusts, and estates, focusing primarily on clients in their prime earning years and higher-net-worth segments. The firm employs an evidence-based, asset-class investment approach, offering diversified portfolios using mutual funds and ETFs, with tailored asset allocation based on clients’ goals and risk tolerance.

Kelly Ward is a financial advisor with Phoenix Wealth Advisors Inc. in Chapel Hill, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Raymond James Financial Services, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of advising, Ward owns a yarn distribution company called All Dressed Up. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations with financial planning, wealth management, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment strategies and manages a high client account load through a seven-advisor team.

Emma Jackson is a financial advisor at Phoenix Wealth Advisors Inc. in Chapel Hill, NC, with 16 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Robert W Baird & Co., and Morgan Stanley Smith Barney. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations, providing financial planning, wealth management, retirement-plan consulting, and asset management through both discretionary and non-discretionary strategies. The firm combines external money-manager strategies with in-house overlays and manages a high client account load relative to its seven-advisor team.