Christopher Crenshaw is the sole advisor at Chris C Crenshaw Financial Services, LLC, an independent firm based in Durham, NC. He holds a Series 63 designation and has 16 years of industry experience. He has been with his firm since 1996. The firm provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. It emphasizes strategic asset allocation, diversification, and both fundamental and technical analysis, serving a concentrated group of primarily high-net-worth clients alongside corporate and business clients.

Joseph Stover is a financial advisor at Reliance Financial Group, Inc. in Durham, NC, holding the PFS™ designation and Series 65 license with 22 years of industry experience. He has been with Reliance Financial Group since 1999. Reliance Financial Group is an independent firm providing discretionary portfolio management, financial planning, and consulting to individual investors, retirement plans, and charitable organizations. The firm emphasizes asset allocation and model-based portfolios, combining fundamental security analysis with long-term investment strategies and periodic rebalancing.

Jennifer Lazarus is a Certified Financial Planner™ (CFP®) and holds a Series 65 license with 15 years of industry experience. She has been the sole advisor at Lazarus Financial Planning, an independent firm based in Durham, NC, since its founding in 2005. Lazarus Financial Planning is a fee-only advisory firm serving individuals, couples, trusts, small businesses, and retirement plans. The firm offers comprehensive financial planning and discretionary investment management, with a focus on socially responsible investing and a documented planning process that emphasizes asset-class allocation, diversification, and client-approved policy implementation.

Thomas Figgatt is a CFP® with eight years of industry experience, currently serving as the sole advisor at Portolan Financial Planning LLC in Durham, NC. He previously worked at Bank of America from 2015 to 2017 before founding Portolan Financial Planning in 2017. Portolan Financial Planning LLC offers personalized investment advisory and comprehensive financial planning, including tax preparation services. The firm serves individual clients, trusts, estates, charitable organizations, small businesses, and provides retirement plan consulting, utilizing a primarily technical analysis approach with strategic asset allocation and tax-management techniques.

Lyle Finley Jr. is a CFP® with 30 years of industry experience, currently serving as the sole advisor at RJ20, Inc. His background includes roles at Wells Fargo Bank and Wells Fargo Clearing, as well as 14 years of service with the North Carolina National Guard. RJ20, Inc. provides non-discretionary investment advice to retirement plan participants and institutional clients, focusing on participant-level guidance within corporate retirement plans. The firm utilizes an online platform for customized 401(k) reporting and financial planning tools, combining fundamental, technical, and asset-allocation analysis without offering discretionary asset management or custody.

Steven Thorpe is the sole advisor at Pragmatic Portfolios, LLC, an independent registered investment adviser based in Durham, NC. He holds a Series 65 designation and has 15 years of industry experience. Thorpe has managed Pragmatic Portfolios since 2010 and previously worked at MCNC for 24 years. Pragmatic Portfolios provides portfolio management and comprehensive financial planning to individuals, families, high-net-worth clients, trusts, and select corporations or small businesses. The firm emphasizes broadly diversified, low-cost passive investments with strategic asset allocation and tax-efficient strategies, and offers client education through complimentary seminars and workshops.

Brian Marshburn is a CFP® professional with 21 years of industry experience. He is the sole advisor at Brevity & Associates, an independent firm he has been with since 2013. His prior experience includes roles at Anthem Wealth Management and Abiding Wealth Advisors, as well as operating Marshburn Properties, LLC. Marshburn also works as an independent insurance agent. Brevity & Associates serves individuals, businesses, trusts, foundations, and charitable organizations by providing discretionary portfolio management and standalone financial planning across retirement, estate, tax, education, and insurance areas. The firm emphasizes equity-focused allocations using mutual funds, ETFs, stocks, and bonds within a buy-and-hold framework, and occasionally employs options, REITs, and private placements to enhance diversification.

Adam Vega is a CFP® with 15 years of experience in the financial services industry. He is the sole advisor at Avance Private Wealth LLC and has held prior roles at Gladstone Wealth Partners, Mercer Allied Company, CETERA Advisor Networks, Girard Securities, and Goldman Sachs. In addition to his advisory work, he is involved in insurance sales. Avance Private Wealth LLC provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities. The firm employs a range of investment strategies and offers ancillary services including tax planning coordination and estate-planning support through third-party providers.

Tim founded Iseler Financial to help creative professionals build stability & security in their financial lives. The firm offers hourly engagements, one-time plans, ongoing financial planning, and investment management. Tim lives in Durham NC with his family and wonder dog, Yoshi. Prior to starting Iseler Financial, he spent 18 years in the music industry as a recording & touring audio engineer. And, even further back in time, Tim grew up on a family farm before graduating with honors with a degree in mathematics.

John Bland is a financial advisor with Diversified Investment Services LLC in Durham, NC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Blackridge Asset Management LLC and Commonwealth Financial Network. Bland is also a licensed insurance agent offering insurance product sales alongside his advisory services. Diversified Investment Services LLC provides portfolio management and financial planning to individual and high-net-worth clients, utilizing a range of analysis methods and investment strategies. The firm offers discretionary management, regular portfolio monitoring, and quarterly reporting, with portfolios that may include mutual funds, ETFs, fixed income, real estate funds, annuities, and non-U.S. securities.

Ohan Kayikchyan is a CFP® professional with seven years of industry experience. He is the principal of Alohana Financial, LLC, a fee-only registered investment adviser based in Durham, NC. His prior experience includes roles at Wells Fargo Advisors LLC, Wells Fargo Clearing, and Wells Fargo Bank NA. Alohana Financial provides investment management and financial planning services to individuals and high-net-worth clients, employing an asset-allocation approach grounded in Modern Portfolio Theory. The firm uses a combination of passive and active investment vehicles and offers ESG customization upon client request.

Gary Balunas is a financial advisor with Unlimited Timing Service Inc in Creedmoor, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Unlimited Timing Service since 2007 and also has a long tenure with Comprehensive Asset Management beginning in 2003. In addition to advisory work, he is registered as an insurance agent in Florida. Unlimited Timing Service Inc provides discretionary portfolio management primarily for high-net-worth individuals, trusts, estates, and pension and profit-sharing plans. The firm applies a market-timing approach with daily portfolio reviews and manages accounts on the Interactive Brokers platform, operating as a solo practitioner model where the principal assumes full responsibility for investment decisions within agreed client guidelines.

Lucid Wealth Planning ("LWP") was founded to improve the lives of others by helping clients make better-informed financial decisions in both their daily lives and long-term plans. We believe our impact provides added security, confidence, and overall joy in the lives of our clients. Given our focus on clients that strive to improve the world around them, such as Health Care Professionals and Academic professors, we anticipate the ripple effect of betterment to be limitless. Education: B.S.B. degree in Finance Certified Financial Planner™ (CFP®), and Chartered Retirement Planning Counselor (CRPC®), and Certified Student Loan Professional (CSLP®), and Behavioral Financial Advisor (BFA®) Experience: The completion of over 800 comprehensive financial plans for individuals and families since joining the industry in 2006. This includes specialized areas such as student loan analysis, estate planning, tax planning, portfolio management, and cash flow strategizing (to name a few). As a financial planner, my main goal is to help you make well-informed decisions on all financial matters, not just what investments are right for you. I'll always listen to your concerns, devise the best strategy, and treat your financial goals with the same care and interest I devote to my own. I look forward to being your trusted advisor and expert resource as you build a secure, and confident financial life.

Lisa Hodges is a financial advisor at Shift to Impact with six years of industry experience. She holds a Series 65 designation and has worked in marketing consulting and advisory services prior to her current role. Hodges leads Shift to Impact, an independent firm based in Durham, NC. Shift to Impact is a fee-only financial planning firm serving individuals and families who seek to align their finances with social justice and environmental values. The firm emphasizes values-based investing and offers comprehensive planning, guidance on charitable giving and employee benefits, as well as educational workshops and speaking events, without managing client portfolios or exercising trading discretion.

Cody Peck is a financial advisor at Limber Capital LLC in Wake Forest, NC, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Ankura and Bloomberg. Limber Capital LLC offers discretionary portfolio management to individual investors, focusing on equities, fixed-income securities, ETFs, and short-term cash instruments. The firm employs a value-oriented investment approach and incorporates long-term equity options (LEAPS) in client portfolios, operating as a solo practitioner with full discretionary authority while executing trades within each client’s individual brokerage account.

Matthew Sweeney is a CFA® charterholder and the sole advisor at Molokai Investments. He has held roles at Thales Management Inc, Radeas LLC, Luma Capital LLC, and Stetson University, with a combined professional history dating back to 2015. Molokai Investments is an investment management firm providing portfolio and private fund management along with financial planning and individual consultation services to pooled vehicles, institutional, and organizational investors. The firm employs a bottom-up, fundamental-analysis approach focused on total return through concentrated equity positions and long-term holdings, and it uses detailed valuation procedures and offers performance-based compensation for certain funds.

Shrey Patel is a CFA® charterholder and the sole advisor at Ataraxis Capital, LLC in Durham, NC, with experience beginning in 2016 across several firms including Boyer Value Group and Thor Equities Group. He currently holds a salaried position as a senior investment analyst at Thor Equities Group, where he performs research and analysis. Ataraxis Capital provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients, utilizing a multi-method investment approach that includes fundamental and technical analysis, options, and margin. The firm manages approximately $840,000 in assets across two client accounts and offers performance-based fee arrangements for qualified clients.

Nahnsan Guseh is a financial advisor at Capital Solutions Advisors, LLC with three years of industry experience. He holds a Series 65 designation and manages his own independent advisory firm. Outside of advising, Guseh works full-time as a data scientist at a medical device company. Capital Solutions Advisors, LLC serves individual investors with ongoing asset management and financial planning services, offering both discretionary and non-discretionary portfolio management along with comprehensive financial plans. The firm tailors investment programs to client goals, using a mix of fundamental, technical, charting, and cyclical analysis, and employs various strategies including options trading.

John Stillman is a financial advisor at Rosewood Wealth Management in Durham, NC, with 11 years of industry experience. He holds the Series 65 designation and has worked at firms including AE Wealth Management and Madrona Financial Services. Outside of his advisory role, he is co-owner of a marketing company, Third Wheel Media. Rosewood Wealth Management serves individual and family clients planning for retirement by providing financial planning, portfolio management, and implementation through selected third-party managers and model portfolios. The firm also offers licensed insurance sales, tax preparation, and bookkeeping services in-house.

Sean Hilliard is a CFP® professional with eight years of experience in financial advisory roles. He is currently with Rivertree Wealth and has previously worked at firms including Empower Financial Services, Personal Capital Advisors Corporation, and Fidelity. Rivertree Wealth LLC, founded in 2024, provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a passive investment approach based on Modern Portfolio Theory, using diversified, risk-based allocations across mutual funds, ETFs, stocks, and bonds.