Christopher Fauchier Nobles is the President and Chief Compliance Officer of Confiance Financial LLC and holds a Series 65 designation. He has prior experience at Mediant Communications Inc. and Betanxt, where he was involved in investor communications and back-office technology platforms. Nobles divides his time between his advisory role and his executive responsibilities at BetaNXT. Confiance Financial provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a fundamentally driven, primarily long-term investment approach and may engage third-party independent managers to implement portfolio strategies.

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.

James Minor is a CFP® and holds a Series 66 license with 19 years of experience in financial advising. He is the principal of Red Oak Capital Advisors and has worked at Ball & Minor CPA PA since 1998. Minor also serves as president of Salmon Planning Haven PLLC, a tax and accounting firm. Red Oak Capital Advisors provides investment advisory and financial planning services to individuals, trusts, estates, and small businesses. The firm manages approximately $10.2 million using fundamental analysis to create client-specific investment policies, offering non-discretionary portfolio management primarily composed of equities, bonds, ETFs, closed-end funds, and mutual funds. The firm is notable for its affiliation with an accounting practice and its combination of fee-only advisory services with a predominantly non-discretionary management approach.

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 advisor at Lewis and Associates Capital Advisors, LLC in Holly Springs, NC, with 16 years of industry experience. He holds a Series 65 designation and previously worked at Formulafolio Investments, LLC and Brookstone Capital Management, LLC. Lewis is also the owner of Financial Greenhouse, LLC, where he oversees insurance-based product recommendations. Lewis and Associates Capital Advisors provides asset management and financial advice to individual and institutional clients, including high-net-worth individuals, trusts, corporate pension plans, and nonprofit organizations. The firm develops customized portfolios using a combination of modern portfolio theory and fundamental, technical, and cyclical analyses, offering both discretionary and non-discretionary management along with pension consulting and insurance product advice.

Charles Galt is the sole advisor at Wellness Financial Associates LLC in Cary, NC, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has operated Wellness Financial Associates since 2015 and also owns Wellness Security LLC, an insurance agency offering accident, health, disability, and life insurance products, as well as fixed and indexed annuities. Wellness Financial Associates LLC provides financial planning, portfolio management, and retirement plan consulting services to individuals, plan sponsors, corporations, and other business entities. The firm emphasizes asset allocation based on value, safety, and quality principles, focusing on risk control and loss avoidance, with a notable specialization in 401(k) and pension plan consulting.

Lance Hope Gill is a CFP® professional with 20 years of experience in the financial industry. He is currently the sole advisor at Signature Resources LLC and has held roles at United Community Bank and Seaside Capital Management, Inc. Gill also serves as a fiduciary officer and investment analyst at United Community Bank in Orlando, Florida. Signature Resources LLC provides asset management and portfolio supervision to individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm utilizes a combination of fundamental analysis and technical methods, offering both strategic and tactical asset allocation with client-specific restrictions and periodic rebalancing.

Jonathan Morgan is a financial advisor at Taelos Financial Partners LLC in Apex, NC, with eight years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones Investments, VAM Partners, and Securian Financial Services. Morgan is a licensed insurance agent but does not sell commission-based insurance or annuity products to clients. Taelos Financial Partners serves individual clients, including family trusts and estates, providing asset management, financial planning, and retirement-account rollover advice. The firm emphasizes value investing with a long-term approach, utilizing tactical and strategic asset allocation, and offers educational seminars and workshops.

Mitchel Krause is a financial advisor at Other Side Asset Management, LLC in Raleigh, NC, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel, Nicolaus & Company, Incorporated for 11 years before founding his current firm in 2018. In addition to advisory services, he is a licensed insurance agent involved in the sale of various insurance products. Other Side Asset Management provides investment advisory and financial consulting services to individuals, high-net-worth clients, and charitable organizations. The firm offers tailored portfolio management and planning services, employing a range of methods including asset allocation, technical analysis, and both long- and short-term trading, with at least quarterly account reviews.

John Huber is a financial advisor at Saber Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Saber Capital Management since 2012, following eight years at CJB Real Estate & Investments. Saber Capital Management provides discretionary investment management to individual and institutional clients, including high-net-worth individuals, through separately managed accounts and private pooled investment vehicles. The firm employs a bottom-up, fundamental value-investing approach with a focus on concentrated holdings and a long-term horizon, and it offers features such as performance-based compensation and a subscription newsletter for clients.

Cristof Ensslin is a financial advisor at Pine Ridge Wealth LLC with two years of industry experience. He holds a Series 65 designation and has held leadership roles at Simple and Aligned LLC, Pine Ridge Creative, LLC, and mindful FX UG (haftungsbeschraenkt). Pine Ridge Wealth LLC is a fee-only, state-registered investment adviser serving individuals, families, nonprofits, foundations, and businesses. The firm focuses on long-term, passive, tax-aware portfolios using index-tracking ETFs and employs a structured onboarding process and scenario-based asset allocation guided by back-tested historical analysis.

David Brodie is the principal of Brodie Wealth Management and holds a Series 66 designation. He has one year of experience in financial advisory roles and has worked at Osaic Advisory Services and Osaic Wealth. He also operates Brodie CPA PLLC, a CPA firm based in Cary, NC, where he serves as principal. Brodie Wealth Management provides wealth management, financial planning, and asset management services to individual and institutional clients. The firm offers tailored investment strategies across traditional and alternative asset classes and provides retirement plan advisory services, leveraging its affiliation with an in-house accounting practice for tax and estate planning support.

Rupa Pereira is a CFP®-certified financial advisor with three years of industry experience, currently operating at FWJ Planning LLC in Apex, NC. She also owns FWJ Tax LLC, a tax planning and preparation business. Her prior experience includes roles at XY Planning Network and as a VITA Tax Counselor. FWJ Planning LLC provides fee-only financial planning services to individuals, households, and small businesses, focusing on project-based and ongoing planning without investment management or custody of client funds. The firm employs a mix of analytical methods for investment analysis and typically recommends passive, low-cost funds, with clients implementing recommendations through their chosen broker-dealers or custodians.

David Perkins is the sole advisor at Pharos Capital Management, LLC, an independent firm based in Fuquay Varina, NC. He holds Series 63 and Series 65 designations and has 19 years of industry experience, including 16 years with Pharos Capital Management since its founding in 2010. Pharos Capital Management offers discretionary investment management primarily through its SYNTHESIS Investment Program, along with custom portfolio management, 401(k) advisory services, and limited financial planning. The firm serves individuals, high-net-worth investors, businesses, and other entities, employing a blend of charting, technical, and fundamental analysis through multiple model strategies designed to manage risk and provide diversification.

Dexter Perry is a CFP® with 20 years of experience and is the principal of One Providence Capital, LLC in Apex, NC. He has served in leadership roles at The Providence Group of NC, LLC since 2005. Outside of his advisory work, Perry is a director of First Bancorp, Inc., a publicly traded regional bank, and serves as a trustee for RBC Funds Trust, providing fiduciary oversight. One Providence Capital offers discretionary portfolio management and investment consultation to individuals, families, churches, non-profits, and business entities. The firm employs a multi-method investment approach and maintains affiliations with an insurance agency, with oversight procedures addressing related conflicts.

Chris Di Domenico is the sole advisor at Sparrows Financial in Apex, NC, holding a Series 65 credential with one year of industry experience. He previously operated DiDomenico Investments and has been a full-time student for over a decade. Sparrows Financial is an SEC-registered investment adviser providing discretionary portfolio management and investment planning to individuals, high-net-worth clients, and business entities. The firm employs fundamental analysis with intermediate-term trading and quarterly rebalancing, primarily using mutual funds, equities, fixed income, and ETFs.

Travis Tracy is a CFP® and Series 65-registered advisor with seven years of industry experience. He is currently with Fortitude Financial Planning LLC and has previously worked at Sycamore Financial Planning, Raleigh Capital Management, and other firms. He serves as Chief Financial Officer for the Greater Durham Black Chamber of Commerce. Fortitude Financial Planning LLC provides comprehensive financial planning and portfolio management to individual, high-net-worth clients, and small businesses. The firm integrates Modern Portfolio Theory with fundamental analysis, offers in-house tax preparation, and uses fee structures based on client income, net worth, and complexity rather than assets under management.

Carolyn Wasdell is a financial advisor at Crutchfield Advisors, Inc. with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. Crutchfield Advisors is a two-advisor registered investment adviser serving individuals, corporations, trusts, estates, retirement plans, and government agencies. The firm offers discretionary portfolio management with a balanced approach and conducts its own research combined with external analysis to manage a mix of stocks, ETFs, bonds, and other instruments.

Steven Hoak is a financial advisor with ARIS Capital Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at several firms, including Lifetime Financial Inc and Brokers Service Marketing Group. Hoak is also President of Agent Value Proposition, LLC, an independent insurance agency through which he occasionally offers commissionable insurance products. ARIS Capital Strategies, LLC serves individual and high-net-worth clients with portfolio management and financial planning, employing a long-term, non-discretionary investment approach that combines various analytical methods and emphasizes client-approved trading decisions. The firm integrates insurance product sales and advisor coaching services alongside its advisory offerings.

Wayland Crutchfield Jr. is a CFP® with 25 years of industry experience and has been with Crutchfield Advisors, Inc. since 2015. He holds Series 63 and Series 65 licenses. Crutchfield Advisors is a two-advisor registered investment adviser serving individuals, corporations, trusts, estates, retirement plans, and government agencies. The firm combines fundamental and technical analysis with cyclical macroeconomic factors to manage balanced portfolios and integrates ongoing financial planning into client relationships.