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.

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.

Naveen Reddy Gollapally is the sole advisor at gnrfunds LLC, an independent registered investment adviser based in Morrisville, NC. He holds a Series 65 credential and has four years of industry experience, including over a decade at Epsilon Data Management LLC prior to founding gnrfunds in 2021. Outside of his advisory work, he serves as treasurer for several day care centers planned to open in 2026 and 2027, and he is president of a UPS store, as well as a database administrator for a technology consulting firm. gnrfunds LLC serves individual investors, high-net-worth clients, and small businesses with discretionary portfolio management and retirement plan advice. The firm focuses on concentrated equity portfolios through fundamental analysis and employs various strategies including long/short positions and derivatives, offering performance-based fee arrangements to qualified clients.

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.

Ryan Wojciechowski is a financial advisor at Adtigo Investment Advisors, LLC with eight years of industry experience. He has held his current position since 2017 and previously worked at CDR Optimal Consulting Group from 2015 to 2017. Outside of his advisory role, he maintains insurance licensing and is employed in an actuarial capacity. Adtigo Investment Advisors serves a small client base including high-net-worth individuals, pension plans, and business entities, managing approximately $20 million. The firm provides discretionary portfolio management using fundamental analysis and modern portfolio theory, offering both performance-based and standard asset-based fee arrangements.

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.

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.

James Spirko is the principal advisor at Sovereign Financial Group in Raleigh, NC, holding Series 63 and 65 licenses with 20 years of industry experience. He has led Sovereign Financial Group since 2005. Sovereign Financial Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients through three service programs: Investment, Legacy, and Wealth Management. The firm manages accounts on a discretionary basis, issues tailored Investment Policy Statements, conducts periodic reviews, and coordinates with tax, estate, and insurance professionals at higher service levels.

Peter Platt is the sole advisor at Platt Investment Counsel, LLC, an independent firm based in Cary, NC. He holds Series 63 and Series 66 designations and has 12 years of industry experience, having led his firm since 2013. Platt Investment Counsel provides discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset allocation approach using a proprietary model, managing portfolios primarily with exchange-traded funds and no-load mutual funds, and offers institutional-style custodial and reporting services uncommon among similar independent advisers.

Nicholas Faulkner is a CFP® with six years of industry experience, currently serving as a financial advisor at Integra Wealth. His prior roles include positions at Triangle Wealth Management, Dimensional Fund Advisors, and Beacon Financial Strategies Corp. Integra Wealth serves individuals, associated trusts and estates, and employer-sponsored retirement plans, providing discretionary portfolio management and financial planning. The firm employs a long-term, buy-and-hold investment approach based on modern portfolio theory and multi-factor models, and offers ERISA fiduciary services alongside held-away account management.

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.

Jim Wyatt is a Series 65 licensed financial advisor with 17 years of industry experience. He is the principal of Wyatt Financial L.L.C. and also owns Wyatt Family Office, L.L.C., where he provides tax and planning services, spending up to 30% of his time on this practice. His career includes over two decades as a CPA through his own firm, Jim K Wyatt CPA. Wyatt Financial L.L.C. is an independent, single-advisor registered investment adviser managing approximately $39 million for about 56 clients. The firm offers discretionary portfolio management to individuals and various institutional clients, using customized investment policies and a range of securities including equities, mutual funds, ETFs, REITs, and bonds.

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.