Mark Paccione is a CFP® and CFA® with 20 years of industry experience. He is currently a financial advisor at EQV Advisory, LLC, joining the firm in 2025. Prior to this, he held roles at Curi Wealth Management, LLC, Curi RMB Capital LLC, CapFinancial Securities, LLC, and CapTrust. Outside of his advisory work, Paccione serves on the Board of Trustees at William Peace University and is a board member at Virginia Beach Friends School. EQV Advisory, LLC serves qualified and accredited investors, including high-net-worth individuals, corporations, and charitable institutions. The firm combines model-based and customized portfolio construction, applying Modern Portfolio Theory, the Efficient Markets Hypothesis, and Behavioral Finance principles to tailor investment solutions.

Kent Gravely is a CFP® professional with 20 years of industry experience, currently with Fortress Private Ledger, LLC since 2019. Prior to that, he worked at LPL Financial from 2016 to 2019. Outside of his advisory role, he is involved in church ministry for music direction and performance. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities, offering financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs a model-driven investment process incorporating trend identification, technical analysis, and multiple strategies, with portfolios regularly monitored and managed in-house or via sub-advisers.

Paul Reynolds IV is a financial advisor at Triangle Wealth Management in Raleigh, NC, holding a Series 65 designation with 14 years of industry experience. He has been with Triangle Securities Wealth Management since 2012. Triangle Wealth Management serves a diverse client base including high-net-worth individuals, corporate pension plans, charitable institutions, and trusts. The firm provides portfolio management and financial planning services using a consultative process supported by fundamental securities analysis and advanced analytical tools.

Joseph Malfeo is a CFP® and ChFC® with 20 years of industry experience. He is currently with Hunter Street Investment Advisors LLC and has worked at Command Capital Management LLC since 2007. Malfeo’s prior business activities included serving as registered agent and income tax filer for several real estate investment entities, though he no longer holds those roles. Hunter Street Investment Advisors serves individual and high-net-worth households, retirement plans, trusts, charities, and business entities, providing discretionary portfolio management, financial planning, and retirement consulting. The firm employs diverse investment strategies incorporating fundamental, technical, and cyclical analysis, and combines institutional and alternative-markets experience among its team.

Grace Kvantas is a CFP® professional with 10 years of experience, currently serving clients at Financial Symmetry Inc. since 2016. She is based in Raleigh, NC, and works within a team of 15 advisors. Financial Symmetry serves a broad range of individual clients, providing financial planning, wealth management, 401(k) advice, and select tax-related services. The firm follows an evidence-based, three-step investment process and offers a mix of discretionary and non-discretionary relationships, with assets under advisement totaling approximately $1.54 billion.

Joseph Mulholand is a financial advisor at Olde Raleigh Financial Group in Raleigh, NC, holding a Series 65 credential with one year of industry experience. His prior work includes roles at James A Lucas Company LLP, Mill Creek Renewables, and NC Electric Cooperative, among others. Olde Raleigh Financial Group provides investment advisory and integrated wealth management services to individuals, families, charitable organizations, and businesses. The firm employs a top-down, theme-based process combined with fundamental research, focusing primarily on larger U.S. equities and customizing portfolios to client goals and risk tolerance.

Bailey Alleman is a Series 65-licensed financial advisor with one year of industry experience. They currently work at Leading Edge Financial Planning LLC and have prior experience at Joyce and Company, Kimley-Horn, Forvis, and CliftonLarsonAllen. Leading Edge Financial Planning LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm offers discretionary portfolio management combined with financial planning and consulting, emphasizing strategic asset allocation, diversification, and a long-term approach primarily using low-cost mutual funds and ETFs.

Geoffrey Hall II is a CFP® professional with 24 years of experience in financial advising. He currently works at Beacon Wealthcare LLC, where he has been since 2012, including the transition to the current firm structure in 2021. His prior experience includes roles at Securian Financial Services, Inc. and Valic Financial Advisors. Beacon Wealthcare is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm focuses on comprehensive financial planning and discretionary portfolio management using broadly diversified, low-cost indexed ETFs, with an investment approach that emphasizes minimizing costs and taxes alongside advanced tools like Monte Carlo probability analysis.

Tracey Nobles is a financial advisor at TradeWinds, LLC with 27 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing from 2016 to 2022. TradeWinds serves individual investors, including high-net-worth clients, as well as retirement plans, small businesses, and corporations, offering discretionary wealth management and comprehensive financial planning. The firm employs custom, proprietary strategies combining equities, mutual funds, and ETFs, using various analytical approaches to guide investment decisions.

Brian Johnson is a financial advisor at BrightPath Wealth Advisors LLC in Raleigh, NC, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at several firms including Infinex Investments, Southern Bank, and Simplicity Wealth. Johnson also operates a sole proprietorship as an insurance agent. BrightPath Wealth Advisors LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and certain business entities. The firm incorporates fundamental analysis and documented client objectives into its investment decisions, offers ongoing portfolio monitoring, and conducts educational seminars for the public.

Paul Elam is a financial advisor at Oak Harbor Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and worked previously at Raymond James & Associates, Inc. from 2013 to 2021. Elam serves as a director of the Thomas R & Elizabeth E Mclean Foundation and is a board member of the Raleigh Charter High School Foundation, both nonprofit organizations with investment oversight responsibilities. Oak Harbor Wealth Partners serves individuals, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management, institutional consulting, and financial planning. The firm employs a strategic asset allocation approach centered on fundamental value analysis, supported by technical analysis for timing decisions, and manages approximately $623 million in assets across about 1,390 clients.

Jay Mckinney is a financial advisor at Fortress Private Ledger, LLC with 11 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked previously at Barnabas Capital, Brighthouse Securities, and METLIFE SECURITIES. Mckinney serves as an officer in the North Carolina Army National Guard. Fortress Private Ledger serves individuals, including high-net-worth clients, employer-sponsored retirement plans, and other entities by providing financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm’s investment approach combines trend identification, technical analysis, and various strategies, offering model-driven solutions managed in-house or through sub-advisers.

Jill Homan is a Series 65 licensed advisor with Fortress Private Ledger, LLC, based in Raleigh, NC, and has five years of industry experience. She has been involved with Javelin 19 Investments and Javelin 19 Real Estate since 2011, focusing on multi-family property investment and development through various leadership roles. Fortress Private Ledger serves individual and institutional clients, providing financial planning, portfolio management, retirement plan consulting, and specialized Qualified Opportunity Zone advisory services. The firm utilizes a combination of trend identification, technical and fundamental analysis, and diverse investment strategies to manage portfolios, offering both discretionary and non-discretionary services through a network of advisers and third-party managers.

Christian Polanco is a CFP® professional with four years of industry experience, currently serving at Financial Symmetry Inc. in Raleigh, NC. His prior experience includes roles at Wells Fargo Bank and Virginia Polytechnic Institute and State University. Financial Symmetry Inc. is a partner-owned, multi-advisor firm managing over $1 billion in client assets, providing financial planning and wealth management services to individual and family clients across various wealth levels. The firm employs a disciplined, evidence-based investment process with an emphasis on factor-based funds from Dimensional Fund Advisors and offers coordinated planning supported by in-house tax services and an Investment Committee.

Paul Reynolds III is a financial advisor at Triangle Wealth Management in Raleigh, NC, holding Series 63 and Series 65 licenses with 45 years of industry experience. He previously worked at Triangle Securities, LLC from 2000 to 2010. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm offers portfolio management and financial planning services, employing a consultative and educational process that uses fundamental securities analysis and advanced analytical tools to develop tailored investment portfolios.

Kristofer Alban is a financial advisor with BSG Advisers in Apex, NC, holding a Series 65 designation. He has experience in insurance product sales and marketing consulting as sole proprietor roles alongside his advisory work. Alban has been with BSG Advisers since 2024 and is also affiliated with ThriveCap LLC. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and retirement plans, providing financial planning, investment management, and pension consulting. The firm emphasizes growth-oriented, diversified portfolios tailored to client needs and delivers a range of educational programs and business-owner-focused services as part of its retirement-plan offerings.

Mark Zoril is a financial advisor at PlanVision, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with PlanVision since 2013. PlanVision provides fee-only financial planning and consulting primarily to high-net-worth individuals, delivering advice through written plans or ad-hoc consultations without requiring account minimums. The firm emphasizes fundamental analysis, a long-term allocation strategy favoring passive investments, and operates on a subscription-based fee model rather than asset-based billing.

Micheal Smith is a CFP® and holds a Series 65 license, with 16 years of experience in the financial industry. He has been with Financial Symmetry Inc. since 2007. Financial Symmetry serves individual clients across a range of wealth levels, advising nearly 1,000 family groups with about $1.54 billion in assets. The firm provides financial planning, ongoing wealth management, specialized services for emerging investors, small business 401(k) advice, and limited tax-return preparation, following an evidence-based investment process overseen by a quarterly Investment Committee.

Zackary Budzik is a financial advisor at Family Legacy Financial Solutions, LLC in Cary, NC, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to his current role, he worked at Fidelity Investments and Triad Financial Advisors. He also has experience with the Carolina Mavericks Baseball Club. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on those planning for and transitioning into retirement. The firm employs an active, model-based investment approach using a proprietary risk-tolerance system and offers financial planning, discretionary investment management, and licensed insurance and annuity sales.

Darian Billingsley is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Financial Symmetry Inc. in Raleigh, NC. He has been with Financial Symmetry since 2016. Financial Symmetry serves individual clients across a range of wealth levels, advising roughly 973 family groups with about $1.54 billion in assets under advisement. The firm employs an evidence-based, three-step investment process focused on developing plans, implementing diversified allocations, and ongoing monitoring, and offers services including financial planning, wealth management, and limited-scope 401(k) advice.