Matthew Drummond is a financial advisor with Modern Capital Advisors, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at AXA Advisors and AXA Distributors. He also serves as National Sales Director for PCS Retirement, focusing on expanding the use of retirement plan record-keeping tools among financial advisors. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies through various custodial platforms.

David Wise is a CFP® professional with 14 years of experience in the financial services industry. He has worked at Hilltop Wealth Advisors, LLC since 2016. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, including both non-high-net-worth and high-net-worth clients, offering financial planning, consulting, and discretionary investment management. The firm employs a tactical asset-allocation approach grounded in Modern Portfolio Theory and manages approximately $635 million in client assets across a team of nine advisors.

Audrey Kayser is a CFP® professional at Old Peak Finance with three years of industry experience. Prior to joining Old Peak Finance, she held positions at Wallace & Nordan, LLP and the Community Empowerment Fund. Old Peak Finance is a team-based firm serving individuals, families, trusts, and estates, primarily focusing on higher-net-worth clients with investable assets above $2 million. The firm employs an evidence-based, asset-class investment approach using broadly diversified portfolios with mutual funds and ETFs, and offers discretionary portfolio management and comprehensive financial planning.

Douglas Coppola is a financial advisor with Crown Wealth Group LLC, holding a Series 63 designation and 22 years of industry experience. He has worked at Crown Wealth Group since 2019 and previously spent eight years at Client First Advisors, LLC. Outside of his advisory role, he provides investment consulting to a Swiss company on a part-time basis. Crown Wealth Group LLC serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning. The firm employs a goals-based investment process centered on low-cost, diversified ETFs and mutual funds, supported by an Investment Committee that customizes asset allocation and model portfolios.

Daniel Conklin is a financial advisor at Hunter Street Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2015 to 2023. Hunter Street serves individual and high-net-worth households, retirement plans, trusts, charities, and business entities, offering discretionary portfolio management, financial planning, and retirement consulting. The firm employs multiple analytical methods and a variety of investment strategies, combining institutional and alternative-markets experience with credentialed specialists.

Shaelyn Raleigh is a financial advisor at Raleigh Capital Management Inc. in Cary, NC, with three years at the firm and one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Quincy Wells Capital, LLC and Great Point Capital, LLC. Outside of her advisory role, she is a registered representative offering alternative investments and serves as Director of Administration and licensed insurance agent at Raleigh Wealth Solutions. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans by providing financial planning, discretionary investment management, and referrals to outside money managers. The firm acts as a manager-of-managers, utilizing third-party platforms and employing a range of investment strategies with routine annual portfolio reviews.

Victor Colella is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Woodward Financial Advisors, Inc. since 2019 and previously spent three years at Adviser Investments. Woodward Financial Advisors, Inc. is a six-advisor firm providing discretionary investment management, financial planning, and wealth management services primarily to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis to build customized portfolios focused on long-term strategies, managing approximately $641.48 million in client assets.

William Bost is a CFA® charterholder and holds a Series 65 license. He has four years of industry experience and currently serves as an advisor at Absher Wealth Management, LLC. Prior to joining Absher, he worked at Deloitte LLP and spent time at the University of Georgia. Absher Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm emphasizes tax-efficient, value-oriented asset allocation and employs a multi-advisor team approach to portfolio management and financial planning.

Richard Balamucki is a ChFC® credentialed financial advisor with 15 years of industry experience. He is currently with Cranbrook Wealth Management, LLC in Chapel Hill, NC, where he has worked since 2004, including his current tenure beginning in 2025. Prior to this, he was with REB Strategic Business Consulting, LLC. Cranbrook Wealth Management serves individuals, retirement accounts, trusts, estates, charitable institutions, and business entities, managing discretionary portfolios for approximately 242 clients. The firm combines investment management with financial planning, employing model allocations guided by risk tolerance assessments and documented Investment Policy Statements.

Matthew Maiers is a financial advisor at Hunter Street Investment Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Hobart Private Capital. Outside of his advisory role, he serves on the finance committee of the nonprofit organization Knights of Columbus. Hunter Street Investment Advisors provides investment advice and planning to individuals, retirement plans, trusts, estates, and charitable organizations, offering services such as discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a varied investment approach that includes equities, ETFs, mutual funds, fixed income, derivatives, and option trading, with continuous portfolio monitoring and tactical allocation.

Michael O'Rourke is a financial advisor at Hunter Street Investment Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at Hunter Street since 2021, alongside previous roles at NYLIFE Securities LLC and New York Life Insurance Co. In addition to his advisory work, he serves as a volunteer estate executor. Hunter Street Investment Advisors provides investment advice and planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, using a range of asset-allocation strategies and investment tools including equities, ETFs, mutual funds, fixed income, and derivatives.

Marci Hansen is a financial advisor with Hamilton Point Investment Advisors, LLC in Chapel Hill, NC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Asset Insure, Inc., LPL Financial, LLC, and Founders Wealth Advisors, LLC. Hamilton Point Investment Advisors provides discretionary investment advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm manages approximately $1.21 billion in discretionary assets and utilizes a hybrid investment approach combining proprietary stock selections with mutual funds, ETFs, and alternative strategies.

Joshua Stubbolo is a CFP® with 10 years of industry experience, currently serving as an advisor at Family Legacy Financial Solutions, LLC since 2021. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2021. Outside of his advisory role, he organizes a local networking group through Triangle Tech Net LLC and leads an affiliated tax consultancy, Family Legacy Tax Solutions, as CEO and managing partner. Family Legacy Financial Solutions primarily serves families planning for and transitioning into retirement, offering financial planning, discretionary investment management, and insurance product recommendations. The firm uses a combination of proprietary risk assessment tools and actively managed portfolios, and operates an affiliated tax-preparation business alongside its insurance services.

Andrew Blass is a financial advisor at Atlantic Private Wealth, LLC in Chapel Hill, NC, holding a Series 65 designation with 15 years of industry experience. He worked at Goldman Sachs Personal Financial Management for six years before joining Atlantic Private Wealth in 2021. Atlantic Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, endowments, corporations, and retirement plans, offering investment management, financial planning, and corporate retirement plan services. The firm employs a tailored investment approach using asset allocation combined with technical and quantitative analysis across a variety of instruments and strategies.

Robert Roland IV is a CFP® professional with five years of experience at Absher Wealth Management, LLC in Chapel Hill, NC. Prior to joining Absher in 2021, he spent 11 years at the Law Offices of John T. Orcutt, P.C. Absher Wealth Management serves individual and high-net-worth clients, trusts, businesses, and retirement plans, providing investment management and financial planning services. The firm uses a tax-aware, value-oriented investment approach focused on businesses with predictable free cash flow and a history of dividend growth.

Courtney Cubbin is a CFP® professional at Woodward Financial Advisors, Inc. with three years of industry experience. Prior to joining Woodward, she worked at Standish Management for two years and attended Haverford College. Woodward Financial Advisors, Inc. is an independent, fee-only firm serving individuals, families, trusts, and estates. The firm employs a strategic, globally diversified investment approach focused on low-cost passive index funds and ETFs, providing customized financial planning and discretionary portfolio management.

Robert Wiese is a CFP® with 19 years of experience in the financial services industry. He is currently with Raleigh Capital Management Inc., where he has worked since 2026. Prior to this, he spent 12 years at Fidelity Brokerage Services LLC. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans by providing financial planning, discretionary investment management, and referrals to outside money managers. The firm typically acts as a manager-of-managers, selecting sub-advisers and model portfolios while retaining authority to monitor and reallocate investments.

Sofia Pina is a financial advisor at Hilltop Wealth Advisors, LLC in Chapel Hill, NC, holding a Series 65 designation. She has one year of industry experience, including prior roles at G Financial Group and M3 Roofing. Hilltop Wealth Advisors serves individuals, trusts, estates, corporations, and other business entities with financial planning, consulting, and discretionary wealth management services. The firm combines fundamental analysis with a tactical asset allocation approach and offers a range of model portfolios, including socially responsible investing and direct indexing options.

Daniel Shanahan is a financial advisor at Modern Capital Advisors, LLC in Raleigh, NC, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MassMutual Financial Group and Modern Capital Securities, Inc. Outside of his advisory role, Shanahan serves as a General Agent for Ohio National Insurance, focusing on recruiting and offering life and disability insurance products. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm employs a strategic asset allocation approach using core passive investments combined with active satellite allocations and offers discretionary and non-discretionary management through various platforms.

Yupeng Fu is a financial advisor at Modern Capital Advisors, LLC in Raleigh, NC, holding the CFP® and ChFC® designations with 12 years of industry experience. He has worked with Liberty Partners Financial Services, LLC and Liberty Partners Capital Management, LLC since 2014. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies through custodial platforms.