Trevor Chambers is a financial advisor at Olde Raleigh Financial Group with 11 years of industry experience. He holds a Series 66 designation and has been with Olde Raleigh Financial Group since 2017. Chambers is also president-elect of the Rotary Club of the Capital City and has been an active member since 2016. Olde Raleigh Financial Group provides investment advisory and integrated wealth management services to individuals, families, charitable organizations, and businesses. The firm uses a combined top-down, theme-based process and fundamental company research to manage discretionary portfolios, emphasizing larger U.S. equities alongside ETFs, cash, and limited fixed income or alternative allocations.

Riley Sutter is a financial advisor at Hilltop Wealth Advisors, LLC with a Series 65 credential and approximately one year of industry experience. Prior to joining Hilltop, Riley held roles at Delegate Advisors and BSG Advisers while attending UNC Chapel Hill. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, including both high-net-worth and non-high-net-worth clients, providing financial planning, consulting, and discretionary investment management. The firm's investment process is based on fundamental analysis and tactical asset allocation, offering a range of model portfolios and ongoing account monitoring.

George Phipps is a CFP® with 10 years of industry experience, currently serving at Raleigh Capital Management, Inc. He has held roles at Quincy Wells Capital, Raleigh Wealth Solutions, Great Point Capital, Financial Directions Group, and Fidelity Investments. In addition to his advisory work, he is a registered representative focusing on alternative investments and also works as an insurance agent. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans, offering financial planning, discretionary investment management, and access to outside money managers. The firm employs a manager-of-managers approach, utilizing third-party platforms and a range of investment strategies while overseeing ongoing monitoring and annual portfolio reviews.

Suyoung Cha is a financial advisor with BSG Advisers in Apex, NC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining BSG Advisers, Cha worked at firms including Wells Fargo, New York Life Insurance Company, and NYLIFE Securities LLC. Outside of advisory roles, Cha is involved in the sale of life, disability, and long-term care insurance products as a sole proprietor. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and retirement plans, providing financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios tailored to clients’ financial plans and risk tolerance, and offers an active educational program including seminars and a Financial Wellness program as part of its retirement-plan services.

Alexander Mihajlov is a financial advisor with Olde Raleigh Financial Group in Raleigh, NC, holding Series 63 and Series 66 licenses and having 42 years of industry experience. His prior roles include positions at Advisory Services Network, Raymond James Financial Services, Wells Fargo Clearing, and A.G. Edwards & Sons. Outside of financial advising, Mihajlov is a part owner of multiple non-investment-related businesses, including pest control companies and an industrial equipment sales firm, and he participates in an investment club. Olde Raleigh Financial Group provides investment advisory and wealth management services to individuals, families, charitable organizations, and businesses. The firm employs a discretionary, top-down, theme-based investment process combined with fundamental company research, focusing primarily on larger U.S. equities and customizing portfolios based on clients’ goals and risk tolerance.

Matthew Underwood is a CFA® charterholder with 13 years of experience in investment advisory. He is currently with Global Strategic NextGen OCIO, part of Global Strategic Investment Solutions, where he has worked since 2019. His prior experience includes roles at BB&T, Patriot Wealth, and Vanguard Advisers. Outside of his advisory work, he serves as a limited agent managing family retirement accounts. Global Strategic Investment Solutions provides discretionary portfolio management and third-party manager selection for high-net-worth individuals, donor-advised funds, endowments, and foundations. The firm employs a dynamic strategic asset allocation framework using proprietary quantitative models and emphasizes access to a broad range of investment vehicles, including public and private markets.

Garrick King 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 US Trust and FTB Advisors, as well as a position at Campbell University. Financial Symmetry serves individual clients across a broad range of wealth levels, advising approximately 973 family groups with about $1.54 billion in assets. The firm employs an evidence-based investment process focused on diversified allocations and ongoing monitoring, offering services from financial planning to select private equity access for qualified investors.

Jack Erickson is a financial advisor at Raleigh Capital Management Inc. with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Quincy Wells Capital, Great Point Capital, and Ameriprise Financial. Erickson has also been involved in the hospitality industry, working at MyWay Tavern and Mellow Mushroom. 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, using third-party platforms to select sub-advisers and model portfolios while conducting ongoing monitoring and reallocations.

Haley Modlin is a CFP® professional at Financial Symmetry Inc. in Raleigh, NC, with six years of industry experience. She has worked at Financial Symmetry since 2014, including its prior iteration before rebranding. Financial Symmetry serves individual clients across various wealth levels, providing financial planning, wealth management, and 401(k) advisory services to approximately 973 family groups with $1.54 billion in assets under advisement. The firm employs an evidence-based investment process with diversified allocations, guided by a quarterly Investment Committee, and offers a mix of discretionary and non-discretionary client relationships.

Matthew Drummond is a financial advisor at Modern Capital Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at firms including Axa Advisors and Equitable Advisors. In addition to his advisory work, Drummond serves as National Sales Director at PCS Retirement, focusing on expanding the use of retirement plan record-keeping tools among financial advisors. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, pension plans, charities, and corporations. The firm employs a core-and-satellite investment approach combining passive index funds with selective active management and offers client support through comprehensive financial plans and ongoing portfolio oversight.

William Holt is a CFP® professional with 14 years of industry experience, currently serving at Financial Symmetry Inc. in Raleigh, NC. He has been with Financial Symmetry since 2006 and holds Series 63 and Series 65 licenses. Financial Symmetry serves approximately 973 family groups with $1.54 billion in assets under advisement, providing a range of services including financial planning, wealth management, small business 401(k) advice, and select tax-return preparation. The firm follows an evidence-based, three-step investment process involving planning, diversified implementation, and ongoing monitoring, with a governance oversight by a quarterly Investment Committee.

David Wise is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Hilltop Wealth Advisors, LLC since 2016 and worked previously at Ameriprise from 2011 to 2016. He is based in Chapel Hill, NC. 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 uses a combination of fundamental analysis and tactical asset allocation within a framework derived from Modern Portfolio Theory, with a range of model portfolios and ongoing account monitoring.

Niamh Douglas is a CFP® affiliated with Financial Symmetry Inc. in Raleigh, NC, with two years of industry experience. She has been with Financial Symmetry since 2019, including her time as a student and professional. Financial Symmetry serves individual clients across varied wealth levels, providing financial planning, wealth management, Emerging Wealth services, limited-scope small business 401(k) advice, and select tax-return preparation. The firm uses an evidence-based, three-step investment process focused on diversified mutual fund and ETF allocations, supported by a quarterly Investment Committee.

Audrey Kayser is a CFP® professional at Old Peak Finance with three years of industry experience. Prior to joining Old Peak Finance, she worked at Wallace & Nordan, LLP and was involved with the Community Empowerment Fund and Compass Center. Old Peak Finance is a fee-only, fiduciary wealth management firm serving individuals, families, trusts, and estates, with a focus on clients in their prime earning years and those with multi-million dollar portfolios. The firm uses an evidence-based, asset-class investment approach emphasizing broad diversification, low costs, and long-term discipline.

Douglas Coppola is a financial advisor with Crown Wealth Group LLC in Pittsboro, NC, holding a Series 63 designation and 23 years of industry experience. His prior experience includes roles at Client First Advisors, LLC, Raymond James Financial and Raymond James Financial Services, Inc., and Citigroup Global Markets. Outside of his advisory work, he provides investment consulting to a Swiss company on an occasional basis. Crown Wealth Group LLC serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm employs a goals-based investment process and an Investment Committee to manage diversified portfolios primarily using low-cost ETFs and mutual funds, while also incorporating other asset classes as appropriate.

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.

David Herman is a financial advisor with Fortress Private Ledger, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Arkadios Capital, Wealth Management Advisors, Triad Advisors Inc., and Wagner Wealth Management. Outside of his advisory work, he is involved in private investments in start-up companies and serves on the board of an angel investment group. Fortress Private Ledger advises individual and institutional clients, providing financial planning, portfolio management, retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm employs a dynamic investment approach that combines trend identification, technical analysis, and complementary strategies, utilizing ETFs, individual securities, and mutual funds to tailor portfolios.

Lauren Stancil is a financial advisor at Peace of Mind Wealth Management in Raleigh, NC, holding a Series 65 designation with four years of industry experience. Her work history includes roles at Nexxus Partners and multiple entities connected to Peace of Mind Wealth Management. Outside of finance, she also works as a human resources consultant for small businesses. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation with sector rotation and combines internally developed models and third-party portfolios to meet client needs.

David Grubbs is a financial advisor at Fortress Private Ledger, LLC with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial and Concourse Financial Group Securities. Outside of advising, he is a CPA, bookkeeper, tax preparer, and serves as a FINRA arbitrator. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities, offering financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm employs a blend of trend-identification, technical analysis, and fundamental strategies, delivering both discretionary and non-discretionary investment solutions.

Shaelyn Raleigh is a financial advisor with Raleigh Capital Management Inc. in Cary, NC, holding Series 63 and Series 65 licenses and having three years of industry experience. She previously worked at Quincy Wells Capital, LLC and Great Point Capital, LLC. In addition to her advisory role, she serves as Director of Administration and a licensed insurance agent at Raleigh Wealth Solutions. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans, providing financial planning, discretionary investment management, and referrals to outside money managers. The firm acts as a manager-of-managers, using third-party platforms to select sub-advisers while conducting ongoing monitoring and reallocations.