Colton Tickle is a Series 65-licensed financial advisor at Financial Symmetry Inc. in Raleigh, NC, with six years of industry experience. He has been with Financial Symmetry since 2016. Financial Symmetry serves individual clients across various wealth levels and manages approximately $1.54 billion in assets for around 973 family groups. The firm provides financial planning, wealth management, small business 401(k) advice, and select tax-return preparation, using an evidence-based investment process focused on diversified allocations and ongoing monitoring.

Ellen Martin is a CFP® professional with six years of industry experience, currently serving as an advisor at Beacon Wealthcare LLC since 2021. She previously worked at Prospera Financial Services for seven years. Beacon Wealthcare is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm offers comprehensive financial planning, discretionary portfolio management, and a lower-fee management-only option, using a diversified approach centered on low-cost indexed ETFs and Monte Carlo analysis to assess client plan confidence.

Jack Raleigh is a financial advisor with Raleigh Capital Management Inc. in Cary, NC. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Raleigh Capital Management, he worked at Quincy Wells Capital, LLC and Great Point Capital LLC. Outside of finance, he is the founder of JWHR Home Consulting LLC, a home renovation company. 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 employs a manager-of-managers approach, using third-party platforms and a range of investment strategies with ongoing portfolio monitoring.

Bryce Thompson is a CFP® professional with two years of industry experience, currently serving at Dew Wealth Management. His prior experience includes roles at Spark Financial Advisors and Mason & Associates. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management, offering both discretionary and non-discretionary services across multiple offices.

Jared Korver is a CFP® professional with 11 years of industry experience. He has been with Beacon Wealthcare LLC since 2014, serving as an advisor within the firm’s five-person team. Beacon Wealthcare LLC is a fee-only registered investment adviser that provides comprehensive financial planning and discretionary portfolio management for individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm’s investment approach focuses on minimizing controllable costs and taxes using broadly diversified, low-cost indexed ETFs and indexed mutual funds, supported by Monte Carlo probability analysis and daily portfolio monitoring.

Brent Godwin is a financial advisor with Raleigh Capital Management Inc. in Cary, NC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Fidelity Investments and Bank of America. 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 manages approximately $398 million in discretionary assets and employs a manager-of-managers approach using third-party platforms and a variety of investment strategies.

Nicholas Hymanson is a CFP® professional with seven years of industry experience, currently serving at Peace of Mind Wealth Management in Raleigh, NC. His prior roles include positions at POM Investment Strategies, Truist, and SunTrust Robinson Humphrey. He is also an insurance agent representing various carriers outside of his investment advisory role. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm utilizes a top-down, macro-environmental approach to asset allocation, combining internally developed models and third-party portfolios, while offering services such as investment management, financial planning, estate-planning guidance, and affiliated tax preparation.

Kathleen Warren is a CFP® with 16 years of experience in the financial services industry. She has been with Cardinal Capital Management Inc in Raleigh, NC since 2010. Cardinal Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, insurance companies, and corporate entities. The firm manages approximately $1.03 billion in client assets, focusing on portfolio management through quantitative, fundamental, and cyclical analysis with investments in equities, fixed income, and exchange-traded funds.

Mikayla Raleigh is a CFP® professional with six years of industry experience, currently affiliated with Raleigh Capital Management Inc. in Cary, NC. She has worked at several firms including Quincy Wells Capital, Great Point Capital, and AAG Capital, and holds securities licenses Series 65 and Series 63. Outside of her advisory role, she is involved in alternative investment strategies as a registered representative and also serves as an insurance agent. 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 manages approximately $398 million in discretionary assets and typically employs a manager-of-managers approach using third-party platforms and a variety of investment strategies.

Jonathan Wierman is a financial advisor at EQV Advisory, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs and Wells Fargo Securities. EQV Advisory serves qualified and accredited investors, including high-net-worth individuals, corporations, and foundations. The firm combines model-based and custom portfolio construction, applying principles from Modern Portfolio Theory, Efficient Markets Hypothesis, and Behavioral Finance to manage approximately $106.8 million in client assets.

Brian Raleigh is a financial advisor with Raleigh Capital Management Inc. in Cary, NC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Raleigh Capital Management Inc. and Raleigh Wealth Solutions Inc. since 2015. Outside of his advisory roles, he is involved in educating financial advisors through Raleigh Tax Solutions LLC and participates in solar energy ventures and commercial real estate ownership. Raleigh Capital Management provides investment advisory and financial planning services to individuals, business owners, pension plans, trusts, and other entities. The firm employs client-specific risk assessments and portfolio analysis tools to develop tailored investment strategies, offering discretionary portfolio management and access to third-party money managers, with approximately $320.6 million in discretionary assets under management.

Daniel Sigmon is a CFP® professional with 15 years of industry experience, currently serving at Collegiate Capital Management, Inc. in Raleigh, NC. He has worked at Collegiate Capital since 2008 and was previously with Securities Service Network from 2012 to 2016. Outside of advisory work, he holds a limited partner interest in a local restaurant, Che Empanada, LLC. Collegiate Capital Management serves individuals, trusts, pension and profit-sharing plans, and retirement plan sponsors with discretionary portfolio management, financial planning, and ERISA services. The firm offers customized strategies and risk-based model portfolios, emphasizing mutual-fund analysis and structured products accessed through prime broker relationships.

Justin Struble is a financial advisor with BSG Advisers in Apex, NC, holding CFP® and Series 66 credentials and bringing 15 years of industry experience. His prior experience includes roles at AE Wealth Management and Wealth Caps, Inc. Outside of advising, he is involved in multiple business ventures, including serving as CEO of TNT Carpet Cleaning, LLC and as a general partner in vacation rental and family investment partnerships. 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 and offers educational programs and business-owner-focused services as part of its integrated approach.

Radon Stancil is a CFP® professional with 19 years of experience in financial advisory roles. He is currently with Peace of Mind Wealth Management, where he has worked since 2020, and previously held positions at Reutemann Financial Solutions and Diversified Estate Service. Stancil is also a licensed owner selling fixed insurance products and manages an affiliated tax preparation and filing service. 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 and offers a range of services, including investment management, financial planning, estate-planning guidance, and access to tax preparation through an affiliated entity.

Nicholas De Berardino is a financial advisor at Raleigh Capital Management Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Quincy Wells Capital, Great Point Capital, and Raleigh Wealth Solutions. Outside of his advisory role, he is also an insurance producer 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 typically acts as a manager-of-managers, using third-party platforms to select sub-advisers and model portfolios while maintaining ongoing oversight and employing a range of investment strategies.

Jason Anderson is a financial advisor with Investment Research Corporation in Raleigh, NC, holding a Series 66 designation and 15 years of industry experience. His background includes roles at the U.S. Department of the Treasury and World Capital Brokerage, Inc. Outside of advising, he works as an insurance agent specializing in life and health insurance and operates a sole proprietorship offering securities and insurance guidance. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis and offers both discretionary and non-discretionary management across a broad range of securities.

Jeremy Baltz is a financial advisor with Raleigh Capital Management Inc. in Cary, NC, holding a Series 65 designation and five years of industry experience. Prior to joining Raleigh Capital Management in 2021, he worked at Raleigh Wealth Solutions and Harding Brooks Insurance Agency. He is also involved as an insurance producer, assisting clients and other producers with insurance services. Raleigh Capital Management provides investment advisory and financial planning services to individuals, business owners, pension plans, trusts, and other entities. The firm employs client-specific risk questionnaires and portfolio analysis tools to guide asset allocation and investment strategies, managing approximately $320.6 million in discretionary assets.

Claire Jandrain is a financial advisor at Triangle Wealth Management in Raleigh, NC, holding a Series 65 designation. She joined the firm in 2024 after six years at AIM Advisors and has a background that includes four years at North Carolina State University. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations, offering portfolio management and comprehensive financial planning services. The firm employs a consultative, educational process supported by advanced analytical tools and grounds its investment recommendations primarily in fundamental securities analysis.

Jeremy Smith is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked concurrently with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2011. Smith conducts trust-related business with Members Trust Company in addition to his advisory role. Credit Union Investment Services primarily serves North Carolina resident individual investors, offering non-discretionary portfolio management, asset allocation advice, and retirement planning with an emphasis on long-term goals. The firm focuses on low-cost index mutual funds and ETFs and operates within the State Employees’ Credit Union ecosystem, integrating affiliated services to support clients.

Christina Scagnelli is a financial advisor with Credit Union Investment Services and holds a Series 66 designation. She has two years of industry experience and has been associated with State Employees’ Credit Union since 2012, where she serves as a Financial Services Officer. Christina is also an agent with SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm emphasizes a long-term, goals-based approach using low-cost index funds and ETFs, operating within a credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.