Daniel Gaugert is a financial advisor at Capital Advisers, Inc. with 35 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Capital Investment Advisory Services, LLC and Capital Investment Group, Inc. Outside of his advisory work, he is a singer involved with various organizations and serves on the board of directors for the NC Master Chorale. Capital Advisers serves individual and institutional clients with discretionary portfolio management and customized investment solutions across traditional and alternative asset classes. The firm employs an independent, open-architecture approach focused on asset allocation, managing approximately $620 million across more than 1,500 accounts.

Douglas Carpenter is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Fortress Private Ledger, LLC in Raleigh, NC. Prior to his advisory role, he worked at Comprehensive Hospitality Solutions LLC and Crosstex International. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, providing financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm employs a dynamic investment approach combining trend identification, technical analysis, and complementary strategies across various asset types, delivering services through a network of investment adviser representatives and third-party managers.

Dorothy Moravec is a financial advisor at Triangle Wealth Management in Raleigh, NC, holding Series 65 and Series 63 licenses with 23 years of industry experience. She has been associated with Triangle Securities, LLC since 2000. Triangle Wealth Management serves individual clients, including high-net-worth individuals, as well as corporate pension plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm combines portfolio management with comprehensive financial planning, using a consultative process and fundamental securities analysis to develop tailored investment strategies.

William Eddins Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Since 1987, he has been associated with Capital Investment Counsel, Inc. and Capital Investment Group, Inc., and since 1997 with Capital Investment Brokerage, Inc. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, using an individualized approach that incorporates various analytical methods and ongoing portfolio monitoring.

Scott Loyek is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at Triangle Wealth Management in Raleigh, NC. He previously worked at Triangle Securities, LLC from 2006 to 2010. Triangle Wealth Management serves individual clients, including high-net-worth individuals, as well as corporate pension plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm provides portfolio management and financial planning services using a consultative process and foundational securities analysis supported by advanced analytical tools.

Kathleen Burkett is a CFP® professional with 34 years of industry experience. She is currently part of the team at Triangle Wealth Management and previously worked at Triangle Securities and Wells Fargo Clearing. Triangle Wealth Management serves a diverse client base including individuals, corporate pension and profit-sharing plans, charitable institutions, and trusts. The firm employs a consultative, educational process using advanced analytics and fundamental securities analysis to deliver portfolio management and financial planning services.

Jonathan Autry is a financial advisor at EQV Advisory, LLC in Raleigh, NC, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Curi RMB Capital LLC and Curi Capital, as well as six years at North Carolina State University. EQV Advisory, LLC serves qualified and accredited investors, including individuals, high-net-worth clients, corporations, small businesses, charitable institutions, and foundations. The firm offers investment advisory, wealth management, financial planning, and family office support, managing approximately $106.8 million in assets. EQV employs both model-based and custom portfolio construction, incorporating passive investments, separately managed accounts, mutual funds, ETFs, and private partnerships to address client goals, risk tolerance, and tax considerations.

Michael Noppinger is a financial advisor at Fortress Private Ledger, LLC with 15 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for T. Rowe Price Investment Services, Inc. from 2010 to 2024. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities, offering financial planning, portfolio management, ERISA-qualified retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm employs a range of investment strategies including trend-identification and technical analysis, providing model-driven solutions managed in-house or through sub-advisers.

Patrick Jennings is a financial advisor with Olde Raleigh Financial Group in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Advisory Services Network, LLC. Jennings is also a licensed independent life, health, and long-term care insurance agent. Olde Raleigh Financial Group provides investment advisory and wealth management services to individuals, families, charitable organizations, and businesses. The firm follows a top-down, theme-based investment process combined with fundamental research, managing approximately $565.7 million in assets across its six-advisor team.

Jonathan Schultz is a registered financial advisor with Leading Edge Financial Planning LLC in Raleigh, NC. He holds a Series 65 designation and has one year of industry experience. Prior to joining Leading Edge, he held roles at Flexjet, Jet It, Dynamic Aviation, and Willow Valley Communities. Leading Edge Financial Planning LLC serves individuals, high net worth clients, trusts, estates, and businesses with wealth management and financial planning. The firm employs a team-based approach that emphasizes strategic asset allocation, diversification, and long-term investing using primarily low-cost mutual funds and ETFs, alongside discretionary portfolio management.

Christopher Gure is a financial advisor with Fortress Private Ledger, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at LPL Financial from 2015 to 2018 before joining Fortress Private Ledger in 2018. Outside of advisory roles, he is part owner of a tax service business providing tax preparation and filing services. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities with financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs a range of investment strategies, combining technical analysis with fundamental and thematic approaches, and offers both discretionary and non-discretionary programs managed in-house or through sub-advisers.

Wesley White is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with Altruist Advisors LLC and has prior experience at Brookstone Capital Management, Patriot Wealth Management, Retirement Wealth Advisors, FormulaFolio Investments, and American Planning Group. He is also the owner of Patriot Wealth Management, a business that sells insurance products. Altruist Advisors serves individual investors, trusts, estates, and other entities, managing approximately $190 million in discretionary assets. The firm provides ongoing portfolio management and financial planning through a team-based approach, utilizing a blend of fundamental, technical, and quantitative analysis combined with model portfolios accessed via the Altruist technology platform.

Katherine Skurski is a CFA® charterholder with 13 years of industry experience, currently serving at EQV Advisory, LLC since 2026. Her prior experience includes over a decade at Gulfstream Capital LLC and Gulfstream Capital Farmland Fund II, LLC. Outside of her advisory role, she is the CFO of DT Management Partners, LLC, which manages a franchise of youth swimming schools. EQV Advisory, LLC serves qualified and accredited investors with a focus on high-net-worth clients, providing investment advisory, wealth management, financial planning, and family office support. The firm employs both model-based and custom portfolio construction, using a variety of investment vehicles to tailor strategies to client goals and risk tolerance.

Stephanie Williams is a CFP® with 20 years of experience in the financial services industry. She has worked at TradeWinds, LLC since 2021 and previously held positions at Wells Fargo Clearing and Citigroup Global Markets. TradeWinds serves individual investors, including high-net-worth clients, as well as retirement plans, small businesses, and corporations. The firm provides discretionary wealth management and comprehensive financial planning, using custom strategies that combine equities, mutual funds, and ETFs, and employs various analytical approaches to guide investment decisions.

Lee Kilbrith is a financial advisor with Prospect Financial Services LLC in Raleigh, NC, holding the PFS™ and Series 63 designations and bringing 28 years of industry experience. His prior roles include positions at LPL Financial, The Pinnacle Financial Group, and H.D. Vest Investment Services. Prospect Financial Services LLC offers discretionary investment management and comprehensive wealth management to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach, combining fundamental and technical analysis to build diversified portfolios.

James Bowie is a financial advisor at TradeWinds, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Fidelity Investments, CAPTrust, and Beacon Wealthcare. Outside of his advisory career, he has been involved with Raleigh YoungLife and Wake County YoungLife. TradeWinds serves individual investors—including high-net-worth clients—retirement plans, small businesses, and corporations by providing discretionary wealth management and comprehensive financial planning. The firm employs proprietary investment strategies combining equities, mutual funds, and ETFs, using various analytical methods to tailor allocations based on client suitability factors.

Nicholas Tolerton is a financial advisor at Peace of Mind Wealth Management with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Strategic Wealth Investment Group and Equitable Advisors. 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 using a blend of internally developed models and third-party portfolio managers, providing both discretionary and non-discretionary investment management alongside financial and estate planning services.

Adam Mitchell is a financial advisor with Tanager Wealth Management and holds Series 63 and Series 66 licenses. He has four years of industry experience, including prior roles at Fidelity Investments. Tanager Wealth Management serves individual and high-net-worth clients, as well as trusts, charities, and retirement plans, providing discretionary portfolio management, financial planning, and access to donor-advised funds. The firm utilizes an asset-allocation framework with fundamental security selection and actively managed accounts, with a notable focus on serving a substantial non-U.S. client base.

Mursaleen Tariq is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently a financial advisor at Peace of Mind Wealth Management in Raleigh, NC, and has held roles at firms including Reutemann Financial Solutions, Inc. Tariq is also involved in non-investment business activities, serving as a partner in a land development company and participating in tax preparation services through an affiliated entity. 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 asset allocation, combining internally developed models and third-party strategies to manage portfolios tailored to client profiles, along with providing access to financial planning and tax services.

Michael Ragsdale Jr. is a CFP® professional with two years of industry experience, currently serving at EQV Advisory, LLC. He previously worked at Balentine, LLC for 13 years and holds a board member position at Advocacy Trust, a trust company. EQV Advisory, LLC serves qualified and accredited investors including individuals, high-net-worth clients, corporations, small businesses, charitable institutions, and foundations. The firm offers investment advisory, wealth management, financial planning, and family office support, employing both model-based and custom portfolio construction tailored to client goals and risk tolerance.