Russell Eriksen is a financial advisor with Hilltop Wealth Advisors, LLC in Chapel Hill, NC. He holds the CFP®, ChFC®, and Series 66 designations and has 22 years of industry experience. Eriksen has been with Hilltop Wealth Advisors since 2016. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities across a range of wealth levels, providing financial planning, consulting, and discretionary investment management. The firm combines fundamental analysis with a tactical asset-allocation framework based on Modern Portfolio Theory and offers a variety of model portfolios while actively monitoring client accounts.

Cameron Hendricks is a CERTIFIED FINANCIAL PLANNER™ professional at Financial Symmetry Inc. with 11 years of industry experience. He has been with Financial Symmetry since 2015. Financial Symmetry serves individual clients across a range of wealth levels, providing financial planning, wealth management, and specialized services such as small business 401(k) advice and limited tax-return preparation. The firm follows an evidence-based investment process emphasizing diversified allocations and ongoing monitoring, with a combination of discretionary and non-discretionary client relationships.

George Leisure is a financial advisor at BSG Advisers with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Eagle Strategies, Avenue Wealth Management, NYLIFE Securities, and New York Life Insurance Company. In addition to his advisory role, he operates a sole proprietorship selling life, disability, and long-term care insurance products. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and small- to mid-sized retirement plans by providing financial planning, investment management, pension consulting, and insurance planning. The firm focuses on growth-oriented, diversified portfolios tailored to client needs and offers educational programs and business-owner planning services alongside discretionary account management.

Jade Brookreson is a financial advisor at Financial Symmetry Inc. in Raleigh, NC, holding a Series 65 credential with one year of industry experience. Prior to joining Financial Symmetry, Jade worked at State Employees' Credit Union and held various roles in the food service and education sectors. Jade is currently employed at Darden Restaurants alongside financial advising. Financial Symmetry serves individual and family clients across a range of wealth levels, offering financial planning, wealth management, and specialized advisory services. The firm employs a disciplined, evidence-based investment process overseen by an Investment Committee and emphasizes the use of diversified mutual funds and ETFs, including factor-based funds from Dimensional Fund Advisors.

Ella Rogers is a CFP® affiliated with Financial Symmetry Inc. in Raleigh, NC, with less than one year of industry experience. She has been with Financial Symmetry Inc. since 2023 and has spent several years as a student prior to starting her advisory career. 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 follows an evidence-based, three-step investment process involving planning, diversified implementation primarily with mutual funds and ETFs, and ongoing monitoring, supported by a quarterly Investment Committee.

Vincent Revels is a financial advisor with Intercarolina Financial Services, Inc. in Cary, NC, holding a Series 66 designation and bringing 25 years of industry experience. He worked previously at The Strategic Financial Alliance, Inc. for 11 years before joining Intercarolina in 2016. Outside of his advisory role, Revels is involved with Ascendant Financial, a financial services marketing business. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual and institutional clients, including high-net-worth individuals and qualified retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios across a range of asset classes on both discretionary and non-discretionary bases.

Kinston Whitener is a CFP® affiliated with Cordgrass Capital Advisors, LLC in Raleigh, NC. He has professional experience beginning in 2022, including prior roles at Oak Harbor Wealth Partners and Local Government Federal Credit Union. Cordgrass Capital Advisors serves individuals, corporations, foundations, and retirement plans with investment advisory, financial planning, institutional consulting, and retirement plan services. The firm employs a strategic asset allocation process based on client objectives and risk tolerance, utilizing fundamental analysis and third-party managers to scale operations across a large client base.

Brittany is a financial advisor at Hilltop Wealth Advisors, a fee-only financial planning firm located in Chapel Hill, NC. Brittany has been with the Hilltop team since 2014, when she started as a financial planning intern while earning her BA in Mathematics at UNC-Chapel Hill. She quickly discovered financial planning to be a perfect combination of problem solving and relationship building, which made it her ideal career path. She is a CERTIFIED FINANCIAL PLANNER™(CFP®) professional and Certified Student Loan Professional (CSLP®), and is passionate about working with Gen X & Gen Y clients. Brittany lives in Raleigh with her husband and dog. When she’s not working, she loves cheering on the Carolina Hurricanes, exploring the local food scene, and traveling to the mountains.

Adam Seidman is a financial advisor at Modern Capital Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked with Modern Capital Securities, MassMutual Life Insurance Co., and other financial firms. Outside of his advisory role, he is associated with MMC Financial, where he is involved in investments and insurance. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, pension plans, charities, and corporations. The firm employs a strategic asset allocation approach using passive index funds as cores, supplemented by active managers or third-party strategists when appropriate.

Elizabeth Stancil is a CFP® professional with 25 years of experience in the financial services industry. She is currently with Hilltop Wealth Advisors, LLC and previously held roles at The Vanguard Group, Inc., Wells Fargo Clearing, Wells Fargo Advisors, LLC, and First Citizens Investor Services, Inc. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, including both non-high-net-worth and high-net-worth clients, providing financial planning, consulting, and discretionary investment management. The firm manages approximately $635 million in client assets and employs a tactical asset-allocation framework based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and other investment vehicles.

Joseph Aulisi is a CFP® professional with experience in financial services since 2017. He has worked at Foundry Financial LLC since 2026 and previously held positions at Trust Company of the South, Bridge Investment Group, and United Bankshares. Foundry Financial LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs risk-based, diversified portfolios with a variety of investment vehicles and engages in ongoing portfolio management alongside financial planning.

Christopher Hostetler is a CFP® professional with 20 years of industry experience. He has been with Hilltop Wealth Advisors, LLC since 2016. The firm serves individuals, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management across a range of client types and asset levels. Hilltop Wealth Advisors employs a tactical asset-allocation approach based on Modern Portfolio Theory and offers a variety of model portfolios, including tax-aware and socially responsible options.

Aralys Castillo is a financial advisor at Peace of Mind Wealth Management in Raleigh, NC, holding a Series 65 designation. She has one year of experience with the firm and previously worked independently as a self-employed professional for five years. Her work background also includes roles at Advanced Auto Parts and UNCG. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm uses a top-down, macro-environmental approach to tactical asset allocation, blending growth and fixed-income strategies and offering both discretionary and non-discretionary services.

Glenda Jensen is a financial advisor with Horter Investment Management, LLC, holding a Series 65 credential and 17 years of industry experience. She has been with Horter Investment Management since 2008 and also serves as President of Golden Retirement Solutions DBA Jensen Financial Group, where she focuses on financial planning and retirement preparedness. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, pension plans, and corporations. The firm employs a combination of tactical and passive multi-manager portfolios, model and custom portfolios, and offers access to alternative investments as part of its investment supervision.

Stephen Neubig is a CFP® professional with two years of experience in financial advising, currently with Hilltop Wealth Advisors, LLC. His prior work includes positions at Pathfinder Wealth Consulting and Keystone Financial Partners, as well as roles at Gannett Co Inc. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities across a range of net-worth levels, offering financial planning, consulting, and discretionary investment management. The firm uses a combination of fundamental analysis and tactical asset allocation, employing mutual funds, ETFs, and other investment vehicles to tailor portfolios aligned with clients’ risk tolerance and objectives.

Glenn Andrews is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Cardinal Capital Management Inc in Raleigh, NC since 2004. Cardinal Capital Management provides fee-only investment advisory services to individuals, trusts, estates, charitable organizations, insurance companies, and corporate entities. The firm employs a combination of quantitative, fundamental, and cyclical analysis across equities, fixed income, and ETFs, managing approximately $0.9 billion in client assets with a small advisory team.

Stephen Ross is a financial advisor at TradeWinds, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Merrill. 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 implements portfolios using proprietary strategies that combine equities, mutual funds, and ETFs, and applies various analytical approaches to investment decisions.

Grayson Blazek is a CFP® professional with nine years of experience at Financial Symmetry Inc. based in Raleigh, NC. He has been with the firm since 2012, working continuously within its team structure. 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 uses an evidence-based, three-step investment process centered on diversified mutual fund and ETF allocations, guided by a quarterly Investment Committee.

Tyler Lamar is a financial advisor at Olde Raleigh Financial Group in Raleigh, NC, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Advisory Services Network, LLC, AMI, Inc, and The Armstrong Company. Olde Raleigh Financial Group provides investment advisory and wealth management services to individuals, families, charitable organizations, and businesses. The firm uses a top-down, theme-based investment process combined with fundamental company research, primarily focusing on larger U.S. equities, and offers retirement plan consulting and standalone tax return preparation services.

Eric Richaudeau is a financial advisor at Public Advisors LLC in Raleigh, NC, holding a Series 66 designation with one year of industry experience. He has worked at Public Holdings, Inc. and Open to the Public Investing, Inc. since 2021 and has held various roles including customer experience representative. Public Advisors serves primarily individual investors through an internet-only platform, providing discretionary portfolio management with a software-driven investment process that includes Treasury ladders, direct indexing, and AI-generated custom indices. The firm manages a large client base through automated trading, rebalancing, and tax-loss harvesting strategies.