Kyle Roth is a financial advisor at Fortress Private Ledger, LLC with seven years of industry experience. He holds a Series 65 designation and is based in Raleigh, NC. Outside of his advisory work, Roth has been involved in the dental industry for over two decades, working with Encompass Dental Practice Transitions and Carolina Dental Arts. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities, providing a range of services including financial planning, portfolio management, and Qualified Opportunity Zone advisory. The firm uses a model-driven investment process that incorporates trend identification, technical analysis, and a variety of other strategies, with portfolios monitored regularly and managed through in-house or sub-advised solutions.

Robert Bulloch is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 licenses and encompassing 31 years of industry experience. His career includes roles at Infinity Financial Services Advisory since 2020 and LPL Financial from 2010 to 2016. He also operates a separate wealth management business under the name Robert Bulloch, MBA Wealth Management. SB Advisory, LLC is a multi-team advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice using mutual funds, ETFs, individual equities, and third-party managers.

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 with BSG Advisers, holding Series 66 and Series 63 licenses and 12 years of industry experience. He previously worked at Eagle Strategies and Avenue Wealth Management, as well as NYLIFE Securities and New York Life Insurance Company. Since August 2024, Leisure has also been engaged in the sale of life, disability, and long-term care insurance as a sole proprietor. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and retirement plans, focusing on integrated financial planning and investment management. The firm emphasizes growth-oriented, diversified portfolios tailored to client needs and offers a distinctive educational program alongside business-owner-specific planning and fiduciary retirement-account services.

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 at Intercarolina Financial Services, Inc. with 24 years of industry experience. He holds a Series 66 designation and has worked at Intercarolina since 2016, following a 13-year tenure at The Strategic Financial Alliance, Inc. Outside of his advisory role, he is involved with Ascendant Financial, focusing on financial services marketing, and also works as an insurance agent with Dempsey Companies. Intercarolina Financial Services provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm employs a range of analytical approaches to portfolio management across equities, fixed income, mutual funds, and ETFs, managing accounts 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 in Raleigh, NC, with two years of industry experience. He holds the Series 66 designation and has worked at Modern Capital Securities, Inc. and MassMutual Life Insurance Co. He is also involved with MMC Financial, where he provides investment and insurance services. Modern Capital Advisors offers financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach, combining passive index funds with actively managed strategies to build globally diversified portfolios.

Elizabeth Stancil is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at Hilltop Wealth Advisors, LLC. Her prior experience includes roles at The Vanguard Group, Inc. and Wells Fargo Advisors. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management. The firm employs a tactical asset-allocation strategy based on Modern Portfolio Theory and manages approximately $635 million in client assets.

Joseph Aulisi is a CFP® professional with experience at Foundry Financial LLC since 2026. He previously worked at Trust Company of the South, Bridge Investment Group, and United Bankshares. Aulisi's background also includes four years at Macalester College. Foundry Financial LLC provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and charitable organizations. The firm manages diversified portfolios incorporating multiple investment strategies and maintains an affiliation with an accounting firm, a practice uncommon among team advisory firms.

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 in Raleigh, NC, holding Series 63 and Series 65 designations with 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. TradeWinds primarily serves individual investors, including high net worth clients, as well as small businesses and corporations, offering discretionary wealth management, financial planning, and portfolio management services. The firm employs a multi-advisor team and constructs custom strategies using a blend of equities, mutual funds, ETFs, and various analytical approaches, managing accounts mostly on a discretionary basis.

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.