Bret Tackett is a CFP® professional with 24 years of industry experience. He has been with Tackett Wealth Management, LLC since 2009, where he is one of two advisors at the firm based in Cary, NC. Tackett Wealth Management provides investment supervisory services, wealth management, and financial planning primarily to select retirees and small business owners. The firm manages approximately $62 million in client assets and employs an investment approach grounded in academic research, emphasizing broad diversification, tax efficiency, and low-cost funds.

William Sigmon III is a Series 65-licensed financial advisor with Physicians Financial Services, Inc. in Raleigh, NC. He has two years of industry experience, including prior work with The Wealth Group, Ltd, and a decade of service in the United States Navy. Physicians Financial Services, Inc. provides personalized wealth management, financial and tax planning, and retirement strategies for individuals, corporations, and nonprofit entities. The firm employs a contrarian, value-oriented investment approach focused on financially strong, cash-rich companies and offers both discretionary and non-discretionary portfolio management tailored to client objectives.

Samuel Mcchesney is a financial advisor with Incline Investment Advisors, LLC in Durham, NC. He holds a Series 65 designation and has five years of industry experience. Prior to joining Incline Investment Advisors, he worked at Hyatt Lake Tahoe and Sierra Nevada University. Incline Investment Advisors provides discretionary portfolio management and integrated financial planning primarily to individual and high-net-worth clients, employing a blend of systematic quantitative models, technical trend signals, and value-oriented stock selection to construct risk-managed portfolios. The firm is notable for its affiliation with a Commodity Trading Advisor/Commodity Pool Operator, offering a range of commodity and futures strategies alongside equity and fixed-income programs.

David Hellinger is a financial advisor with Independent Wealth Advisors, LLC in Cary, NC, holding a Series 66 designation and 22 years of industry experience. His prior experience includes a long tenure at LPL Financial. Independent Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients through its Strategic Wealth Management platform. The firm combines various analytical approaches and maintains a monthly-reviewed investment committee to tailor portfolios according to each client’s risk tolerance and time horizon.

Nicholas Ross is a CFP® professional at Ark Royal Wealth Management LLC with one year of industry experience. He has worked at Ark Royal Wealth Management and Truist, and previously spent time in education at North Carolina State University and a secondary school. Ark Royal Wealth Management LLC provides investment advisory and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory, using diversified, low-cost passive mutual funds and statistical analysis to manage risk and return.

Parker Holland is a financial advisor at Capital Financial Advisory Group, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. Holland has worked at Sofos Investments, Inc. and EQIS Capital Management, Inc. during his career. He is also a licensed independent insurance agent in North Carolina, incorporating insurance products into financial plans. Capital Financial Advisory Group serves individuals, families, businesses, charities, and small pension clients, focusing on financial planning and advisory services. The firm provides investment recommendations through third-party managers and offers ongoing monitoring without taking custody or direct investment discretion of client assets.

Terrance Green is a CFP® with 22 years of industry experience, currently serving as an advisor at Blue Water Capital Management, LLC. He has been with Blue Water Capital Management since 2006. Blue Water Capital Management serves individual and high-net-worth clients as well as charitable organizations, offering portfolio management and financial planning tailored to client goals and risk tolerance. The firm employs modern portfolio theory and primarily invests in ETFs and mutual funds, with access to a broad range of alternative investments, and operates with institutional support from Charles Schwab.

Aaron Maassel is a financial advisor at Top Rank Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at CoreCap Advisors, LLC and Voyageur Financial. In addition to his advisory role, he owns Voyageur Financial, which focuses on insurance and annuity sales, and he is also an attorney providing legal and estate planning services. Top Rank Wealth Management offers discretionary asset management and financial planning for individual and high-net-worth clients, utilizing technical, charting, and quantitative analysis with both long- and short-term strategies. The firm maintains close ties to affiliated insurance and legal-planning services.

Arne Morris Sr. is a financial advisor at Townsend Asset Management Corp. in Raleigh, NC, holding Series 63 and Series 65 licenses with 24 years of industry experience. Prior to joining Townsend in 2017, he worked at McGladrey Wealth Management LLC for 16 years. Outside of his advisory role, he is involved as an owner and managing member of multiple investment-related firms. Townsend Asset Management Corp. serves individuals, trusts, partnerships, corporations, non-profits, and retirement plans with services including investment management, financial planning, consulting, and tax preparation. The firm employs a disciplined approach combining fundamental and technical analysis, managing portfolios primarily on a discretionary, long-term basis with integrated tax and consulting services.

Kurt Underhill is a financial advisor with First Financial Group in Raleigh, NC, holding the Series 66 designation and bringing 22 years of industry experience. He has been with First Financial Group since 2012 and has also been involved with Mood Food Records, a record label, since 1994. First Financial Group serves individual investors, trusts, estates, and business entities, offering portfolio management and financial planning tailored to both non-high-net-worth and high-net-worth clients. The firm employs a client-driven investment process that includes fundamental and cyclical analysis, customized portfolios, and may utilize non-core strategies such as option writing and margin transactions.

Brooks Nichols is a CFP® with three years of industry experience, currently serving as a financial advisor at LifePlan Group. His prior experience includes roles at Fidelity Investments and Strategic Advisers LLC. LifePlan Group provides financial planning and discretionary portfolio management to individuals, businesses, and employer-sponsored retirement plans, focusing on retirement planning as well as coordinating tax, insurance, and estate considerations. The firm employs a diversified investment approach using institutional platforms, ETFs, and individual securities, and serves approximately $326 million in discretionary client assets.

Andrew Lynch is a financial advisor at Peak Wealth Group LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Peak Wealth Group since 2016, following a two-year period at Peak Brokerage Services, LLC. Outside of his advisory role, Lynch assists life insurance agents with case design and estate planning through Capital Marketing Group and supports charitable planning efforts via the Foundation for Legacy Planning. Peak Wealth Group provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses documented risk analysis and an Investment Policy Statement to guide portfolio construction, employing a range of strategies including long-term holdings and shorter-term trading.

Brian DeBruin is a financial advisor at BrightPath Wealth Advisors LLC in Raleigh, NC, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Carroll Financial Associates and Eqis Capital Management. In addition to his advisory role, he serves as an adjunct professor at Wake Tech Community College, teaching non-credit financial and investment courses. BrightPath Wealth Advisors LLC provides discretionary portfolio management and comprehensive financial planning to individual, high-net-worth, and corporate clients. The firm utilizes fundamental analysis, develops tailored investment policy statements, and manages accounts with regular monitoring and reviews, including the use of third-party sub-advisors when appropriate.

Robert Revels is a CFP® and CFA® with six years of experience in financial advisory roles, currently serving at PieCapital since 2024. His prior experience includes positions at Balentine and BB&T. Outside of his advisory work, he is the author of a children's book titled *Bull & Bear Grow Together*, which teaches kids about money, and serves on the unpaid board of Strong Gray Line Corporation, a nonprofit associated with the West Point Class of 2004. PieCapital provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $69 million for 22 clients. The firm combines fundamental analysis, modern portfolio theory, and quantitative methods, employing a range of investment strategies across various asset classes within a single-advisor structure.

Nicholas Beglane is a financial advisor at Raleigh Capital Management Inc. with five years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Quincy Wells Capital, Raleigh Wealth Solutions, Fidelity Investments, and Equitable Advisors. 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 uses a manager-of-managers approach, selecting sub-advisers and model portfolios through third-party platforms while conducting ongoing monitoring and reallocations.

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.

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.