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.

Richard Clark is a financial advisor at Brighter Financial Capital Management, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes ten years at Throughline Inc. and three years at Madison Avenue Securities, LLC. Brighter Financial Capital Management provides investment and financial planning services to individuals, high-net-worth clients, corporations, and retirement plan sponsors. The firm offers discretionary and non-discretionary portfolio management, ERISA plan advisory, multi-tiered financial planning, and educational seminars, often implementing client programs under discretionary authority with periodic monitoring.

Jessica Sherburne is a financial advisor at Triangle Wealth Management with 22 years of industry experience. She holds Series 63 and 65 licenses and previously worked at Hatteras Capital Distributors, LLC for eight years and operated JS Brand Consulting, LLC for one year. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm provides portfolio management and financial planning services using a consultative, educational process and primarily fundamental securities analysis to develop tailored investment portfolios.

Todd Iglehart is a financial advisor at Family Legacy Financial Solutions, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Family Legacy since 2016, including prior roles at Cambridge Investment Research Advisors and Mindlance. Outside of his advisory role, he is involved as managing member of Family Legacy Financial Solutions and serves as CFO of Family Legacy Tax Solutions, a related tax-preparation firm. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on retirement planning and transitions. The firm offers financial planning, discretionary investment management, and licensed insurance and annuity sales, using an active, model-based investment approach driven by a proprietary risk-tolerance system.

Mark Paccione is a CFP® and CFA® with 20 years of industry experience. He is currently a financial advisor at EQV Advisory, LLC, joining the firm in 2025. Prior to this, he held roles at Curi Wealth Management, LLC, Curi RMB Capital LLC, CapFinancial Securities, LLC, and CapTrust. Outside of his advisory work, Paccione serves on the Board of Trustees at William Peace University and is a board member at Virginia Beach Friends School. EQV Advisory, LLC serves qualified and accredited investors, including high-net-worth individuals, corporations, and charitable institutions. The firm combines model-based and customized portfolio construction, applying Modern Portfolio Theory, the Efficient Markets Hypothesis, and Behavioral Finance principles to tailor investment solutions.

Kent Gravely is a CFP® professional with 20 years of industry experience, currently with Fortress Private Ledger, LLC since 2019. Prior to that, he worked at LPL Financial from 2016 to 2019. Outside of his advisory role, he is involved in church ministry for music direction and performance. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities, offering financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs a model-driven investment process incorporating trend identification, technical analysis, and multiple strategies, with portfolios regularly monitored and managed in-house or via sub-advisers.

Paul Reynolds IV is a financial advisor at Triangle Wealth Management in Raleigh, NC, holding a Series 65 designation with 14 years of industry experience. He has been with Triangle Securities Wealth Management since 2012. Triangle Wealth Management serves a diverse client base including high-net-worth individuals, corporate pension plans, charitable institutions, and trusts. The firm provides portfolio management and financial planning services using a consultative process supported by fundamental securities analysis and advanced analytical tools.

Joseph Malfeo is a CFP® and ChFC® with 20 years of industry experience. He is currently with Hunter Street Investment Advisors LLC and has worked at Command Capital Management LLC since 2007. Malfeo’s prior business activities included serving as registered agent and income tax filer for several real estate investment entities, though he no longer holds those roles. Hunter Street Investment Advisors serves individual and high-net-worth households, retirement plans, trusts, charities, and business entities, providing discretionary portfolio management, financial planning, and retirement consulting. The firm employs diverse investment strategies incorporating fundamental, technical, and cyclical analysis, and combines institutional and alternative-markets experience among its team.

Grace Kvantas is a CFP® professional with 10 years of experience, currently serving clients at Financial Symmetry Inc. since 2016. She is based in Raleigh, NC, and works within a team of 15 advisors. Financial Symmetry serves a broad range of individual clients, providing financial planning, wealth management, 401(k) advice, and select tax-related services. The firm follows an evidence-based, three-step investment process and offers a mix of discretionary and non-discretionary relationships, with assets under advisement totaling approximately $1.54 billion.

Joseph Mulholand is a financial advisor at Olde Raleigh Financial Group in Raleigh, NC, holding a Series 65 credential with one year of industry experience. His prior work includes roles at James A Lucas Company LLP, Mill Creek Renewables, and NC Electric Cooperative, among others. Olde Raleigh Financial Group provides investment advisory and integrated wealth management services to individuals, families, charitable organizations, and businesses. The firm employs a top-down, theme-based process combined with fundamental research, focusing primarily on larger U.S. equities and customizing portfolios to client goals and risk tolerance.

Geoffrey Hall II is a CFP® professional with 24 years of experience in financial advising. He currently works at Beacon Wealthcare LLC, where he has been since 2012, including the transition to the current firm structure in 2021. His prior experience includes roles at Securian Financial Services, Inc. and Valic Financial Advisors. Beacon Wealthcare is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm focuses on comprehensive financial planning and discretionary portfolio management using broadly diversified, low-cost indexed ETFs, with an investment approach that emphasizes minimizing costs and taxes alongside advanced tools like Monte Carlo probability analysis.

Tracey Nobles is a financial advisor at TradeWinds, LLC with 27 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing from 2016 to 2022. 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 employs custom, proprietary strategies combining equities, mutual funds, and ETFs, using various analytical approaches to guide investment decisions.

Brian Johnson is a financial advisor at BrightPath Wealth Advisors LLC in Raleigh, NC, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at several firms including Infinex Investments, Southern Bank, and Simplicity Wealth. Johnson also operates a sole proprietorship as an insurance agent. BrightPath Wealth Advisors LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and certain business entities. The firm incorporates fundamental analysis and documented client objectives into its investment decisions, offers ongoing portfolio monitoring, and conducts educational seminars for the public.

Kevin Brown is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Fortress Private Ledger, LLC. Prior to joining Fortress Private Ledger in 2024, he worked at Fidelity Investments and Simplicity Wealth. Outside of advising, he works as an Uber driver. Fortress Private Ledger serves individuals, high-net-worth clients, employer-sponsored retirement plans, and other entities with financial planning, consulting, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs a multi-strategy investment process that includes technical analysis, fundamental research, and thematic approaches, offering both discretionary and non-discretionary programs.

Matthew Bockhorst is a financial advisor at Capital Advisers, Inc. based in Raleigh, NC. He holds a Series 65 designation and has four years of industry experience, including time at Beacon Pointe Advisors and previous roles outside the financial sector at Clemson University and St. Xavier High School. Capital Advisers serves individual, high-net-worth, and institutional clients with discretionary portfolio management and customized investment solutions across traditional and alternative asset classes. The firm employs an independent, open-architecture investment approach focused on asset allocation and regularly monitors portfolios for risk, cost, tax efficiency, and liquidity.

Paul Elam is a financial advisor at Oak Harbor Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and worked previously at Raymond James & Associates, Inc. from 2013 to 2021. Elam serves as a director of the Thomas R & Elizabeth E Mclean Foundation and is a board member of the Raleigh Charter High School Foundation, both nonprofit organizations with investment oversight responsibilities. Oak Harbor Wealth Partners serves individuals, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management, institutional consulting, and financial planning. The firm employs a strategic asset allocation approach centered on fundamental value analysis, supported by technical analysis for timing decisions, and manages approximately $623 million in assets across about 1,390 clients.

Jay Mckinney is a financial advisor at Fortress Private Ledger, LLC with 11 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked previously at Barnabas Capital, Brighthouse Securities, and METLIFE SECURITIES. Mckinney serves as an officer in the North Carolina Army National Guard. Fortress Private Ledger serves individuals, including high-net-worth clients, employer-sponsored retirement plans, and other entities by providing financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm’s investment approach combines trend identification, technical analysis, and various strategies, offering model-driven solutions managed in-house or through sub-advisers.