Robert Picha is a financial advisor at BSG Advisers with 19 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at Intelligent Insights, Inc., MML Investors Services, Mass Mutual Life Insurance Company, and Equitable Advisors. In addition to his advisory role, he operates a sole proprietorship selling life, disability, long-term care, and related insurance products. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and small- to mid-sized retirement plans, offering comprehensive financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios tailored to clients’ needs and provides educational programs, including a structured Financial Wellness program and retirement-plan participant education.

Michael Eklund is a CFP® with 13 years of experience in the financial industry, currently serving at Financial Symmetry Inc. in Raleigh, NC. He has been with Financial Symmetry since 2013. Financial Symmetry serves a broad range of individual clients, providing financial planning, wealth management, small business 401(k) advice, and select tax-return preparation. The firm uses an evidence-based investment process focused on diversified allocations and ongoing monitoring, with a service structure that includes both discretionary and non-discretionary client relationships.

Edward Stent is a financial advisor at Family Legacy Financial Solutions, LLC in Cary, NC. He holds a Series 65 designation and has two years of prior experience at PKF O'Connor Davies. Stent joined Family Legacy in 2025. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on those planning for and transitioning into retirement. The firm employs an active, model-based investment approach using a proprietary risk-tolerance system and offers financial planning, discretionary investment management, licensed insurance and annuity sales, and affiliated tax-preparation services.

Joseph Mcleod is a financial advisor with Raleigh Capital Management Inc. in Cary, NC, holding Series 65 and Series 63 licenses and having 11 years of industry experience. He has been with Raleigh Capital Management since 2017 and is also involved with Raleigh Wealth Solutions, Inc., where he processes and recommends life insurance and annuity products. Prior to his current roles, he worked at Quincy Wells Capital, LLC and Intervest International Equities Corp. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans with financial planning, discretionary investment management, and referrals to outside money managers. The firm employs a manager-of-managers approach, using third-party platforms to select and monitor sub-advisers while maintaining authority to reallocate among managers.

Christopher Kelly is a CFP® with 10 years of industry experience, currently serving as an advisor at CapSouth Wealth Management. His prior experience includes roles at Chemung Canal Trust Company, MSI Financial Services, Walnut Street Securities, and Baker Tilly Investment Advisors. CapSouth Wealth Management provides a range of advisory services including investment management, financial planning, and institutional consulting for individuals, high-net-worth clients, and various organizations. The firm focuses on building diversified, long-term portfolios aligned with clients’ financial backgrounds and risk tolerance, managing approximately $1.0 billion in assets.

Bryan Persak is a financial advisor with Accelerate Retirement in Raleigh, NC, holding a Series 66 designation and 18 years of industry experience. His prior experience includes 18 years at Principal Securities and concurrent roles at Alkeme Financial Services, LLC and Accelerate Retirement since 2026. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation strategy with customized portfolios and provides comprehensive retirement services including plan design, participant education, and fiduciary oversight.

Cory Capps is a financial advisor at Collegiate Capital Management, Inc. in Raleigh, NC, with 21 years of industry experience. He has been with Collegiate Capital Management since 2003 and holds a Series 66 designation. Capps serves on the firm's board of directors and acts as corporate secretary. Collegiate Capital Management serves individuals, trusts, pension and profit-sharing plans, and retirement plan sponsors by providing discretionary portfolio management, financial planning, and ERISA services. The firm offers customized investment strategies and manages both retail brokerage and employer-sponsored retirement accounts, with a focus on mutual funds, ETFs, fixed income, and structured products accessed through prime broker relationships.

Laird Hepburn is a CFP® and holds a Series 66 license, with 17 years of industry experience. He is currently affiliated with BSG Advisers and has held roles at the TLA Group, Inc., Business Owner Strategies Group, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of advising, he is involved in the sale of insurance products and manages a multi-level marketing business focused on prepaid legal service subscriptions. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and small- to mid-sized retirement plans, offering financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios tailored to client-specific financial plans and incorporates educational programs and business-owner planning as distinguishing features.

Patrick Dunn is a financial advisor at Olde Raleigh Financial Group in Raleigh, NC, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Fidelity Brokerage Services LLC for nine years before joining his current firm in 2026. Olde Raleigh Financial Group serves individuals, families, charitable organizations, and businesses by providing investment advisory and wealth management services. The firm employs a top-down, theme-based investment process combined with fundamental research, focusing on larger U.S. equities and customized portfolios aligned with clients’ goals and risk tolerance.

Avery Knowles is an advisor at Family Legacy Financial Solutions, LLC with a Series 65 designation and one year of industry experience. Prior to joining Family Legacy, Avery worked at Modern Woodman and the Academic Achieve Center UNGC. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on households planning for and transitioning into retirement. The firm employs an active, model-based investment approach using a proprietary risk-tolerance system and offers financial planning, discretionary investment management, and licensed insurance and annuity sales.

Allison Berger is a CFP® with 14 years of industry experience, currently serving at Financial Symmetry Inc. since 2008. She holds a Series 65 license and works out of Raleigh, NC. Financial Symmetry serves individual clients across various wealth levels, advising approximately 973 family groups with about $1.54 billion in assets under advisement. The firm employs an evidence-based, three-step investment process and offers services including financial planning, wealth management, small business 401(k) advice, and select tax-return preparation.

Trevor Chambers is a financial advisor at Olde Raleigh Financial Group with 11 years of industry experience. He holds a Series 66 designation and has been with Olde Raleigh Financial Group since 2017. Chambers is also president-elect of the Rotary Club of the Capital City and has been an active member since 2016. Olde Raleigh Financial Group provides investment advisory and integrated wealth management services to individuals, families, charitable organizations, and businesses. The firm uses a combined top-down, theme-based process and fundamental company research to manage discretionary portfolios, emphasizing larger U.S. equities alongside ETFs, cash, and limited fixed income or alternative allocations.

George Phipps is a CFP® with 10 years of industry experience, currently serving at Raleigh Capital Management, Inc. He has held roles at Quincy Wells Capital, Raleigh Wealth Solutions, Great Point Capital, Financial Directions Group, and Fidelity Investments. In addition to his advisory work, he is a registered representative focusing on alternative investments and also works as an insurance agent. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans, offering financial planning, discretionary investment management, and access to outside money managers. The firm employs a manager-of-managers approach, utilizing third-party platforms and a range of investment strategies while overseeing ongoing monitoring and annual portfolio reviews.

Michelle Petruolo is a financial advisor with Triangle Wealth Management in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Triangle Securities since 2003. 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 comprehensive financial planning services using a consultative process and fundamental securities analysis, managing approximately $1.2 billion in discretionary assets.

Todd Shand is a financial advisor with TradeWinds, LLC in Raleigh, NC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. He is the owner of Shand Wealth Management LLC, an investment-related RIA based in Cary, NC. TradeWinds serves individual investors, retirement plans, small businesses, and corporations, offering discretionary wealth management and comprehensive financial planning. The firm employs proprietary strategies combining equities, mutual funds, and ETFs, with a range of analytical approaches and documented client suitability factors guiding allocation decisions.

Suyoung Cha is a financial advisor with BSG Advisers in Apex, NC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining BSG Advisers, Cha worked at firms including Wells Fargo, New York Life Insurance Company, and NYLIFE Securities LLC. Outside of advisory roles, Cha is involved in the sale of life, disability, and long-term care insurance products as a sole proprietor. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and retirement plans, providing financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios tailored to clients’ financial plans and risk tolerance, and offers an active educational program including seminars and a Financial Wellness program as part of its retirement-plan services.

Alexander Mihajlov is a financial advisor with Olde Raleigh Financial Group in Raleigh, NC, holding Series 63 and Series 66 licenses and having 42 years of industry experience. His prior roles include positions at Advisory Services Network, Raymond James Financial Services, Wells Fargo Clearing, and A.G. Edwards & Sons. Outside of financial advising, Mihajlov is a part owner of multiple non-investment-related businesses, including pest control companies and an industrial equipment sales firm, and he participates in an investment club. Olde Raleigh Financial Group provides investment advisory and wealth management services to individuals, families, charitable organizations, and businesses. The firm employs a discretionary, top-down, theme-based investment process combined with fundamental company research, focusing primarily on larger U.S. equities and customizing portfolios based on clients’ goals and risk tolerance.

Garrick King is a CFP® professional with four years of industry experience, currently serving at Financial Symmetry Inc. in Raleigh, NC. His prior experience includes roles at US Trust and FTB Advisors, as well as a position at Campbell University. Financial Symmetry serves individual clients across a broad range of wealth levels, advising approximately 973 family groups with about $1.54 billion in assets. The firm employs an evidence-based investment process focused on diversified allocations and ongoing monitoring, offering services from financial planning to select private equity access for qualified investors.

Miller Hoffman is a CFP® with seven years of industry experience, currently serving as a financial advisor at TradeWinds, LLC. His prior roles include positions at The Vanguard Group, the Federal Deposit Insurance Corporation, and Wells Fargo Advisors. He also has experience associated with Clemson University from 2016 to 2019. TradeWinds, LLC serves individual investors, retirement plans, small businesses, and corporations, offering discretionary wealth management and comprehensive financial planning. The firm employs custom strategies combining equities, mutual funds, and ETFs, utilizing various analytical approaches and documenting client suitability factors before making allocation decisions.

Jack Erickson is a financial advisor at Raleigh Capital Management Inc. with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Quincy Wells Capital, Great Point Capital, and Ameriprise Financial. In addition to advisory roles, Erickson was involved with MyWay Tavern from 2022 to 2023. 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 employs a manager-of-managers approach, utilizing third-party platforms to select sub-advisers and model portfolios while conducting ongoing monitoring and reallocations.