Lance Ray is a CFP® with 27 years of industry experience, currently serving as an advisor at Bellwether Investment Group, LLC since 2016. He has concurrently worked as a self-employed fixed insurance sales agent since 1998, focusing on life and health insurance products. Bellwether Investment Group serves individual and high-net-worth clients, as well as businesses, trusts, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm employs a combined fundamental and technical investment approach and maintains multiple offices despite its relatively small team size.

Michele Nettesheim is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Phoenix Wealth Advisors Inc. in Chapel Hill, NC. She has been with Phoenix Wealth Advisors since 2018 and has prior experience at Raymond James Financial Services dating back to 2005. Outside of her advisory role, she is involved in a rental real estate business. Phoenix Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, estates, and corporations. The firm offers comprehensive financial planning and asset management, combining fundamental and technical analysis with both long- and short-term strategies, and administers a wrap-fee program that integrates third-party manager models with in-house overlays.

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 bringing 31 years of industry experience. His prior experience includes roles at Infinity Financial Services Advisory, Infinity Financial Services, LPL Financial, and Morgan Stanley. SB Advisory, LLC is a multi-team advisory firm serving individuals, businesses, and retirement plans with approximately $1.1 billion in assets under management. The firm primarily provides non-discretionary investment advice, utilizing mutual funds, ETFs, undervalued equities, and outside managers with fundamental, technical, and qualitative analysis.

Christopher Thomas is a financial advisor at Atlantic Private Wealth, LLC in Chapel Hill, NC, holding a Series 66 designation with nine years of industry experience. Prior to joining Atlantic Private Wealth in 2021, he worked at Goldman Sachs Personal Financial Management and Cetera Advisor Networks. He has also been involved with the YMCA and William Peace University. Atlantic Private Wealth manages approximately $894 million in client assets, serving individuals, trusts, estates, nonprofits, corporations, and retirement plan sponsors. The firm employs a quantitative and technical investment approach within an asset-allocation framework and offers discretionary investment management alongside financial planning and retirement plan services.

Chase Wietfeld is a financial advisor at Atlantic Private Wealth, LLC with three years of industry experience. His prior roles include positions at D.A. Davidson and Mutual of Omaha. Atlantic Private Wealth, LLC manages approximately $894 million in client assets for individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs a combination of quantitative and technical analysis within an asset-allocation framework, offering discretionary investment management alongside financial planning and corporate retirement plan services.

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.

Mark Rhoades is a CFP® professional with 20 years of industry experience. He is a financial advisor and branch manager at Phoenix Wealth Advisors Inc., where he has worked since 2018. His prior experience includes roles at Raymond James Financial Services, Morgan Stanley, and Citigroup Global Markets. Rhoades serves on the advisory board and finance/investment committee of the KDVS Foundation, a nonprofit organization. Phoenix Wealth Advisors provides financial planning, wealth management, and retirement-plan consulting to individuals, trusts, estates, corporations, and retirement plans. The firm combines fundamental, technical, and cyclical analysis with both long- and short-term investment strategies and manages a high account load through a team-based approach.

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.

Tracy Davies is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been with Hamilton Point Investment Advisors, LLC since 2017, with a brief hiatus, and is currently part of their seven-advisor team based in Chapel Hill, NC. Hamilton Point Investment Advisors provides discretionary investment advisory and wealth management services to high-net-worth individuals, trusts, pension plans, and other entities. The firm employs a hybrid investment approach combining proprietary stock lists, mutual funds, ETFs, and alternative strategies, with a focus on fundamental analysis and operational transparency.

James Mosher is a CFP® professional with seven years of industry experience. He currently works at Old Peak Finance and has previously held roles at Bluesky Wealth Advisors, Merit Wealth Management, and Summit Financial Strategies. Old Peak Finance provides fee-only, fiduciary wealth management and comprehensive financial planning to individuals, families, trusts, and estates, focusing on clients in their prime earning years, many with multi‑million dollar portfolios. The firm employs an evidence-based, asset-class investment approach emphasizing broad diversification, long-term discipline, and low costs.

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.