Joshua Burgess is a CFP® professional with four years of experience in financial advising. He is currently with Peace of Mind Wealth Management, where he has worked since 2024. Prior to this, he held positions at Choreo, LLC and RSM US Wealth Management LLC. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation, combining blended growth and fixed-income strategies tailored to client profiles and utilizing both internally developed and third-party model portfolios.

Joseph Parker is a financial advisor at Triangle Wealth Management in Raleigh, NC, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Triangle Wealth Management since 2000. Triangle Wealth Management serves individual clients, corporate plans, charitable institutions, and corporations, providing portfolio management and financial planning services. The firm uses a consultative process supported by advanced analytical tools to develop tailored portfolios primarily based on fundamental securities analysis.

Chris Harrell is a CFA® charterholder with 42 years of industry experience. He is currently with Oak Harbor Wealth Partners, LLC, where he has worked since 2021, and previously spent eight years at Raymond James & Associates, Inc. Oak Harbor Wealth Partners serves individuals, including high-net-worth clients, retirement plans, and institutional and trust clients. The firm focuses on strategic asset allocation and fundamental value analysis, using a combination of mutual funds, ETFs, individual securities, options, and separate account managers to implement investment strategies.

Fred Lowry is a financial advisor with BrightPath Wealth Advisors LLC in Raleigh, NC, holding a Series 65 designation and four years of industry experience. He is also an adjunct professor at Wake Tech Community College and operates a sole proprietorship focused on insurance sales. Additionally, he consults for Trivecta, a spa and facial sales business. BrightPath Wealth Advisors serves individual and high-net-worth clients as well as corporate entities, providing discretionary portfolio management and comprehensive financial planning. The firm develops customized investment policy statements, employs fundamental analysis, and offers public educational seminars.

Matthew Maiers is a financial advisor at Hunter Street Investment Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Hobart Private Capital. Outside of his advisory role, he serves on the finance committee of the nonprofit organization Knights of Columbus. Hunter Street Investment Advisors provides investment advice and planning to individuals, retirement plans, trusts, estates, and charitable organizations, offering services such as discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a varied investment approach that includes equities, ETFs, mutual funds, fixed income, derivatives, and option trading, with continuous portfolio monitoring and tactical allocation.

Michael O'Rourke is a financial advisor at Hunter Street Investment Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at Hunter Street since 2021, alongside previous roles at NYLIFE Securities LLC and New York Life Insurance Co. In addition to his advisory work, he serves as a volunteer estate executor. Hunter Street Investment Advisors provides investment advice and planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, using a range of asset-allocation strategies and investment tools including equities, ETFs, mutual funds, fixed income, and derivatives.

Joshua Stubbolo is a CFP® with 10 years of industry experience, currently serving as an advisor at Family Legacy Financial Solutions, LLC since 2021. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2021. Outside of his advisory role, he organizes a local networking group through Triangle Tech Net LLC and leads an affiliated tax consultancy, Family Legacy Tax Solutions, as CEO and managing partner. Family Legacy Financial Solutions primarily serves families planning for and transitioning into retirement, offering financial planning, discretionary investment management, and insurance product recommendations. The firm uses a combination of proprietary risk assessment tools and actively managed portfolios, and operates an affiliated tax-preparation business alongside its insurance services.

Michael Hemmerich is a financial advisor with Fortress Private Ledger, LLC in Raleigh, NC. He holds a Series 66 designation and has 13 years of industry experience, including six years at LPL Financial. Outside of his advisory role, he is an executive producer and limited partner in a film production company that produced the movie "My Favorite Girlfriend." Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities, offering financial planning, portfolio management, and specialized retirement plan consulting. The firm uses a combination of technical and fundamental investment strategies, providing model-driven solutions managed in-house or through sub-advisers, and offers distinct advisory services such as Qualified Opportunity Zone consulting.

Robert Wiese is a CFP® with 19 years of experience in the financial services industry. He is currently with Raleigh Capital Management Inc., where he has worked since 2026. Prior to this, he spent 12 years at Fidelity Brokerage Services LLC. 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 typically acts as a manager-of-managers, selecting sub-advisers and model portfolios while retaining authority to monitor and reallocate investments.

William Ramsay is a Certified Financial Planner (CFP®) with nine years of industry experience. He is based in Raleigh, NC, and is affiliated with Financial Symmetry Inc., where he has worked since 2001. Financial Symmetry serves individual and family clients across various wealth levels, providing financial planning, wealth management, and specialized services such as tax preparation and estate planning coordination. The firm employs a disciplined, evidence-based investment approach overseen by a quarterly Investment Committee and emphasizes factor-based funds from Dimensional Fund Advisors in its portfolio management.

Tony Sigmon is a financial advisor at Collegiate Capital Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses with 32 years of industry experience. He worked at Securities Service Network, Inc. for 22 years before continuing his career at Collegiate Capital Management since 1994. Collegiate Capital Management serves individuals, trusts, pension and profit-sharing plans, and retirement plan sponsors by providing discretionary portfolio management, financial planning, and retirement-plan services. The firm offers customized investment strategies using mutual funds, ETFs, fixed income, and structured products, and is notable for sponsoring its own Schwab-based wrap fee program and maintaining prime broker relationships to access specialized investment products.

Joseph Grabar III is a CFP® practitioner with 30 years of industry experience, currently serving at Fortress Private Ledger, LLC since 2018. Prior to this, he worked at LPL Financial, LLC for seven years. In addition to his advisory role, he is involved in various business activities including co-ownership of a tax preparation service and participation in a marketing service provider for the insurance industry. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities by providing financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm utilizes a range of investment strategies including trend identification, technical analysis, and model-driven portfolio management both in-house and through sub-advisers.

Daniel Gaugert is a financial advisor at Capital Advisers, Inc. with 35 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Capital Investment Advisory Services, LLC and Capital Investment Group, Inc. Outside of his advisory work, he is a singer involved with various organizations and serves on the board of directors for the NC Master Chorale. Capital Advisers serves individual and institutional clients with discretionary portfolio management and customized investment solutions across traditional and alternative asset classes. The firm employs an independent, open-architecture approach focused on asset allocation, managing approximately $620 million across more than 1,500 accounts.

Douglas Carpenter is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Fortress Private Ledger, LLC in Raleigh, NC. Prior to his advisory role, he worked at Comprehensive Hospitality Solutions LLC and Crosstex International. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, providing financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm employs a dynamic investment approach combining trend identification, technical analysis, and complementary strategies across various asset types, delivering services through a network of investment adviser representatives and third-party managers.

Dorothy Moravec is a financial advisor with Triangle Wealth Management in Raleigh, NC, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has been with Triangle Securities, LLC since 2000. Triangle Wealth Management serves individual clients, corporate plans, charitable institutions, and other entities, offering portfolio management and financial planning services. The firm uses a consultative process combined with fundamental securities analysis and advanced analytical tools to create tailored portfolios, managing approximately $1.2 billion in discretionary assets.

William Eddins Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Since 1987, he has been associated with Capital Investment Counsel, Inc. and Capital Investment Group, Inc., and since 1997 with Capital Investment Brokerage, Inc. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, using an individualized approach that incorporates various analytical methods and ongoing portfolio monitoring.

Scott Loyek is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at Triangle Wealth Management in Raleigh, NC. He previously worked at Triangle Securities, LLC from 2006 to 2010. Triangle Wealth Management serves individual clients, including high-net-worth individuals, as well as corporate pension plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm provides portfolio management and financial planning services using a consultative process and foundational securities analysis supported by advanced analytical tools.

Kathleen Burkett is a CFP® professional with 34 years of industry experience. She is currently part of the team at Triangle Wealth Management and previously worked at Triangle Securities and Wells Fargo Clearing. Triangle Wealth Management serves a diverse client base including individuals, corporate pension and profit-sharing plans, charitable institutions, and trusts. The firm employs a consultative, educational process using advanced analytics and fundamental securities analysis to deliver portfolio management and financial planning services.

Jonathan Autry is a financial advisor at EQV Advisory, LLC in Raleigh, NC, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Curi RMB Capital LLC and Curi Capital, as well as six years at North Carolina State University. EQV Advisory, LLC serves qualified and accredited investors, including individuals, high-net-worth clients, corporations, small businesses, charitable institutions, and foundations. The firm offers investment advisory, wealth management, financial planning, and family office support, managing approximately $106.8 million in assets. EQV employs both model-based and custom portfolio construction, incorporating passive investments, separately managed accounts, mutual funds, ETFs, and private partnerships to address client goals, risk tolerance, and tax considerations.

Michael Noppinger is a financial advisor at Fortress Private Ledger, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Fortress Private Ledger in 2024, he worked at T. Rowe Price Investment Services, Inc. for 14 years. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities with services including financial planning, portfolio management, and Qualified Opportunity Zone advisory. The firm employs model-driven investment strategies incorporating trend identification, technical analysis, and fundamental research, offering both discretionary and non-discretionary programs.