Daniel Shanahan is a financial advisor at Modern Capital Advisors, LLC in Raleigh, NC, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MassMutual Financial Group and Modern Capital Securities, Inc. Outside of his advisory role, Shanahan serves as a General Agent for Ohio National Insurance, focusing on recruiting and offering life and disability insurance products. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm employs a strategic asset allocation approach using core passive investments combined with active satellite allocations and offers discretionary and non-discretionary management through various platforms.

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.

Yupeng Fu is a CFP® and ChFC® with 13 years of experience in the financial industry. He is currently affiliated with Modern Capital Advisors, LLC and has previously worked at Liberty Partners Financial Services and Liberty Partners Capital Management. Modern Capital Advisors serves a diverse client base including individuals, high-net-worth clients, pension plans, charities, and corporations. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index funds with selective active management, and offers both discretionary and non-discretionary portfolio management along with retirement plan consulting.

Patrick Jennings is a financial advisor with Olde Raleigh Financial Group in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Advisory Services Network, LLC. Jennings is also a licensed independent life, health, and long-term care insurance agent. Olde Raleigh Financial Group provides investment advisory and wealth management services to individuals, families, charitable organizations, and businesses. The firm follows a top-down, theme-based investment process combined with fundamental research, managing approximately $565.7 million in assets across its six-advisor team.

Christopher Gure is a financial advisor with Fortress Private Ledger, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He worked at LPL Financial from 2015 to 2018 before joining Fortress Private Ledger in 2018. Outside of his advisor role, he is part owner of Fortress Tax Services, which provides tax preparation and filing services. Fortress Private Ledger serves individuals, including high-net-worth clients, employer-sponsored retirement plans, and other entities, offering financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm uses a model-driven investment approach incorporating trend-identification, technical analysis, and multiple strategies, with portfolios managed both in-house and through sub-advisers.

Josiah Frost is a CFP® and Series 66 registered advisor with Raleigh Capital Management Inc. He has two years of industry experience and previously worked at Janney Montgomery Scott LLC and CAPTrust. Outside of financial services, Frost was involved in Two Roosters Ice Cream for several years. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans by providing financial planning and discretionary investment management. The firm acts as a manager-of-managers, using third-party platforms to select sub-advisers while conducting ongoing portfolio monitoring and reallocation.

Charles Leedy is a CFA® charterholder with 12 years of industry experience. He is currently with Hunter Street Investment Advisors LLC and has previously worked at Novant Asset Management, Comperio Retirement Consulting, and Chapel Hill Investment Advisors. Hunter Street Investment Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of strategies including equities, ETFs, fixed income, derivatives, and option trading, with continuous portfolio monitoring and rebalancing to align with client needs and market conditions.

Charles Rankin is a CFP® professional at Hilltop Wealth Advisors, LLC with seven years of industry experience. Prior to joining Hilltop Wealth Advisors in 2025, he worked six years at Edward Jones and held positions with Ole Miss Athletics Foundation, The Educational Foundation, and The Rams Club. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management for both non-high-net-worth and high-net-worth clients. The firm employs a tactical asset-allocation approach based on Modern Portfolio Theory and offers specialized model portfolios alongside retirement-plan support and ongoing account monitoring.

Richard Woods is a CFA® charterholder and Series 65 licensee with 19 years of experience in investment advisory. He has been with Hamilton Point Investment Advisors, LLC since 2007, working within a team of seven advisors based in Chapel Hill, NC. Hamilton Point provides discretionary investment advisory and wealth management services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $1.21 billion in discretionary assets and employs a hybrid investment approach that combines proprietary stock lists with mutual funds, ETFs, and alternative strategies.

Nicholas Tolerton is a financial advisor at Peace of Mind Wealth Management with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Strategic Wealth Investment Group and Equitable Advisors. 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 using a blend of internally developed models and third-party portfolio managers, providing both discretionary and non-discretionary investment management alongside financial and estate planning services.

Georgios Livanos is a financial advisor and managing partner at Phoenix Wealth Advisors Inc. in Chapel Hill, NC, with 32 years of industry experience. His prior work includes roles at Morgan Stanley and Citigroup Global Markets. He is a Series 63 and Series 65 license holder. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations by providing financial planning, wealth management, retirement-plan consulting, and asset management. The firm uses a mix of fundamental, technical, and cyclical analysis combined with both long- and short-term strategies, managing a high account load with a blend of third-party manager models and in-house overlays.

Mursaleen Tariq is a CFP® professional with 12 years of industry experience, currently serving at Peace of Mind Wealth Management in Raleigh, NC. His prior experience includes roles at Reutemann Financial Solutions, Inc. and Quincy Wells Capital. Outside of advisory work, he is involved with POM Tax Strategies, LLC, which provides tax preparation and filing services. 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 asset allocation, blending growth and fixed-income strategies with discretionary rebalancing, supported by internally developed and third-party portfolio models.

Thomas Geraghty Jr. is a CFP® with 21 years of industry experience. He has worked at Dutch Asset Corporation since 2022 and previously spent 17 years at Stonegate Wealth Management, LLC. Dutch Asset Corporation serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides portfolio management, financial planning, and pension consulting, utilizing both fundamental and technical analysis alongside modern portfolio theory, with investment approaches that include derivatives and third-party managed accounts.

Colby Mank is a financial advisor at Mason & Associates, LLC with a Series 65 designation and two years of industry experience. He has previously worked with Coppell Advisory Solutions LLC and Penobscot Financial Advisors. Mason & Associates serves individual and high-net-worth clients, as well as trusts, providing investment management and financial planning along with services such as divorce planning and educational seminars on federal employee retirement benefits. The firm uses diversified, risk-based model portfolios and often selects independent sub-advisers to manage portfolios while tailoring recommendations to each client’s financial situation and risk tolerance.

Kevin Cochran is a financial advisor at Hunter Street Investment Advisors LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms including Verity Asset Management and Raleigh Wealth Solutions. Outside of his advisory role, Mr. Cochran occasionally teaches pickleball private lessons and clinics. Hunter Street Investment Advisors serves individual and high-net-worth households as well as retirement plans, trusts, charities, and business entities, offering discretionary portfolio management, financial planning, and retirement consulting. The firm employs a range of investment strategies and combines institutional and alternative-markets experience across its team.

Allison Fry is a financial advisor at Phoenix Wealth Advisors Inc. in Chapel Hill, NC, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James, Wells Fargo Clearing, and Magic Ears. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations, offering financial planning, wealth management, retirement-plan consulting, and asset management. The firm uses a mix of fundamental, technical, charting, and cyclical analysis to customize advice and manages a relatively high number of accounts per advisor through its seven-advisor team.

Geoffrey Mclawhorn is a financial advisor at Modern Capital Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services and Northwestern Mutual Investment Management. Outside of his advisory role, he owns Saltwater Insurance Services LLC, a property and casualty insurance firm. 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 a core-and-satellite framework that incorporates passive index funds and selective active managers.

Erin Vickery is a CFP® professional with eight years of experience in financial advising. She is currently with Old Peak Finance, where she has worked since 2022, and previously held roles at Sankalpa Financial, Saint Jaques, and Cambridge Investment Research. Old Peak Finance provides fee-only, fiduciary wealth management and comprehensive financial planning for individuals, families, trusts, and estates, focusing primarily on clients in their prime earning years with multi-million dollar portfolios. The firm employs an evidence-based, asset-class investment approach emphasizing broad diversification, low costs, and long-term discipline, with services delivered by a team of CFP® professionals.

George Nowack is a financial advisor at Hunter Street Investment Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Lenger Capital, Inc. for six years. He has also been employed by the U.S. Treasury Department's Internal Revenue Service since 2010. Hunter Street Investment Advisors offers investment advice and planning to individuals, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan consulting, employing asset-allocation strategies that incorporate equities, ETFs, mutual funds, fixed income, derivative instruments, and option trading.

Justin May is a CFP® professional at Old Peak Finance with four years of industry experience. He has worked at several firms, including Triad Financial Advisors and Zeutenhorst Financial, before joining Old Peak Finance. The firm provides fee-only, fiduciary wealth management and comprehensive financial planning to individuals, families, trusts, and estates, primarily serving clients with multi-million dollar portfolios. Old Peak Finance employs an evidence-based, asset-class investment approach focused on broad diversification, low costs, and long-term discipline.