Joseph Pessetto is a financial advisor with Cypress Capital, LLC in Raleigh, NC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of advising, he has ownership interests in a fast-casual dining business and manages multiple small ventures in events and virtual assistant services. Cypress Capital, LLC serves individuals, retirement plans, trusts, estates, and charitable organizations through a nine-advisor team. The firm employs a combination of quantitative and qualitative analysis in discretionary portfolio management, offering a range of services including financial planning, retirement consulting, and estate distribution assistance.

David Herman is a financial advisor with Fortress Private Ledger, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Arkadios Capital, Wealth Management Advisors, Triad Advisors Inc., and Wagner Wealth Management. Outside of his advisory work, he is involved in private investments in start-up companies and serves on the board of an angel investment group. Fortress Private Ledger advises individual and institutional clients, providing financial planning, portfolio management, retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm employs a dynamic investment approach that combines trend identification, technical analysis, and complementary strategies, utilizing ETFs, individual securities, and mutual funds to tailor portfolios.

Lauren Stancil is a financial advisor at Peace of Mind Wealth Management in Raleigh, NC, holding a Series 65 designation with four years of industry experience. Her work history includes roles at Nexxus Partners and multiple entities connected to Peace of Mind Wealth Management. Outside of finance, she also works as a human resources consultant for small businesses. 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 with sector rotation and combines internally developed models and third-party portfolios to meet client needs.

David Grubbs is a CFP® and ChFC® with 29 years of industry experience. He is currently with Fortress Private Ledger, LLC and has been associated with LPL Financial LLC since 2010. Outside of advisory roles, he works as a CPA/bookkeeper/tax preparer and serves as a FINRA arbitrator. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans. The firm uses a combination of technical and fundamental analysis to manage portfolios and offers services ranging from financial planning to specialized Qualified Opportunity Zone advisory.

Austin Ballenger is a Series 65 licensed advisor at Blue Ridge Wealth Planners with two years of industry experience. Prior to joining Blue Ridge Wealth Planners, he worked in various roles at Sysco Food Services, Pepsi Co., Cook's, and UT Medical Center. He is also a licensed insurance agent offering insurance products to clients. Blue Ridge Wealth Planners provides discretionary asset management and goals-based financial planning primarily to individual and high-net-worth clients. The firm employs proprietary model strategies using diversified mutual funds, ETFs, and selected third-party sub-advisers, and offers integrated wealth management that includes insurance services.

Shaelyn Raleigh is a financial advisor at Raleigh Capital Management Inc. in Cary, NC, with three years at the firm and one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Quincy Wells Capital, LLC and Great Point Capital, LLC. Outside of her advisory role, she is a registered representative offering alternative investments and serves as Director of Administration and licensed insurance agent at Raleigh Wealth Solutions. 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 acts as a manager-of-managers, utilizing third-party platforms and employing a range of investment strategies with routine annual portfolio reviews.

Arron Brisard is a financial advisor at Diversified, LLC with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Cetera Investment Advisers LLC, Legacy Capital Advisors, and LPL Financial. Brisard is also a partner at Legacy Capital Advisors, where he engages in wealth planning, financial planning, retirement planning, and investment management. Diversified, LLC serves a broad client base including individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management services, utilizing both discretionary and non-discretionary strategies, third-party managers, and a variety of platforms such as Zoe Financial.

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.

Susanna Robinson is a financial advisor with Peak Planning Group, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. Her prior roles include positions at Raymond James Financial and Resource Management Associates of Raleigh II. She serves on the advisory board of the Theosophical Investment Trust, which provides financial support to the Theosophical Society of America. Peak Planning Group, LLC offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and estates. The firm employs a long-term, fundamentals-based investment approach, managing diversified portfolios with a combination of mutual funds, ETFs, and individual securities, and sponsors a wrap-fee program with both discretionary and non-discretionary portfolio options.

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, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial LLC since 2013. Outside of his advisory role, he is an executive producer and limited partner in a film production company, Just a Pinch Productions, LLC. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm’s investment approach combines trend identification and technical analysis with fundamental strategies, utilizing a range of securities and third-party managers.

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 ChFC® with 34 years of industry experience, currently serving at Capital Advisers, Inc. He has been associated with related firms since 1995 and operates an insurance agency. Outside of financial services, he sings with various organizations and serves on the board of directors for the NC Master Chorale. Capital Advisers serves individual and institutional clients by providing discretionary portfolio management and customized investment solutions across traditional and alternative asset classes. The firm employs an independent, open-architecture approach and manages 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 an advisor at Triangle Wealth Management in Raleigh, NC, with 23 years of industry experience. She holds Series 65 and Series 63 licenses and has been associated with Triangle Securities, LLC since 2000. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm offers portfolio management and financial planning services, employing a consultative process that uses fundamental securities analysis and advanced analytical tools to create tailored investment portfolios.