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 in Raleigh, NC, with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James Financial Services Advisors and Advisory Services Network. He is president-elect of the Rotary Club of the Capital City and has been a member since 2016. Olde Raleigh Financial Group provides discretionary investment management and financial planning for individuals and families, focusing on a top-down, theme-driven investment process combined with fundamental research and customized portfolio construction. The firm typically manages accounts on a discretionary basis with an emphasis on U.S. equities, ETFs, and conservative options strategies.

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 at TradeWinds, LLC in Raleigh, NC, holding a Series 66 designation with 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He is also the owner of Shand Wealth Management LLC, an investment-related registered investment adviser. TradeWinds primarily serves individual investors, including high net worth clients, as well as small businesses and corporations, offering discretionary wealth management, financial planning, and portfolio management services. The firm employs a multi-advisor team approach and constructs custom strategies using a combination of equities, mutual funds, ETFs, and various analytical methods.

Suyoung Cha is a financial advisor at BSG Advisers with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including New York Life and Wells Fargo. Outside of advising, she 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 small- to mid-sized retirement plans, offering financial planning, investment management, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios tailored to client needs and provides a distinctive educational program alongside business-owner–focused services and ERISA fiduciary advisory for retirement accounts.

Alexander Mihajlov is a financial advisor with Olde Raleigh Financial Group in Raleigh, NC, holding Series 63 and Series 66 licenses and over 40 years of industry experience. His prior work includes roles at Advisory Services Network, LLC and Raymond James Financial Services Advisors. Outside the financial industry, he is part owner of two pest control businesses and an industrial equipment sales company, among other entrepreneurial activities. Olde Raleigh Financial Group provides discretionary investment management and financial planning services primarily for high-net-worth individuals and families. The firm employs a top-down, theme-driven investment approach combined with fundamental research and customized portfolios, typically including U.S. equities, ETFs, and limited fixed-income exposure.

Matthew Underwood is a CFA® charterholder with 13 years of experience in investment advisory. He is currently with Global Strategic NextGen OCIO, part of Global Strategic Investment Solutions, where he has worked since 2019. His prior experience includes roles at BB&T, Patriot Wealth, and Vanguard Advisers. Outside of his advisory work, he serves as a limited agent managing family retirement accounts. Global Strategic Investment Solutions provides discretionary portfolio management and third-party manager selection for high-net-worth individuals, donor-advised funds, endowments, and foundations. The firm employs a dynamic strategic asset allocation framework using proprietary quantitative models and emphasizes access to a broad range of investment vehicles, including public and private markets.

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. Erickson has also been involved in the hospitality industry, working at MyWay Tavern and Mellow Mushroom. 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, using third-party platforms to select sub-advisers and model portfolios while conducting ongoing monitoring and reallocations.

Haley Modlin is a CFP® professional at Financial Symmetry Inc. in Raleigh, NC, with six years of industry experience. She has worked at Financial Symmetry since 2014, including its prior iteration before rebranding. Financial Symmetry serves individual clients across various wealth levels, providing financial planning, wealth management, and 401(k) advisory services to approximately 973 family groups with $1.54 billion in assets under advisement. The firm employs an evidence-based investment process with diversified allocations, guided by a quarterly Investment Committee, and offers a mix of discretionary and non-discretionary client relationships.

Matthew Drummond is a financial advisor at Modern Capital Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at firms including Axa Advisors and Equitable Advisors. In addition to his advisory work, Drummond serves as National Sales Director at PCS Retirement, focusing on expanding the use of retirement plan record-keeping tools among financial advisors. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, pension plans, charities, and corporations. The firm employs a core-and-satellite investment approach combining passive index funds with selective active management and offers client support through comprehensive financial plans and ongoing portfolio oversight.

Emma Schneider is a financial advisor at TradeWinds, LLC in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining TradeWinds, she worked at Morgan Stanley and has a background that includes roles in education and other sectors. TradeWinds serves individual investors, retirement plans, small businesses, and corporations, offering discretionary wealth management and financial planning. The firm employs custom strategies combining equities, mutual funds, and ETFs, utilizing various analytical approaches to tailor investment decisions to client suitability factors.

William Holt is a CFP® professional with 14 years of industry experience, currently serving at Financial Symmetry Inc. in Raleigh, NC. He has been with Financial Symmetry since 2006 and holds Series 63 and Series 65 licenses. Financial Symmetry serves approximately 973 family groups with $1.54 billion in assets under advisement, providing a range of services including financial planning, wealth management, small business 401(k) advice, and select tax-return preparation. The firm follows an evidence-based, three-step investment process involving planning, diversified implementation, and ongoing monitoring, with a governance oversight by a quarterly Investment Committee.

Daniel Logan is a CFP® professional with seven years of industry experience, currently serving at Beacon Wealthcare LLC since 2023. His prior roles include positions at Zora Financial, CapFinancial Partners (CAPTRUST), and Welch Hornsby, Inc. Beacon Wealthcare is a fee-only registered investment adviser that serves individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm provides comprehensive financial planning and discretionary portfolio management using a diversified, low-cost indexed ETF strategy combined with Monte Carlo analysis and daily portfolio monitoring.

Timothy Whitney is a CFP® with 23 years of industry experience, currently serving as a financial advisor at TradeWinds, LLC since 2022. He previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Outside of advising, Whitney is a finance committee chair for the WakeMed Foundation and lectures on financial fraud and manipulation. He is also the author of a book titled *To End All Series - I, Lucifer*. TradeWinds primarily serves individual investors, including high net worth clients, as well as small businesses and corporations, offering discretionary wealth management, financial planning, and portfolio management services. The firm employs custom strategies combining equities, mutual funds, and ETFs, using a mix of fundamental, technical, cyclical, and modern portfolio theory analyses.

Niamh Douglas is a CFP® affiliated with Financial Symmetry Inc. in Raleigh, NC, with two years of industry experience. She has been with Financial Symmetry since 2019, including her time as a student and professional. Financial Symmetry serves individual clients across varied wealth levels, providing financial planning, wealth management, Emerging Wealth services, limited-scope small business 401(k) advice, and select tax-return preparation. The firm uses an evidence-based, three-step investment process focused on diversified mutual fund and ETF allocations, supported by a quarterly Investment Committee.

Ryan Smith is a CFP® professional with 18 years of experience in financial advising. He is currently with Beacon Wealthcare LLC, where he has worked since 2021, following prior roles at Beacon Wealthcare, Inc. and Raymond James Financial Services. Beacon Wealthcare is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and institutions. The firm focuses on comprehensive financial planning and discretionary portfolio management using broadly diversified, low-cost indexed ETFs and employs Monte Carlo analysis to assess client plan outcomes.