Riley Sutter is a financial advisor at Hilltop Wealth Advisors, LLC with a Series 65 credential and approximately one year of industry experience. Prior to joining Hilltop, Riley held roles at Delegate Advisors and BSG Advisers while attending UNC Chapel Hill. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, including both high-net-worth and non-high-net-worth clients, providing financial planning, consulting, and discretionary investment management. The firm's investment process is based on fundamental analysis and tactical asset allocation, offering a range of model portfolios and ongoing account monitoring.

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.

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 industry experience. He is currently with Global Strategic NextGen OCIO, part of Global Strategic Investment Solutions, LLC, where he has worked since 2019. His prior experience includes roles at BB&T, Patriot Wealth, Inc., and The Vanguard Group. Outside of his advisory work, he serves as a limited agent managing family retirement accounts. Global Strategic Investment Solutions, LLC is a registered investment adviser serving high-net-worth individuals, donor-advised funds, endowments, and foundations. The firm uses a quantitative, model-driven approach to portfolio construction, employing a dynamic strategic asset allocation framework and a mix of public and private investment vehicles overseen by an investment committee.

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.

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 with Modern Capital Advisors, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at AXA Advisors and AXA Distributors. He also serves as National Sales Director for PCS Retirement, focusing on expanding the use of retirement plan record-keeping tools among financial advisors. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies through various custodial platforms.

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 Certified Financial Planner® with 13 years of industry experience, currently serving at Financial Symmetry Inc. in Raleigh, NC. He has been with Financial Symmetry since 2006. Financial Symmetry serves individual and family clients across various wealth levels, providing financial planning, wealth management, and specialized advisory services including small-business 401(k) plans. The firm employs a disciplined, evidence-based investment process with a focus on diversified mutual funds and ETFs, notably factor-based funds from Dimensional Fund Advisors, and manages over $1 billion in client assets.

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.

David Wise is a CFP® professional with 14 years of experience in the financial services industry. He has worked at Hilltop Wealth Advisors, LLC since 2016. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, including both non-high-net-worth and high-net-worth clients, offering financial planning, consulting, and discretionary investment management. The firm employs a tactical asset-allocation approach grounded in Modern Portfolio Theory and manages approximately $635 million in client assets across a team of nine advisors.

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.

Audrey Kayser is a CFP® professional at Old Peak Finance with three years of industry experience. Prior to joining Old Peak Finance, she held positions at Wallace & Nordan, LLP and the Community Empowerment Fund. Old Peak Finance is a team-based firm serving individuals, families, trusts, and estates, primarily focusing on higher-net-worth clients with investable assets above $2 million. The firm employs an evidence-based, asset-class investment approach using broadly diversified portfolios with mutual funds and ETFs, and offers discretionary portfolio management and comprehensive financial planning.

Ariel Rosenberg is a CFP® with two years of industry experience and currently serves as an advisor at Chicory Wealth. Prior to joining Chicory Wealth in 2024, Rosenberg worked at The Community Empowerment Fund and held various roles related to cultural innovation and sustainable development. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to develop long-term, diversified portfolios and financial plans.

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, with four years of industry experience. She holds a Series 65 credential and has worked at several firms including Nexxus Partners and The OConnor Group. Outside of finance, she consults in Human Resources for small businesses. Peace Of Mind Wealth Management serves individual and high-net-worth clients as well as corporations, trusts, foundations, and charitable organizations, providing investment management and financial planning. The firm employs a top-down, macro-environmental approach to tactical asset allocation and integrates tax-aware planning and estate services into its advisory offerings.

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.

Joshua Burgess is a CFP® and holds a Series 65 license with four years of industry experience. He is currently an advisor at Peace Of Mind Wealth Management in Raleigh, NC, where he has worked since 2024. Prior to this, he held roles at Choreo, LLC and RSM US Wealth Management LLC. Peace Of Mind Wealth Management serves individual and high-net-worth clients as well as entities including corporations, trusts, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation, utilizing mutual funds, ETFs, equities, and fixed income across discretionary and non-discretionary services.

Victor Colella is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Woodward Financial Advisors, Inc. since 2019 and previously spent three years at Adviser Investments. Woodward Financial Advisors, Inc. is a six-advisor firm providing discretionary investment management, financial planning, and wealth management services primarily to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis to build customized portfolios focused on long-term strategies, managing approximately $641.48 million in client assets.