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.

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 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® and holds a Series 66 license with 20 years of industry experience. He currently serves at Raleigh Capital Management Inc. and Quincy Wells Capital, LLC, having previously worked at Fidelity Brokerage Services LLC, Valic Financial Advisors, Ameriprise, and Edward Jones. 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, employing third-party platforms and utilizing a range of investment strategies with routine annual portfolio reviews.

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 33 years of industry experience. He has been with Collegiate Capital Management since 1994 and previously worked at Securities Service Network, Inc. for 22 years. Collegiate Capital Management provides investment advisory services to individual and high-net-worth clients, retirement plan sponsors, trusts, estates, and other entities. The firm offers customized portfolio management and risk-based model portfolios, managing assets primarily on a discretionary basis with an emphasis on mutual funds, ETFs, individual equities, and fixed income, supported by proprietary research and formal prime-broker relationships.

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.

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 at Triangle Wealth Management in Raleigh, NC, holding Series 65 and Series 63 licenses with 23 years of industry experience. She has been associated with Triangle Securities, LLC since 2000. 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 combines portfolio management with comprehensive financial planning, using a consultative process and fundamental securities analysis to develop tailored investment strategies.

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 65 and Series 63 licenses and previously worked for T. Rowe Price Investment Services, Inc. from 2010 to 2024. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities, offering financial planning, portfolio management, ERISA-qualified retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm employs a range of investment strategies including trend-identification and technical analysis, providing model-driven solutions managed in-house or through sub-advisers.

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.

Jonathan Schultz is a registered financial advisor with Leading Edge Financial Planning LLC in Raleigh, NC. He holds a Series 65 designation and has one year of industry experience. Prior to joining Leading Edge, he held roles at Flexjet, Jet It, Dynamic Aviation, and Willow Valley Communities. Leading Edge Financial Planning LLC serves individuals, high net worth clients, trusts, estates, and businesses with wealth management and financial planning. The firm employs a team-based approach that emphasizes strategic asset allocation, diversification, and long-term investing using primarily low-cost mutual funds and ETFs, alongside discretionary portfolio management.

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 previously worked at LPL Financial from 2015 to 2018 before joining Fortress Private Ledger in 2018. Outside of advisory roles, he is part owner of a tax service business providing tax preparation and filing services. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities with financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs a range of investment strategies, combining technical analysis with fundamental and thematic approaches, and offers both discretionary and non-discretionary programs managed in-house or through sub-advisers.