Kent Gravely is a CFP® professional with 20 years of industry experience, currently with Fortress Private Ledger, LLC since 2019. Prior to that, he worked at LPL Financial from 2016 to 2019. Outside of his advisory role, he is involved in church ministry for music direction and performance. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities, offering financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs a model-driven investment process incorporating trend identification, technical analysis, and multiple strategies, with portfolios regularly monitored and managed in-house or via sub-advisers.

Paul Reynolds IV is a financial advisor at Triangle Wealth Management in Raleigh, NC, holding a Series 65 designation with 14 years of industry experience. He has been with Triangle Securities Wealth Management since 2012. Triangle Wealth Management serves a diverse client base including high-net-worth individuals, corporate pension plans, charitable institutions, and trusts. The firm provides portfolio management and financial planning services using a consultative process supported by fundamental securities analysis and advanced analytical tools.

Joseph Malfeo is a CFP® and ChFC® with 20 years of industry experience. He is currently with Hunter Street Investment Advisors LLC and has worked at Command Capital Management LLC since 2007. Malfeo’s prior business activities included serving as registered agent and income tax filer for several real estate investment entities, though he no longer holds those roles. Hunter Street Investment Advisors serves individual and high-net-worth households, retirement plans, trusts, charities, and business entities, providing discretionary portfolio management, financial planning, and retirement consulting. The firm employs diverse investment strategies incorporating fundamental, technical, and cyclical analysis, and combines institutional and alternative-markets experience among its team.

Grace Kvantas is a CFP® professional with 10 years of experience, currently serving clients at Financial Symmetry Inc. since 2016. She is based in Raleigh, NC, and works within a team of 15 advisors. Financial Symmetry serves a broad range of individual clients, providing financial planning, wealth management, 401(k) advice, and select tax-related services. The firm follows an evidence-based, three-step investment process and offers a mix of discretionary and non-discretionary relationships, with assets under advisement totaling approximately $1.54 billion.

Bailey Alleman is a financial advisor at Leading Edge Financial Planning LLC in Raleigh, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Leading Edge Financial Planning in 2026, Bailey held roles at Joyce and Company, Kimley-Horn, Forvis, and CliftonLarsonAllen, as well as positions in academia and education. Leading Edge Financial Planning LLC serves individuals, high net worth clients, trusts, estates, and businesses by providing wealth management, financial planning, and discretionary portfolio management. The firm employs a long-term, diversified investment approach using primarily low-cost mutual funds and ETFs, supported by a team of nine advisors across multiple offices.

Geoffrey Hall is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Beacon Wealthcare LLC in Raleigh, NC. He has been with Beacon Wealthcare since 2012, including its predecessor entity, and holds Series 63 and Series 66 licenses. Beacon Wealthcare is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and institutions. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing low-cost indexed ETFs, tax minimization, and the use of Monte Carlo analysis to assess client portfolio confidence.

Tracey Nobles is a financial advisor at TradeWinds, LLC with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Nobles has been with TradeWinds since 2022. TradeWinds serves individual investors—including high-net-worth clients—retirement plans, small businesses, and corporations by providing discretionary wealth management and comprehensive financial planning. The firm employs custom, proprietary strategies combining equities, mutual funds, and ETFs, using multiple analytical methods to guide investment decisions.

Kyle Feduccia is a financial advisor at Kuhn Advisors, Inc. in Durham, NC, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Heritage Wealth Advisors, Fathom Advisors, and LBW Wealth Management. Kuhn Advisors serves individual and high-net-worth clients, trusts, and charitable institutions through discretionary portfolio management, bundled financial planning, and limited consulting services. The firm employs a value-oriented, long-term investment approach with concentrated portfolios and active manager selection.

Kevin Brown is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Fortress Private Ledger, LLC. His prior experience includes roles at Fidelity Investments and Simplicity Wealth. Outside of financial services, he works as an Uber driver. Fortress Private Ledger serves individuals, including high-net-worth clients, 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 multi-strategy investment process utilizing technical analysis, fundamental and thematic approaches, managing portfolios with individual securities and ETFs through discretionary and non-discretionary programs.

Matthew Bockhorst is a financial advisor at Capital Advisers, Inc. in Raleigh, NC, holding a Series 65 designation with four years of industry experience. He previously worked at Beacon Pointe Advisors, LLC and has a background that includes positions at Clemson University and St. Xavier High School. Capital Advisers serves individual, high-net-worth, and institutional clients with discretionary portfolio management and customized investment solutions across traditional and alternative asset classes. The firm employs an independent, open-architecture approach, focusing on asset allocation and regularly rebalancing portfolios to address risk, cost, tax efficiency, and liquidity.

Paul Elam is a financial advisor at Oak Harbor Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and worked previously at Raymond James & Associates, Inc. from 2013 to 2021. Elam serves as a director of the Thomas R & Elizabeth E Mclean Foundation and is a board member of the Raleigh Charter High School Foundation, both nonprofit organizations with investment oversight responsibilities. Oak Harbor Wealth Partners serves individuals, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management, institutional consulting, and financial planning. The firm employs a strategic asset allocation approach centered on fundamental value analysis, supported by technical analysis for timing decisions, and manages approximately $623 million in assets across about 1,390 clients.

Jay Mckinney is a financial advisor at Fortress Private Ledger, LLC with 11 years of industry experience. He holds Series 65 and Series 63 registrations and has worked at Barnabas Capital, Brighthouse Securities, and MetLife Securities. In addition to his advisory role, he serves as an officer in the North Carolina Army National Guard. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities, offering financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm uses a combination of trend-identification and technical analysis alongside fundamental and thematic strategies, providing model-driven solutions both in-house and through sub-advisers.

Jill Homan is a Series 65 licensed advisor with Fortress Private Ledger, LLC, based in Raleigh, NC, and has five years of industry experience. She has been involved with Javelin 19 Investments and Javelin 19 Real Estate since 2011, focusing on multi-family property investment and development through various leadership roles. Fortress Private Ledger serves individual and institutional clients, providing financial planning, portfolio management, retirement plan consulting, and specialized Qualified Opportunity Zone advisory services. The firm utilizes a combination of trend identification, technical and fundamental analysis, and diverse investment strategies to manage portfolios, offering both discretionary and non-discretionary services through a network of advisers and third-party managers.

Christian Polanco 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 Wells Fargo Bank and Virginia Polytechnic Institute and State University. Financial Symmetry Inc. is a partner-owned, multi-advisor firm managing over $1 billion in client assets, providing financial planning and wealth management services to individual and family clients across various wealth levels. The firm employs a disciplined, evidence-based investment process with an emphasis on factor-based funds from Dimensional Fund Advisors and offers coordinated planning supported by in-house tax services and an Investment Committee.

Paul Reynolds is a financial advisor at Triangle Wealth Management in Raleigh, NC, holding Series 63 and Series 65 designations with 45 years of industry experience. He has been 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 provides portfolio management and financial planning services, employing a consultative process and fundamental securities analysis to develop tailored model portfolios.

Kristofer Alban is a financial advisor with BSG Advisers in Apex, NC, holding a Series 65 designation. He has experience in insurance product sales and marketing consulting as sole proprietor roles alongside his advisory work. Alban has been with BSG Advisers since 2024 and is also affiliated with ThriveCap LLC. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and retirement plans, providing financial planning, investment management, and pension consulting. The firm emphasizes growth-oriented, diversified portfolios tailored to client needs and delivers a range of educational programs and business-owner-focused services as part of its retirement-plan offerings.

Micheal Smith is a CFP® and holds a Series 65 license, with 16 years of experience in the financial industry. He has been with Financial Symmetry Inc. since 2007. Financial Symmetry serves individual clients across a range of wealth levels, advising nearly 1,000 family groups with about $1.54 billion in assets. The firm provides financial planning, ongoing wealth management, specialized services for emerging investors, small business 401(k) advice, and limited tax-return preparation, following an evidence-based investment process overseen by a quarterly Investment Committee.

Zackary Budzik is a financial advisor at Family Legacy Financial Solutions, LLC in Cary, NC, holding Series 65 and Series 63 licenses with one year of industry experience. Before joining Family Legacy, he was associated with Fidelity Investments and has experience working with the Carolina Mavericks Baseball Club. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on retirement planning and transitions. The firm employs an active, model-based investment approach using a proprietary risk-tolerance system and offers financial planning, discretionary investment management, insurance, annuity sales, and affiliated tax-preparation services.

Darian Billingsley is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Financial Symmetry Inc. in Raleigh, NC. He has been with Financial Symmetry since 2016. Financial Symmetry serves individual clients across a range of wealth levels, advising roughly 973 family groups with about $1.54 billion in assets under advisement. The firm employs an evidence-based, three-step investment process focused on developing plans, implementing diversified allocations, and ongoing monitoring, and offers services including financial planning, wealth management, and limited-scope 401(k) advice.

David Turlington II is a financial advisor at Modern Capital Advisors, LLC in Raleigh, NC, holding a Series 66 designation with five years of industry experience. His career includes roles at MML Investors Services LLC, MassMutual Life Insurance Co, and Abrigo. In addition to advisory work, he is an insurance broker involved in life and fixed annuities sales through an outside insurance agency. 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 with passive index funds and selectively added active managers or third-party strategists.