Allison Fry is a financial advisor at Phoenix Wealth Advisors Inc. in Chapel Hill, NC, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James, Wells Fargo Clearing, and Magic Ears. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations, offering financial planning, wealth management, retirement-plan consulting, and asset management. The firm uses a mix of fundamental, technical, charting, and cyclical analysis to customize advice and manages a relatively high number of accounts per advisor through its seven-advisor team.

Geoffrey Mclawhorn is a financial advisor at Modern Capital Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services and Northwestern Mutual Investment Management. Outside of his advisory role, he owns Saltwater Insurance Services LLC, a property and casualty insurance firm. 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 that incorporates passive index funds and selective active managers.

Erin Vickery is a CFP® professional with eight years of experience in financial advising. She is currently with Old Peak Finance, where she has worked since 2022, and previously held roles at Sankalpa Financial, Saint Jaques, and Cambridge Investment Research. Old Peak Finance provides fee-only, fiduciary wealth management and comprehensive financial planning for individuals, families, trusts, and estates, focusing primarily on clients in their prime earning years with multi-million dollar portfolios. The firm employs an evidence-based, asset-class investment approach emphasizing broad diversification, low costs, and long-term discipline, with services delivered by a team of CFP® professionals.

Austin Kobilka is a financial advisor with Altruist Advisors LLC and holds a Series 65 credential. He has eight years of industry experience, including prior roles at Brookstone Capital Management and Patriot Wealth Management. Kobilka is also involved with Patriot Wealth Management as an associate financial planner. Altruist Advisors serves individual investors, trusts, estates, and other entities through a team of Investment Adviser Representatives. The firm provides discretionary portfolio management and financial planning services, combining fundamental, technical, and quantitative analysis with model-based implementation and tax-management strategies via its integrated technology platform.

Justin May is a CFP® professional at Old Peak Finance with four years of industry experience. He has worked at several firms, including Triad Financial Advisors and Zeutenhorst Financial, before joining Old Peak Finance. The firm provides fee-only, fiduciary wealth management and comprehensive financial planning to individuals, families, trusts, and estates, primarily serving clients with multi-million dollar portfolios. Old Peak Finance employs an evidence-based, asset-class investment approach focused on broad diversification, low costs, and long-term discipline.

Kenneth Auman is a Certified Financial Planner® (CFP®) with 14 years of industry experience. He has been with Lindberg & Ripple since 2012 and also worked at M HOLDINGS SECURITIES, Inc. during that time. He is based in Chapel Hill, NC. LRI Investments, LLC is a team of 25 investment professionals managing approximately $2.78 billion across a diverse client base including individuals, high-net-worth clients, businesses, financial institutions, and state and municipal government entities. The firm focuses on customized asset allocation with a long-term orientation, offering both discretionary and non-discretionary investment management alongside retirement-plan consulting services.

Martin Boney is a financial advisor at TradeWinds, LLC with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing for six years before joining TradeWinds in 2019. Boney serves as an advisor to the Mary Lynn Richardson Fund, a private family foundation, and is a director of the Richardson Corporation, a family trust company. TradeWinds serves individual investors, including high-net-worth clients, as well as retirement plans, small businesses, and corporations, offering discretionary wealth management and comprehensive financial planning. The firm employs custom portfolios combining equities, mutual funds, and ETFs, using multiple analytical approaches to guide allocation decisions.

Mackenzie Bell is a CFP® and ChFC® with five years of industry experience, currently serving as a financial advisor at Hilltop Wealth Advisors, LLC in Chapel Hill, NC. Prior to joining Hilltop Wealth Advisors, Bell held roles at Northwestern Mutual Wealth Management Company and several other firms. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, including both non-high-net-worth and high-net-worth clients, providing financial planning, consulting, and discretionary investment management. The firm employs a tactical asset-allocation approach based on Modern Portfolio Theory and offers a range of model portfolios while also hosting educational seminars and social events for clients.

Adam Oates is a financial advisor at Peak Planning Group, LLC in Raleigh, NC, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Commonwealth Financial Network, Archer Investment Corporation, Axa Advisors, and Equitable Advisors. Peak Planning Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and estates. The firm employs a long-term, fundamentals-based investment approach with diversified portfolios using low-cost mutual funds, ETFs, and individual securities, managing approximately $710 million across several hundred client accounts.

Benjamin Yeager is a CFP®, ChFC®, and Series 66-registered advisor with 24 years of industry experience. He has been with Hilltop Wealth Advisors, LLC since 2016. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities—ranging from non-high-net-worth to high-net-worth clients—providing financial planning, consulting, and discretionary investment management. The firm combines fundamental analysis with a tactical asset-allocation framework and offers a range of model portfolios while managing approximately $635 million in client assets through a team of ten advisors.

John Yoash is a financial advisor at Modern Capital Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Pruco Securities LLC, The Prudential Insurance Company of America, and Royal Alliance. In addition to his advisory role, he is an insurance agent with Colonial Life, focusing on voluntary employee-paid group insurance benefits. 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 custodial platforms.

Jessica Scott is a CFP® and Series 66-registered advisor with three years of industry experience. She currently works at Carderock Capital Management, Inc. and has previously been affiliated with firms including Peak Planning Group, Robert W. Baird & Co., and Brown Advisory. Scott also serves as the Women's Initiative Director for the Financial Planning Association, coordinating and hosting events for women financial advisors. Carderock Capital Management provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs an active, long-term investment approach using fundamental, quantitative, and technical analysis to create customized portfolios.

Kevin Mishoe is a CFP® professional with 18 years of industry experience, currently serving at Absher Wealth Management, LLC since 2019. Prior to joining Absher, he worked at Wells Fargo Clearing from 2016 to 2019. He holds Series 63 and Series 66 licenses. Absher Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a tax-aware, cost-conscious, long-term value-oriented investment approach, focusing on businesses with strong financial metrics and dividend growth, and offers a bundled wrap program that integrates portfolio management and trade execution.

Steven Wilson is a CFA® charterholder with 22 years of experience at Capital Advisers, Inc., where he has worked since 2004. He previously worked at Capital Investment Group, Inc. from 2004 to 2024. Outside of his advisory role, Wilson engages in solo legal and consultancy work and holds various insurance licenses in North Carolina. 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 focused on asset allocation, managing approximately $620 million across more than 1,500 accounts with a small advisory team.

Alexandria Jeter is a CFP® professional at Old Peak Finance with experience at Luca Partners, Credit Suisse, and Fidelity Investments. She has a background that includes work with Young Life and Restorative Practices prior to her financial services career. Old Peak Finance is a fee-only, fiduciary wealth management firm serving individuals, families, trusts, and estates, primarily those with multi-million dollar portfolios. The firm uses an evidence-based, asset-class investment approach focused on broad diversification, low costs, and long-term discipline.

George Barrett III is a CFP® professional with one year of industry experience, currently serving at Woodward Financial Advisors, Inc. Prior to joining Woodward, he worked at Captrust for four years and has entrepreneurial experience with Carolina Solar Services LLC. Woodward Financial Advisors is a six-advisor team providing discretionary investment management, financial planning, and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $641 million in client assets, focusing on customized portfolios using primarily low-cost mutual funds, ETFs, and bonds, and applies a mix of fundamental, technical, and cyclical analysis.

Ronald King is a financial advisor at Capital Investment Counsel Inc with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Capital Investment Group, Inc. since 2007. Outside of his advisory role, he serves as president of RL King & Company, where he conducts securities litigation case reviews and provides expert testimony. Capital Investment Counsel, Inc. offers discretionary, tailored portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and estates. The firm follows a contrarian “Counsel Style” investment philosophy focused on financially strong, undervalued companies and emphasizes low turnover, tax efficiency, and customized portfolio solutions.

Robert Lincoln is a financial advisor at BTS Asset Management, Inc. in Chapel Hill, NC, holding a Series 65 designation with 12 years of industry experience. He has been with BTS Asset Management since 2013 and also has a background with Lincoln Investment Advisers, LLC. Outside of his advisory role, he manages a residential rental business called Redbud Student Rentals. BTS Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management to individuals, including high-net-worth clients, and serves as an investment manager to registered investment companies. The firm employs proprietary quantitative, fundamental, and technical analysis to generate tactical buy/sell signals and offers multi-strategy portfolios incorporating mutual funds, ETFs, and individual equities.

Ryan Campbell is a financial advisor at Kuhn Advisors, Inc. in Durham, NC, holding a Series 65 credential. He has one year of industry experience, with prior roles at Tarheel Advisors, LLC and Northwestern Mutual. Before entering the financial industry, he worked at Umstead Pines Gold and Swim Club. Kuhn Advisors serves individual and high-net-worth clients, trusts, and charitable institutions with discretionary portfolio management, financial planning, and consulting services. The firm employs a value-oriented investment approach emphasizing actively managed mutual funds, long-term holdings, and concentrated portfolios tailored to client objectives.

Austin Moore is a CFP® professional with one year of experience, currently advising at TradeWinds, LLC. He previously worked at CapFinancial Partners LLC (CAPTRUST) for five years. TradeWinds serves individual investors, including high-net-worth clients, as well as retirement plans, small businesses, and corporations by providing discretionary wealth management and comprehensive financial planning. The firm employs custom, proprietary portfolio strategies combining equities, mutual funds, and ETFs, and uses various analytical approaches to guide its investment decisions.