Mark Rhoades is a CFP® professional with 20 years of industry experience. He is a financial advisor and branch manager at Phoenix Wealth Advisors Inc., where he has worked since 2018. His prior experience includes roles at Raymond James Financial Services, Morgan Stanley, and Citigroup Global Markets. Rhoades serves on the advisory board and finance/investment committee of the KDVS Foundation, a nonprofit organization. Phoenix Wealth Advisors provides financial planning, wealth management, and retirement-plan consulting to individuals, trusts, estates, corporations, and retirement plans. The firm combines fundamental, technical, and cyclical analysis with both long- and short-term investment strategies and manages a high account load through a team-based approach.

Kinston Whitener is a CFP® affiliated with Cordgrass Capital Advisors, LLC in Raleigh, NC. He has professional experience beginning in 2022, including prior roles at Oak Harbor Wealth Partners and Local Government Federal Credit Union. Cordgrass Capital Advisors serves individuals, corporations, foundations, and retirement plans with investment advisory, financial planning, institutional consulting, and retirement plan services. The firm employs a strategic asset allocation process based on client objectives and risk tolerance, utilizing fundamental analysis and third-party managers to scale operations across a large client base.

Brittany is a financial advisor at Hilltop Wealth Advisors, a fee-only financial planning firm located in Chapel Hill, NC. Brittany has been with the Hilltop team since 2014, when she started as a financial planning intern while earning her BA in Mathematics at UNC-Chapel Hill. She quickly discovered financial planning to be a perfect combination of problem solving and relationship building, which made it her ideal career path. She is a CERTIFIED FINANCIAL PLANNER™(CFP®) professional and Certified Student Loan Professional (CSLP®), and is passionate about working with Gen X & Gen Y clients. Brittany lives in Raleigh with her husband and dog. When she’s not working, she loves cheering on the Carolina Hurricanes, exploring the local food scene, and traveling to the mountains.

Adam Seidman is a financial advisor at Modern Capital Advisors, LLC in Raleigh, NC, with two years of industry experience. He holds the Series 66 designation and has worked at Modern Capital Securities, Inc. and MassMutual Life Insurance Co. He is also involved with MMC Financial, where he provides investment and insurance services. Modern Capital Advisors offers financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach, combining passive index funds with actively managed strategies to build globally diversified portfolios.

Tracy Davies is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been with Hamilton Point Investment Advisors, LLC since 2017, with a brief hiatus, and is currently part of their seven-advisor team based in Chapel Hill, NC. Hamilton Point Investment Advisors provides discretionary investment advisory and wealth management services to high-net-worth individuals, trusts, pension plans, and other entities. The firm employs a hybrid investment approach combining proprietary stock lists, mutual funds, ETFs, and alternative strategies, with a focus on fundamental analysis and operational transparency.

James Mosher is a CFP® professional with seven years of industry experience. He currently works at Old Peak Finance and has previously held roles at Bluesky Wealth Advisors, Merit Wealth Management, and Summit Financial Strategies. Old Peak Finance provides fee-only, fiduciary wealth management and comprehensive financial planning to individuals, families, trusts, and estates, focusing on clients in their prime earning years, many with multi‑million dollar portfolios. The firm employs an evidence-based, asset-class investment approach emphasizing broad diversification, long-term discipline, and low costs.

Elizabeth Stancil is a CFP® professional with 25 years of experience in the financial services industry. She is currently with Hilltop Wealth Advisors, LLC and previously held roles at The Vanguard Group, Inc., Wells Fargo Clearing, Wells Fargo Advisors, LLC, and First Citizens Investor Services, Inc. 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 manages approximately $635 million in client assets and employs a tactical asset-allocation framework based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and other investment vehicles.

Joseph Aulisi is a CFP® professional with experience in financial services since 2017. He has worked at Foundry Financial LLC since 2026 and previously held positions at Trust Company of the South, Bridge Investment Group, and United Bankshares. Foundry Financial LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs risk-based, diversified portfolios with a variety of investment vehicles and engages in ongoing portfolio management alongside financial planning.

Christopher Hostetler is a CFP® professional with 20 years of industry experience. He has been with Hilltop Wealth Advisors, LLC since 2016. The firm serves individuals, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management across a range of client types and asset levels. Hilltop Wealth Advisors employs a tactical asset-allocation approach based on Modern Portfolio Theory and offers a variety of model portfolios, including tax-aware and socially responsible options.

Jonathan George is a CFP® with four years of industry experience, currently serving as a financial advisor at Absher Wealth Management, LLC. He previously worked at Aria Financial Services and Northwestern Mutual. Outside of finance, he has been involved with The Garden Church for the past decade. Absher Wealth Management serves individuals, high-net-worth clients, trusts, businesses, and retirement plans with investment management and financial planning. The firm employs a tax-aware, long-term value approach focused on businesses with stable cash flow and dividend growth, using a combination of qualitative and quantitative analysis in portfolio construction.

Aralys Castillo is a financial advisor at Peace of Mind Wealth Management in Raleigh, NC, holding a Series 65 designation. She has one year of experience with the firm and previously worked independently as a self-employed professional for five years. Her work background also includes roles at Advanced Auto Parts and UNCG. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm uses a top-down, macro-environmental approach to tactical asset allocation, blending growth and fixed-income strategies and offering both discretionary and non-discretionary services.

Glenda Jensen is a financial advisor with Horter Investment Management, LLC, holding a Series 65 credential and 17 years of industry experience. She has been with Horter Investment Management since 2008 and also serves as President of Golden Retirement Solutions DBA Jensen Financial Group, where she focuses on financial planning and retirement preparedness. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, pension plans, and corporations. The firm employs a combination of tactical and passive multi-manager portfolios, model and custom portfolios, and offers access to alternative investments as part of its investment supervision.

Stephen Neubig is a CFP® professional with two years of experience in financial advising, currently with Hilltop Wealth Advisors, LLC. His prior work includes positions at Pathfinder Wealth Consulting and Keystone Financial Partners, as well as roles at Gannett Co Inc. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities across a range of net-worth levels, offering financial planning, consulting, and discretionary investment management. The firm uses a combination of fundamental analysis and tactical asset allocation, employing mutual funds, ETFs, and other investment vehicles to tailor portfolios aligned with clients’ risk tolerance and objectives.

Travis Hornsby is a financial advisor at SLP Wealth with CFP®, CFA®, and Series 63 credentials and three years of industry experience. He has been involved in web publishing and consulting through his ownership of Student Loan Planner since 2016. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management, financial planning, and non-discretionary 401(k) services. The firm employs diversified, risk-based portfolios using no-load mutual funds and ETFs, with ongoing monitoring and periodic rebalancing.

Taylor Cole is a CFP® and holds a Series 65 license with three years of industry experience. He is currently part of the six-advisor team at Woodward Financial Advisors, Inc. in Chapel Hill, NC, and previously worked at High Road Management LLC and The Kahn-Williams Family. Woodward Financial Advisors provides discretionary investment management, financial planning, and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a customized portfolio approach using primarily low-cost mutual funds, ETFs, and bonds, combining fundamental, technical, and cyclical analysis with continuous monitoring and formal annual reviews.

Glenn Andrews is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Cardinal Capital Management Inc in Raleigh, NC since 2004. Cardinal Capital Management provides fee-only investment advisory services to individuals, trusts, estates, charitable organizations, insurance companies, and corporate entities. The firm employs a combination of quantitative, fundamental, and cyclical analysis across equities, fixed income, and ETFs, managing approximately $0.9 billion in client assets with a small advisory team.

Frank Brown Jr. is a financial advisor at Arjuna Capital, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Arjuna Capital since 2016. Arjuna Capital provides investment advisory and financial planning services to individuals, trusts, charitable organizations, and business entities, while also managing private pooled investment vehicles. The firm integrates sustainability factors into its investment approach and manages approximately $642 million in discretionary assets.

Daniel Routh is a CFP® professional with nine years of industry experience, currently serving as an advisor at Old Peak Finance since 2019. Prior to that, he worked at Exencial Wealth Advisors from 2016 to 2019. Old Peak Finance is a fee-only, fiduciary wealth management firm that serves individuals, families, trusts, and estates, focusing on clients in their prime earning years and those 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 portfolios typically built using academic research-driven fund managers.

Stephen Ross is a financial advisor at TradeWinds, LLC in Raleigh, NC, holding Series 63 and Series 65 designations with 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. 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 and constructs custom strategies using a blend of equities, mutual funds, ETFs, and various analytical approaches, managing accounts mostly on a discretionary basis.

Zakariya Wahdan is a financial advisor at Absher Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo. Wahdan is based in Chapel Hill, NC. Absher Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm emphasizes tax-efficient, cost-conscious asset allocation and value-oriented security selection, managing client portfolios primarily on a discretionary basis.