William Brisard is a financial advisor at Diversified, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Cetera Investment Advisers LLC, Cetera Wealth Services, LLC, and Legacy Capital Advisors, LLC. Diversified, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and pooled investment vehicles. The firm uses a comprehensive planning process with tailored portfolio strategies and leverages third-party managers and platforms, offering both automated and manual portfolio oversight.

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, holding a Series 65 designation with four years of industry experience. Her work history includes roles at Nexxus Partners and multiple entities connected to Peace of Mind Wealth Management. Outside of finance, she also works as a human resources consultant for small businesses. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation with sector rotation and combines internally developed models and third-party portfolios to meet client needs.

David Grubbs is a financial advisor at Fortress Private Ledger, LLC with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial and Concourse Financial Group Securities. Outside of advising, he is a CPA, bookkeeper, tax preparer, and serves as a FINRA arbitrator. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities, offering financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm employs a blend of trend-identification, technical analysis, and fundamental strategies, delivering both discretionary and non-discretionary investment solutions.

Arron Brisard is a financial advisor at Diversified, LLC with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Cetera Investment Advisers LLC, Legacy Capital Advisors, and LPL Financial. Brisard is also a partner at Legacy Capital Advisors, where he engages in wealth planning, financial planning, retirement planning, and investment management. Diversified, LLC serves a broad client base including individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management services, utilizing both discretionary and non-discretionary strategies, third-party managers, and a variety of platforms such as Zoe Financial.

Joshua Burgess is a CFP® professional with four years of experience in financial advising. He is currently with Peace of Mind Wealth Management, where he has worked since 2024. Prior to this, he held positions at Choreo, LLC and RSM US Wealth Management LLC. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation, combining blended growth and fixed-income strategies tailored to client profiles and utilizing both internally developed and third-party model portfolios.

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.

William Bost is a CFA® charterholder and holds a Series 65 license. He has four years of industry experience and currently serves as an advisor at Absher Wealth Management, LLC. Prior to joining Absher, he worked at Deloitte LLP and spent time at the University of Georgia. 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, value-oriented asset allocation and employs a multi-advisor team approach to portfolio management and financial planning.

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.

Richard Balamucki is a financial advisor at Cranbrook Wealth Management, LLC in Chapel Hill, NC, with 16 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes time at REB Strategic Business Consulting, LLC and long-term service at Cranbrook Wealth Management. Cranbrook Wealth Management serves individual, high-net-worth, institutional, and fiduciary clients, managing approximately $907 million across about 250 accounts. The firm offers discretionary investment management, integrated financial planning, and retirement and estate planning, employing tailored portfolios based on risk assessments and utilizing tax-aware strategies through third-party subadvisors.

Marci Hansen is a financial advisor with Hamilton Point Investment Advisors, LLC in Chapel Hill, NC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Asset Insure, Inc., LPL Financial, LLC, and Founders Wealth Advisors, LLC. Hamilton Point Investment Advisors provides discretionary investment advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm manages approximately $1.21 billion in discretionary assets and utilizes a hybrid investment approach combining proprietary stock selections with mutual funds, ETFs, and alternative strategies.

Sean Planchard is a financial advisor at Torrey Growth & Income Advisors, LLC with one year of industry experience. He previously worked at Fortress Private Ledger, LLC, NextGen Law, and McKinsey & Company. Outside of his advisor role, he is the founder and general partner of v96 Capital, a private investment firm, and serves as an outside advisor on the advisory board of Dealonomy, LLC, a tech-enabled business brokerage firm. Torrey Growth & Income Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis, tactical asset allocation, and cash management to build customized portfolios, including equities, ETFs, fixed income, options, and private investments, tailored to client-specific risk profiles.

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.

Andrew Blass is a financial advisor at Atlantic Private Wealth, LLC in Chapel Hill, NC, holding a Series 65 designation with 15 years of industry experience. He worked at Goldman Sachs Personal Financial Management for six years before joining Atlantic Private Wealth in 2021. Atlantic Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, endowments, corporations, and retirement plans, offering investment management, financial planning, and corporate retirement plan services. The firm employs a tailored investment approach using asset allocation combined with technical and quantitative analysis across a variety of instruments and strategies.

Robert Roland IV is a CFP® professional with five years of experience at Absher Wealth Management, LLC in Chapel Hill, NC. Prior to joining Absher in 2021, he spent 11 years at the Law Offices of John T. Orcutt, P.C. Absher Wealth Management serves individual and high-net-worth clients, trusts, businesses, and retirement plans, providing investment management and financial planning services. The firm uses a tax-aware, value-oriented investment approach focused on businesses with predictable free cash flow and a history of dividend growth.

Courtney Cubbin is a CFP® professional at Woodward Financial Advisors, Inc. with three years of industry experience. Prior to joining Woodward, she worked at Standish Management for two years and attended Haverford College. Woodward Financial Advisors, Inc. is an independent, fee-only firm serving individuals, families, trusts, and estates. The firm employs a strategic, globally diversified investment approach focused on low-cost passive index funds and ETFs, providing customized financial planning and discretionary portfolio management.

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.

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.