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.

Mark Zoril is a financial advisor at PlanVision, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with PlanVision since 2013. PlanVision provides fee-only financial planning and consulting primarily to high-net-worth individuals, delivering advice through written plans or ad-hoc consultations without requiring account minimums. The firm emphasizes fundamental analysis, a long-term allocation strategy favoring passive investments, and operates on a subscription-based fee model rather than asset-based billing.

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.

Michael Absher Jr. is a financial advisor with Absher Wealth Management, LLC in Chapel Hill, NC, holding Series 63 and Series 66 credentials and offering 30 years of industry experience. His career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with Absher Wealth Management since 2019. Absher Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a tax-aware, value-oriented investment approach with portfolios primarily focused on equities and fixed income, combining multiple analysis methods in their security selection.

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. Prior to his current role, he worked at Fidelity Investments and Triad Financial Advisors. He also has experience with the Carolina Mavericks Baseball Club. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on those planning for and transitioning into retirement. The firm employs an active, model-based investment approach using a proprietary risk-tolerance system and offers financial planning, discretionary investment management, and licensed insurance and annuity sales.

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 license with five years of industry experience. He has worked previously at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, he is also involved in outside insurance sales as an insurance broker, focusing on life and fixed annuities. 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 combining passive index funds with selective active management.

Robert Picha is a financial advisor at BSG Advisers with 19 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at Intelligent Insights, Inc., MML Investors Services, Mass Mutual Life Insurance Company, and Equitable Advisors. In addition to his advisory role, he operates a sole proprietorship selling life, disability, long-term care, and related insurance products. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and small- to mid-sized retirement plans, offering comprehensive financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios tailored to clients’ needs and provides educational programs, including a structured Financial Wellness program and retirement-plan participant education.

Michael Eklund is a CFP® with 13 years of experience in the financial industry, currently serving at Financial Symmetry Inc. in Raleigh, NC. He has been with Financial Symmetry since 2013. Financial Symmetry serves a broad range of individual clients, providing financial planning, wealth management, small business 401(k) advice, and select tax-return preparation. The firm uses an evidence-based investment process focused on diversified allocations and ongoing monitoring, with a service structure that includes both discretionary and non-discretionary client relationships.

Frank Rambusch is a financial advisor with Argonautica Private Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He joined Argonautica in 2022 after tenure at Wells Fargo Advisors and Wells Fargo Clearing. Rambusch also holds an insurance license and consults clients on insurance coverage allocations. Argonautica Private Wealth Management serves individuals, retirement plans, non-profits, foundations, and businesses, managing approximately $533 million across a team of five advisors. The firm offers customized, risk-adjusted, and tax-conscious investment strategies combining active and passive approaches and provides services including portfolio management, financial planning, and retirement-plan advisory.

Edward Stent is a financial advisor at Family Legacy Financial Solutions, LLC in Cary, NC. He holds a Series 65 designation and has two years of prior experience at PKF O'Connor Davies. Stent joined Family Legacy in 2025. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on those planning for and transitioning into retirement. The firm employs an active, model-based investment approach using a proprietary risk-tolerance system and offers financial planning, discretionary investment management, licensed insurance and annuity sales, and affiliated tax-preparation services.

Joseph Mcleod is a financial advisor with Raleigh Capital Management Inc. in Cary, NC, holding Series 65 and Series 63 licenses and having 11 years of industry experience. He has been with Raleigh Capital Management since 2017 and is also involved with Raleigh Wealth Solutions, Inc., where he processes and recommends life insurance and annuity products. Prior to his current roles, he worked at Quincy Wells Capital, LLC and Intervest International Equities Corp. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans with financial planning, discretionary investment management, and referrals to outside money managers. The firm employs a manager-of-managers approach, using third-party platforms to select and monitor sub-advisers while maintaining authority to reallocate among managers.

Christopher Kelly is a CFP® with 10 years of industry experience, currently serving as an advisor at CapSouth Wealth Management. His prior experience includes roles at Chemung Canal Trust Company, MSI Financial Services, Walnut Street Securities, and Baker Tilly Investment Advisors. CapSouth Wealth Management provides a range of advisory services including investment management, financial planning, and institutional consulting for individuals, high-net-worth clients, and various organizations. The firm focuses on building diversified, long-term portfolios aligned with clients’ financial backgrounds and risk tolerance, managing approximately $1.0 billion in assets.

Christine Foster Perry is a financial advisor at Absher Wealth Management, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Bank from 2007 to 2023. 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 portfolio management using a combination of qualitative, quantitative, technical, and relative-strength analysis.

Theodore Waechter Jr. is a CFP® professional with 16 years of experience in financial advising, currently serving at Old Peak Finance in Chapel Hill, NC. He has been with Old Peak Finance LLC since 2010. Old Peak Finance is a fee-only, fiduciary wealth management firm that provides comprehensive financial planning and portfolio management primarily to individuals, families, trusts, and estates, many of whom have multi-million dollar portfolios. The firm employs an evidence-based, asset-class investment approach focused on broad diversification, low costs, and long-term discipline, with a team composed entirely of CFP® professionals.

Richard Battle is a financial advisor at Capital Investment Counsel Inc with 32 years of industry experience. He holds a Series 63 designation and has worked at Capital Investment Counsel, Inc. since 1993 and Capital Investment Brokerage, Inc. since 1997. Outside of his advisory role, he serves as president of the 2500 Club, a social dance club in Raleigh, NC, and as president of the Lakeview Ridge Homeowners Association. Capital Investment Counsel, Inc. is a registered investment adviser providing discretionary, individually 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 investment philosophy focused on financially strong, cash-rich companies selling at low valuations, complemented by fixed-income holdings, and offers customized portfolios aligned with client objectives.

Bryan Persak is a financial advisor with Accelerate Retirement in Raleigh, NC, holding a Series 66 designation and 18 years of industry experience. His prior experience includes 18 years at Principal Securities and concurrent roles at Alkeme Financial Services, LLC and Accelerate Retirement since 2026. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation strategy with customized portfolios and provides comprehensive retirement services including plan design, participant education, and fiduciary oversight.

Matthew Pohlman is a financial advisor at Resurgent Advisors with 16 years of industry experience. He holds a Series 65 designation and has worked at Resurgent Financial Advisors LLC since 2021, following nine years at East Franklin Capital. Outside of his advisory role, he serves as a financial officer and board member of Pohlman CPA, PA, where he provides annual review and management guidance unrelated to investment activities. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities, offering financial planning and investment management services tailored to each client. The firm’s investment approach is based on fundamental analysis, with portfolios typically composed of mutual funds, ETFs, and allocations to independent sub-advisors, managed on both discretionary and non-discretionary bases.

Kenneth Nelson is a financial advisor at Hamilton Point Investment Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Admiral Capital Group and Driehaus Capital Management. Outside of finance, he serves on the board of Tecmotiv LLC, a company providing overhaul and repair services for military vehicles, and is a yoga instructor at CorePower Yoga. Hamilton Point Investment Advisors provides discretionary investment and wealth management services primarily to high-net-worth individuals and institutional clients. The firm employs a fundamentally driven, hybrid investment approach combining individual securities with mutual funds and ETFs, and it offers financial planning along with specialized strategies including alternatives and derivatives.

Kurt Dressler is a financial advisor at Capital Investment Counsel, Inc. in Raleigh, NC, with 32 years of industry experience. He has held roles at Capital Investment Brokerage, Inc. since 1997 and at Capital Investment Counsel, Inc. since 1996. He holds Series 63 and Series 65 licenses. Capital Investment Counsel, Inc. is a registered investment adviser founded in 1984 that offers discretionary, individually 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 investment philosophy centered on cash-rich, financially strong companies selling at low valuations, emphasizing low turnover, dividend reinvestment, and tax efficiency.