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.

Robert Picha is a financial advisor at BSG Advisers with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Intelligent Insights, Inc., Business Owner Strategies Group, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of his advisory work, he operates a sole proprietorship selling life, disability, and long-term care insurance products. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and small- to mid-sized retirement plans by offering financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios tailored to clients’ financial plans and risk tolerance, and it provides active educational programs and business-owner–focused planning as part of its services.

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. in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. Argonautica Private Wealth Management serves individuals, retirement plans, non-profits, and businesses, managing approximately $507 million in client assets. The firm offers customized, risk-adjusted, and tax-aware investment strategies that combine active and passive approaches across various asset classes, supported by individualized investment policy statements and ongoing portfolio monitoring.

Joseph Mcleod is a financial advisor with Raleigh Capital Management Inc. in Cary, NC, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked with Raleigh Capital Management since 2017 and is also involved with Raleigh Wealth Solutions, Inc., where he processes insurance applications and recommends insurance products. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans, providing 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 sub-advisers and model portfolios, with strategies that include strategic and tactical asset allocation, options, and both short- and long-term holdings.

Christopher Kelly is a CFP® with nine years of industry experience, currently serving as a financial advisor at CapSouth Wealth Management. Prior to joining CapSouth Partners Inc in 2025, he worked for 14 years at Chemung Canal Trust Company. CapSouth Wealth Management provides discretionary and non-discretionary investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a long-term, buy-and-hold investment approach while incorporating shorter-term trading and options strategies when appropriate.

Robert Outen is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Kuhn Advisors, Inc. in Durham, NC. He has three years of industry experience, including time at Credit Suisse where he worked for ten years prior to joining Kuhn Advisors. Kuhn Advisors serves individual and high-net-worth clients, trusts, and charitable institutions, primarily through discretionary portfolio management and bundled financial planning. The firm employs a value-oriented, long-term investment approach focused on concentrated portfolios and actively managed funds.

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 industry experience, currently serving at Old Peak Finance since 2010. He holds Series 63 and Series 65 licenses and is based in Chapel Hill, NC. Old Peak Finance is a team-based firm providing comprehensive financial planning and fee-only wealth management primarily for higher-net-worth individuals, families, trusts, and estates. The firm employs an evidence-based, asset-class investment approach, focusing on diversified, low-cost portfolios using mutual funds and ETFs, with discretionary portfolio management and regular reviews.

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.

Michael Lewis is a CFA® charterholder with 27 years of industry experience. He is currently a financial advisor with Family Legacy Financial Solutions, LLC and has previously worked at Cambridge Investment Research Advisors and BNY Mellon Capital Markets. Lewis serves on the board of the American Red Cross of Eastern North Carolina. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on retirement planning and transitions. The firm offers financial planning, discretionary investment management, and licensed insurance sales, utilizing an active, model-based investment approach supported by proprietary risk-tolerance systems.

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.

Andrew Rotz is a CFP® professional with seven years of industry experience, currently serving as an advisor at Fruitful since 2022. His prior roles include positions at Fidelity Investments and Simplicity Financial Marketing. He is the founder and CEO of Tide & Tempest Financial Planning, LLC, and serves as an officer in the U.S. Navy Reserves. Fruitful Advisory provides financial planning and discretionary investment management exclusively to members of Fruitful, Inc. The firm emphasizes diversified, low-cost portfolios primarily composed of passive ETFs and index funds, delivering services through a web-based platform and client collaboration with designated Fruitful Guides.

Cory Capps is a financial advisor at Collegiate Capital Management, Inc. in Raleigh, NC, with 21 years of industry experience. He has been with Collegiate Capital Management since 2003 and holds a Series 66 designation. Capps serves on the firm's board of directors and acts as corporate secretary. Collegiate Capital Management serves individuals, trusts, pension and profit-sharing plans, and retirement plan sponsors by providing discretionary portfolio management, financial planning, and ERISA services. The firm offers customized investment strategies and manages both retail brokerage and employer-sponsored retirement accounts, with a focus on mutual funds, ETFs, fixed income, and structured products accessed through prime broker relationships.

Michael Jackson is a CFA® charterholder with 26 years of experience in the financial services industry. He has been with Raymond James Financial Services since 2016 and was previously associated with Phoenix Financial, Inc. Jackson founded a nonprofit ministry focused on supporting mission projects and serves on the finance and investment committee of Triangle Grace Church. Phoenix Wealth Advisors is a seven-advisor team managing approximately $641 million in assets across about 1,593 accounts. The firm serves individuals (including high-net-worth clients), retirement plans, trusts, estates, and corporations, offering customized financial planning and wealth management that incorporates fundamental, technical, charting, and cyclical analysis alongside both long- and short-term investment strategies.

David Stephan is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Hamilton Point Investment Advisors, LLC since 2013. He is based in Chapel Hill, NC, and is part of a seven-advisor team at the firm. Hamilton Point provides discretionary investment advisory and wealth management services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $1.21 billion in discretionary assets using a fundamental analysis-based investment process that integrates proprietary stock selections with mutual funds, ETFs, and alternative strategies.