Radon Stancil is a CFP® professional with 19 years of experience in financial advisory roles. He is currently with Peace of Mind Wealth Management, where he has worked since 2020, and previously held positions at Reutemann Financial Solutions and Diversified Estate Service. Stancil is also a licensed owner selling fixed insurance products and manages an affiliated tax preparation and filing service. 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 and offers a range of services, including investment management, financial planning, estate-planning guidance, and access to tax preparation through an affiliated entity.

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.

Robin Mitler is a financial advisor at Strathmore Capital Advisors with 19 years of industry experience. He holds the Series 66 designation and previously worked for New Potomac Partners, LLC for 11 years. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and goals-based financial planning. The firm employs an asset-allocation driven investment approach using mutual funds and ETFs, integrates technology for client service and administrative tasks, and offers distinctive services including a securities-backed lending strategy and integrated tax and estate-planning solutions.

Ralston Turner is a financial advisor at TradeWinds, LLC in Raleigh, NC, with eight years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for six years, as well as at Bank of America and Merrill Lynch. TradeWinds serves individual investors, including high-net-worth clients, retirement plans, small businesses, and corporations by providing discretionary wealth management and comprehensive financial planning. The firm implements portfolios using custom strategies that combine equities, mutual funds, and ETFs, applying various analytical methods and documenting client suitability factors before allocation decisions.

Dhrumil Parikh is a financial advisor with Modern Capital Advisors, LLC in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been affiliated with Liberty Partners Capital Management, LLC and Liberty Partners Financial Services, LLC since 2014. 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 using passive index funds and ETFs alongside actively managed funds, and offers Strategic Portfolio Management strategies through custodial platforms.

Brian DeBruin is a financial advisor at BrightPath Wealth Advisors LLC in Raleigh, NC, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Carroll Financial Associates and Eqis Capital Management. In addition to his advisory role, he serves as an adjunct professor at Wake Tech Community College, teaching non-credit financial and investment courses. BrightPath Wealth Advisors LLC provides discretionary portfolio management and comprehensive financial planning to individual, high-net-worth, and corporate clients. The firm utilizes fundamental analysis, develops tailored investment policy statements, and manages accounts with regular monitoring and reviews, including the use of third-party sub-advisors when appropriate.

Peter Adams is a CFP® with 25 years of experience in the financial services industry. He currently works at Prosperity - An EisnerAmper Company and has held roles at firms including Avantax Advisory Services and HPG Wealthcare Advisors. He is also licensed as an insurance agent, involved in fixed insurance and annuity sales. Prosperity - An EisnerAmper Company serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets and uses a multi-team approach emphasizing asset allocation, diversification, and third-party management solutions.

Edward Watkins is a financial advisor with IFG Advisory, LLC in Raleigh, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including long tenures at Minnesota Life, Delta Financial Inc., and his own firm, Edward Watkins & Associates, Inc. Watkins has also worked at Securities America Advisors and LPL Financial. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, employing a diversified investment approach that includes portfolio management, third-party model portfolios, and management of held-away assets. The firm also offers specialized services such as real-estate-related planning and retirement plan consulting.

Malcolm Trevillian is a CFA® charterholder with 19 years of industry experience, currently serving at Verity Asset Management since 2011. He is based in Durham, NC. Outside of his advisory role, he volunteers on the finance committee of The Chamber Orchestra of the Triangle, a music and education nonprofit. Verity Asset Management is an SEC-registered adviser providing discretionary portfolio management, model portfolios, retirement-plan advisory, and financial planning to individual, corporate, institutional, and other adviser clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party strategies while operating under fiduciary and ERISA standards.

Philip Ferrara III is a financial advisor at Merit Financial Advisors with 23 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His prior experience includes roles at Scholar Financial Advising, Northwestern Mutual Wealth Management Company, and Larson Financial Group. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation managed through centrally coordinated model portfolios and uses a combination of internal investment management and third-party sub-advisers.

Christian Keedy is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Guardian Wealth Advisors, LLC since 2022. His prior roles include positions at Aptus Capital Advisors, LLC and Gordon Asset Management. Outside of his advisory work, he is president of CDK Capital Corp. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

John Hawkins is a financial advisor at United Brokerage Services, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at FTB Advisors, PNC Bank, and Edward Jones. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach includes strategic and tactical asset allocation, use of mutual funds, ETFs, individual securities, third-party research, and tax-aware overlays, typically advising on a non-discretionary basis.

Robert Malone III is a financial advisor with Prosperity - An EisnerAmper Company based in Raleigh, NC. He holds a Series 66 designation and has 24 years of industry experience. Prior to his current role, he worked at firms including Avantax Advisory Services and HPG WealthCare Advisors. He is also a partner at EisnerAmper, where he is involved in tax and accounting services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, utilizing third-party managers and technology platforms to support client financial planning and account administration.

Steven Katzenstein is a financial advisor with Prosperity - An EisnerAmper Company based in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Avantax Advisory Services, HPG Wealthcare Advisors, and 1st Global Advisors. Katzenstein is also licensed as an insurance agent with involvement in fixed insurance and annuity sales. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, utilizing both discretionary and non-discretionary management approaches and third-party technology platforms.

Ashwini Ahluwalia is a CFP® with 36 years of industry experience, currently serving at Prosperity Capital Advisors. Prior to joining Prosperity Capital Advisors in 2023, Ashwini held roles at firms including ONETEAM FINANCIAL LLC, Atlas Advisory Group, and MSI Financial Services. Ashwini is involved in social security planning and serves as a speaker for financial professional training programs. Prosperity Capital Advisors is an SEC-registered firm that provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm emphasizes model-based, asset-allocation strategies and ongoing portfolio supervision using model suites from providers such as BlackRock, Dimensional, and Vanguard.

Grant Russell is a CFP® with nine years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC. He has previously worked at Millennium Advisory Services, Inc. and has been involved in lacrosse officiating associations since 2015. HUB Investment Partners serves a diverse client base including institutional investors, public entities, and individual clients. The firm employs a blend of active and passive investment strategies across various asset types, offering portfolio management, retirement planning, and specialized advisory services for banks and municipalities.

Paul Lindsay is a financial advisor with CreativeOne Wealth, LLC in Cary, NC, holding Series 63 and 65 licenses and 29 years of industry experience. He has held roles at Triangle Advisors Group since 2007 and Brokers International Financial Services from 2009 to 2018. He is also an independent insurance agent and owner of Triangle Advisors Group, Inc., which conducts insurance and securities sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and RIAs. The firm manages primarily discretionary accounts using proprietary and third-party model portfolios, employing a range of investment strategies including ETFs, mutual funds, options, and select private investments.

Brandon Fentress is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors, Inc., Gordon Asset Management, LLC, and Aptus Capital Advisors, LLC. Outside of advisory services, he is also a licensed life insurance agent. Guardian Wealth Advisors provides investment advisory, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm uses a systematic approach combining fundamental and technical analysis and offers portfolio management through mutual funds, ETFs, bonds, options, and equities.

Sean Mcgill is a financial advisor at Verity Asset Management in Durham, NC, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Verity Financial Group and its affiliates since 2011. Mcgill is also a partner at PlanScope360, LLC, a plan administration business. Verity Asset Management is an SEC-registered investment adviser that offers discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional, and other adviser clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and manages a proprietary no-load mutual fund while serving as a sub-advisor and service provider to other advisers.

Elizabeth Boehne is a CFP® with two years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners. Prior to joining Abacus, she worked at Woodward Financial Advisors and has experience with Presbyterian Campus Ministry and the Greensboro Chamber of Commerce. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base including individuals, families, trusts, and charitable organizations. The firm employs an asset-class investing approach based on academic research, utilizing no-load mutual funds, ETFs, and passive institutional funds, and integrates ESG screening and private pooled vehicles into suitable portfolios.