Tony Sigmon is a financial advisor at Collegiate Capital Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Collegiate Capital Management since 1994 and previously worked at Securities Service Network, Inc. for 22 years. Collegiate Capital Management provides investment advisory services to individual and high-net-worth clients, retirement plan sponsors, trusts, estates, and other entities. The firm offers customized portfolio management and risk-based model portfolios, managing assets primarily on a discretionary basis with an emphasis on mutual funds, ETFs, individual equities, and fixed income, supported by proprietary research and formal prime-broker relationships.

Joseph Grabar III is a CFP® practitioner with 30 years of industry experience, currently serving at Fortress Private Ledger, LLC since 2018. Prior to this, he worked at LPL Financial, LLC for seven years. In addition to his advisory role, he is involved in various business activities including co-ownership of a tax preparation service and participation in a marketing service provider for the insurance industry. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities by providing financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm utilizes a range of investment strategies including trend identification, technical analysis, and model-driven portfolio management both in-house and through sub-advisers.

Daniel Gaugert is a financial advisor at Capital Advisers, Inc. with 35 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Capital Investment Advisory Services, LLC and Capital Investment Group, Inc. Outside of his advisory work, he is a singer involved with various organizations and serves on the board of directors for the NC Master Chorale. Capital Advisers serves individual and institutional clients with discretionary portfolio management and customized investment solutions across traditional and alternative asset classes. The firm employs an independent, open-architecture approach focused on asset allocation, managing approximately $620 million across more than 1,500 accounts.

Douglas Carpenter is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Fortress Private Ledger, LLC in Raleigh, NC. Prior to his advisory role, he worked at Comprehensive Hospitality Solutions LLC and Crosstex International. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, providing financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm employs a dynamic investment approach combining trend identification, technical analysis, and complementary strategies across various asset types, delivering services through a network of investment adviser representatives and third-party managers.

Dorothy Moravec is a financial advisor at Triangle Wealth Management in Raleigh, NC, holding Series 65 and Series 63 licenses with 23 years of industry experience. She has been associated with Triangle Securities, LLC since 2000. Triangle Wealth Management serves individual clients, including high-net-worth individuals, as well as corporate pension plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm combines portfolio management with comprehensive financial planning, using a consultative process and fundamental securities analysis to develop tailored investment strategies.

William Eddins Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Since 1987, he has been associated with Capital Investment Counsel, Inc. and Capital Investment Group, Inc., and since 1997 with Capital Investment Brokerage, Inc. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, using an individualized approach that incorporates various analytical methods and ongoing portfolio monitoring.

Scott Loyek is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at Triangle Wealth Management in Raleigh, NC. He previously worked at Triangle Securities, LLC from 2006 to 2010. Triangle Wealth Management serves individual clients, including high-net-worth individuals, as well as corporate pension plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm provides portfolio management and financial planning services using a consultative process and foundational securities analysis supported by advanced analytical tools.

Kathleen Burkett is a CFP® professional with 34 years of industry experience. She is currently part of the team at Triangle Wealth Management and previously worked at Triangle Securities and Wells Fargo Clearing. Triangle Wealth Management serves a diverse client base including individuals, corporate pension and profit-sharing plans, charitable institutions, and trusts. The firm employs a consultative, educational process using advanced analytics and fundamental securities analysis to deliver portfolio management and financial planning services.

Daniel Shanahan is a financial advisor at Modern Capital Advisors, LLC in Raleigh, NC, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MassMutual Financial Group and Modern Capital Securities, Inc. Outside of his advisory role, Shanahan serves as a General Agent for Ohio National Insurance, focusing on recruiting and offering life and disability insurance products. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm employs a strategic asset allocation approach using core passive investments combined with active satellite allocations and offers discretionary and non-discretionary management through various platforms.

Jonathan Autry is a financial advisor at EQV Advisory, LLC in Raleigh, NC, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Curi RMB Capital LLC and Curi Capital, as well as six years at North Carolina State University. EQV Advisory, LLC serves qualified and accredited investors, including individuals, high-net-worth clients, corporations, small businesses, charitable institutions, and foundations. The firm offers investment advisory, wealth management, financial planning, and family office support, managing approximately $106.8 million in assets. EQV employs both model-based and custom portfolio construction, incorporating passive investments, separately managed accounts, mutual funds, ETFs, and private partnerships to address client goals, risk tolerance, and tax considerations.

Michael Noppinger is a financial advisor at Fortress Private Ledger, LLC with 15 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for T. Rowe Price Investment Services, Inc. from 2010 to 2024. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities, offering financial planning, portfolio management, ERISA-qualified retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm employs a range of investment strategies including trend-identification and technical analysis, providing model-driven solutions managed in-house or through sub-advisers.

Yupeng Fu is a CFP® and ChFC® with 13 years of experience in the financial industry. He is currently affiliated with Modern Capital Advisors, LLC and has previously worked at Liberty Partners Financial Services and Liberty Partners Capital Management. Modern Capital Advisors serves a diverse client base including individuals, high-net-worth clients, pension plans, charities, and corporations. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index funds with selective active management, and offers both discretionary and non-discretionary portfolio management along with retirement plan consulting.

Patrick Jennings is a financial advisor with Olde Raleigh Financial Group in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Advisory Services Network, LLC. Jennings is also a licensed independent life, health, and long-term care insurance agent. Olde Raleigh Financial Group provides investment advisory and wealth management services to individuals, families, charitable organizations, and businesses. The firm follows a top-down, theme-based investment process combined with fundamental research, managing approximately $565.7 million in assets across its six-advisor team.

Jonathan Schultz is a registered financial advisor with Leading Edge Financial Planning LLC in Raleigh, NC. He holds a Series 65 designation and has one year of industry experience. Prior to joining Leading Edge, he held roles at Flexjet, Jet It, Dynamic Aviation, and Willow Valley Communities. Leading Edge Financial Planning LLC serves individuals, high net worth clients, trusts, estates, and businesses with wealth management and financial planning. The firm employs a team-based approach that emphasizes strategic asset allocation, diversification, and long-term investing using primarily low-cost mutual funds and ETFs, alongside discretionary portfolio management.

Christopher Gure is a financial advisor with Fortress Private Ledger, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at LPL Financial from 2015 to 2018 before joining Fortress Private Ledger in 2018. Outside of advisory roles, he is part owner of a tax service business providing tax preparation and filing services. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities with financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs a range of investment strategies, combining technical analysis with fundamental and thematic approaches, and offers both discretionary and non-discretionary programs managed in-house or through sub-advisers.

Wesley White is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with Altruist Advisors LLC and has prior experience at Brookstone Capital Management, Patriot Wealth Management, Retirement Wealth Advisors, FormulaFolio Investments, and American Planning Group. He is also the owner of Patriot Wealth Management, a business that sells insurance products. Altruist Advisors serves individual investors, trusts, estates, and other entities, managing approximately $190 million in discretionary assets. The firm provides ongoing portfolio management and financial planning through a team-based approach, utilizing a blend of fundamental, technical, and quantitative analysis combined with model portfolios accessed via the Altruist technology platform.

Josiah Frost is a CFP® and Series 66 registered advisor with Raleigh Capital Management Inc. He has two years of industry experience and previously worked at Janney Montgomery Scott LLC and CAPTrust. Outside of financial services, Frost was involved in Two Roosters Ice Cream for several years. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans by providing financial planning and discretionary investment management. The firm acts as a manager-of-managers, using third-party platforms to select sub-advisers while conducting ongoing portfolio monitoring and reallocation.

Katherine Skurski is a CFA® charterholder with 13 years of industry experience, currently serving at EQV Advisory, LLC since 2026. Her prior experience includes over a decade at Gulfstream Capital LLC and Gulfstream Capital Farmland Fund II, LLC. Outside of her advisory role, she is the CFO of DT Management Partners, LLC, which manages a franchise of youth swimming schools. EQV Advisory, LLC serves qualified and accredited investors with a focus on high-net-worth clients, providing investment advisory, wealth management, financial planning, and family office support. The firm employs both model-based and custom portfolio construction, using a variety of investment vehicles to tailor strategies to client goals and risk tolerance.

Charles Leedy is a CFA® charterholder with 12 years of industry experience. He is currently with Hunter Street Investment Advisors LLC, joining the firm in 2023 after working at Novant Asset Management and Comperio Retirement Consulting. Leedy holds Series 65 and Series 63 licenses. Hunter Street Investment Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a diversified investment approach including equities, ETFs, fixed income, options, and tactical allocation informed by staff expertise.

Stephanie Williams is a CFP® with 20 years of experience in the financial services industry. She has worked at TradeWinds, LLC since 2021 and previously held positions at Wells Fargo Clearing and Citigroup Global Markets. TradeWinds serves individual investors, including high-net-worth clients, as well as retirement plans, small businesses, and corporations. The firm provides discretionary wealth management and comprehensive financial planning, using custom strategies that combine equities, mutual funds, and ETFs, and employs various analytical approaches to guide investment decisions.