Christopher Gure is a financial advisor with Fortress Private Ledger, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at LPL Financial for three years before joining Fortress Private Ledger in 2018. In addition to his advisory role, he is part owner of Fortress Tax Services, a tax preparation business. Fortress Private Ledger serves individuals, including high-net-worth clients, retirement plans, and other entities by providing financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm uses a multi-strategy, model-driven investment approach that incorporates technical and fundamental analysis and offers both discretionary and non-discretionary management options.

Stephanie Williams is a CFP® with 19 years of industry experience. She is currently with TradeWinds, LLC, where she has worked since 2021. Prior to that, she held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. TradeWinds primarily serves individual investors, including high net worth clients, as well as small businesses and corporations, offering discretionary wealth management, financial planning, and portfolio management services. The firm uses custom strategies combining equities, mutual funds, and ETFs, and applies various analytical approaches while generally managing accounts on a discretionary basis.

Charles Rankin is a financial advisor at Hilltop Wealth Advisors, LLC in Chapel Hill, NC, with seven years of industry experience. He holds a Series 66 designation and previously worked for Edward Jones for six years, as well as with several athletic and educational foundations. Outside of advisory work, he is involved in managing a real estate rental property through Brownville Street LLC. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, offering financial planning, consulting, and discretionary investment management. The firm employs a tactical asset-allocation approach based on Modern Portfolio Theory and provides services to both non-high-net-worth and high-net-worth clients.

Richard Woods is a CFA® charterholder and Series 65 licensee with 19 years of experience in investment advisory. He has been with Hamilton Point Investment Advisors, LLC since 2007, working within a team of seven advisors based in Chapel Hill, NC. Hamilton Point provides discretionary investment advisory and wealth management services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $1.21 billion in discretionary assets and employs a hybrid investment approach that combines proprietary stock lists with mutual funds, ETFs, and alternative strategies.

Mark Kuhn is a financial advisor at Kuhn Advisors, Inc. in Durham, NC, with 22 years of industry experience. He holds a Series 65 designation and has been with Kuhn Advisors since 1993. In addition to his advisory role, Kuhn is a certified public accountant who performs accounting and tax work and serves as an investment committee member for the Triangle Community Foundation. Kuhn Advisors serves individual and high-net-worth clients, as well as trusts and charitable institutions, primarily through discretionary portfolio management and bundled financial planning. The firm employs a value-oriented, long-term investment approach with concentrated portfolios and active management, overseeing over $753 million in discretionary assets.

James Bowie is a financial advisor at TradeWinds, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Fidelity Investments, CAPTrust, and Beacon Wealthcare. Outside of his advisory career, he has been involved with Raleigh YoungLife and Wake County YoungLife. 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 employs proprietary investment strategies combining equities, mutual funds, and ETFs, using various analytical methods to tailor allocations based on client suitability factors.

Nicholas Tolerton is a financial advisor at Peace Of Mind Wealth Management with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Strategic Wealth Investment Group and Equitable Advisors. Peace Of Mind Wealth Management serves individual and high-net-worth clients as well as entities such as corporations, trusts, and charitable organizations, offering investment management and financial planning with a top-down, macro-environmental approach to tactical asset allocation. The firm integrates estate planning and tax-aware strategies into its advisory services and utilizes both internally developed and externally sourced portfolio models.

Georgios Livanos is a financial advisor at Phoenix Wealth Advisors Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley and Citigroup Global Markets. Livanos is a managing partner and co-owner of Phoenix Wealth Advisors. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations with financial planning, wealth management, retirement-plan consulting, and asset management. The firm utilizes a mix of fundamental, technical, charting, and cyclical analysis and offers both discretionary and non-discretionary strategies through its Ambassador wrap-fee program administered by Raymond James.

Mursaleen Tariq is a CFP® certificant with 12 years of industry experience, currently serving at Peace Of Mind Wealth Management in Raleigh, NC. His work history includes roles at Reutemann Financial Solutions, Inc., and Diversified Estate Services. Outside of advisory work, he is a partner in a real estate and land development business. Peace Of Mind Wealth Management serves individual and high-net-worth clients, as well as entities such as corporations, trusts, and foundations. The firm employs a top-down, macro-environmental tactical asset allocation strategy, integrating estate planning and tax-aware financial planning with portfolio management across various asset classes.

Allison Fry is a financial advisor at Phoenix Wealth Advisors Inc. in Chapel Hill, NC, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James, Wells Fargo Clearing, and Magic Ears. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations, offering financial planning, wealth management, retirement-plan consulting, and asset management. The firm uses a mix of fundamental, technical, charting, and cyclical analysis to customize advice and manages a relatively high number of accounts per advisor through its seven-advisor team.

Geoffrey Mclawhorn is a financial advisor at Modern Capital Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he owns Saltwater Insurance Services LLC, a property and casualty insurance firm. Modern Capital Advisors provides financial planning, asset management, and retirement consulting to individual, institutional, and charitable clients. The firm employs a strategic asset allocation approach using a core-and-satellite framework that combines passive index funds with selective active management.

Erin Vickery is a CFP® professional with eight years of experience in financial advising. She currently works at Old Peak Finance, where she has been since 2022, following previous roles at Sankalpa Financial and Saint Jaques. Old Peak Finance is a fee-only advisory firm serving individuals, families, trusts, and estates, primarily those with investable assets above $2 million. The firm uses an evidence-based, asset-class investment approach centered on diversified portfolios of mutual funds and ETFs, and it manages approximately $714 million in assets.

Jonathan Andrews is a CFP® with 15 years of industry experience, currently serving as an advisor at Cardinal Capital Management Inc since 2008. He holds Series 63 and Series 65 licenses and is based in Raleigh, NC. Cardinal Capital Management provides discretionary and non-discretionary, fee-only investment advisory services to individuals, trusts, estates, charitable organizations, insurance companies, and corporate entities. The firm employs quantitative, fundamental, and cyclical analysis across equities, fixed income, and ETFs, managing approximately $0.9 billion in client assets with a small advisory team.

Justin May is a CFP® professional with four years of industry experience, currently serving as an advisor at Old Peak Finance. He previously worked at Triad Financial Advisors, Zeutenhorst Financial, Martin Wardin and Eissner Financial Group, and Mission Wealth Management. Old Peak Finance provides comprehensive fee-only financial planning and wealth management primarily to higher-net-worth individuals, families, trusts, and estates. The firm employs an evidence-based, asset-class investment approach using broadly diversified portfolios of mutual funds and ETFs, with offerings that include Dimensional Fund Advisors and Vanguard funds.

Colton Tickle is a Series 65-licensed financial advisor at Financial Symmetry Inc. in Raleigh, NC, with six years of industry experience. He has been with Financial Symmetry since 2016. Financial Symmetry serves individual clients across various wealth levels and manages approximately $1.54 billion in assets for around 973 family groups. The firm provides financial planning, wealth management, small business 401(k) advice, and select tax-return preparation, using an evidence-based investment process focused on diversified allocations and ongoing monitoring.

Kenneth Auman is a CFP® and Series 65 registered advisor with 13 years of industry experience. He has been with Lindberg & Ripple since 2012. LRI Investments is a multi-advisor firm managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, with a notable focus on institutional clients and an ERISA fiduciary role in retirement plan consulting.

Martin Boney is a financial advisor at TradeWinds, LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved with the Mary Lynn Richardson Fund, a private family foundation, and serves as a director for the Richardson Corporation family trust company. TradeWinds primarily serves individual investors, including high net worth clients, as well as small businesses and corporations, offering discretionary wealth management, financial planning, and portfolio management services. The firm employs a multi-advisor team approach and constructs custom strategies that combine various investment analyses while generally managing accounts on a discretionary basis.

Mackenzie Bell is a CFP® and ChFC® with five years of industry experience, currently serving as a financial advisor at Hilltop Wealth Advisors, LLC in Chapel Hill, NC. Prior to joining Hilltop Wealth Advisors, Bell held roles at Northwestern Mutual Wealth Management Company and several other firms. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, including both non-high-net-worth and high-net-worth clients, providing financial planning, consulting, and discretionary investment management. The firm employs a tactical asset-allocation approach based on Modern Portfolio Theory and offers a range of model portfolios while also hosting educational seminars and social events for clients.

Adam Oates is a financial advisor at Peak Planning Group, LLC in Raleigh, NC, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Commonwealth Financial Network, Archer Investment Corporation, Axa Advisors, and Equitable Advisors. Peak Planning Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and estates. The firm employs a long-term, fundamentals-based investment approach with diversified portfolios using low-cost mutual funds, ETFs, and individual securities, managing approximately $710 million across several hundred client accounts.

Nicholas Hymanson is a Certified Financial Planner® with seven years of industry experience. He is currently with Peace Of Mind Wealth Management and has prior experience at POM Investment Strategies, Truist, and SunTrust Robinson Humphrey. In addition to his advisory work, he is licensed as an insurance agent for various carriers. Peace Of Mind Wealth Management serves individual and high-net-worth clients, as well as corporations, trusts, foundations, and charitable organizations, offering investment management and financial planning. The firm employs a top-down, macro-environmental approach to tactical asset allocation and incorporates estate planning and tax-aware financial planning into its advisory services.