Suyoung Cha is a financial advisor at BSG Advisers with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including New York Life and Wells Fargo. Outside of advising, she is involved in the sale of life, disability, and long-term care insurance products as a sole proprietor. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and small- to mid-sized retirement plans, offering financial planning, investment management, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios tailored to client needs and provides a distinctive educational program alongside business-owner–focused services and ERISA fiduciary advisory for retirement accounts.

Alexander Mihajlov is a financial advisor with Olde Raleigh Financial Group in Raleigh, NC, holding Series 63 and Series 66 licenses and over 40 years of industry experience. His prior work includes roles at Advisory Services Network, LLC and Raymond James Financial Services Advisors. Outside the financial industry, he is part owner of two pest control businesses and an industrial equipment sales company, among other entrepreneurial activities. Olde Raleigh Financial Group provides discretionary investment management and financial planning services primarily for high-net-worth individuals and families. The firm employs a top-down, theme-driven investment approach combined with fundamental research and customized portfolios, typically including U.S. equities, ETFs, and limited fixed-income exposure.

Matthew Underwood is a CFA charterholder with 13 years of industry experience. He is currently with Global Strategic NextGen OCIO, part of a five-advisor team at Global Strategic Investment Solutions, where he has worked since 2019. Prior to this, he held positions at BB&T, Patriot Wealth, Inc./Retirement Wealth Advisors, and The Vanguard Group. Outside of his advisory role, he serves as a limited agent managing family retirement accounts. Global Strategic Investment Solutions serves high-net-worth individuals, donor-advised funds, endowments, and foundations with discretionary portfolio management and third-party manager selection. The firm employs a dynamic strategic asset allocation framework supported by proprietary quantitative models and emphasizes due diligence on a broad investable universe that includes public and private market investments.

Garrick King is a CFP® professional with four years of industry experience, currently serving at Financial Symmetry Inc. in Raleigh, NC. His prior experience includes roles at US Trust and FTB Advisors, as well as a position at Campbell University. Financial Symmetry serves individual clients across a broad range of wealth levels, advising approximately 973 family groups with about $1.54 billion in assets. The firm employs an evidence-based investment process focused on diversified allocations and ongoing monitoring, offering services from financial planning to select private equity access for qualified investors.

Miller Hoffman is a CFP® with seven years of industry experience, currently serving as a financial advisor at TradeWinds, LLC. His prior roles include positions at The Vanguard Group, the Federal Deposit Insurance Corporation, and Wells Fargo Advisors. He also has experience associated with Clemson University from 2016 to 2019. TradeWinds, LLC serves individual investors, retirement plans, small businesses, and corporations, offering discretionary wealth management and comprehensive financial planning. The firm employs custom strategies combining equities, mutual funds, and ETFs, utilizing various analytical approaches and documenting client suitability factors before making allocation decisions.

Jack Erickson is a financial advisor at Raleigh Capital Management Inc. with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Quincy Wells Capital, Great Point Capital, and Ameriprise Financial. Erickson has also been involved in the hospitality industry, working at MyWay Tavern and Mellow Mushroom. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans by providing financial planning, discretionary investment management, and referrals to outside money managers. The firm typically acts as a manager-of-managers, using third-party platforms to select sub-advisers and model portfolios while conducting ongoing monitoring and reallocations.

Haley Modlin is a CFP® professional at Financial Symmetry Inc. in Raleigh, NC, with six years of industry experience. She has worked at Financial Symmetry since 2014, including its prior iteration before rebranding. Financial Symmetry serves individual clients across various wealth levels, providing financial planning, wealth management, and 401(k) advisory services to approximately 973 family groups with $1.54 billion in assets under advisement. The firm employs an evidence-based investment process with diversified allocations, guided by a quarterly Investment Committee, and offers a mix of discretionary and non-discretionary client relationships.

Andrew Schwartz is a financial advisor at Madison Advisory Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research and Lion Street Financial. He serves as a board member of the Release Recovery Foundation. Madison Advisory Services serves a diverse client base, including individual, high-net-worth clients, and participant-directed retirement and pension plans. The firm offers discretionary portfolio management, financial planning, and access to third-party managed programs, using strategic and tactical asset allocation with regular rebalancing.

Matthew Drummond is a financial advisor with Modern Capital Advisors, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at AXA Advisors and AXA Distributors. He also serves as National Sales Director for PCS Retirement, focusing on expanding the use of retirement plan record-keeping tools among financial advisors. 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 with globally diversified portfolios and offers Strategic Portfolio Management strategies through various custodial platforms.

Emma Schneider is a financial advisor at TradeWinds, LLC in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining TradeWinds, she worked at Morgan Stanley and has a background that includes roles in education and other sectors. TradeWinds serves individual investors, retirement plans, small businesses, and corporations, offering discretionary wealth management and financial planning. The firm employs custom strategies combining equities, mutual funds, and ETFs, utilizing various analytical approaches to tailor investment decisions to client suitability factors.

William Holt is a CFP® professional with 14 years of industry experience, currently serving at Financial Symmetry Inc. in Raleigh, NC. He has been with Financial Symmetry since 2006 and holds Series 63 and Series 65 licenses. Financial Symmetry serves approximately 973 family groups with $1.54 billion in assets under advisement, providing a range of services including financial planning, wealth management, small business 401(k) advice, and select tax-return preparation. The firm follows an evidence-based, three-step investment process involving planning, diversified implementation, and ongoing monitoring, with a governance oversight by a quarterly Investment Committee.

Daniel Logan is a CFP® professional with seven years of industry experience, currently serving at Beacon Wealthcare LLC since 2023. His prior roles include positions at Zora Financial, CapFinancial Partners (CAPTRUST), and Welch Hornsby, Inc. Beacon Wealthcare is a fee-only registered investment adviser that serves individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm provides comprehensive financial planning and discretionary portfolio management using a diversified, low-cost indexed ETF strategy combined with Monte Carlo analysis and daily portfolio monitoring.

Timothy Whitney is a CFP® with 23 years of industry experience, currently serving as a financial advisor at TradeWinds, LLC since 2022. He previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Outside of advising, Whitney is a finance committee chair for the WakeMed Foundation and lectures on financial fraud and manipulation. He is also the author of a book titled *To End All Series - I, Lucifer*. 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 custom strategies combining equities, mutual funds, and ETFs, using a mix of fundamental, technical, cyclical, and modern portfolio theory analyses.

David Wise is a CFP® professional with 14 years of experience in the financial services industry. He has worked at Hilltop Wealth Advisors, LLC since 2016. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, including both non-high-net-worth and high-net-worth clients, offering financial planning, consulting, and discretionary investment management. The firm employs a tactical asset-allocation approach grounded in Modern Portfolio Theory and manages approximately $635 million in client assets across a team of nine advisors.

Niamh Douglas is a CFP® affiliated with Financial Symmetry Inc. in Raleigh, NC, with two years of industry experience. She has been with Financial Symmetry since 2019, including her time as a student and professional. Financial Symmetry serves individual clients across varied wealth levels, providing financial planning, wealth management, Emerging Wealth services, limited-scope small business 401(k) advice, and select tax-return preparation. The firm uses an evidence-based, three-step investment process focused on diversified mutual fund and ETF allocations, supported by a quarterly Investment Committee.

Ryan Smith is a CFP® professional with 18 years of experience in financial advising. He is currently with Beacon Wealthcare LLC, where he has worked since 2021, following prior roles at Beacon Wealthcare, Inc. and Raymond James Financial Services. Beacon Wealthcare is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and institutions. The firm focuses on comprehensive financial planning and discretionary portfolio management using broadly diversified, low-cost indexed ETFs and employs Monte Carlo analysis to assess client plan outcomes.

Austin Mc Clure is a financial advisor at Public Advisors LLC in Raleigh, NC, holding a Series 66 designation with three years of industry experience. He has held roles at Open to the Public Investing, Inc. and Public Holdings, Inc. since 2021. Outside of finance, he is involved with Theatre Raleigh as a concessions assistant and sound board operator. Public Advisors serves mainly individual retail clients through discretionary portfolio management delivered exclusively online via its platform and mobile app. The firm uses proprietary systems for automated account management, including tax-loss harvesting and AI-generated custom indexes, supporting a highly scaled, technology-driven advisory practice.

William Brisard is a financial advisor at Diversified, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Cetera Investment Advisers LLC, Cetera Wealth Services, LLC, and Legacy Capital Advisors, LLC. Diversified, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and pooled investment vehicles. The firm uses a comprehensive planning process with tailored portfolio strategies and leverages third-party managers and platforms, offering both automated and manual portfolio oversight.

Daniel Conklin is a financial advisor at Hunter Street Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2015 to 2023. Hunter Street serves individual and high-net-worth households, retirement plans, trusts, charities, and business entities, offering discretionary portfolio management, financial planning, and retirement consulting. The firm employs multiple analytical methods and a variety of investment strategies, combining institutional and alternative-markets experience with credentialed specialists.

Joseph Pessetto is a financial advisor with Cypress Capital, LLC in Raleigh, NC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of advising, he has ownership interests in a fast-casual dining business and manages multiple small ventures in events and virtual assistant services. Cypress Capital, LLC serves individuals, retirement plans, trusts, estates, and charitable organizations through a nine-advisor team. The firm employs a combination of quantitative and qualitative analysis in discretionary portfolio management, offering a range of services including financial planning, retirement consulting, and estate distribution assistance.