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.

Patrick Dunn is a financial advisor with Olde Raleigh Financial Group in Raleigh, NC, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining Olde Raleigh Financial Group in 2026, he worked nine years at Fidelity Brokerage Services LLC. Olde Raleigh Financial Group provides discretionary investment management and ongoing financial planning services primarily for individuals and families. The firm employs a top-down, theme-driven investment approach combined with fundamental company research and asset allocation models, focusing on customized portfolios of U.S. equities, ETFs, cash, and limited fixed-income exposure.

Avery Knowles is an advisor at Family Legacy Financial Solutions, LLC with a Series 65 designation and one year of industry experience. Prior to joining Family Legacy, Avery worked at Modern Woodman and the Academic Achieve Center UNGC. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on households planning for and transitioning into retirement. The firm employs an active, model-based investment approach using a proprietary risk-tolerance system and offers financial planning, discretionary investment management, and licensed insurance and annuity sales.

Allison Berger is a CFP® with 14 years of industry experience, currently serving at Financial Symmetry Inc. since 2008. She holds a Series 65 license and works out of Raleigh, NC. Financial Symmetry serves individual clients across various wealth levels, advising approximately 973 family groups with about $1.54 billion in assets under advisement. The firm employs an evidence-based, three-step investment process and offers services including financial planning, wealth management, small business 401(k) advice, and select tax-return preparation.

Trevor Chambers is a financial advisor at Olde Raleigh Financial Group in Raleigh, NC, with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James Financial Services Advisors and Advisory Services Network. He is president-elect of the Rotary Club of the Capital City and has been a member since 2016. Olde Raleigh Financial Group provides discretionary investment management and financial planning for individuals and families, focusing on a top-down, theme-driven investment process combined with fundamental research and customized portfolio construction. The firm typically manages accounts on a discretionary basis with an emphasis on U.S. equities, ETFs, and conservative options strategies.

Riley Sutter is a financial advisor at Hilltop Wealth Advisors, LLC with a Series 65 credential and approximately one year of industry experience. Prior to joining Hilltop, Riley held roles at Delegate Advisors and BSG Advisers while attending UNC Chapel Hill. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, including both high-net-worth and non-high-net-worth clients, providing financial planning, consulting, and discretionary investment management. The firm's investment process is based on fundamental analysis and tactical asset allocation, offering a range of model portfolios and ongoing account monitoring.

Michelle Petruolo is a financial advisor with Triangle Wealth Management in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Triangle Securities since 2003. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm provides portfolio management and comprehensive financial planning services using a consultative process and fundamental securities analysis, managing approximately $1.2 billion in discretionary assets.

Todd Shand is a financial advisor at TradeWinds, LLC in Raleigh, NC, holding a Series 66 designation with 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He is also the owner of Shand Wealth Management LLC, an investment-related registered investment adviser. 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 using a combination of equities, mutual funds, ETFs, and various analytical methods.

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.

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.