Kathleen Warren is a CFP® with 16 years of experience in the financial services industry. She has been with Cardinal Capital Management Inc in Raleigh, NC since 2010. Cardinal Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, insurance companies, and corporate entities. The firm manages approximately $1.03 billion in client assets, focusing on portfolio management through quantitative, fundamental, and cyclical analysis with investments in equities, fixed income, and exchange-traded funds.

Benjamin Yeager is a CFP®, ChFC®, and Series 66-registered advisor with 24 years of industry experience. He has been with Hilltop Wealth Advisors, LLC since 2016. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities—ranging from non-high-net-worth to high-net-worth clients—providing financial planning, consulting, and discretionary investment management. The firm combines fundamental analysis with a tactical asset-allocation framework and offers a range of model portfolios while managing approximately $635 million in client assets through a team of ten advisors.

John Yoash is a financial advisor at Modern Capital Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Pruco Securities LLC, The Prudential Insurance Company of America, and Royal Alliance. In addition to his advisory role, he is an insurance agent with Colonial Life, focusing on voluntary employee-paid group insurance benefits. 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 custodial platforms.

Jessica Scott is a CFP® and Series 66-registered financial advisor with Peak Planning Group, LLC, bringing three years of industry experience. She previously worked at Robert Baird & Co., Eagle Strategies (NY Life), NYLIFE Securities LLC, Legacypcs, Brown Advisory, and BB&T. Scott serves as the Women's Initiative Director for the Financial Planning Association, coordinating and hosting events for women financial advisors. Peak Planning Group, LLC 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 manages approximately $710 million using a long-term, fundamentals-based approach with diversified portfolios consisting of low-cost mutual funds, ETFs, and individual securities.

Kevin Mishoe is a CFP® with 18 years of industry experience, currently serving at Absher Wealth Management, LLC since 2019. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2010 to 2019. Absher Wealth Management is a fee-only registered investment adviser providing portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm emphasizes tax-efficient, cost-conscious asset allocation with a value-oriented security selection process and manages client accounts primarily on a discretionary basis.

Steven Wilson is a CFA® charterholder with 22 years of experience at Capital Advisers, Inc., where he has worked since 2004. He previously worked at Capital Investment Group, Inc. from 2004 to 2024. Outside of his advisory role, Wilson engages in solo legal and consultancy work and holds various insurance licenses in North Carolina. Capital Advisers serves individual and institutional clients by providing 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 with a small advisory team.

Alexandria Jeter is a CFP® professional at Old Peak Finance with experience at firms including Luca Partners, Credit Suisse, and Fidelity Investments. She joined Old Peak Finance in 2026 and is based in Chapel Hill, NC. Prior to her financial career, she worked with Young Life and Restorative Practices. Old Peak Finance provides comprehensive financial planning and fee-only wealth management primarily for 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.

Ronald King is a financial advisor at Capital Investment Counsel Inc with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Capital Investment Group, Inc. since 2007. Outside of his advisory role, he serves as president of RL King & Company, where he conducts securities litigation case reviews and provides expert testimony. Capital Investment Counsel, Inc. offers discretionary, tailored portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and estates. The firm follows a contrarian “Counsel Style” investment philosophy focused on financially strong, undervalued companies and emphasizes low turnover, tax efficiency, and customized portfolio solutions.

Robert Lincoln is a financial advisor at BTS Asset Management, Inc. in Chapel Hill, NC, holding a Series 65 designation with 12 years of industry experience. He has been with BTS Asset Management since 2013 and also has a background with Lincoln Investment Advisers, LLC. Outside of his advisory role, he manages a residential rental business called Redbud Student Rentals. BTS Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management to individuals, including high-net-worth clients, and serves as an investment manager to registered investment companies. The firm employs proprietary quantitative, fundamental, and technical analysis to generate tactical buy/sell signals and offers multi-strategy portfolios incorporating mutual funds, ETFs, and individual equities.

Ryan Campbell is a financial advisor at Kuhn Advisors, Inc. in Durham, NC, holding a Series 65 credential. He has one year of industry experience, with prior roles at Tarheel Advisors, LLC and Northwestern Mutual. Before entering the financial industry, he worked at Umstead Pines Gold and Swim Club. Kuhn Advisors serves individual and high-net-worth clients, trusts, and charitable institutions with discretionary portfolio management, financial planning, and consulting services. The firm employs a value-oriented investment approach emphasizing actively managed mutual funds, long-term holdings, and concentrated portfolios tailored to client objectives.

Radon Stancil is a CFP® professional with 18 years of industry experience, currently serving at Peace of Mind Wealth Management. His prior roles include positions at Reutemann Financial Solutions, Inc. and Diversified Estate Service, LLC. In addition to his advisory role, he is a managing member of POM Tax Strategies, LLC, which provides tax preparation and filing services. Peace of Mind Wealth Management is a team-based registered investment advisor managing approximately $283 million for individuals, trusts, foundations, corporations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation, utilizing mutual funds, ETFs, individual equities, and fixed income, while integrating financial planning and coordinating estate and tax planning through affiliated entities.

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 18 years of industry experience. He holds a Series 66 designation and previously worked at New Potomac Partners, LLC for 11 years before joining Strathmore in 2025. 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 into client service, and offers distinctive services including a synthetic lending strategy and combined tax-preparation and estate-planning support.

Ralston Turner is a financial advisor with TradeWinds, LLC in Raleigh, NC, holding a Series 66 designation and seven years of industry experience. Prior to joining TradeWinds in 2026, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2020 to 2026, and has held positions at Bank of America and Merrill Lynch as well. Outside of his advisory role, Turner is a sole proprietor of a rental property business. TradeWinds serves individual investors, retirement plans, small businesses, and corporations with discretionary wealth management and comprehensive financial planning. The firm employs custom strategies combining equities, mutual funds, and ETFs, using multiple analytical methods to tailor portfolios according to client suitability factors.

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.

Katie Strother is a financial advisor with Curi Capital, LLC in Raleigh, NC, holding CFP® and Series 65 credentials and bringing 11 years of industry experience. Her prior experience includes roles at Park Ridge Asset Management and Curi RMB Capital LLC. Outside of her advisory work, she is involved in her community as a nursery room leader at Peace Church and serves as a varsity girls soccer coach at Wilson Christian Academy. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets and serving individuals, retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach using proprietary and third-party strategies across equity and fixed income, and offers a range of services including wealth management and specialized offerings for medical professionals.

Amber Roemmich is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. She has worked since 2012 with State Employees' Credit Union in a regional leadership role overseeing financial services, alongside roles at SECU Life Insurance Company, SECU Brokerage Services, and Members Trust Company. Credit Union Investment Services primarily serves individual investors residing in North Carolina, providing non-discretionary portfolio management, asset allocation advice, and financial planning. The firm operates within a credit-union ecosystem and emphasizes a long-term, goals-based investment approach using low-cost index mutual funds and ETFs.

Richard Fields is a Series 66-registered financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, bringing four years of industry experience. He has also been involved with Integrated Advisory Services LLC since 2020, where he holds a principal role alongside his advisory duties. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm customizes portfolios based on client objectives, time horizons, and risk tolerance, managing the majority of assets on a discretionary basis.

Sherwood Barbour Jr. is a financial advisor at Altitude Capital Management LLC with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with firms including Amerity Wealth Management and Gradient Investments. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers managed account programs tailored to client objectives and risk tolerance, utilizing a variety of investment approaches across a multi-team structure.

Benjamin Harrison is a Series 65-credentialed advisor at Gradient Advisors, LLC with over 25 years of experience in the financial services industry. He previously operated Harrison Financial Services, Inc. since 2001. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm works primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model and a combination of fundamental, technical, and cyclical analysis in portfolio management.