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 CFP® professional with seven years of industry experience, currently serving at Peace of Mind Wealth Management in Raleigh, NC. His prior roles include positions at POM Investment Strategies, Truist, and SunTrust Robinson Humphrey. He is also an insurance agent representing various carriers outside of his investment advisory role. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm utilizes a top-down, macro-environmental approach to asset allocation, combining internally developed models and third-party portfolios, while offering services such as investment management, financial planning, estate-planning guidance, and affiliated tax preparation.

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.

Mikayla Raleigh is a Certified Financial Planner® at Raleigh Capital Management Inc. with seven years of industry experience. She has held positions at Quincy Wells Capital and Great Point Capital, focusing on financial planning and alternative investments. Outside of her advisory role, she is an insurance agent with Raleigh Wealth Solutions. 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 employs a manager-of-managers approach using third-party platforms and offers a range of strategies tailored to client needs.

Jonathan Wierman is a financial advisor at EQV Advisory, LLC in Raleigh, NC, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at Goldman Sachs and Wells Fargo Securities, as well as academic appointments at UNC Kenan-Flagler Business School and Davidson College. EQV Advisory serves qualified and accredited investors such as high-net-worth individuals, corporations, and charitable institutions, offering investment advisory, wealth management, financial planning, and family office support. The firm utilizes a blend of model-based and custom portfolio construction guided by Modern Portfolio Theory, Efficient Markets Hypothesis, and Behavioral Finance, managing client assets with an emphasis on cost minimization and tax strategies.

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 advisor with three years of industry experience. She currently works at Carderock Capital Management, Inc. and has previously been affiliated with firms including Peak Planning Group, Robert W. Baird & Co., and Brown Advisory. Scott also serves as the Women's Initiative Director for the Financial Planning Association, coordinating and hosting events for women financial advisors. Carderock Capital Management provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs an active, long-term investment approach using fundamental, quantitative, and technical analysis to create customized portfolios.

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.

Brian Raleigh is a financial advisor with Raleigh Capital Management Inc. in Cary, NC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Raleigh Capital Management Inc. and Raleigh Wealth Solutions Inc. since 2015. Outside of his advisory roles, he is involved in educating financial advisors through Raleigh Tax Solutions LLC and participates in solar energy ventures and commercial real estate ownership. Raleigh Capital Management provides investment advisory and financial planning services to individuals, business owners, pension plans, trusts, and other entities. The firm employs client-specific risk assessments and portfolio analysis tools to develop tailored investment strategies, offering discretionary portfolio management and access to third-party money managers, with approximately $320.6 million in discretionary assets under management.

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.

Daniel Sigmon is a CFP® professional with 15 years of industry experience, currently serving at Collegiate Capital Management, Inc. in Raleigh, NC. He has worked at Collegiate Capital since 2008 and was previously with Securities Service Network from 2012 to 2016. Outside of advisory work, he holds a limited partner interest in a local restaurant, Che Empanada, LLC. Collegiate Capital Management serves individuals, trusts, pension and profit-sharing plans, and retirement plan sponsors with discretionary portfolio management, financial planning, and ERISA services. The firm offers customized strategies and risk-based model portfolios, emphasizing mutual-fund analysis and structured products accessed through prime broker relationships.

Justin Struble is a financial advisor with BSG Advisers in Apex, NC, holding CFP® and Series 66 credentials and bringing 15 years of industry experience. His prior experience includes roles at AE Wealth Management and Wealth Caps, Inc. Outside of advising, he is involved in multiple business ventures, including serving as CEO of TNT Carpet Cleaning, LLC and as a general partner in vacation rental and family investment partnerships. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and retirement plans, providing financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios and offers educational programs and business-owner-focused services as part of its integrated approach.

Radon Stancil is a CFP® professional with 19 years of experience in financial advisory roles. He is currently with Peace of Mind Wealth Management, where he has worked since 2020, and previously held positions at Reutemann Financial Solutions and Diversified Estate Service. Stancil is also a licensed owner selling fixed insurance products and manages an affiliated tax preparation and filing service. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers a range of services, including investment management, financial planning, estate-planning guidance, and access to tax preparation through an affiliated entity.

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.

Nicholas De Berardino is a financial advisor at Raleigh Capital Management Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Quincy Wells Capital, Great Point Capital, and Raleigh Wealth Solutions. Outside of his advisory role, he is also an insurance producer at Raleigh Wealth Solutions. 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 maintaining ongoing oversight and employing a range of investment strategies.

Jason Anderson is a financial advisor with Investment Research Corporation in Raleigh, NC, holding a Series 66 designation and 15 years of industry experience. His background includes roles at the U.S. Department of the Treasury and World Capital Brokerage, Inc. Outside of advising, he works as an insurance agent specializing in life and health insurance and operates a sole proprietorship offering securities and insurance guidance. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis and offers both discretionary and non-discretionary management across a broad range of securities.

Ralston Turner is a financial advisor at TradeWinds, LLC in Raleigh, NC, with eight years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for six years, as well as at Bank of America and Merrill Lynch. 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 implements portfolios using custom strategies that combine equities, mutual funds, and ETFs, applying various analytical methods and documenting client suitability factors before allocation decisions.

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.

Jeremy Baltz is a financial advisor with Raleigh Capital Management Inc. in Cary, NC, holding a Series 65 designation and five years of industry experience. Prior to joining Raleigh Capital Management in 2021, he worked at Raleigh Wealth Solutions and Harding Brooks Insurance Agency. He is also involved as an insurance producer, assisting clients and other producers with insurance services. Raleigh Capital Management provides investment advisory and financial planning services to individuals, business owners, pension plans, trusts, and other entities. The firm employs client-specific risk questionnaires and portfolio analysis tools to guide asset allocation and investment strategies, managing approximately $320.6 million in discretionary assets.

Brian DeBruin is a financial advisor at BrightPath Wealth Advisors LLC in Raleigh, NC, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Carroll Financial Associates and Eqis Capital Management. In addition to his advisory role, he serves as an adjunct professor at Wake Tech Community College, teaching non-credit financial and investment courses. BrightPath Wealth Advisors LLC provides discretionary portfolio management and comprehensive financial planning to individual, high-net-worth, and corporate clients. The firm utilizes fundamental analysis, develops tailored investment policy statements, and manages accounts with regular monitoring and reviews, including the use of third-party sub-advisors when appropriate.