David Herman is a financial advisor with Fortress Private Ledger, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Arkadios Capital, Wealth Management Advisors, Triad Advisors Inc., and Wagner Wealth Management. Outside of his advisory work, he is involved in private investments in start-up companies and serves on the board of an angel investment group. Fortress Private Ledger advises individual and institutional clients, providing financial planning, portfolio management, retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm employs a dynamic investment approach that combines trend identification, technical analysis, and complementary strategies, utilizing ETFs, individual securities, and mutual funds to tailor portfolios.

Lauren Stancil is a financial advisor at Peace of Mind Wealth Management in Raleigh, NC, holding a Series 65 designation with four years of industry experience. Her work history includes roles at Nexxus Partners and multiple entities connected to Peace of Mind Wealth Management. Outside of finance, she also works as a human resources consultant for small businesses. 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 with sector rotation and combines internally developed models and third-party portfolios to meet client needs.

David Grubbs is a CFP® and ChFC® with 29 years of industry experience. He is currently with Fortress Private Ledger, LLC and has been associated with LPL Financial LLC since 2010. Outside of advisory roles, he works as a CPA/bookkeeper/tax preparer and serves as a FINRA arbitrator. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans. The firm uses a combination of technical and fundamental analysis to manage portfolios and offers services ranging from financial planning to specialized Qualified Opportunity Zone advisory.

Austin Ballenger is a Series 65 licensed advisor at Blue Ridge Wealth Planners with two years of industry experience. Prior to joining Blue Ridge Wealth Planners, he worked in various roles at Sysco Food Services, Pepsi Co., Cook's, and UT Medical Center. He is also a licensed insurance agent offering insurance products to clients. Blue Ridge Wealth Planners provides discretionary asset management and goals-based financial planning primarily to individual and high-net-worth clients. The firm employs proprietary model strategies using diversified mutual funds, ETFs, and selected third-party sub-advisers, and offers integrated wealth management that includes insurance services.

Shaelyn Raleigh is a financial advisor at Raleigh Capital Management Inc. in Cary, NC, with three years at the firm and one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Quincy Wells Capital, LLC and Great Point Capital, LLC. Outside of her advisory role, she is a registered representative offering alternative investments and serves as Director of Administration and licensed insurance agent 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 acts as a manager-of-managers, utilizing third-party platforms and employing a range of investment strategies with routine annual portfolio reviews.

Arron Brisard is a financial advisor at Diversified, LLC with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Cetera Investment Advisers LLC, Legacy Capital Advisors, and LPL Financial. Brisard is also a partner at Legacy Capital Advisors, where he engages in wealth planning, financial planning, retirement planning, and investment management. Diversified, LLC serves a broad client base including individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management services, utilizing both discretionary and non-discretionary strategies, third-party managers, and a variety of platforms such as Zoe Financial.

Joshua Burgess is a CFP® professional with four years of experience in financial advising. He is currently with Peace of Mind Wealth Management, where he has worked since 2024. Prior to this, he held positions at Choreo, LLC and RSM US Wealth Management LLC. 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, combining blended growth and fixed-income strategies tailored to client profiles and utilizing both internally developed and third-party model portfolios.

Joseph Parker is a financial advisor at Triangle Wealth Management in Raleigh, NC, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Triangle Wealth Management since 2000. Triangle Wealth Management serves individual clients, corporate plans, charitable institutions, and corporations, providing portfolio management and financial planning services. The firm uses a consultative process supported by advanced analytical tools to develop tailored portfolios primarily based on fundamental securities analysis.

Victor Colella is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Woodward Financial Advisors, Inc. since 2019 and previously spent three years at Adviser Investments. Woodward Financial Advisors, Inc. is a six-advisor firm providing discretionary investment management, financial planning, and wealth management services primarily to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis to build customized portfolios focused on long-term strategies, managing approximately $641.48 million in client assets.

William Bost is a CFA® charterholder and holds a Series 65 license. He has four years of industry experience and currently serves as an advisor at Absher Wealth Management, LLC. Prior to joining Absher, he worked at Deloitte LLP and spent time at the University of Georgia. Absher Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm emphasizes tax-efficient, value-oriented asset allocation and employs a multi-advisor team approach to portfolio management and financial planning.

Chris Harrell is a CFA® charterholder with 42 years of industry experience. He is currently with Oak Harbor Wealth Partners, LLC, where he has worked since 2021, and previously spent eight years at Raymond James & Associates, Inc. Oak Harbor Wealth Partners serves individuals, including high-net-worth clients, retirement plans, and institutional and trust clients. The firm focuses on strategic asset allocation and fundamental value analysis, using a combination of mutual funds, ETFs, individual securities, options, and separate account managers to implement investment strategies.

Richard Balamucki is a ChFC® credentialed financial advisor with 15 years of industry experience. He is currently with Cranbrook Wealth Management, LLC in Chapel Hill, NC, where he has worked since 2004, including his current tenure beginning in 2025. Prior to this, he was with REB Strategic Business Consulting, LLC. Cranbrook Wealth Management serves individuals, retirement accounts, trusts, estates, charitable institutions, and business entities, managing discretionary portfolios for approximately 242 clients. The firm combines investment management with financial planning, employing model allocations guided by risk tolerance assessments and documented Investment Policy Statements.

Matthew Maiers is a financial advisor at Hunter Street Investment Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Hobart Private Capital. Outside of his advisory role, he serves on the finance committee of the nonprofit organization Knights of Columbus. Hunter Street Investment Advisors provides investment advice and planning to individuals, retirement plans, trusts, estates, and charitable organizations, offering services such as discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a varied investment approach that includes equities, ETFs, mutual funds, fixed income, derivatives, and option trading, with continuous portfolio monitoring and tactical allocation.

Michael O'Rourke is a financial advisor at Hunter Street Investment Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at Hunter Street since 2021, alongside previous roles at NYLIFE Securities LLC and New York Life Insurance Co. In addition to his advisory work, he serves as a volunteer estate executor. Hunter Street Investment Advisors provides investment advice and planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, using a range of asset-allocation strategies and investment tools including equities, ETFs, mutual funds, fixed income, and derivatives.

Marci Hansen is a financial advisor with Hamilton Point Investment Advisors, LLC in Chapel Hill, NC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Asset Insure, Inc., LPL Financial, LLC, and Founders Wealth Advisors, LLC. Hamilton Point Investment Advisors provides discretionary investment advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm manages approximately $1.21 billion in discretionary assets and utilizes a hybrid investment approach combining proprietary stock selections with mutual funds, ETFs, and alternative strategies.

Susanna Robinson is a financial advisor with Peak Planning Group, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. Her prior roles include positions at Raymond James Financial and Resource Management Associates of Raleigh II. She serves on the advisory board of the Theosophical Investment Trust, which provides financial support to the Theosophical Society of America. Peak Planning Group, LLC offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and estates. The firm employs a long-term, fundamentals-based investment approach, managing diversified portfolios with a combination of mutual funds, ETFs, and individual securities, and sponsors a wrap-fee program with both discretionary and non-discretionary portfolio options.

Joshua Stubbolo is a CFP® with 10 years of industry experience, currently serving as an advisor at Family Legacy Financial Solutions, LLC since 2021. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2021. Outside of his advisory role, he organizes a local networking group through Triangle Tech Net LLC and leads an affiliated tax consultancy, Family Legacy Tax Solutions, as CEO and managing partner. Family Legacy Financial Solutions primarily serves families planning for and transitioning into retirement, offering financial planning, discretionary investment management, and insurance product recommendations. The firm uses a combination of proprietary risk assessment tools and actively managed portfolios, and operates an affiliated tax-preparation business alongside its insurance services.

Andrew Blass is a financial advisor at Atlantic Private Wealth, LLC in Chapel Hill, NC, holding a Series 65 designation with 15 years of industry experience. He worked at Goldman Sachs Personal Financial Management for six years before joining Atlantic Private Wealth in 2021. Atlantic Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, endowments, corporations, and retirement plans, offering investment management, financial planning, and corporate retirement plan services. The firm employs a tailored investment approach using asset allocation combined with technical and quantitative analysis across a variety of instruments and strategies.

Robert Roland IV is a CFP® professional with five years of experience at Absher Wealth Management, LLC in Chapel Hill, NC. Prior to joining Absher in 2021, he spent 11 years at the Law Offices of John T. Orcutt, P.C. Absher Wealth Management serves individual and high-net-worth clients, trusts, businesses, and retirement plans, providing investment management and financial planning services. The firm uses a tax-aware, value-oriented investment approach focused on businesses with predictable free cash flow and a history of dividend growth.

Courtney Cubbin is a CFP® professional at Woodward Financial Advisors, Inc. with three years of industry experience. Prior to joining Woodward, she worked at Standish Management for two years and attended Haverford College. Woodward Financial Advisors, Inc. is an independent, fee-only firm serving individuals, families, trusts, and estates. The firm employs a strategic, globally diversified investment approach focused on low-cost passive index funds and ETFs, providing customized financial planning and discretionary portfolio management.