Richard Woods is a CFA® charterholder and Series 65 licensee with 19 years of experience in investment advisory. He has been with Hamilton Point Investment Advisors, LLC since 2007, working within a team of seven advisors based in Chapel Hill, NC. Hamilton Point provides discretionary investment advisory and wealth management services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $1.21 billion in discretionary assets and employs a hybrid investment approach that combines proprietary stock lists with mutual funds, ETFs, and alternative strategies.

James Bowie is a financial advisor at TradeWinds, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Fidelity Investments, CAPTrust, and Beacon Wealthcare. Outside of his advisory career, he has been involved with Raleigh YoungLife and Wake County YoungLife. 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 employs proprietary investment strategies combining equities, mutual funds, and ETFs, using various analytical methods to tailor allocations based on client suitability factors.

Nicholas Tolerton is a financial advisor at Peace of Mind Wealth Management with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Strategic Wealth Investment Group and Equitable Advisors. 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 using a blend of internally developed models and third-party portfolio managers, providing both discretionary and non-discretionary investment management alongside financial and estate planning services.

Adam Mitchell is a financial advisor with Tanager Wealth Management and holds Series 63 and Series 66 licenses. He has four years of industry experience, including prior roles at Fidelity Investments. Tanager Wealth Management serves individual and high-net-worth clients, as well as trusts, charities, and retirement plans, providing discretionary portfolio management, financial planning, and access to donor-advised funds. The firm utilizes an asset-allocation framework with fundamental security selection and actively managed accounts, with a notable focus on serving a substantial non-U.S. client base.

Georgios Livanos is a financial advisor and managing partner at Phoenix Wealth Advisors Inc. in Chapel Hill, NC, with 32 years of industry experience. His prior work includes roles at Morgan Stanley and Citigroup Global Markets. He is a Series 63 and Series 65 license holder. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations by providing financial planning, wealth management, retirement-plan consulting, and asset management. The firm uses a mix of fundamental, technical, and cyclical analysis combined with both long- and short-term strategies, managing a high account load with a blend of third-party manager models and in-house overlays.

Mursaleen Tariq is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently a financial advisor at Peace of Mind Wealth Management in Raleigh, NC, and has held roles at firms including Reutemann Financial Solutions, Inc. Tariq is also involved in non-investment business activities, serving as a partner in a land development company and participating in tax preparation services through an affiliated entity. 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 asset allocation, combining internally developed models and third-party strategies to manage portfolios tailored to client profiles, along with providing access to financial planning and tax services.

Michael Ragsdale Jr. is a CFP® professional with two years of industry experience, currently serving at EQV Advisory, LLC. He previously worked at Balentine, LLC for 13 years and holds a board member position at Advocacy Trust, a trust company. EQV Advisory, LLC serves qualified and accredited investors including individuals, high-net-worth clients, corporations, small businesses, charitable institutions, and foundations. The firm offers investment advisory, wealth management, financial planning, and family office support, employing both model-based and custom portfolio construction tailored to client goals and risk tolerance.

Derek Walker is a financial advisor with Collegiate Capital Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Collegiate Capital Management since 1999 and previously worked at Securities Service Network, Inc. from 1999 to 2016. Outside of his advisory role, he serves as a trustee for an irrevocable trust. 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 risk-based model portfolios, managing over half a billion dollars in regulatory assets while maintaining unique prime broker relationships and proprietary client technology.

Thomas Geraghty Jr. is a CFP® with 21 years of industry experience. He has worked at Dutch Asset Corporation since 2022 and previously spent 17 years at Stonegate Wealth Management, LLC. Dutch Asset Corporation serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides portfolio management, financial planning, and pension consulting, utilizing both fundamental and technical analysis alongside modern portfolio theory, with investment approaches that include derivatives and third-party managed accounts.

Colby Mank is a financial advisor at Mason & Associates, LLC with a Series 65 designation and two years of industry experience. He has previously worked with Coppell Advisory Solutions LLC and Penobscot Financial Advisors. Mason & Associates serves individual and high-net-worth clients, as well as trusts, providing investment management and financial planning along with services such as divorce planning and educational seminars on federal employee retirement benefits. The firm uses diversified, risk-based model portfolios and often selects independent sub-advisers to manage portfolios while tailoring recommendations to each client’s financial situation and risk tolerance.

Matthew Gomoll is a financial advisor at Trillium Wealth LLC with nine years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Carson Wealth and DGS Capital Management. In addition to his advisory role, he serves as a Battalion Executive Officer in the U.S. Army Reserve and is the founder of Two-One Alpha Group, LLC. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other business entities. The firm employs a comprehensive investment approach that includes quantitative, fundamental, technical, and economic analysis, managing $544 million in discretionary assets across approximately 625 client relationships.

Allison Fry is a financial advisor at Phoenix Wealth Advisors Inc. in Chapel Hill, NC, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James, Wells Fargo Clearing, and Magic Ears. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations, offering financial planning, wealth management, retirement-plan consulting, and asset management. The firm uses a mix of fundamental, technical, charting, and cyclical analysis to customize advice and manages a relatively high number of accounts per advisor through its seven-advisor team.

Geoffrey Mclawhorn is a financial advisor at Modern Capital Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services and Northwestern Mutual Investment Management. Outside of his advisory role, he owns Saltwater Insurance Services LLC, a property and casualty insurance firm. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, pension plans, charities, and corporations. The firm employs a strategic asset allocation approach using a core-and-satellite framework that incorporates passive index funds and selective active managers.

Erin Vickery is a CFP® professional with eight years of experience in financial advising. She is currently with Old Peak Finance, where she has worked since 2022, and previously held roles at Sankalpa Financial, Saint Jaques, and Cambridge Investment Research. Old Peak Finance provides fee-only, fiduciary wealth management and comprehensive financial planning for individuals, families, trusts, and estates, focusing primarily on clients in their prime earning years with multi-million dollar portfolios. The firm employs an evidence-based, asset-class investment approach emphasizing broad diversification, low costs, and long-term discipline, with services delivered by a team of CFP® professionals.

Jonathan Andrews is a CFP® with 15 years of industry experience, currently serving as an advisor at Cardinal Capital Management Inc since 2008. He holds Series 63 and Series 65 licenses and is based in Raleigh, NC. Cardinal Capital Management provides discretionary and non-discretionary, fee-only investment advisory services to individuals, trusts, estates, charitable organizations, insurance companies, and corporate entities. The firm employs quantitative, fundamental, and cyclical analysis across equities, fixed income, and ETFs, managing approximately $0.9 billion in client assets with a small advisory team.

George Nowack is a financial advisor at Hunter Street Investment Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Lenger Capital, Inc. for six years. He has also been employed by the U.S. Treasury Department's Internal Revenue Service since 2010. Hunter Street Investment Advisors offers investment advice and planning to individuals, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan consulting, employing asset-allocation strategies that incorporate equities, ETFs, mutual funds, fixed income, derivative instruments, and option trading.

Austin Kobilka is a financial advisor with Altruist Advisors LLC and holds a Series 65 credential. He has eight years of industry experience, including prior roles at Brookstone Capital Management and Patriot Wealth Management. Kobilka is also involved with Patriot Wealth Management as an associate financial planner. Altruist Advisors serves individual investors, trusts, estates, and other entities through a team of Investment Adviser Representatives. The firm provides discretionary portfolio management and financial planning services, combining fundamental, technical, and quantitative analysis with model-based implementation and tax-management strategies via its integrated technology platform.

Justin May is a CFP® professional at Old Peak Finance with four years of industry experience. He has worked at several firms, including Triad Financial Advisors and Zeutenhorst Financial, before joining Old Peak Finance. The firm provides fee-only, fiduciary wealth management and comprehensive financial planning to individuals, families, trusts, and estates, primarily serving clients with multi-million dollar portfolios. Old Peak Finance employs an evidence-based, asset-class investment approach focused on broad diversification, low costs, and long-term discipline.

Colton Tickle is a Series 65-licensed financial advisor at Financial Symmetry Inc. in Raleigh, NC, with six years of industry experience. He has been with Financial Symmetry since 2016. Financial Symmetry serves individual clients across various wealth levels and manages approximately $1.54 billion in assets for around 973 family groups. The firm provides financial planning, wealth management, small business 401(k) advice, and select tax-return preparation, using an evidence-based investment process focused on diversified allocations and ongoing monitoring.

Kenneth Auman is a Certified Financial Planner® (CFP®) with 14 years of industry experience. He has been with Lindberg & Ripple since 2012 and also worked at M HOLDINGS SECURITIES, Inc. during that time. He is based in Chapel Hill, NC. LRI Investments, LLC is a team of 25 investment professionals managing approximately $2.78 billion across a diverse client base including individuals, high-net-worth clients, businesses, financial institutions, and state and municipal government entities. The firm focuses on customized asset allocation with a long-term orientation, offering both discretionary and non-discretionary investment management alongside retirement-plan consulting services.