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 15 years of industry experience. He holds a Series 66 designation and has previously worked with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he owns Saltwater Insurance Services LLC, a property and casualty insurance firm. Modern Capital Advisors provides financial planning, asset management, and retirement consulting to individual, institutional, and charitable clients. The firm employs a strategic asset allocation approach using a core-and-satellite framework that combines passive index funds with selective active management.

Erin Vickery is a CFP® professional with eight years of experience in financial advising. She currently works at Old Peak Finance, where she has been since 2022, following previous roles at Sankalpa Financial and Saint Jaques. Old Peak Finance is a fee-only advisory firm serving individuals, families, trusts, and estates, primarily those with investable assets above $2 million. The firm uses an evidence-based, asset-class investment approach centered on diversified portfolios of mutual funds and ETFs, and it manages approximately $714 million in assets.

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.

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 with four years of industry experience, currently serving as an advisor at Old Peak Finance. He previously worked at Triad Financial Advisors, Zeutenhorst Financial, Martin Wardin and Eissner Financial Group, and Mission Wealth Management. Old Peak Finance provides comprehensive fee-only financial planning and wealth management primarily to 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, with offerings that include Dimensional Fund Advisors and Vanguard funds.

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 CFP® and Series 65 registered advisor with 13 years of industry experience. He has been with Lindberg & Ripple since 2012. LRI Investments is a multi-advisor firm managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, with a notable focus on institutional clients and an ERISA fiduciary role in retirement plan consulting.

Martin Boney is a financial advisor at TradeWinds, LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved with the Mary Lynn Richardson Fund, a private family foundation, and serves as a director for the Richardson Corporation family trust company. 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 that combine various investment analyses while generally managing accounts on a discretionary basis.

Mackenzie Bell is a CFP® and ChFC® with five years of industry experience, currently serving as a financial advisor at Hilltop Wealth Advisors, LLC in Chapel Hill, NC. Prior to joining Hilltop Wealth Advisors, Bell held roles at Northwestern Mutual Wealth Management Company and several other firms. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, including both non-high-net-worth and high-net-worth clients, providing financial planning, consulting, and discretionary investment management. The firm employs a tactical asset-allocation approach based on Modern Portfolio Theory and offers a range of model portfolios while also hosting educational seminars and social events for clients.

Ellen Martin is a CFP® professional with six years of industry experience, currently serving as an advisor at Beacon Wealthcare LLC since 2021. She previously worked at Prospera Financial Services for seven years. Beacon Wealthcare is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm offers comprehensive financial planning, discretionary portfolio management, and a lower-fee management-only option, using a diversified approach centered on low-cost indexed ETFs and Monte Carlo analysis to assess client plan confidence.

Jared Korver is a CFP® professional with 11 years of industry experience. He has been with Beacon Wealthcare LLC since 2014, serving as an advisor within the firm’s five-person team. Beacon Wealthcare LLC is a fee-only registered investment adviser that provides comprehensive financial planning and discretionary portfolio management for individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm’s investment approach focuses on minimizing controllable costs and taxes using broadly diversified, low-cost indexed ETFs and indexed mutual funds, supported by Monte Carlo probability analysis and daily portfolio monitoring.

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.

Jonathan Wierman is a financial advisor at EQV Advisory, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs and Wells Fargo Securities. EQV Advisory serves qualified and accredited investors, including high-net-worth individuals, corporations, and foundations. The firm combines model-based and custom portfolio construction, applying principles from Modern Portfolio Theory, Efficient Markets Hypothesis, and Behavioral Finance to manage approximately $106.8 million in client assets.

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.