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.

Michael Hemmerich is a financial advisor with Fortress Private Ledger, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial LLC since 2013. Outside of his advisory role, he is an executive producer and limited partner in a film production company, Just a Pinch Productions, LLC. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm’s investment approach combines trend identification and technical analysis with fundamental strategies, utilizing a range of securities and third-party managers.

Robert Wiese is a CFP® with 19 years of experience in the financial services industry. He is currently with Raleigh Capital Management Inc., where he has worked since 2026. Prior to this, he spent 12 years at Fidelity Brokerage Services LLC. 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, selecting sub-advisers and model portfolios while retaining authority to monitor and reallocate investments.

William Ramsay is a Certified Financial Planner (CFP®) with nine years of industry experience. He is based in Raleigh, NC, and is affiliated with Financial Symmetry Inc., where he has worked since 2001. Financial Symmetry serves individual and family clients across various wealth levels, providing financial planning, wealth management, and specialized services such as tax preparation and estate planning coordination. The firm employs a disciplined, evidence-based investment approach overseen by a quarterly Investment Committee and emphasizes factor-based funds from Dimensional Fund Advisors in its portfolio management.

Tony Sigmon is a financial advisor at Collegiate Capital Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses with 32 years of industry experience. He worked at Securities Service Network, Inc. for 22 years before continuing his career at Collegiate Capital Management since 1994. Collegiate Capital Management serves individuals, trusts, pension and profit-sharing plans, and retirement plan sponsors by providing discretionary portfolio management, financial planning, and retirement-plan services. The firm offers customized investment strategies using mutual funds, ETFs, fixed income, and structured products, and is notable for sponsoring its own Schwab-based wrap fee program and maintaining prime broker relationships to access specialized investment products.

Joseph Grabar III is a CFP® practitioner with 30 years of industry experience, currently serving at Fortress Private Ledger, LLC since 2018. Prior to this, he worked at LPL Financial, LLC for seven years. In addition to his advisory role, he is involved in various business activities including co-ownership of a tax preparation service and participation in a marketing service provider for the insurance industry. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities by providing financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm utilizes a range of investment strategies including trend identification, technical analysis, and model-driven portfolio management both in-house and through sub-advisers.

Daniel Gaugert is a financial advisor with Capital Advisers, Inc. in Raleigh, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including long tenures at Capital Investment Advisory Services, LLC, and Capital Investment Group, Inc. Outside of his advisory work, Gaugert is a singer with various organizations and serves on the board of directors for the North Carolina Master Chorale. Capital Advisers serves both individual and institutional clients, offering discretionary portfolio management and customized investment solutions across traditional and alternative asset classes. The firm employs an independent, open-architecture approach and manages approximately $620 million across more than 1,500 accounts.

Douglas Carpenter is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Fortress Private Ledger, LLC in Raleigh, NC. Prior to his advisory role, he worked at Comprehensive Hospitality Solutions LLC and Crosstex International. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, providing financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm employs a dynamic investment approach combining trend identification, technical analysis, and complementary strategies across various asset types, delivering services through a network of investment adviser representatives and third-party managers.

Sofia Pina is a financial advisor at Hilltop Wealth Advisors, LLC in Chapel Hill, NC, holding a Series 65 designation. She has one year of industry experience, including prior roles at G Financial Group and M3 Roofing. Hilltop Wealth Advisors serves individuals, trusts, estates, corporations, and other business entities with financial planning, consulting, and discretionary wealth management services. The firm combines fundamental analysis with a tactical asset allocation approach and offers a range of model portfolios, including socially responsible investing and direct indexing options.

Dorothy Moravec is a financial advisor with Triangle Wealth Management in Raleigh, NC, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has been with Triangle Securities, LLC since 2000. Triangle Wealth Management serves individual clients, corporate plans, charitable institutions, and other entities, offering portfolio management and financial planning services. The firm uses a consultative process combined with fundamental securities analysis and advanced analytical tools to create tailored portfolios, managing approximately $1.2 billion in discretionary assets.

William Eddins Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Since 1987, he has been associated with Capital Investment Counsel, Inc. and Capital Investment Group, Inc., and since 1997 with Capital Investment Brokerage, Inc. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, using an individualized approach that incorporates various analytical methods and ongoing portfolio monitoring.

Madison Mitchell is a CFP® professional at Old Peak Finance with one year of industry experience. Prior to joining Old Peak Finance, Madison held roles at Bessemer Trust from 2019 to 2026, totaling seven years. Madison's background also includes work in the hospitality sector and at UNC Chapel Hill. Old Peak Finance is a fee-only, fiduciary wealth management firm serving individuals, families, trusts, and estates, with many clients in their prime earning years and a significant portion holding multi-million dollar portfolios. The firm employs an evidence-based, asset-class investment approach emphasizing broad diversification, long-term discipline, and low costs.

Scott Loyek is a CFA® charterholder with 19 years of industry experience, currently serving at Triangle Wealth Management in Raleigh, NC. He has been with Triangle Securities, LLC since 2006. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm offers portfolio management and comprehensive financial planning services, using a consultative process and fundamental securities analysis to develop tailored investment strategies.

Kathleen Burkett is a CFP® with 33 years of industry experience and has been with Triangle Securities since 2005. She holds Series 63 and Series 65 licenses and is based in Raleigh, NC. Triangle Wealth Management serves individual clients, including high-net-worth individuals, as well as corporate pension plans, charitable institutions, and trusts. The firm offers portfolio management and financial planning services through a consultative process that uses advanced analytical tools and focuses on fundamental securities analysis.

Daniel Shanahan is a financial advisor at Modern Capital Advisors, LLC in Raleigh, NC, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MassMutual Financial Group and Modern Capital Securities, Inc. Outside of his advisory role, Shanahan serves as a General Agent for Ohio National Insurance, focusing on recruiting and offering life and disability insurance products. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm employs a strategic asset allocation approach using core passive investments combined with active satellite allocations and offers discretionary and non-discretionary management through various platforms.

Jonathan Autry is a financial advisor at EQV Advisory, LLC in Raleigh, NC, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Curi RMB Capital LLC and Curi Capital, as well as six years at North Carolina State University. 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, managing approximately $106.8 million in assets. EQV employs both model-based and custom portfolio construction, incorporating passive investments, separately managed accounts, mutual funds, ETFs, and private partnerships to address client goals, risk tolerance, and tax considerations.

Michael Noppinger is a financial advisor at Fortress Private Ledger, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Fortress Private Ledger in 2024, he worked at T. Rowe Price Investment Services, Inc. for 14 years. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities with services including financial planning, portfolio management, and Qualified Opportunity Zone advisory. The firm employs model-driven investment strategies incorporating trend identification, technical analysis, and fundamental research, offering both discretionary and non-discretionary programs.