Matt Miner, CFP® I work best with professionals, entrepreneurs, and families contemplating how to make work optional - whether at age 35 or 65! I help clients bridge the gap between knowing and doing. Miner Wealth Management clients are confident that whatever life throws at them, they have a plan and a caring and competent professional in their corner. I love when clients tell me, “After our meeting, I slept the best I had in a week!” I help clients tackle life’s money questions – “How do I make the best use of my income?” “We’re growing our family. What should we think about?” “How can I get the taxing authorities out of my wallet – even just a little bit?” “How should I think about this pivotal time in my business?” “When can I retire?” “What’s the best way to plan for stock options and RSUs?” “I’m getting divorced, which is awful. How do I cope with the money part, too?” “How can I eliminate my student debt?” I earned my MBA in the full-time program at Duke's Fuqua School of Business in Durham and my undergraduate degree in Finance from Arizona State University in Tempe. After Fuqua, my wife Charity and I repaid our $225,000 in b-school debt in about three years. Through that journey, I began helping people with personal finance and wealth management. In 2018, I left traditional corporate work to become a financial advisor. I launched Miner Wealth Management in August 2021. Charity and I live in Raleigh with our three amazing and entrepreneurial children. I serve MBAs, Entrepreneurs, and High-Income clients throughout the US. Miner Wealth Management is a North-Carolina Registered Investment Advisor in Raleigh, NC. I am a CERTIFIED FINANCIAL PLANNER™ professional. Please get in touch with your questions about life, work, and money! Read Matt's blog here: http://workpantsfinance.com/

Nina Stibbs is a financial advisor at AIM Advisors, LLC in Raleigh, NC, with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Triad Advisors, Inc. and Arkadios Capital. Outside of investment advising, she is involved in recommending and selling fixed insurance products including life, annuity, disability, and health insurance policies. AIM Advisors, LLC serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan services. The firm employs a globally diversified investment approach based on modern portfolio theory, primarily utilizing mutual funds, ETFs, and other asset classes tailored to client objectives and risk tolerances.

Jenny Elstein is a financial advisor at Talisman Wealth Advisors, LLC in Raleigh, NC, holding Series 65 and Series 63 licenses with 22 years of industry experience. Her prior roles include positions at Ameriprise, Raymond James Financial Services, LPL Financial, and other advisory firms. Talisman Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $251 million on a discretionary basis for about 141 clients, employing a diversified, low-cost investment approach based on Modern Portfolio Theory, with attention to tax minimization and behavioral finance.

Joseph Bray is a financial advisor at Miner Wealth Management in Raleigh, NC, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Windham Brannon and Moore Colson CPAs and Advisors. Outside of advising, he provides bookkeeping services through a sole proprietorship. Miner Wealth Management serves individual and high-net-worth clients, as well as retirement plan sponsors and participants, offering discretionary investment management and comprehensive financial planning. The firm primarily uses a passive investment approach with index mutual funds and ETFs and provides additional services such as retirement-plan consulting, fiduciary management, and business bookkeeping.

John Triantafelow is a financial advisor at Renaissance Wealth Management, LLC in Raleigh, NC, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FSC Securities Corporation. Outside of his advisory role, he is involved in managing family real estate investment entities with his son and wife. Renaissance Wealth Management serves individual and high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning. The firm employs a variety of investment strategies, including fundamental and technical analysis, modern portfolio theory, and the use of alternatives and derivatives.

Lauretta Reeves is a CFA® charterholder with 13 years of industry experience. She is currently an advisor at Bastion Fiduciary, where she has worked since 2024, and she has been with Islamorada Investment Management, LLP since 2013. Reeves serves as a voting member of the investment committee for the Burroughs Wellcome Fund, an independent private foundation. Bastion Fiduciary, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm applies modern portfolio theory and fundamental analysis to construct diversified portfolios, offering tailored financial planning and managing approximately $125 million in discretionary assets.

Jeffrey Myers is a financial advisor with Long Island Wealth Management, Inc. He holds the CFP® and Series 63 designations and has five years of industry experience. He has also worked with Compass Advisory Group LLC since 2018. Long Island Wealth Management provides fee-based investment advisory and financial planning services primarily to individuals, families, trusts, estates, and charitable organizations. The firm manages discretionary portfolios using a customized asset-allocation framework and offers retirement counseling, project planning, and ongoing advisory services while overseeing approximately $292 million in client assets.

Britton Williams is a CFP® and holds a Series 65 license with 15 years of experience in financial advisory. He has worked at Calamita Wealth Management since 2018, following roles at Belpointe Asset Management and Tuttle Wealth Management. Calamita Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a structured advisory process and utilizes both qualitative and quantitative research across various asset classes, managing client accounts primarily on a discretionary basis.

James Collins is a financial advisor at Kairos RIA, LLC in Raleigh, NC, holding a Series 66 credential with 10 years of industry experience. His career includes roles at Edward Jones and Fourth Dimension Wealth, LLC. Collins serves as a Major in the United States Marine Corps Reserve. Kairos RIA, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities, using a tailored investment approach that incorporates cyclical, fundamental, and technical analysis with a long-term orientation.

Paul Spurlock is a financial advisor at ARIS Capital Strategies, LLC with 13 years of industry experience. He holds a Series 65 credential and has held roles at several firms including J.W. Cole Advisors, INC. and Global Financial Private Capital, LLC. Outside of advisory work, he is the owner and president of Advisor Training System, LLC, where he provides sales training consulting for advisors. ARIS Capital Strategies offers retirement income planning and non-discretionary investment guidance to individuals and high-net-worth clients. The firm combines commission-funded fixed annuity solutions with passive, time-segmented allocations to low-cost ETFs and other diversified investments, operating under a zero-fee business model that relies primarily on commissions from insurance products.

William Hesmer Jr. is a CFP®-designated financial advisor with over 13 years of industry experience. He is currently with Oak Harbor Wealth Partners and Hesmer Wealth Management LLC, where he has worked since 2021 and 2026, respectively. Prior to joining Oak Harbor, he spent eight years at Raymond James & Associates. Outside of finance, Hesmer serves as a consultant to the disciplinary committee for the United Soccer League. Oak Harbor Wealth Partners is an SEC-registered investment adviser specializing in portfolio management, financial planning, and ERISA consulting, with a focus on institutional and retirement-plan services. The firm employs diversified model portfolios and third-party manager oversight as part of its investment approach.

Samantha Muncy is a financial advisor at Evergreen Wealth Advisors with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Edward Jones for 18 years before joining Evergreen Money Advisors in 2023. She also held roles at Public Holdings, Inc., including Head of Customer Experience. Evergreen Wealth Advisors provides discretionary investment management and financial planning to individual and corporate clients. The firm uses a Modern Portfolio Theory framework combined with tax-optimization techniques and proprietary AI tools to support portfolio management, and it operates a public AI platform offering general education and personalized advice to users.

David Clark Jr. is a financial advisor at Oak Harbor Wealth Partners in Raleigh, NC, holding a Series 66 designation. He has entered the industry recently with experience at Stifel Financial Corp and Croatan Investments prior to joining Oak Harbor. Oak Harbor Wealth Partners is an SEC-registered investment adviser specializing in portfolio management, financial and institutional consulting, and pension and retirement plan services. The firm focuses on institutional and retirement-plan clients, employing diversified model allocations and third-party manager oversight in its investment approach.

Joel Anderson is a financial advisor at Evergreen Wealth Advisors in Raleigh, NC, with eight years of industry experience. He holds a Series 66 designation and previously worked at Values Added Financial, Ameriprise Financial Services, Wells Fargo Clearing, and served eight years in the United States Navy. Evergreen Wealth Advisors provides discretionary investment management and financial planning to individual and corporate clients, including high-net-worth individuals. The firm utilizes a Modern Portfolio Theory framework with tax-optimization techniques and incorporates proprietary software and AI tools for portfolio monitoring and advice delivery.

Jeremy Hamann is a financial advisor at Evergreen Wealth Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Blue Trust and CAPTRUST Financial Advisors, as well as work outside finance at Chick-fil-A and Black's Tire Service. He also has experience with The Wilds Christian Camp & Conference Center and Bob Jones University. Evergreen Wealth Advisors offers discretionary investment management and financial planning to individual and corporate clients, utilizing a Modern Portfolio Theory framework combined with tax-optimization techniques. The firm operates a public AI platform for educational purposes and manages client portfolios through proprietary software and AI tools.

Matthew Archer is a financial advisor with AIM Advisors, LLC in Raleigh, NC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His career includes roles at Triad Advisors, Inc. and Arkadios Capital. Outside of his advisory work, he is involved as an independent agent with The Cason Group, which focuses on life insurance and long-term care products. AIM Advisors, LLC serves individuals, families, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement plan services. The firm employs a globally diversified investment approach based on modern portfolio theory, utilizing mutual funds, ETFs, stocks, bonds, and alternative investments tailored to client objectives and risk tolerances.

Emily Burgess is a financial advisor at AIM Advisors, LLC in Raleigh, NC, holding a Series 66 designation. She has experience working at Campbell University and Arkadios Capital, as well as being self-employed and employed in other roles prior to joining AIM Advisors. AIM Advisors serves individuals, families, businesses, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan services. The firm manages approximately $138 million across about 163 client relationships, employing an investment approach based on modern portfolio theory with a focus on global diversification.

Jacob Stewart is a CFP® with five years of industry experience, currently serving at Wealth More Enterprise, Inc. since 2024. He has previously worked at Brightside, Garrett Investment Advisors, Zeiders Enterprises, and Wells Fargo Advisors. Outside of Wealth More, he is also financially active with Brightside in a non-investment-related role. Wealth More Enterprise is a team-based firm providing investment advisory and financial planning services through a mobile-first platform. The firm employs proprietary risk-scoring software and algorithmic management across four model portfolios, offering discretionary portfolio management alongside tiered advisory plans and standalone planning sessions.

Robert Revels is a CFP® and CFA® with six years of experience in financial advisory roles, currently serving at PieCapital since 2024. His prior experience includes positions at Balentine and BB&T. Outside of his advisory work, he is the author of a children's book titled *Bull & Bear Grow Together*, which teaches kids about money, and serves on the unpaid board of Strong Gray Line Corporation, a nonprofit associated with the West Point Class of 2004. PieCapital provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $69 million for 22 clients. The firm combines fundamental analysis, modern portfolio theory, and quantitative methods, employing a range of investment strategies across various asset classes within a single-advisor structure.

Robert Bulloch is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 licenses and encompassing 31 years of industry experience. His career includes roles at Infinity Financial Services Advisory since 2020 and LPL Financial from 2010 to 2016. He also operates a separate wealth management business under the name Robert Bulloch, MBA Wealth Management. SB Advisory, LLC is a multi-team advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice using mutual funds, ETFs, individual equities, and third-party managers.