Nahnsan Guseh is a financial advisor with Capital Solutions Advisors, LLC in Durham, NC, holding a Series 65 designation and three years of industry experience. Prior to founding Capital Solutions Advisors in 2023, Nahnsan has held roles at Intuitive Surgical, where he currently works as a data scientist, as well as positions with Swing Low Sweet Chariot, LLC, NSG Solutions, LLC, and the U.S. EPA. He combines his advisory work with ongoing employment in the medical device and renewable energy sectors. Capital Solutions Advisors, LLC serves primarily individual clients, offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and consulting. The firm employs a diverse investment approach incorporating fundamental, technical, charting, and cyclical analysis, with strategies that include options and hedged-equity, and also provides a paid educational digital magazine as an ancillary service.

Douglas Amis is a CFP® with 14 years of industry experience, currently serving at Cardinal Retirement Planning, Inc. He has held roles at multiple firms including William B. Clark, CFP CPA, and Damis, Inc., where he is an owner and insurance agent. Amis is also a board member of the Durham Community Land Trustees, a local nonprofit organization. Cardinal Retirement Planning serves pre-retirees, retirees, high-net-worth individuals, businesses, and nonprofits, providing financial planning, portfolio management, and consulting services. The firm employs a top-down investment approach that integrates quantitative models with fundamental and technical analysis, offering both discretionary and client-directed account management.

John Stillman is a financial advisor at Rosewood Wealth Management with 11 years of industry experience. He holds a Series 65 designation and has been involved with Carolina Wealth Stewards, LLC since 2015. Outside of advisory work, he is co-owner of a marketing company, Third Wheel Media, which he founded in 2014. Rosewood Wealth Management serves individual clients and families focusing on retirement planning and income needs. The firm combines financial planning with portfolio implementation through third-party managers and model portfolios, alongside licensed insurance sales and in-house tax and bookkeeping services.

Sean Hilliard is a financial advisor at Rivertree Wealth with eight years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 66. Prior to joining Rivertree Wealth, he worked at Empower Financial Services, Personal Capital Advisors Corporation, Thrivent Financial, and Fidelity Investments. Rivertree Wealth serves individual and high-net-worth clients with discretionary investment management and standalone financial planning. The firm applies a risk-based, passive investment approach grounded in modern portfolio theory and conducts regular portfolio reviews, incorporating held-away retirement accounts into its advice.

Justin Baas is a CFP® and holds a Series 66 license with 14 years of experience in wealth advisory services. He has worked at Forvis Mazars Wealth Advisors LLC and its predecessor firms since 2013. Baas is currently with Oak Wealth Advisors LLC, a Wake Forest, NC-based firm. Oak Wealth Advisors provides discretionary investment management, fixed-fee financial planning, and retirement plan consulting primarily for individuals, families, trusts, and estates. The firm emphasizes customized, tax-conscious portfolios using low-cost, passive investment vehicles with limited trading and periodic rebalancing.

Jacob Yocco is a CFP® with eight years of industry experience and serves as an advisor at Cardinal Retirement Planning, Inc. He has worked at Cardinal Retirement Planning since 2018 and is also affiliated with Damis, Inc., where he spends approximately 10% of his time as an insurance agent. Additionally, he serves as treasurer for the Pi Lambda Phi Omega Beta Alumni Association, managing the organization’s finances. Cardinal Retirement Planning works primarily with pre-retirees and retirees, high-net-worth individuals, businesses, and non-profits, offering financial planning, discretionary and non-discretionary portfolio management, and specialized services including econometric consulting and ERISA plan advisory. The firm uses a top-down investment approach with proprietary, simulation-based models combined with fundamental and technical analysis, employing a range of strategies in separately managed accounts.

Trinity Critelli is a financial advisor at Investors Mosaic with a Series 66 designation and three years of industry experience. Her prior work includes roles at Royal Alliance / Osaic and Advanced Group Financial Services, as well as positions in education and retail. She has also been involved with a snowplowing and lawncare business. Investors Mosaic is a small, two-advisor firm providing fee-based wealth management and financial planning to individuals and families, primarily in the mass-affluent to high-net-worth range. The firm employs a blend of passive, low-cost asset-allocation strategies alongside an active Growth equity model for legacy clients and emphasizes a documented planning process with a focus on actionable steps.

Russell Kroeger is a CFP® professional with 10 years of industry experience. He is currently with Upstart Wealth Management, LLC and Paradigm Wealth, Inc. (Trayecto), where he is the Founder and CEO, focusing on designing and building technology products for financial advisors and consumers. His prior experience includes roles at Michael Powsner CPA, Paradigm Wealth Architects, LLC, and Yeske Buie Inc. Upstart Wealth Management provides investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm employs discretionary, asset-allocation strategies using model portfolios and a range of implementation vehicles, including derivatives and margin, which are uncommon among peer team firms.

James Brown is a Certified Financial Planner (CFP®) with 15 years of industry experience. He currently works at Minerva Planning Group, where he has been since 2024, following 13 years at Vaughan-Brown Wealth Management. Minerva Planning Group serves individual and high-net-worth clients, as well as trusts, estates, and other investment advisors, offering discretionary portfolio management and financial planning. The firm emphasizes a long-term asset allocation approach using low-cost, diversified mutual funds and ETFs, particularly Dimensional Fund Advisors (DFA) funds, combined with fundamental analysis and selective use of individual securities.

Anessa Custovic is a financial advisor at Cardinal Retirement Planning, Inc. in Durham, NC, holding a Series 65 designation with six years of industry experience. She has held various roles within Cardinal Retirement Planning since 2020 and was self-employed as a dog trainer starting in 2018. Prior to her advisory career, she worked at Tower Street Associates and the University of North Carolina at Chapel Hill. Cardinal Retirement Planning primarily serves pre-retirees and retirees, high-net-worth individuals, businesses, and non-profits, offering a range of financial planning, portfolio management, and consulting services. The firm employs a top-down investment approach integrating quantitative models with fundamental, technical, and cyclical analysis, and features unique capabilities such as in-house econometric research and the use of borrowing within separately managed accounts.

Evan Mccormick is a financial advisor at Investors Mosaic with 12 years of industry experience. He holds a Series 65 designation and has been with Investors Mosaic since 2013. The firm provides fee-based wealth management, investment management, and financial planning services to individuals and families, primarily in the mass-affluent to high-net-worth spectrum. Investors Mosaic uses a blend of passive, low-cost asset-allocation strategies alongside an active Growth equity model for legacy clients, serving a small client base with approximately $148.4 million in assets under management.

Jacob Doser is a CFP® professional with seven years of industry experience, currently serving as an advisor at Rosewood Wealth Management. Prior to joining Rosewood, he worked at JN Financial LLC and JB Capital, LLC for five years, and has held roles at KeyBank, Key Investment Services LLC, and Citizens Bank. He is also an insurance agent involved in the sale of life insurance and fixed annuities through an affiliated insurance company. Rosewood Wealth Management serves individual clients and families with a focus on retirement planning and income needs. The firm combines financial planning with portfolio implementation through third-party managers, insurance product sales, and tax and bookkeeping services.

Samson Benen is a financial advisor at SJBenen Advisory, LLC in Durham, NC, holding a Series 65 designation with 10 years of industry experience. He has been with SJBenen Advisory since 2016. SJBenen Advisory serves individuals, including high-net-worth clients, small businesses, pension and profit-sharing plans, and nonprofit organizations with portfolio management, financial planning, and ERISA plan advisory services. The firm employs a tiered management approach incorporating passive, long-only active, and long-short active strategies, using fundamental, technical, cyclical, and quantitative analysis, and offers a regular client newsletter called “The Benen Report.”

Samuel Mcchesney is a financial advisor with Incline Investment Advisors, LLC in Durham, NC. He holds a Series 65 designation and has five years of industry experience. Prior to joining Incline Investment Advisors, he worked at Hyatt Lake Tahoe and Sierra Nevada University. Incline Investment Advisors provides discretionary portfolio management and integrated financial planning primarily to individual and high-net-worth clients, employing a blend of systematic quantitative models, technical trend signals, and value-oriented stock selection to construct risk-managed portfolios. The firm is notable for its affiliation with a Commodity Trading Advisor/Commodity Pool Operator, offering a range of commodity and futures strategies alongside equity and fixed-income programs.

Andrew Lynch is a financial advisor at Peak Wealth Group LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Peak Wealth Group since 2016, following a two-year period at Peak Brokerage Services, LLC. Outside of his advisory role, Lynch assists life insurance agents with case design and estate planning through Capital Marketing Group and supports charitable planning efforts via the Foundation for Legacy Planning. Peak Wealth Group provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses documented risk analysis and an Investment Policy Statement to guide portfolio construction, employing a range of strategies including long-term holdings and shorter-term trading.

Kevin Matthews is a financial advisor with Wealth More Enterprise, Inc., holding Series 65 and Series 66 credentials and four years of industry experience. Before joining Wealth More Enterprise, he worked at WillowTree and held positions at Novozymes, Citigroup, and Capital One LLC. Outside of his advisory role, he is the CEO and owner of Building Bread, an education-focused business where he also serves as an author and speaker. Wealth More Enterprise provides investment advisory and financial planning services to individual clients through a mobile-first platform. The firm uses proprietary software-based risk scoring and algorithmic account management combined with model portfolios that are implemented discretionarily and reviewed by an internal investment committee.

Erik Kratz is a CFA® charterholder with one year of experience, currently serving as a financial advisor at Arena Private Wealth. His prior roles include positions at Focus Partners Wealth, The Colony Group, Connectus Wealth, and Mid-Continent Capital. He is a board member of CHA Shared Services, which provides ancillary services to hospitals across Colorado. Arena Private Wealth offers financial planning and portfolio management to individuals and high-net-worth clients, with a focus on customized strategies and pooled investment vehicles. The firm employs a combination of fundamental, technical, and modern portfolio approaches and utilizes AI tools for operational tasks while managing accounts on both discretionary and non-discretionary bases.

Travis Hornsby is a financial advisor at SLP Wealth with CFP®, CFA®, and Series 63 credentials and three years of industry experience. He has been involved in web publishing and consulting through his ownership of Student Loan Planner since 2016. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management, financial planning, and non-discretionary 401(k) services. The firm employs diversified, risk-based portfolios using no-load mutual funds and ETFs, with ongoing monitoring and periodic rebalancing.

Frank Brown Jr. is a financial advisor at Arjuna Capital, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Arjuna Capital since 2016. Arjuna Capital provides investment advisory and financial planning services to individuals, trusts, charitable organizations, and business entities, while also managing private pooled investment vehicles. The firm integrates sustainability factors into its investment approach and manages approximately $642 million in discretionary assets.

James Mwombela is a CFP® professional with nine years of industry experience, currently serving as an advisor at Nectarine. His prior roles include positions at SLP Wealth and his own firm, Mwombela Financial Planning, LLC. Outside his advisory work, he provides student loan planning and financial coaching through separate ventures. Nectarine serves individual and high-net-worth clients by offering consultative financial planning through a fee-for-service model. The firm emphasizes long-term asset allocation using low-cost index funds and ETFs, delivering advice without managing client portfolios or custody.