Jim Wyatt is a Series 65 licensed financial advisor with 17 years of industry experience. He is the principal of Wyatt Financial L.L.C. and also owns Wyatt Family Office, L.L.C., where he provides tax and planning services, spending up to 30% of his time on this practice. His career includes over two decades as a CPA through his own firm, Jim K Wyatt CPA. Wyatt Financial L.L.C. is an independent, single-advisor registered investment adviser managing approximately $39 million for about 56 clients. The firm offers discretionary portfolio management to individuals and various institutional clients, using customized investment policies and a range of securities including equities, mutual funds, ETFs, REITs, and bonds.

William Bunch II is a CFP® and holds a Series 65 license, with 10 years of experience in financial advising. He is the sole advisor at Maze Financial Planning in Chapel Hill, NC, where he has worked since 2016. Maze Financial Planning provides investment management and financial planning services to individuals as well as private foundations, charitable organizations, and participant-directed retirement plans. The firm emphasizes long-term, diversification-centered strategies based on Modern Portfolio Theory and offers fiduciary plan advice, participant education, and monitoring of plan investments.

Leonard Brooks is a financial advisor with Brooks Financial of North Carolina, LLC in Durham, NC, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at firms including Cetera and H.D. Vest Advisory Services before founding his current firm. Brooks also owns a tax preparation and filing service and acts as an agent managing small commercial property insurance through Alpha Risk Management Services. Brooks Financial of North Carolina provides financial planning and non-discretionary portfolio management primarily for individual and high-net-worth clients, along with retirement-plan services such as profit-sharing and 401(k)/403(b) planning. The firm offers insurance planning, retirement rollovers, participant education, and tax preparation, managing accounts with client-confirmed trades and tailored asset-allocation strategies based on fundamental and technical analysis.

William Newcomb is a CFP® and holds a Series 66 license with 16 years of experience in financial advising. He founded Newcomb Financial Advisors, LLC in Chapel Hill, NC, where he has been the sole advisor since 2010. Newcomb Financial Advisors is an independent, fee-only firm serving individuals, trusts, estates, and small businesses with financial planning and investment management. The firm employs a core-and-satellite investment approach focused on strategic asset allocation, managing approximately $13.9 million across 14 clients, primarily on a discretionary basis.

Edward Fulbright is the principal and sole advisor at Fulbright Financial Consulting, PA in Durham, North Carolina. He holds the PFS™ designation and Series 63 license, with 10 years of experience in financial advising and over 40 years managing his CPA firm, Fulbright & Fulbright, CPA, PA, where he provides accounting, tax, and management consulting services. Fulbright Financial Consulting is a fee-only advisory firm serving individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a Functional Asset Allocation approach that integrates interest-earning assets, real estate, and equities, and emphasizes low-cost index funds and ETFs, offering both discretionary and non-discretionary services.

David Brodie is the principal of Brodie Wealth Management and holds a Series 66 designation. He has one year of experience in financial advisory roles and has worked at Osaic Advisory Services and Osaic Wealth. He also operates Brodie CPA PLLC, a CPA firm based in Cary, NC, where he serves as principal. Brodie Wealth Management provides wealth management, financial planning, and asset management services to individual and institutional clients. The firm offers tailored investment strategies across traditional and alternative asset classes and provides retirement plan advisory services, leveraging its affiliation with an in-house accounting practice for tax and estate planning support.

Ryan Bannister is a financial advisor at 1Up Financial Advisors LLC in Cary, NC, holding a Series 65 designation with three years of industry experience. Prior to founding 1Up Financial Advisors, he worked at Duke University Hospital and Carr, Riggs & Ingram. Bannister is also a member of Oak City Investment Group, LLC, a real estate investment company. 1Up Financial Advisors LLC provides investment management and financial planning primarily for individual clients, offering tailored portfolio management, written financial plans, and both ongoing and hourly planning engagements. The firm integrates accounting services such as in-house tax preparation and bookkeeping, along with educational seminars and consulting for content creators, combining passive and active investments with strategic asset allocation.

Rupa Pereira is a CFP® and Series 65 credentialed advisor with four years of industry experience. She is the principal of FWJ Planning LLC and also owns FWJ Tax LLC, a tax planning and preparation business. Pereira has worked with the XY Planning Network and served as a VITA Tax Counselor. FWJ Planning LLC offers fee-only financial planning services to U.S. individuals, households, and small businesses, focusing on project-based and comprehensive plans without providing investment management or custody services. The firm employs a variety of analytical methods for investment recommendations, typically favoring passive, low-cost funds, and clients implement these through their chosen custodians.

Jesse Bradin is the sole advisor at J Bradin Financial LLC in Cary, NC, with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Gradient Investments, LLC and JD Melberg Financial. Bradin also operates as a life insurance agent affiliated with his firm. J Bradin Financial LLC is a state-registered, solo investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations with financial planning, investment supervisory, and management services. The firm’s approach integrates estate, financial, and tax planning and uses discretionary model portfolios with a range of investment instruments, while also providing insurance review and educational seminars.

David Lundberg is a financial advisor at WisePath Wealth LLC in Cary, NC, holding Series 63 and Series 66 licenses with 10 years of industry experience. His prior work includes roles at Merrill Lynch, Equitable Advisors, and various other firms. Lundberg is also the owner of Awaken Financial Designs, an outside business focused on fixed insurance and fixed annuity sales. WisePath Wealth LLC provides comprehensive financial planning and consulting to individual and high-net-worth clients, offering full financial plans, topic-specific consultations, and discretionary asset management through third-party model portfolios. The firm schedules planning and investment reviews throughout the year based on client objectives and maintains responsibility for suitability in its investment decisions.

Bert Bennett IV is a CFP®-certified financial advisor with 15 years of industry experience. He is the principal of West Fork Wealth Management LLC, an independent firm he joined in 2024 after working at Robert W. Baird & Co. Incorporated and Morgan Stanley. Outside of his advisory role, Bennett teaches summer camp at Carolina Friends School in Durham, NC. West Fork Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth families, non-profits, endowments, trusts, small businesses, and estates. The firm manages portfolios tailored to clients’ investment goals and risk tolerance, employing fundamental, technical, cyclical analysis, and modern portfolio theory.

Benjamin Birken is a CFP® with 18 years of industry experience, currently serving as the principal advisor at Pisces Financial Advisors, LLC in Chapel Hill, NC. He previously worked at Woodward Financial Advisors, Inc. for 12 years and holds a leadership role at Holistiplan, LLC, a financial services software company, where he is Vice-President for Customer Success and Engagement. Pisces Financial Advisors provides comprehensive financial planning and discretionary investment management to individuals, families, high-net-worth clients, and small businesses. The firm’s investment approach focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs with attention to diversification, cost control, and tax efficiency.

Allen Bass III is a CFP® certificant with nine years of industry experience. He has been the sole advisor at Carolina Wealth Strategies, LLC since 2014. Carolina Wealth Strategies serves individual investors and small businesses with financial planning, investment supervisory services, and educational workshops. The firm uses a combination of passive and active management strategies, providing both broad-based and modular planning, and typically manages client accounts on a discretionary basis with regular monitoring and rebalancing.

Christopher Harp is the sole advisor at CH Capital Management, an independent registered investment adviser based in Chapel Hill, NC. He holds a Series 66 designation and has 22 years of industry experience, having led CH Capital Management since 2010. CH Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, endowments, charitable organizations, and pension or profit-sharing plans. The firm typically serves clients with substantial assets and combines a solo advisor model with institutional-style client relationships, outsourcing operational functions to third-party providers.

Kathleen Scharl is the principal advisor at Scharl Advisory Services, Inc. in Durham, NC, holding CFP® and Series 63 designations with 23 years of industry experience. She has led her independent practice since 1989. Outside of advising, she is involved in tax preparation, bookkeeping, and small business consulting through Scharl & Associates, Inc., primarily during tax season. Scharl Advisory Services, Inc. provides fee-only financial planning and investment management to individuals and small businesses, focusing on retirement, tax, cash-flow, education funding, and estate planning. The firm employs a strategic, core-and-satellite asset allocation using no-load or low-load funds, and operates on fixed and hourly fees rather than asset-based charges.

Aditya Mahajan is a Series 65 credentialed advisor at ADI Mahajan CPA PC with experience spanning several roles in tax and accounting since 2018. He has worked at LESLIE MERRITT INC dba TAX AND QB GURU and held positions at various educational institutions prior to focusing on integrated CPA and investment advisory services. ADI Mahajan CPA PC provides integrated CPA and fee-only investment advisory services to individuals, trusts, family structures, charitable organizations, and small businesses. The firm combines tax expertise with investment management, utilizing IPS-driven asset allocation along with tax-aware strategies such as asset location and tax-loss harvesting to support long-term portfolio management.

Dexter Perry is a CFP®-certified financial advisor with 21 years of industry experience, currently operating through One Providence Capital, LLC in Apex, NC. He has been managing One Providence Capital since 2006 and concurrently leads The Providence Group of NC, LLC, where he also holds a life and health insurance license for fixed insurance products. Perry serves as a director at First Bank & First Bancorp, Inc., and as a trustee for RBC Funds Trust, overseeing fiduciary governance of mutual funds. One Providence Capital primarily serves individual investors along with churches, non-profits, corporations, and other business entities, managing approximately $23 million in client assets. The firm employs a long-term, strategic, risk-based asset-allocation approach, constructing diversified portfolios documented through investment policy statements and risk-tolerance profiles, with quarterly monitoring and rebalancing.

Kent Fisher is a CFP®, CFA®, and Series 63 licensed advisor with 16 years of industry experience. He currently leads Southern Investment Management Collective LLC, an independent firm he joined in 2023. Previously, he worked at Mutual Advisors, LLC and Old Peak Finance. Southern Investment Management Collective provides portfolio management and investment advice to individual and high-net-worth clients, tailoring strategies based on each client’s goals, tax situation, time horizon, and risk tolerance. The firm uses a combination of fundamental analysis, quantitative techniques, and modern portfolio theory to construct diversified portfolios and offers both discretionary and non-discretionary services.

Michael Molitoris is a financial advisor with Flagship Wealth Management Group, LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at The Pinnacle Financial Group and LPL Financial LLC and has maintained an independent insurance agent practice since 2010. Outside of advisory work, he sells fixed insurance products as part of his business activities. Flagship Wealth Management Group is an independent registered investment adviser serving individuals, including high-net-worth clients, charitable organizations, trusts, and businesses. The firm offers comprehensive financial planning, discretionary asset management, and hourly consulting, integrating multiple planning topics with an investment approach based on fundamental and technical analysis, modern portfolio theory, and Monte Carlo planning.

Chris Di Domenico is the sole advisor at Sparrows Financial in Apex, NC, holding a Series 65 credential with one year of industry experience. He previously operated DiDomenico Investments and has been a full-time student for over a decade. Sparrows Financial is an SEC-registered investment adviser providing discretionary portfolio management and investment planning to individuals, high-net-worth clients, and business entities. The firm employs fundamental analysis with intermediate-term trading and quarterly rebalancing, primarily using mutual funds, equities, fixed income, and ETFs.