Thomas Tolley is the managing member of Tolley Financial Group, LLC, an independent investment advisory firm based in Raleigh, NC. He holds Series 65 and 66 licenses and has 15 years of industry experience, including nine years at Copperleaf Capital, LLC. Tolley Financial Group manages approximately $122 million for about 170 clients, serving individuals, high-net-worth investors, and pension and profit-sharing plan sponsors. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, using a mix of fundamental and technical analysis and both passive and active investment instruments.

Matthew Choplin is a financial advisor with Innovest Strategies LLC in Raleigh, NC, holding a Series 65 designation and 12 years of industry experience. Prior to founding Innovest Strategies in 2025, he worked for Private Wealth Management of North Carolina for 12 years. Outside of his advisory role, Choplin is a partner in a tax and management consulting firm and holds an active real estate license, working as a listing and selling agent on weekends. Innovest Strategies LLC provides comprehensive asset management, retirement plan consulting, and financial and tax planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension or profit-sharing plans. The firm employs a range of investment strategies including fundamental and technical analysis, managing portfolios with ETFs, mutual funds, individual securities, and conservative cash instruments, while also offering tax, accounting, and real estate services under separate agreements.

With 15 years of experience in wealth management and financial planning, I bring both deep technical knowledge and a practical, people-first approach to financial planning. Throughout my career, I’ve had the opportunity to work in both a large financial institution and a smaller independent firm. That range of experience has shaped how I work today, blending the structure and resources of big firms with the personalized, relationship-driven approach of a boutique firm. It also gave me a clear perspective on what clients and their families truly need: a tailored approach, proactive planning, and a partner they can count on through every life stage. I started Highwind Wealth Management with this vision in mind. At Highwind Wealth Management, we integrate investment management, tax strategy, estate planning, and financial planning into a cohesive and adaptable plan. Life, markets, and goals change, and your financial plan should evolve with them. I also believe that comprehensive financial and tax planning shouldn’t be a luxury reserved for the ultra-high-net-worth; everyone deserves access to financial planning and the financial freedom that comes with it. To deliver the highest level of service, I intentionally keep a small client base. That allows me to focus deeply on each relationship and ensure that my clients and their families always receive the time and attention they deserve, as well as my family, who also receive the same focus and attention from me. Outside of work, I’m lucky to share life with my amazing wife, Lizz, and our two kids, Fallon and Charlie. When I’m not working or with my family, you’ll likely find me on a mountain bike trail, exploring the outdoors, or lost in some great music.

Patrick Lyons is the principal of Lyons Den Capital, an independent advisory firm based in Zebulon, NC. He holds Series 63 and Series 65 licenses and has 25 years of experience in the financial industry. Lyons has operated Lyons Den Capital since 2010 and also has a background in insurance sales through his self-employed practice, Patrick Lyons Insurance Services. Lyons Den Capital provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm constructs diversified portfolios using fundamental and technical analysis, with a focus on exchange-traded funds and options-based hedging, and offers ongoing consultation tailored to clients’ investment guidelines.

Matthew Unger is the sole advisor at Unger Financial in Raleigh, NC, holding a Series 66 license with 22 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 16 years before founding Unger Financial in 2021. Unger is also an independent insurance agent, offering disability, life, and long-term care insurance products. Unger Financial provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $15.94 million across about 69 accounts. The firm offers tailored portfolio management using various strategies and integrates complex outside holdings into clients’ overall financial plans, with a focus on both discretionary and non-discretionary managed accounts.

Elliott Mc Cown is a CFP® with nine years of industry experience, currently serving as the sole advisor at HanaFara. His prior roles include positions at UBS Financial Services, Personal Capital Advisors Corporation, Evergreen Wealth Advisors, Empower Advisory Group, and The Vanguard Group. HanaFara is an independent firm providing wealth management and financial planning primarily to individual and high-net-worth clients. The firm’s investment approach emphasizes asset allocation using Modern Portfolio Theory, combining passive and active strategies, and includes the use of third-party model portfolios and Outside Managers with ongoing monitoring.

Marcus Terdik is a financial advisor with Piedmont Private Wealth, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at UBS Financial Services for eight years and has been with Piedmont Private Wealth since 2018. Outside of his advisory role, Marcus serves on the Board of Governors for North Ridge Country Club, advising on strategic planning initiatives. Piedmont Private Wealth, LLC is an independent SEC-registered advisory firm that serves individual and high-net-worth clients with discretionary portfolio management, asset allocation advice, and financial planning. The firm employs a long-term investment approach based on modern portfolio theory, utilizing diversified allocations across ETFs, mutual funds, municipal bonds, and equities.

Lenoris Yarborough, Jr is a financial advisor with Yarborough Asset Management Strategies in Raleigh, NC, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Cisco Systems and Envestnet before founding Yarborough Asset Management Strategies in 2017. He serves on the boards of several nonprofit organizations focused on education, the arts, and economic resources for African Americans. Yarborough Asset Management Strategies provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a range of investment techniques, including fundamental, technical, and cyclical analysis, and uses both long- and short-term strategies with documented risk tolerance and occasional use of higher-risk instruments.

David Carter is a financial advisor with Wood Capital Investments LLC in Raleigh, NC. He holds the Series 66 designation and has eight years of industry experience. Prior to founding his independent firm, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to the present, and was previously employed at Healthtrax Fitness and Wellness from 2015 to 2017. Wood Capital Investments LLC provides discretionary portfolio management and investment analysis to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm’s investment approach combines quantitative, fundamental, technical, and economic analysis, employing both long- and short-term strategies, including market-timing techniques uncommon among solo independent advisors.

Robert Martin is a financial advisor at Tilly, Inc. in Raleigh, NC, holding a Series 65 credential with seven years of industry experience. He is the co-founder and active chairman of Vertical IQ, Inc., a financial industry research firm, and is also an angel investor in several startups. Additionally, Mr. Martin is the author of "The Hockey Stick Principles." Tilly serves individual and family clients through virtual comprehensive financial planning and advice, focusing on budgeting, insurance, debt management, and savings strategies. The firm emphasizes low-cost, passive investment approaches and delivers services on a flat-fee membership or one-time meeting basis.

Tina Purvis is a financial advisor at Hollingsworth Avent Averre & Purvis, P.A. She holds a Series 65 designation and has 18 years of industry experience. She has been with the firm since 2001. Hollingsworth Avent Averre & Purvis, P.A. serves individuals, corporations, and trusts by providing investment management, financial planning, and retirement plan consulting. The firm integrates accounting and tax services into its planning and follows a market-efficiency, evidence-based investment approach that emphasizes passive vehicles, diversified allocations, and periodic rebalancing.

Hannah Canipe is a financial advisor at Stone Legacy Capital LLC in Raleigh, NC, with three years of industry experience and a Series 66 designation. Prior to joining Stone Legacy Capital, she worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Stone Legacy Capital LLC serves individual and high-net-worth clients with discretionary asset management, tiered financial planning, and consultation services, utilizing a mix of fundamental, technical, charting, and cyclical analysis tailored to client goals and risk tolerance.

Robert Wilson is a CFP® certified financial advisor with eight years of industry experience. He is currently with LifePlan Group, where he has worked since 2022. Prior to that, he held roles at TD Ameritrade and Fidelity. In addition to his advisory work, Wilson is also licensed as an insurance agent, dedicating a portion of his time to offering insurance products. LifePlan Group provides financial planning and discretionary portfolio management to individuals, businesses, and employer-sponsored retirement plans, emphasizing retirement planning and coordination of tax, insurance, and estate matters. The firm uses diversified investment models and offers ongoing advisory services tailored to client goals and risk tolerances.

David Gikoshvili is a financial advisor at Miner Wealth Management in Raleigh, NC, holding a Series 65 designation. He has been with Miner Wealth Management since 2026 and previously worked at Harvard Business Review and Duke Fuqua School of Business. 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 including retirement-plan consulting, fiduciary management, and bookkeeping for businesses and nonprofits.

Michael Perkins is a financial advisor at Ridgeline Wealth Advisors, LLC with 18 years of industry experience. He holds the PFS™ designation, as well as Series 65 and Series 66 licenses. Perkins has been with Ridgeline Wealth Advisors since 2016 and has extensive experience in insurance sales and tax preparation, including a longstanding role as a partner at Perkins, Lund, Collar & Associates, providing accounting and tax services. Ridgeline Wealth Advisors offers discretionary asset management, financial planning, and retirement-plan consulting to individuals and plan sponsors. The firm employs a long-term, diversification-focused investment approach using third-party technology to support tax-aware strategies and serves approximately 200 clients, including high-net-worth individuals.

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.