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.

Charles West is a financial advisor with Endurance Financial LLC in Cary, NC, holding a Series 66 designation and 24 years of industry experience. He has worked previously at Sowell Management Services and Ni Advisors, Inc. Outside of advising, West is an independent licensed insurance agent, provides small business consulting, and operates a solar energy investment company focused on solar panel power systems. Endurance Financial primarily serves families, professionals, and business owners who are planning for or transitioning into retirement, offering a range of services including financial planning, investment management, insurance product sales, and business consulting. The firm uses a structured client process and actively managed model portfolios, with a focus on both individual and high-net-worth clients.

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.

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.

Michael Zeblo is a CFP® and Series 65 licensed advisor with Ridgeline Wealth Advisors, LLC, based in Raleigh, NC. He has three years of industry experience, including prior roles at Lennar Homes and Norton, Collar, Lund, Lilley, PLLC. Outside of his advisory work, he owns Michael Zeblo Tax Services, where he provides CPA and tax return preparation services. Ridgeline Wealth Advisors offers discretionary asset management, financial planning, and retirement-plan consulting to individuals and plan sponsors. The firm focuses on long-term, diversification-based investing and combines a multi-office presence with integrated services including tax preparation and insurance.

Paul Delaney is a CFA® charterholder with nine years of industry experience. He has worked at Capital Endurance Group, Inc. since 2016 and previously spent seven years at Piedmont Investment Advisors. Outside of his advisory role, he owns and manages rental properties in Ireland. Capital Endurance Group provides wealth management and financial planning primarily to individual and high-net-worth clients through discretionary portfolio management and limited engagement financial planning. The firm employs a Modern Portfolio Theory-based investment approach emphasizing low-cost, tax-aware strategies and uses leverage and derivatives when appropriate.

Philip Giordano is a financial advisor at Wake Wealth Management Co. in Raleigh, NC, with 12 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Uber. Giordano has been involved with Wake Wealth Management Co. since 2013 and has additional experience in independent insurance and college admission and funding. Wake Wealth Management Co. provides financial planning and investment advisory services to individuals, families, trusts, charitable organizations, foundations, endowments, and institutional clients. The firm emphasizes written financial plans and generally delivers advice on a non-discretionary basis, employing a range of investment strategies tailored to client-specific plans.

Cornelius Mcdonald III is a CFP® with 42 years of industry experience, currently serving at Physicians Financial Services, Inc. He has previously worked with The Wealth Group, Ltd, Capital Investment Brokerage, Inc., Capital Investment Group, Inc., and Capital Investment Counsel, Inc. Mcdonald is also assistant treasurer of the North Carolina Society of the Cincinnati, a charitable organization supporting historical causes. Physicians Financial Services, Inc. manages approximately $482 million for a diverse client base including individuals, corporations, and charitable organizations. The firm employs a contrarian/value investing approach, focusing on financially strong, undervalued securities with a long-term holding strategy, and offers both internally managed and third-party overseen portfolios.

Zachary Palmer is a CFP® professional with six years of industry experience, currently serving at Ark Royal Wealth Management LLC. His prior experience includes roles at Modera Wealth Management, The Vanguard Group, and Hilltop Wealth Advisors. Palmer also worked at Postmates during 2017-2018. Ark Royal Wealth Management LLC provides investment advisory and portfolio management services to individuals, trusts, estates, and charitable organizations, focusing on a long-term, diversified investment approach using low-cost passive mutual funds. The firm emphasizes client education through seminars and workshops and delivers regular performance reporting.

Kelsey Plummer is a financial advisor at Pursuit Wealth Strategies, LLC with 14 years of industry experience. She has been with Pursuit Wealth Strategies since 2014 and previously worked at Raymond James Financial Services from 2011 to 2025. Plummer serves on the boards of Sparrow Data Solutions, a startup nonprofit focused on data solutions, and Trinity Academy of Raleigh, a local private school. Pursuit Wealth Strategies serves individuals, high net worth clients, small businesses, charitable institutions, and foundations by providing investment advisory, portfolio management, and financial planning services. The firm develops customized portfolios using a variety of investment vehicles and conducts regular monitoring to manage risk and performance.

William Sloan is a CFP® professional with eight years of experience at Sound Financial Management, Inc. in Raleigh, NC. He has been with the firm since 2016, working in a financial advisory capacity. Sound Financial Management, Inc. provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, and charitable organizations, and serves as a limited-scope ERISA 3(21) advisor for employer retirement plans. The firm uses both fundamental and technical analysis to tailor asset allocation and security selection to clients’ goals, time horizons, and risk tolerance, with ongoing portfolio oversight and quarterly reviews.

John Purrington is a CFP® with 18 years of industry experience currently serving at Armor Investment Advisors, LLC in Raleigh, NC. He has been with Armor Investment Advisors since 2007. Outside of his advisory role, he manages family investment partnerships, coordinating activities with family members. Armor Investment Advisors serves individuals, families—including high-net-worth clients—and institutional entities by providing comprehensive financial planning, discretionary investment management, and investment consulting. The firm applies a team-based process under a fiduciary standard, integrating multi-asset-class portfolio construction with ongoing financial planning and educational support for retirement-plan sponsors and participants.

Bryant Stone is the sole advisor at Stone Legacy Capital LLC in Raleigh, NC, holding Series 63 and Series 65 licenses with five years of industry experience. He has held roles at multiple firms including Top Rank Wealth Management, LLC and currently is involved with Stone Legacy Insurance, LLC and estate planning services through Legacy Lock and Estate Guru. Stone also owns and operates an insurance and tax preparation business. Stone Legacy Capital LLC provides discretionary investment management and tailored financial planning to individual and high-net-worth clients. The firm manages approximately $4.9 million in client assets and utilizes model portfolios through Altruist LLC, offering financial planning in three tiers with access to advanced planning software.

Brian Johnson is a financial advisor at BrightPath Wealth Advisors LLC in Raleigh, NC, with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Infinex Investments and Southern Bank. Johnson also operates as a sole proprietor in an insurance agent capacity. BrightPath Wealth Advisors provides discretionary asset management and financial planning to individuals, high-net-worth clients, and business entities. The firm offers ongoing portfolio monitoring and educational seminars, employing an investment approach guided by client objectives, risk tolerance, and fundamental analysis.

Douglas Lewis is a CFP® professional with 44 years of industry experience. He has been with Lewis Financial Management, LLC since 1984 and is also affiliated with The Strategic Financial Alliance, Inc. Outside of his advisory work, he is a licensed life insurance agent. Lewis Financial Management serves individuals, couples, retirees, widows, and small business owners with personalized financial planning and investment advice. The firm emphasizes fundamental, research-based analysis and a long-term buy-and-hold investment approach, managing over $431 million on a non-discretionary basis with a focus on charitable tax planning and direct investment programs.

Matthew Snuggs is a CFP® professional affiliated with Pursuit Wealth Strategies, LLC in Raleigh, NC, with three years of industry experience. His prior roles include positions at Raymond James Financial and Equitable Advisors LLC. He serves as a committee member of the German Club Alumni Foundation, which supports the alumni activities of the G.E.R.M.A.N. Club of Virginia Tech. Pursuit Wealth Strategies offers investment advisory, portfolio management, and financial planning services to individuals, high net worth clients, small businesses, and charitable institutions. The firm delivers customized portfolios using a variety of investment vehicles and maintains regular monitoring with formal watchlist criteria.

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.

Pamela Rigsby is a CFP® professional with 32 years of experience in the financial services industry. She has been with Pursuit Wealth Strategies, LLC since 2010 and previously worked with Raymond James Financial Services Advisors, Inc. from 2009 to 2025. Pursuit Wealth Strategies provides investment advisory, portfolio management, and financial planning services to individuals, high net worth individuals, small businesses, profit-sharing plans, charitable institutions, and foundations. The firm emphasizes customized portfolios and regular monitoring, employing a mix of money managers, mutual funds, ETFs, fixed income, and private managers tailored to each client’s objectives and risk tolerance.

Charles Averre IV is a financial advisor at Hollingsworth Avent Averre & Purvis, P.A. in Raleigh, NC, with 19 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with the firm since 2010. Averre also provides CPA services as an owner of a CPA firm registered as an investment advisor. Hollingsworth Avent Averre & Purvis, P.A. offers discretionary investment management, financial planning, and retirement plan consulting primarily for individuals and high-net-worth clients, alongside accounting and tax services. The firm employs an evidence-based, market-efficiency investment approach focusing on passive instruments, diversification, and periodic rebalancing, integrating tax and accounting expertise directly into its advisory process.