Peter D’arruda is a financial advisor with Capital Financial Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Sofos Investments, Inc., EQIS Capital Management, Inc., Payne Capital Management, LLC, and Global Financial Private Capital, LLC. In addition to his advisory work, he hosts financial radio shows aimed at financial professionals and CPAs, dedicating significant time to media-related activities. Capital Financial Advisory Group serves individuals, families, businesses, charities, and small pension clients by providing financial planning and advisory services. The firm emphasizes customized financial plans and implements investment recommendations through selected third-party managers, offering ongoing monitoring without taking custody or direct investment discretion over client assets.

Valerie Seymour is a Certified Financial Planner® with 11 years of industry experience. She is currently affiliated with Quest 10 Wealth Builders, Inc. and Complete Financial Solutions, Inc., where she has worked since 2012. Prior to that, she was with Global Financial Private Capital, LLC from 2015 to 2017. Seymour holds licenses as a Series 63 and Series 65 representative and is also a licensed insurance agent for life, annuity, health, Medicare supplement, and long-term care products. Quest 10 Wealth Builders, Inc. serves individual and high-net-worth clients, corporations, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies, including technical and fundamental analysis, and offers community educational workshops through its six offices.

Roger Elmer Jr. is a CFP® and CFA® with 13 years of industry experience. He has been with Realm Investment Consulting LLC since 2014 and is also the managing member of R. Ron Elmer, CPA, PLLC. In addition to his advisory roles, he writes, publishes, and sells investment-related books through Investor Cookbooks. Realm Investment Consulting serves individual and high-net-worth clients with portfolio management, financial planning, and pension/401(k) consulting. The firm emphasizes long-term trading using ETFs and mutual funds guided by modern portfolio theory, managing approximately $88.9 million across about 90 client relationships.

Deborah Hobart is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Blue Water Capital Management, LLC since 2019 and previously held roles at Coty Inc. and Safariland. Blue Water Capital Management serves individual and high-net-worth clients as well as charitable organizations, providing portfolio management and financial planning tailored to client goals and risk tolerance. The firm employs modern portfolio theory in its investment approach and offers access to a broad range of asset types, leveraging institutional support from Charles Schwab.

Carlton Davis Jr. is a CFP® and CFA® with 13 years of industry experience, currently serving at Realm Investment Consulting LLC in Cary, NC. He has been an adjunct professor of finance at North Carolina State University since 2006 and also teaches at High Point University. Realm Investment Consulting serves individual and high-net-worth clients with portfolio management, financial planning, and pension/401(k) consulting, primarily using ETFs. The firm employs a long-term, theory-driven investment approach and provides both discretionary and non-discretionary services tailored by written Investment Policy Statements.

John Huber is a financial advisor at Saber Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Saber Capital Management since 2012, following eight years at CJB Real Estate & Investments. Saber Capital Management provides discretionary investment management to individual and institutional clients, including high-net-worth individuals, through separately managed accounts and private pooled investment vehicles. The firm employs a bottom-up, fundamental value-investing approach with a focus on concentrated holdings and a long-term horizon, and it offers features such as performance-based compensation and a subscription newsletter for clients.

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.

Michael Honea is a CFP® professional with 11 years of industry experience. He currently works at Cary Financial Planning, LLC and previously held roles at Members Trust Company, Credit Union Investment Services, and related firms. Cary Financial Planning serves individuals, families, business owners, and high-net-worth clients with investment advisory and financial planning services. The firm employs a long-term, evidence-based investment approach focusing on diversification, cost control, tax awareness, and disciplined rebalancing, utilizing mutual funds, ETFs, and factor-based funds.

Andrew Davenport is a financial advisor at Quest 10 Wealth Builders, Inc. with eight years of industry experience. He holds a Series 66 designation and previously worked at Park Avenue Securities, Guardian Life Insurance Company, Equitable Advisors, and AXA Advisors. Davenport also works as an insurance broker for Guardian Life in Raleigh, North Carolina, specializing in individual life and disability insurance policies. Quest 10 Wealth Builders, Inc. serves individual and high-net-worth clients, corporations, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical strategies, utilizes third-party money managers, and conducts regular account reviews while maintaining a presence across six offices with approximately $238 million in assets under management.

Erin Tackett is a financial advisor at Tackett Wealth Management, LLC with 16 years of industry experience. She holds a Series 65 designation and has been with the firm since 2009. Tackett Wealth Management serves primarily retirees and small business owners, managing approximately $62 million in client assets across about 50 relationships. The firm provides investment supervisory services, wealth management, and financial planning using an investment approach grounded in academic research, emphasizing small-cap and value equity exposures, broad diversification, low-cost funds, and tax efficiency.

Paul Yokabitus is a financial advisor at Cary Financial Planning, LLC with four years of industry experience. He holds a Series 65 designation and also serves as an owner and attorney at an estate planning law firm, which he has been involved with since 2018. His prior experience includes roles at Mariner Platform Solutions, NC Planning, and Stephenson Law LLP. Cary Financial Planning provides investment advisory and financial planning services to individuals, families, business owners, and high-net-worth clients. The firm employs a long-term, evidence-based investment approach focused on diversification, cost control, tax awareness, and disciplined rebalancing, utilizing mutual funds, ETFs, and factor-based funds, supported by technology including AI-assisted tools.

Matthew Scuderi is a financial advisor at Capital Financial Advisory Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Foundations Investment Advisors and Equitable Advisors. Outside of his advisory role, he is also active as an insurance producer, reviewing and proposing insurance and annuity solutions. Capital Financial Advisory Group serves individuals and families preparing for retirement, including high-net-worth households, small pension plans, and charitable entities. The firm provides customized financial planning and advisory services, referring clients to third-party asset managers for portfolio management while also distributing insurance and annuity products.

Katherine Alepa is a CFP® with 10 years of experience in financial planning. She is currently with Ithaka Financial Planning, LLC, where she has worked since 2017. Her prior experience includes six years at Financial Planning Group, Inc. Ithaka Financial Planning, LLC serves individuals, high-net-worth clients, personal trusts, and estates with integrated financial planning and ongoing portfolio management. The firm uses Modern Portfolio Theory to design diversified portfolios, primarily favoring open-end index funds and ETFs, and offers occasional pro-bono educational seminars and workshops.

Bryson King is a financial advisor at Capital Financial Advisory Group, LLC, holding a Series 65 credential. He has two years of industry experience, including prior roles at Capital Financial and Insurance, LLC, Zunzibar, and Duckworth's. Capital Financial Advisory Group serves individuals, families, businesses, charities, and small pension clients with financial planning and advisory services. The firm refers clients to third-party managers and pooled investment products, focusing on customized financial plans and ongoing portfolio monitoring without taking custody or direct discretion over assets.

Paul Richards is a CFP® with 15 years of industry experience, currently serving as an advisor at Hicks & Associates Wealth Management, LLC. His prior roles include positions at WealthShield Partners, Ameriprise Financial Services, Edward Jones, and METLIFE Investors Distribution Company. Hicks & Associates Wealth Management primarily serves individual and high net worth clients, including trusts, estates, IRAs, and 401(k) plans, providing discretionary portfolio management through separately managed accounts alongside non-discretionary financial planning and consulting services. The firm applies a Multi-Strategy Investment Management Process combining fundamental and technical analysis, emphasizing risk controls such as rules-based stops and regular position reviews.

Carman Hicks II is a CFP® with 27 years of industry experience, currently serving at Hicks & Associates Wealth Management, LLC since 2022. He previously worked at WealthShield Partners, LLC and Ameriprise Financial Services, Inc. Since 2013, he has also engaged in fiduciary activities acting as attorney-in-fact, trustee, conservator, guardian, executor, or personal representative. Hicks & Associates Wealth Management primarily serves individual and high net worth clients, offering discretionary portfolio management and non-discretionary financial planning. The firm employs a Multi-Strategy Investment Management Process that integrates fundamental and technical analysis with various investment strategies overseen by an Investment Committee.

Bret Tackett is a CFP® professional with 24 years of industry experience. He has been with Tackett Wealth Management, LLC since 2009, where he is one of two advisors at the firm based in Cary, NC. Tackett Wealth Management provides investment supervisory services, wealth management, and financial planning primarily to select retirees and small business owners. The firm manages approximately $62 million in client assets and employs an investment approach grounded in academic research, emphasizing broad diversification, tax efficiency, and low-cost funds.

Parker Holland is a financial advisor at Capital Financial Advisory Group, LLC with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work history includes roles at Sofos Investments, Inc., EQIS Capital Management, Inc., and World Equity Group, Inc. Holland is also a licensed independent insurance agent in North Carolina, incorporating insurance products as part of his financial planning. Capital Financial Advisory Group serves individuals, families, businesses, charities, and small pension clients by providing financial planning and advisory services. The firm uses a customized planning process and refers clients to select third-party managers without taking custody or direct investment discretion of assets.

Terrance Green is a CFP® with 22 years of industry experience, currently serving as an advisor at Blue Water Capital Management, LLC. He has been with Blue Water Capital Management since 2006. Blue Water Capital Management serves individual and high-net-worth clients as well as charitable organizations, offering portfolio management and financial planning tailored to client goals and risk tolerance. The firm employs modern portfolio theory and primarily invests in ETFs and mutual funds, with access to a broad range of alternative investments, and operates with institutional support from Charles Schwab.

Kenneth Stephenson is a ChFC® credentialed financial advisor with 18 years of industry experience. He is affiliated with Quest 10 Wealth Builders, Inc. and has previously worked at Global Financial Private Capital and Q3 Asset Management Corp. In addition to his advisory role, he owns and operates Willow Springs Turf, LLC, a sod farming business. Quest 10 Wealth Builders, Inc. serves individual and high-net-worth clients, corporations, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using a range of investment strategies and conducting regular account reviews.