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.

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.

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/

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.

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.

Jeffrey Myers is a CFP® professional with five years of industry experience. He has worked at Long Island Wealth Management, Inc. since 2006 and Compass Advisory Group LLC from 2018 to 2026 before joining CAPTrust in 2026. Long Island Wealth Management, Inc. provides fee-based investment advisory and financial planning services primarily to individuals, families, trusts, estates, and charitable organizations. The firm manages discretionary portfolios with a customized asset-allocation approach that includes strategic and tactical adjustments, serving approximately 125 clients with $292 million in assets under management.

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.

Britton Williams is a CFP® and holds a Series 65 license with 15 years of experience in financial advisory. He has worked at Calamita Wealth Management since 2018, following roles at Belpointe Asset Management and Tuttle Wealth Management. Calamita Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a structured advisory process and utilizes both qualitative and quantitative research across various asset classes, managing client accounts primarily on a discretionary basis.

Erin Campbell is a CFP® professional with 21 years of experience, currently serving at Beacon Financial Strategies Corp. in Raleigh, NC, where she has worked since 2004. She holds Series 63 and Series 65 licenses and is one of three advisors at the firm. Beacon Financial Strategies serves individual clients, including high-net-worth households, and corporate retirement plan sponsors. The firm employs a core-and-satellite investment approach combining passive index funds and ETFs with selective active strategies, offering comprehensive net worth management, retirement plan consulting, and tax preparation as an ancillary service.

Stephanie Murray is a financial advisor at Beacon Financial Strategies Corp. in Raleigh, NC, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Beacon Financial Strategies since 2013. Beacon Financial Strategies serves individual clients, including high-net-worth households, and corporate retirement plan sponsors. The firm employs a core-and-satellite investment approach with passively managed index funds and ETFs as the core and selectively applied active strategies in satellite positions, offering comprehensive net worth management and retirement plan fiduciary services.

David Trettel is a CFP®-certified financial advisor with 10 years of industry experience. He currently works at Beacon Financial Strategies Corp. in Raleigh, NC, where he has been since 2024. His prior experience includes roles at Baird, Strategic Wealth Designers, Weston Banks Wealth Partners, Charles Schwab, and WELLS FARGO Advisors. Beacon Financial Strategies serves individual clients, including high-net-worth households, and corporate retirement plan sponsors. The firm uses a core-and-satellite investment approach with a combination of passive index funds and selectively applied active strategies, offering comprehensive net worth management alongside retirement plan consulting and fiduciary services.

Renan Guillou is a financial advisor with Secure Wealth, Inc. in Raleigh, NC, holding a Series 65 designation and nine years of industry experience. He has worked with Secure Wealth since 2019 and has prior experience at Wealth Watch Advisors and First American National Investment Advisors. Outside of advisory work, he operates as a sole proprietor insurance agent and owns Rise Financial, Inc. Secure Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management and tailored financial plans. The firm specializes in managing structured-note portfolios with an investment approach that emphasizes downside protection through diversified, analytic-driven implementation.

Deborah Mcmanama is a financial advisor at First Financial Group in Raleigh, NC, holding a Series 65 designation with six years of industry experience. She has been with First Financial Group since 2011. First Financial Group serves individual investors, trusts, estates, and business entities, providing portfolio management, consulting, and financial planning services tailored to both non-high-net-worth and high-net-worth clients. The firm’s investment approach combines fundamental and cyclical analysis with customizable strategies, including discretionary management and the use of unaffiliated sub-advisors.

David Nettesheim is a financial advisor at Lewis Financial Management, LLC in Raleigh, NC, holding a Series 65 credential with 10 years of industry experience. He has been with Lewis Financial Management since 2008. Lewis Financial Management provides personalized comprehensive financial planning and investment advice to individuals, couples, retirees, widows, and small business owners. The firm emphasizes fundamental, research-based analysis and a long-term buy-and-hold approach, offering non-discretionary advice with semi-annual portfolio reviews.

Tommy Lewis is a financial advisor at First Financial Group in Raleigh, NC, holding a Series 65 designation with three years of industry experience. Prior to joining First Financial Group in 2022, he was affiliated with East Carolina University and Wakefield High School. First Financial Group serves individual investors, trusts, estates, and business entities, providing both discretionary and non-discretionary portfolio management along with financial planning services. The firm employs a client-driven investment approach that includes fundamental and cyclical analysis, customized portfolio construction, and ongoing monitoring.

Sukesh Pai is a CFA® charterholder with eight years of industry experience, currently serving at Trillium Square Advisors LLC since 2018. He has prior experience at Fasttrackr AI, Prabhu Inc, Self Employed, and QMS Capital Management LP. Outside of advisory work, he is a managing partner at Everest AI Ventures, an AI technology company. Trillium Square Advisors serves individuals, small businesses, retirement plans, and institutional clients with financial planning, portfolio management, and corporate cash-management services. The firm employs a blend of active management and quantitative techniques, including algorithmic trading and multi-strategy portfolios, and offers ongoing supervision along with educational seminars as part of its client services.

Linda Lewis is the sole advisor at Lewis Financial Management, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses with 29 years of industry experience. She has worked at The Strategic Financial Alliance, Inc. since 2013 and has been with Lewis Financial Management since 1984. Outside of her advisory work, she hosts a radio program, "Money Matters with the Lewis Family," on WPTF AM 680, where she answers listener questions on various financial topics. Lewis Financial Management provides comprehensive financial planning and investment advice to individuals, couples, retirees, widows, and small business owners. The firm employs a research-based, long-term buy-and-hold investment approach with semi-annual portfolio reviews and focuses on non-discretionary advice tailored through a personalized financial planning database.

William Hesmer Jr. is a CFP®-designated financial advisor with over 13 years of industry experience. He is currently with Oak Harbor Wealth Partners and Hesmer Wealth Management LLC, where he has worked since 2021 and 2026, respectively. Prior to joining Oak Harbor, he spent eight years at Raymond James & Associates. Outside of finance, Hesmer serves as a consultant to the disciplinary committee for the United Soccer League. Oak Harbor Wealth Partners is an SEC-registered investment adviser specializing in portfolio management, financial planning, and ERISA consulting, with a focus on institutional and retirement-plan services. The firm employs diversified model portfolios and third-party manager oversight as part of its investment approach.