Robert Patton is a financial advisor at Sounding Line Wealth Management, LLC in Durham, NC. He holds a Series 65 designation and has been working at his current firm since 2026. Before entering the advisory field, he worked at Pramana Labs, Inc. and Intel Corporation. Sounding Line Wealth Management is an independent registered investment adviser that provides discretionary portfolio management and individualized Investment Policy Statements to individuals and high-net-worth clients. The firm employs a blended investment approach incorporating various analytical methods and offers services including long-term trading and options strategies with accounts custodied at Schwab Institutional.

Nahnsan Guseh is a financial advisor with Capital Solutions Advisors, LLC in Durham, NC, holding a Series 65 designation and three years of industry experience. Prior to founding Capital Solutions Advisors in 2023, Nahnsan has held roles at Intuitive Surgical, where he currently works as a data scientist, as well as positions with Swing Low Sweet Chariot, LLC, NSG Solutions, LLC, and the U.S. EPA. He combines his advisory work with ongoing employment in the medical device and renewable energy sectors. Capital Solutions Advisors, LLC serves primarily individual clients, offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and consulting. The firm employs a diverse investment approach incorporating fundamental, technical, charting, and cyclical analysis, with strategies that include options and hedged-equity, and also provides a paid educational digital magazine as an ancillary service.

Kevin Matthews is a financial advisor at Wealth More Enterprise, Inc. with four years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including WillowTree and Novozymes. Outside of his advisory role, he is the CEO and owner of Building Bread, an education-focused business where he also serves as an author and speaker. Wealth More Enterprise provides investment advisory and financial planning services to individual clients through a mobile-first platform. The firm combines proprietary risk scoring and algorithmic management with discretionary oversight and offers multiple model portfolios alongside flexible client engagement options.

Douglas Amis is a CFP® professional with 14 years of industry experience, currently serving at Cardinal Retirement Planning, Inc. He has held multiple roles across several firms, including ownership of Damis, Inc., where he is involved in fixed insurance sales. Amis also serves as a board member for the Durham Community Land Trustees, a local nonprofit organization. Cardinal Retirement Planning primarily serves pre-retirees, retirees, high-net-worth individuals, businesses, and nonprofits, providing financial planning, portfolio management, econometric consulting, and ERISA plan advisory services. The firm employs a top-down investment approach integrating quantitative models with fundamental and technical analysis, offering both discretionary and client-directed account management.

John Stillman is a financial advisor at Rosewood Wealth Management with 12 years of industry experience. He holds a Series 65 designation and co-owns a marketing company, Third Wheel Media, which he has been involved with since 2014. Prior to his role at Rosewood, Stillman has worked at Carolina Wealth Stewards, LLC and AE Wealth Management, LLC. Rosewood Wealth Management serves individual clients and families, focusing on retirement planning and income needs. The firm combines financial planning, portfolio implementation through third-party managers, insurance product sales, and tax preparation and bookkeeping services.

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.

Justin Baas is a Certified Financial Planner® with 14 years of experience in the financial services industry. He has worked at several firms, including Forvis Mazars Wealth Advisors LLC, FORVIS Wealth Advisors LLC, Dixon Hughes Goodman Wealth Advisors, and Credit Union Investment Services. Baas is based in Wake Forest, NC, and holds a Series 66 license. He is affiliated with Oak Wealth Advisors LLC, a firm serving individuals, families, trusts, estates, LLCs, and partnerships through discretionary investment management, fixed-fee financial planning, and retirement plan consulting. Oak Wealth Advisors emphasizes low-cost, tax-conscious portfolios using primarily no-load mutual funds and ETFs, with a focus on passive management and personalized investment policy statements.

Jacob Yocco is a CFP® with eight years of industry experience and serves as an advisor at Cardinal Retirement Planning, Inc. He has worked at Cardinal Retirement Planning since 2018 and is also affiliated with Damis, Inc., where he spends approximately 10% of his time as an insurance agent. Additionally, he serves as treasurer for the Pi Lambda Phi Omega Beta Alumni Association, managing the organization’s finances. Cardinal Retirement Planning works primarily with pre-retirees and retirees, high-net-worth individuals, businesses, and non-profits, offering financial planning, discretionary and non-discretionary portfolio management, and specialized services including econometric consulting and ERISA plan advisory. The firm uses a top-down investment approach with proprietary, simulation-based models combined with fundamental and technical analysis, employing a range of strategies in separately managed accounts.

Trinity Critelli is a financial advisor at Investors Mosaic with a Series 66 designation and three years of industry experience. Her prior work includes roles at Royal Alliance / Osaic and Advanced Group Financial Services, as well as positions in education and retail. She has also been involved with a snowplowing and lawncare business. Investors Mosaic is a small, two-advisor firm providing fee-based wealth management and financial planning to individuals and families, primarily in the mass-affluent to high-net-worth range. The firm employs a blend of passive, low-cost asset-allocation strategies alongside an active Growth equity model for legacy clients and emphasizes a documented planning process with a focus on actionable steps.

Marcus Fryar is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Fryar Financial in Durham, NC. His prior roles include positions at Cetera Investment Advisers LLC and HD Vest Advisory Services. Outside of advising, he owns Fryar Management Group LLC, which provides accounting, tax, and payroll services to individuals, businesses, and nonprofits. Fryar Financial offers financial planning and asset management to individual and high-net-worth clients, as well as retirement plan sponsors. The firm emphasizes tailored financial planning and non-discretionary portfolio management, with a focus on ERISA plan services including investment policy creation, monitoring, fee oversight, and participant education.

August Pye is a financial advisor with Integrated WealthCare, LLC and holds a Series 65 designation. He has been with Integrated WealthCare since 2024 and has prior experience with Home Tax Solutions LLC and involvement with the YMCA of the Triangle at Camp Sea Gull. Outside of his advisory role, he is a licensed insurance agent. Integrated WealthCare is an SEC-registered wealth management firm that primarily serves physicians and medical professionals, as well as high-net-worth individuals, families, business owners, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory, using documented risk assessments and client-specific Investment Policy Statements to implement globally diversified portfolios.

Russell Kroeger is a CFP® professional with 10 years of industry experience. He is currently with Upstart Wealth Management, LLC and Paradigm Wealth, Inc. (Trayecto), where he is the Founder and CEO, focusing on designing and building technology products for financial advisors and consumers. His prior experience includes roles at Michael Powsner CPA, Paradigm Wealth Architects, LLC, and Yeske Buie Inc. Upstart Wealth Management provides investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm employs discretionary, asset-allocation strategies using model portfolios and a range of implementation vehicles, including derivatives and margin, which are uncommon among peer team firms.

James Brown is a Certified Financial Planner (CFP®) with 15 years of industry experience. He currently works at Minerva Planning Group, where he has been since 2024, following 13 years at Vaughan-Brown Wealth Management. Minerva Planning Group serves individual and high-net-worth clients, as well as trusts, estates, and other investment advisors, offering discretionary portfolio management and financial planning. The firm emphasizes a long-term asset allocation approach using low-cost, diversified mutual funds and ETFs, particularly Dimensional Fund Advisors (DFA) funds, combined with fundamental analysis and selective use of individual securities.

Anessa Custovic is a financial advisor at Cardinal Retirement Planning, Inc. in Durham, NC, holding a Series 65 designation with six years of industry experience. She has held various roles within Cardinal Retirement Planning since 2020 and was self-employed as a dog trainer starting in 2018. Prior to her advisory career, she worked at Tower Street Associates and the University of North Carolina at Chapel Hill. Cardinal Retirement Planning primarily serves pre-retirees and retirees, high-net-worth individuals, businesses, and non-profits, offering a range of financial planning, portfolio management, and consulting services. The firm employs a top-down investment approach integrating quantitative models with fundamental, technical, and cyclical analysis, and features unique capabilities such as in-house econometric research and the use of borrowing within separately managed accounts.

Evan Mccormick is a financial advisor at Investors Mosaic with 12 years of industry experience. He holds a Series 65 designation and has been with Investors Mosaic since 2013. The firm provides fee-based wealth management, investment management, and financial planning services to individuals and families, primarily in the mass-affluent to high-net-worth spectrum. Investors Mosaic uses a blend of passive, low-cost asset-allocation strategies alongside an active Growth equity model for legacy clients, serving a small client base with approximately $148.4 million in assets under management.

Michael Ruffing is a financial advisor with Integrated WealthCare, LLC in Durham, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including nine years at Capital Wealth Management, Inc. and Triad Advisors, Inc. He hosts a financial podcast and serves on the industry advisory council for the Society for Academic Emergency Medicine. Integrated WealthCare is an SEC-registered wealth management firm that primarily serves physicians and medical professionals, as well as high-net-worth individuals, families, business owners, and retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing documented risk assessments and globally diversified model portfolios with a combination of fundamental, technical, and cyclical analysis.

Jacob Doser is a CFP® professional with seven years of industry experience, currently serving as an advisor at Rosewood Wealth Management. Prior to joining Rosewood, he worked at JN Financial LLC and JB Capital, LLC for five years, and has held roles at KeyBank, Key Investment Services LLC, and Citizens Bank. He is also an insurance agent involved in the sale of life insurance and fixed annuities through an affiliated insurance company. Rosewood Wealth Management serves individual clients and families with a focus on retirement planning and income needs. The firm combines financial planning with portfolio implementation through third-party managers, insurance product sales, and tax and bookkeeping services.

Samson Benen is a financial advisor at SJBenen Advisory, LLC in Durham, NC, holding a Series 65 designation with 10 years of industry experience. He has been with SJBenen Advisory since 2016. SJBenen Advisory serves individuals, including high-net-worth clients, small businesses, pension and profit-sharing plans, and nonprofit organizations with portfolio management, financial planning, and ERISA plan advisory services. The firm employs a tiered management approach incorporating passive, long-only active, and long-short active strategies, using fundamental, technical, cyclical, and quantitative analysis, and offers a regular client newsletter called “The Benen Report.”

Samuel Mcchesney is a financial advisor with Incline Investment Advisors, LLC in Durham, NC. He holds a Series 65 designation and has five years of industry experience. Prior to joining Incline Investment Advisors, he worked at Hyatt Lake Tahoe and Sierra Nevada University. Incline Investment Advisors provides discretionary portfolio management and integrated financial planning primarily to individual and high-net-worth clients, employing a blend of systematic quantitative models, technical trend signals, and value-oriented stock selection to construct risk-managed portfolios. The firm is notable for its affiliation with a Commodity Trading Advisor/Commodity Pool Operator, offering a range of commodity and futures strategies alongside equity and fixed-income programs.

Jeffery Campbell II is a financial advisor at Fryar Financial in Durham, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Fryar Financial, he worked at Fidelity Investments and Vietri Inc. in various roles. Outside of advising, he operates a freelance marketing consulting business as an independent contractor. Fryar Financial provides financial planning and portfolio management services to individuals, high-net-worth clients, and retirement plan sponsors, offering both non-discretionary and discretionary asset management tailored to client goals and risk tolerance. The firm manages approximately $19.4 million across about 56 client relationships and coordinates investment strategies with affiliated tax and accounting services.