Steven Wilson is a CFA® charterholder with 22 years of experience at Capital Advisers, Inc., where he has worked since 2004. He previously worked at Capital Investment Group, Inc. from 2004 to 2024. Outside of his advisory role, Wilson engages in solo legal and consultancy work and holds various insurance licenses in North Carolina. Capital Advisers serves individual and institutional clients by providing discretionary portfolio management and customized investment solutions across traditional and alternative asset classes. The firm employs an independent, open-architecture approach focused on asset allocation, managing approximately $620 million across more than 1,500 accounts with a small advisory team.

Alexandria Jeter is a CFP® professional at Old Peak Finance with experience at firms including Luca Partners, Credit Suisse, and Fidelity Investments. She joined Old Peak Finance in 2026 and is based in Chapel Hill, NC. Prior to her financial career, she worked with Young Life and Restorative Practices. Old Peak Finance provides comprehensive financial planning and fee-only wealth management primarily for higher-net-worth individuals, families, trusts, and estates. The firm employs an evidence-based, asset-class investment approach using broadly diversified portfolios of mutual funds and ETFs.

Ronald King is a financial advisor at Capital Investment Counsel Inc with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Capital Investment Group, Inc. since 2007. Outside of his advisory role, he serves as president of RL King & Company, where he conducts securities litigation case reviews and provides expert testimony. Capital Investment Counsel, Inc. offers discretionary, tailored portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and estates. The firm follows a contrarian “Counsel Style” investment philosophy focused on financially strong, undervalued companies and emphasizes low turnover, tax efficiency, and customized portfolio solutions.

Robert Lincoln is a financial advisor at BTS Asset Management, Inc. in Chapel Hill, NC, holding a Series 65 designation with 12 years of industry experience. He has been with BTS Asset Management since 2013 and also has a background with Lincoln Investment Advisers, LLC. Outside of his advisory role, he manages a residential rental business called Redbud Student Rentals. BTS Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management to individuals, including high-net-worth clients, and serves as an investment manager to registered investment companies. The firm employs proprietary quantitative, fundamental, and technical analysis to generate tactical buy/sell signals and offers multi-strategy portfolios incorporating mutual funds, ETFs, and individual equities.

Ryan Campbell is a financial advisor at Kuhn Advisors, Inc. in Durham, NC, holding a Series 65 credential. He has one year of industry experience, with prior roles at Tarheel Advisors, LLC and Northwestern Mutual. Before entering the financial industry, he worked at Umstead Pines Gold and Swim Club. Kuhn Advisors serves individual and high-net-worth clients, trusts, and charitable institutions with discretionary portfolio management, financial planning, and consulting services. The firm employs a value-oriented investment approach emphasizing actively managed mutual funds, long-term holdings, and concentrated portfolios tailored to client objectives.

Daniel Sigmon is a CFP® professional with 15 years of industry experience, currently serving at Collegiate Capital Management, Inc. in Raleigh, NC. He has worked at Collegiate Capital since 2008 and was previously with Securities Service Network from 2012 to 2016. Outside of advisory work, he holds a limited partner interest in a local restaurant, Che Empanada, LLC. Collegiate Capital Management serves individuals, trusts, pension and profit-sharing plans, and retirement plan sponsors with discretionary portfolio management, financial planning, and ERISA services. The firm offers customized strategies and risk-based model portfolios, emphasizing mutual-fund analysis and structured products accessed through prime broker relationships.

Radon Stancil is a CFP® professional with 19 years of experience in financial advisory roles. He is currently with Peace of Mind Wealth Management, where he has worked since 2020, and previously held positions at Reutemann Financial Solutions and Diversified Estate Service. Stancil is also a licensed owner selling fixed insurance products and manages an affiliated tax preparation and filing service. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers a range of services, including investment management, financial planning, estate-planning guidance, and access to tax preparation through an affiliated entity.

Austin Moore is a CFP® professional with one year of experience, currently advising at TradeWinds, LLC. He previously worked at CapFinancial Partners LLC (CAPTRUST) for five years. TradeWinds serves individual investors, including high-net-worth clients, as well as retirement plans, small businesses, and corporations by providing discretionary wealth management and comprehensive financial planning. The firm employs custom, proprietary portfolio strategies combining equities, mutual funds, and ETFs, and uses various analytical approaches to guide its investment decisions.

Robin Mitler is a financial advisor at Strathmore Capital Advisors with 19 years of industry experience. He holds the Series 66 designation and previously worked for New Potomac Partners, LLC for 11 years. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and goals-based financial planning. The firm employs an asset-allocation driven investment approach using mutual funds and ETFs, integrates technology for client service and administrative tasks, and offers distinctive services including a securities-backed lending strategy and integrated tax and estate-planning solutions.

Jason Anderson is a financial advisor with Investment Research Corporation in Raleigh, NC, holding a Series 66 designation and 15 years of industry experience. His background includes roles at the U.S. Department of the Treasury and World Capital Brokerage, Inc. Outside of advising, he works as an insurance agent specializing in life and health insurance and operates a sole proprietorship offering securities and insurance guidance. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis and offers both discretionary and non-discretionary management across a broad range of securities.

Ralston Turner is a financial advisor at TradeWinds, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill Lynch. TradeWinds serves individual investors, retirement plans, small businesses, and corporations, providing discretionary wealth management and comprehensive financial planning through custom strategies that combine equities, mutual funds, and ETFs. The firm employs various analytical approaches and offers explicit fiduciary services for retirement plans.

Dhrumil Parikh is a financial advisor with Modern Capital Advisors, LLC in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been affiliated with Liberty Partners Capital Management, LLC and Liberty Partners Financial Services, LLC since 2014. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach using passive index funds and ETFs alongside actively managed funds, and offers Strategic Portfolio Management strategies through custodial platforms.

Claire Jandrain is a financial advisor at Triangle Wealth Management in Raleigh, NC, holding a Series 65 designation. She joined the firm in 2024 after six years at AIM Advisors and has a background that includes four years at North Carolina State University. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations, offering portfolio management and comprehensive financial planning services. The firm employs a consultative, educational process supported by advanced analytical tools and grounds its investment recommendations primarily in fundamental securities analysis.

Katie Strother is a financial advisor with Curi Capital, LLC in Raleigh, NC, holding CFP® and Series 65 credentials and bringing 11 years of industry experience. Her prior experience includes roles at Park Ridge Asset Management and Curi RMB Capital LLC. Outside of her advisory work, she is involved in her community as a nursery room leader at Peace Church and serves as a varsity girls soccer coach at Wilson Christian Academy. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets and serving individuals, retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach using proprietary and third-party strategies across equity and fixed income, and offers a range of services including wealth management and specialized offerings for medical professionals.

Amber Roemmich is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. She has worked since 2012 with State Employees' Credit Union in a regional leadership role overseeing financial services, alongside roles at SECU Life Insurance Company, SECU Brokerage Services, and Members Trust Company. Credit Union Investment Services primarily serves individual investors residing in North Carolina, providing non-discretionary portfolio management, asset allocation advice, and financial planning. The firm operates within a credit-union ecosystem and emphasizes a long-term, goals-based investment approach using low-cost index mutual funds and ETFs.

Jeremy Smith is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked concurrently with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2011. Smith conducts trust-related business with Members Trust Company in addition to his advisory role. Credit Union Investment Services primarily serves North Carolina resident individual investors, offering non-discretionary portfolio management, asset allocation advice, and retirement planning with an emphasis on long-term goals. The firm focuses on low-cost index mutual funds and ETFs and operates within the State Employees’ Credit Union ecosystem, integrating affiliated services to support clients.

Christina Scagnelli is a financial advisor with Credit Union Investment Services and holds a Series 66 designation. She has two years of industry experience and has been associated with State Employees’ Credit Union since 2012, where she serves as a Financial Services Officer. Christina is also an agent with SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm emphasizes a long-term, goals-based approach using low-cost index funds and ETFs, operating within a credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

Peter Adams is a CFP® with 25 years of experience in the financial services industry. He currently works at Prosperity - An EisnerAmper Company and has held roles at firms including Avantax Advisory Services and HPG Wealthcare Advisors. He is also licensed as an insurance agent, involved in fixed insurance and annuity sales. Prosperity - An EisnerAmper Company serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets and uses a multi-team approach emphasizing asset allocation, diversification, and third-party management solutions.

Richard Fields is a Series 66-registered financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, bringing four years of industry experience. He has also been involved with Integrated Advisory Services LLC since 2020, where he holds a principal role alongside his advisory duties. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm customizes portfolios based on client objectives, time horizons, and risk tolerance, managing the majority of assets on a discretionary basis.

Sherwood Barbour Jr. is a financial advisor at Altitude Capital Management LLC with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with firms including Amerity Wealth Management and Gradient Investments. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers managed account programs tailored to client objectives and risk tolerance, utilizing a variety of investment approaches across a multi-team structure.