Yupeng Fu is a CFP® and ChFC® with 13 years of experience in the financial industry. He is currently affiliated with Modern Capital Advisors, LLC and has previously worked at Liberty Partners Financial Services and Liberty Partners Capital Management. Modern Capital Advisors serves a diverse client base including individuals, high-net-worth clients, pension plans, charities, and corporations. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index funds with selective active management, and offers both discretionary and non-discretionary portfolio management along with retirement plan consulting.

Patrick Jennings is a financial advisor with Olde Raleigh Financial Group in Raleigh, NC, holding a Series 66 credential and nine years of industry experience. His career includes roles at Mass Mutual Investors Services and Clear Defense LLC. Jennings is also a licensed independent life, health, and long-term care insurance agent. Olde Raleigh Financial Group provides discretionary investment management and financial planning services primarily to individuals and families with substantial investable assets. The firm employs a top-down, theme-driven investment process combined with fundamental research and customized portfolio construction, typically focusing on individual U.S. equities, ETFs, and limited fixed income.

Jonathan Schultz is a registered financial advisor with Leading Edge Financial Planning LLC in Raleigh, NC. He holds a Series 65 designation and has one year of industry experience. Prior to joining Leading Edge, he held roles at Flexjet, Jet It, Dynamic Aviation, and Willow Valley Communities. Leading Edge Financial Planning LLC serves individuals, high net worth clients, trusts, estates, and businesses with wealth management and financial planning. The firm employs a team-based approach that emphasizes strategic asset allocation, diversification, and long-term investing using primarily low-cost mutual funds and ETFs, alongside discretionary portfolio management.

Christopher Gure is a financial advisor with Fortress Private Ledger, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He worked at LPL Financial from 2015 to 2018 before joining Fortress Private Ledger in 2018. Outside of his advisor role, he is part owner of Fortress Tax Services, which provides tax preparation and filing services. Fortress Private Ledger serves individuals, including high-net-worth clients, employer-sponsored retirement plans, and other entities, offering financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm uses a model-driven investment approach incorporating trend-identification, technical analysis, and multiple strategies, with portfolios managed both in-house and through sub-advisers.

Wesley White is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with Altruist Advisors LLC and has prior experience at Brookstone Capital Management, Patriot Wealth Management, Retirement Wealth Advisors, FormulaFolio Investments, and American Planning Group. He is also the owner of Patriot Wealth Management, a business that sells insurance products. Altruist Advisors serves individual investors, trusts, estates, and other entities, managing approximately $190 million in discretionary assets. The firm provides ongoing portfolio management and financial planning through a team-based approach, utilizing a blend of fundamental, technical, and quantitative analysis combined with model portfolios accessed via the Altruist technology platform.

Josiah Frost is a CFP® and Series 66 registered advisor with Raleigh Capital Management Inc. He has two years of industry experience and previously worked at Janney Montgomery Scott LLC and CAPTrust. Outside of financial services, Frost was involved in Two Roosters Ice Cream for several years. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans by providing financial planning and discretionary investment management. The firm acts as a manager-of-managers, using third-party platforms to select sub-advisers while conducting ongoing portfolio monitoring and reallocation.

Katherine Skurski is a CFA® charterholder with 13 years of industry experience, currently serving at EQV Advisory, LLC since 2026. Her prior experience includes over a decade at Gulfstream Capital LLC and Gulfstream Capital Farmland Fund II, LLC. Outside of her advisory role, she is the CFO of DT Management Partners, LLC, which manages a franchise of youth swimming schools. EQV Advisory, LLC serves qualified and accredited investors with a focus on high-net-worth clients, providing investment advisory, wealth management, financial planning, and family office support. The firm employs both model-based and custom portfolio construction, using a variety of investment vehicles to tailor strategies to client goals and risk tolerance.

Charles Leedy is a CFA® charterholder with 12 years of industry experience. He is currently with Hunter Street Investment Advisors LLC and has previously worked at Novant Asset Management, Comperio Retirement Consulting, and Chapel Hill Investment Advisors. Hunter Street Investment Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of strategies including equities, ETFs, fixed income, derivatives, and option trading, with continuous portfolio monitoring and rebalancing to align with client needs and market conditions.

Stephanie Williams is a CFP® with 19 years of industry experience. She is currently with TradeWinds, LLC, where she has worked since 2021. Prior to that, she held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. TradeWinds primarily serves individual investors, including high net worth clients, as well as small businesses and corporations, offering discretionary wealth management, financial planning, and portfolio management services. The firm uses custom strategies combining equities, mutual funds, and ETFs, and applies various analytical approaches while generally managing accounts on a discretionary basis.

Charles Rankin is a CFP® professional at Hilltop Wealth Advisors, LLC with seven years of industry experience. Prior to joining Hilltop Wealth Advisors in 2025, he worked six years at Edward Jones and held positions with Ole Miss Athletics Foundation, The Educational Foundation, and The Rams Club. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management for both non-high-net-worth and high-net-worth clients. The firm employs a tactical asset-allocation approach based on Modern Portfolio Theory and offers specialized model portfolios alongside retirement-plan support and ongoing account monitoring.

Lee Kilbrith is a financial advisor at Prospect Financial Services LLC in Raleigh, NC, with 27 years of industry experience. He holds the PFS™ and Series 63 designations and has previously worked at H.D. Vest Investment Services, The Pinnacle Financial Group, and LPL Financial. Prospect Financial Services LLC advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning. The firm employs a fiduciary, long-term, asset-allocation approach that incorporates fundamental and technical analysis and offers a diverse range of investment instruments, including options and other derivatives.

Richard Woods is a CFA® charterholder and Series 65 licensee with 19 years of experience in investment advisory. He has been with Hamilton Point Investment Advisors, LLC since 2007, working within a team of seven advisors based in Chapel Hill, NC. Hamilton Point provides discretionary investment advisory and wealth management services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $1.21 billion in discretionary assets and employs a hybrid investment approach that combines proprietary stock lists with mutual funds, ETFs, and alternative strategies.

Mark Kuhn is a financial advisor at Kuhn Advisors, Inc. in Durham, NC, with 22 years of industry experience. He holds a Series 65 designation and has been with Kuhn Advisors since 1993. In addition to his advisory role, Kuhn is a certified public accountant who performs accounting and tax work and serves as an investment committee member for the Triangle Community Foundation. Kuhn Advisors serves individual and high-net-worth clients, as well as trusts and charitable institutions, primarily through discretionary portfolio management and bundled financial planning. The firm employs a value-oriented, long-term investment approach with concentrated portfolios and active management, overseeing over $753 million in discretionary assets.

James Bowie is a financial advisor at TradeWinds, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Fidelity Investments, CAPTrust, and Beacon Wealthcare. Outside of his advisory career, he has been involved with Raleigh YoungLife and Wake County YoungLife. TradeWinds serves individual investors—including high-net-worth clients—retirement plans, small businesses, and corporations by providing discretionary wealth management and comprehensive financial planning. The firm employs proprietary investment strategies combining equities, mutual funds, and ETFs, using various analytical methods to tailor allocations based on client suitability factors.

Nicholas Tolerton is a financial advisor at Peace of Mind Wealth Management with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Strategic Wealth Investment Group and Equitable Advisors. 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 using a blend of internally developed models and third-party portfolio managers, providing both discretionary and non-discretionary investment management alongside financial and estate planning services.

Adam Mitchell is a financial advisor with Tanager Wealth Management and holds Series 63 and Series 66 licenses. He has four years of industry experience, including prior roles at Fidelity Investments. Tanager Wealth Management serves individual and high-net-worth clients, as well as trusts, charities, and retirement plans, providing discretionary portfolio management, financial planning, and access to donor-advised funds. The firm utilizes an asset-allocation framework with fundamental security selection and actively managed accounts, with a notable focus on serving a substantial non-U.S. client base.

Georgios Livanos is a financial advisor and managing partner at Phoenix Wealth Advisors Inc. in Chapel Hill, NC, with 32 years of industry experience. His prior work includes roles at Morgan Stanley and Citigroup Global Markets. He is a Series 63 and Series 65 license holder. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations by providing financial planning, wealth management, retirement-plan consulting, and asset management. The firm uses a mix of fundamental, technical, and cyclical analysis combined with both long- and short-term strategies, managing a high account load with a blend of third-party manager models and in-house overlays.

Mursaleen Tariq is a CFP® professional with 12 years of industry experience, currently serving at Peace of Mind Wealth Management in Raleigh, NC. His prior experience includes roles at Reutemann Financial Solutions, Inc. and Quincy Wells Capital. Outside of advisory work, he is involved with POM Tax Strategies, LLC, which provides tax preparation and filing services. 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 asset allocation, blending growth and fixed-income strategies with discretionary rebalancing, supported by internally developed and third-party portfolio models.

Michael Ragsdale Jr. is a CFP® professional with two years of industry experience, currently serving at EQV Advisory, LLC. He previously worked at Balentine, LLC for 13 years and holds a board member position at Advocacy Trust, a trust company. EQV Advisory, LLC serves qualified and accredited investors including individuals, high-net-worth clients, corporations, small businesses, charitable institutions, and foundations. The firm offers investment advisory, wealth management, financial planning, and family office support, employing both model-based and custom portfolio construction tailored to client goals and risk tolerance.

Derek Walker is a financial advisor with Collegiate Capital Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Collegiate Capital Management since 1999 and previously worked at Securities Service Network, Inc. from 1999 to 2016. Outside of his advisory role, he serves as a trustee for an irrevocable trust. Collegiate Capital Management serves individuals, trusts, pension and profit-sharing plans, and retirement plan sponsors by providing discretionary portfolio management, financial planning, and ERISA services. The firm offers customized investment strategies and risk-based model portfolios, managing over half a billion dollars in regulatory assets while maintaining unique prime broker relationships and proprietary client technology.