Geoffrey Mclawhorn is a financial advisor at Modern Capital Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he owns Saltwater Insurance Services LLC, a property and casualty insurance firm. Modern Capital Advisors provides financial planning, asset management, and retirement consulting to individual, institutional, and charitable clients. The firm employs a strategic asset allocation approach using a core-and-satellite framework that combines passive index funds with selective active management.

Erin Vickery is a CFP® professional with eight years of experience in financial advising. She currently works at Old Peak Finance, where she has been since 2022, following previous roles at Sankalpa Financial and Saint Jaques. Old Peak Finance is a fee-only advisory firm serving individuals, families, trusts, and estates, primarily those with investable assets above $2 million. The firm uses an evidence-based, asset-class investment approach centered on diversified portfolios of mutual funds and ETFs, and it manages approximately $714 million in assets.

Jonathan Andrews is a CFP® with 15 years of industry experience, currently serving as an advisor at Cardinal Capital Management Inc since 2008. He holds Series 63 and Series 65 licenses and is based in Raleigh, NC. Cardinal Capital Management provides discretionary and non-discretionary, fee-only investment advisory services to individuals, trusts, estates, charitable organizations, insurance companies, and corporate entities. The firm employs quantitative, fundamental, and cyclical analysis across equities, fixed income, and ETFs, managing approximately $0.9 billion in client assets with a small advisory team.

George Nowack is a financial advisor at Hunter Street Investment Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Lenger Capital, Inc. for six years. He has also been employed by the U.S. Treasury Department's Internal Revenue Service since 2010. Hunter Street Investment Advisors offers investment advice and planning to individuals, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan consulting, employing asset-allocation strategies that incorporate equities, ETFs, mutual funds, fixed income, derivative instruments, and option trading.

Austin Kobilka is a financial advisor with Altruist Advisors LLC and holds a Series 65 credential. He has eight years of industry experience, including prior roles at Brookstone Capital Management and Patriot Wealth Management. Kobilka is also involved with Patriot Wealth Management as an associate financial planner. Altruist Advisors serves individual investors, trusts, estates, and other entities through a team of Investment Adviser Representatives. The firm provides discretionary portfolio management and financial planning services, combining fundamental, technical, and quantitative analysis with model-based implementation and tax-management strategies via its integrated technology platform.

Justin May is a CFP® professional with four years of industry experience, currently serving as an advisor at Old Peak Finance. He previously worked at Triad Financial Advisors, Zeutenhorst Financial, Martin Wardin and Eissner Financial Group, and Mission Wealth Management. Old Peak Finance provides comprehensive fee-only financial planning and wealth management primarily to 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, with offerings that include Dimensional Fund Advisors and Vanguard funds.

Colton Tickle is a Series 65-licensed financial advisor at Financial Symmetry Inc. in Raleigh, NC, with six years of industry experience. He has been with Financial Symmetry since 2016. Financial Symmetry serves individual clients across various wealth levels and manages approximately $1.54 billion in assets for around 973 family groups. The firm provides financial planning, wealth management, small business 401(k) advice, and select tax-return preparation, using an evidence-based investment process focused on diversified allocations and ongoing monitoring.

Kenneth Auman is a CFP® and Series 65 registered advisor with 13 years of industry experience. He has been with Lindberg & Ripple since 2012. LRI Investments is a multi-advisor firm managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, with a notable focus on institutional clients and an ERISA fiduciary role in retirement plan consulting.

Martin Boney is a financial advisor at TradeWinds, LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved with the Mary Lynn Richardson Fund, a private family foundation, and serves as a director for the Richardson Corporation family trust company. 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 employs a multi-advisor team approach and constructs custom strategies that combine various investment analyses while generally managing accounts on a discretionary basis.

Mackenzie Bell is a CFP® and ChFC® with five years of industry experience, currently serving as a financial advisor at Hilltop Wealth Advisors, LLC in Chapel Hill, NC. Prior to joining Hilltop Wealth Advisors, Bell held roles at Northwestern Mutual Wealth Management Company and several other firms. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, including both non-high-net-worth and high-net-worth clients, providing financial planning, consulting, and discretionary investment management. The firm employs a tactical asset-allocation approach based on Modern Portfolio Theory and offers a range of model portfolios while also hosting educational seminars and social events for clients.

Ellen Martin is a CFP® professional with six years of industry experience, currently serving as an advisor at Beacon Wealthcare LLC since 2021. She previously worked at Prospera Financial Services for seven years. Beacon Wealthcare is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm offers comprehensive financial planning, discretionary portfolio management, and a lower-fee management-only option, using a diversified approach centered on low-cost indexed ETFs and Monte Carlo analysis to assess client plan confidence.

Jack Raleigh is a financial advisor with Raleigh Capital Management Inc. in Cary, NC. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Raleigh Capital Management, he worked at Quincy Wells Capital, LLC and Great Point Capital LLC. Outside of finance, he is the founder of JWHR Home Consulting LLC, a home renovation company. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans by providing financial planning, discretionary investment management, and referrals to outside money managers. The firm employs a manager-of-managers approach, using third-party platforms and a range of investment strategies with ongoing portfolio monitoring.

Jared Korver is a CFP® professional with 11 years of industry experience. He has been with Beacon Wealthcare LLC since 2014, serving as an advisor within the firm’s five-person team. Beacon Wealthcare LLC is a fee-only registered investment adviser that provides comprehensive financial planning and discretionary portfolio management for individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm’s investment approach focuses on minimizing controllable costs and taxes using broadly diversified, low-cost indexed ETFs and indexed mutual funds, supported by Monte Carlo probability analysis and daily portfolio monitoring.

Brent Godwin is a financial advisor with Raleigh Capital Management Inc. in Cary, NC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Fidelity Investments and Bank of America. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans by providing financial planning, discretionary investment management, and referrals to outside money managers. The firm manages approximately $398 million in discretionary assets and employs a manager-of-managers approach using third-party platforms and a variety of investment strategies.

Adam Oates is a financial advisor at Peak Planning Group, LLC in Raleigh, NC, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Commonwealth Financial Network, Archer Investment Corporation, Axa Advisors, and Equitable Advisors. Peak Planning Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and estates. The firm employs a long-term, fundamentals-based investment approach with diversified portfolios using low-cost mutual funds, ETFs, and individual securities, managing approximately $710 million across several hundred client accounts.

Nicholas Hymanson is a CFP® professional with seven years of industry experience, currently serving at Peace of Mind Wealth Management in Raleigh, NC. His prior roles include positions at POM Investment Strategies, Truist, and SunTrust Robinson Humphrey. He is also an insurance agent representing various carriers outside of his investment advisory role. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm utilizes a top-down, macro-environmental approach to asset allocation, combining internally developed models and third-party portfolios, while offering services such as investment management, financial planning, estate-planning guidance, and affiliated tax preparation.

Kathleen Warren is a CFP® with 16 years of experience in the financial services industry. She has been with Cardinal Capital Management Inc in Raleigh, NC since 2010. Cardinal Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, insurance companies, and corporate entities. The firm manages approximately $1.03 billion in client assets, focusing on portfolio management through quantitative, fundamental, and cyclical analysis with investments in equities, fixed income, and exchange-traded funds.

Mikayla Raleigh is a CFP® professional with six years of industry experience, currently affiliated with Raleigh Capital Management Inc. in Cary, NC. She has worked at several firms including Quincy Wells Capital, Great Point Capital, and AAG Capital, and holds securities licenses Series 65 and Series 63. Outside of her advisory role, she is involved in alternative investment strategies as a registered representative and also serves as an insurance agent. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans by providing financial planning, discretionary investment management, and referrals to outside money managers. The firm manages approximately $398 million in discretionary assets and typically employs a manager-of-managers approach using third-party platforms and a variety of investment strategies.

Jonathan Wierman is a financial advisor at EQV Advisory, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs and Wells Fargo Securities. EQV Advisory serves qualified and accredited investors, including high-net-worth individuals, corporations, and foundations. The firm combines model-based and custom portfolio construction, applying principles from Modern Portfolio Theory, Efficient Markets Hypothesis, and Behavioral Finance to manage approximately $106.8 million in client assets.

Benjamin Yeager is a CFP®, ChFC®, and Series 66-registered advisor with 24 years of industry experience. He has been with Hilltop Wealth Advisors, LLC since 2016. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities—ranging from non-high-net-worth to high-net-worth clients—providing financial planning, consulting, and discretionary investment management. The firm combines fundamental analysis with a tactical asset-allocation framework and offers a range of model portfolios while managing approximately $635 million in client assets through a team of ten advisors.