Zakariya Wahdan is a financial advisor at Absher Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo. Wahdan is based in Chapel Hill, NC. Absher Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm emphasizes tax-efficient, cost-conscious asset allocation and value-oriented security selection, managing client portfolios primarily on a discretionary basis.

James Miller is a CFP® and holds a Series 63 license with 20 years of industry experience. He has been with Woodward Financial Advisors, Inc. since 2009. The firm is an independent, fee-only advisory with a team of six professionals that provides wealth management and comprehensive financial planning to individuals, families, trusts, estates, and related entities. Woodward Financial Advisors manages client portfolios using customized Investment Policy Statements, emphasizing a strategic, globally diversified asset allocation that favors low-cost passive index funds and ETFs while allowing selective active management.

Nathan Byrd is a CFP® and CFA® with 14 years of industry experience. He has worked at Hamilton Point Investment Advisors, LLC since 2013 and previously spent a year at Altrius Capital Management, Inc. Hamilton Point Investment Advisors, LLC provides discretionary investment advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a hybrid investment approach combining individually purchased securities with mutual funds and ETFs, and it offers a detailed operational framework that includes alternatives and derivative strategies.

Jennifer Oravsky is a CFP® professional with 27 years of industry experience, currently serving at Absher Wealth Management, LLC since 2019. Her prior experience includes roles at Wells Fargo Clearing from 2016 to 2019 and Wells Fargo Advisors LLC from 2009 to 2016. Outside of financial advising, she is involved with Mebane Machine & Tool, LLC in a non-investment related capacity. Absher Wealth Management provides investment and wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a value-oriented, long-term investment approach focused on high-quality businesses and tax-efficient, cost-conscious asset allocations, actively managing portfolios to suit client needs and market conditions.

Alexander Richani is a Certified Financial Planner (CFP®) with 13 years of industry experience. He is currently with Woodward Financial Advisors, Inc., where he has worked since 2021. His prior roles include positions at Advice and Planning Services, TIAA-CREF, Scottrade, LPL Financial, and Vanguard. Woodward Financial Advisors provides discretionary investment management, financial planning, and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s six-advisor team manages approximately $641 million in client assets, employing customized portfolios primarily composed of low-cost mutual funds, ETFs, and bonds with a focus on long-term strategies complemented by shorter-term trades as needed.

Andrew Hart is a CFP® with 26 years of industry experience and has been with Delegate Advisors, LLC since 2012. He holds Series 63 and Series 65 licenses and is based in Chapel Hill, NC. Delegate Advisors provides multi-family office and outsourced Chief Investment Officer (CIO) services to high-net-worth individuals, families, and entities such as companies, trusts, endowments, and foundations. The firm emphasizes a non-discretionary, manager-of-managers approach, offering investment selection and oversight, administrative support, and comprehensive planning services.

Joseph Acquanita is a CFP® with five years of industry experience currently with Atlantic Private Wealth, LLC in Chapel Hill, NC. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Family Legacy Financial Solutions, LLC, as well as academic positions at the University of Missouri and Campbell University. Atlantic Private Wealth, LLC manages approximately $894 million in client assets, serving individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs a combination of quantitative and technical analysis within an asset-allocation framework, managing primarily discretionary accounts across multiple asset classes including equities, fixed income, mutual funds, ETFs, and cash.

Michael Absher is a financial advisor at Absher Wealth Management, LLC in Chapel Hill, NC, with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Absher Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm employs a tax-efficient, value-oriented investment approach and manages client portfolios primarily on a discretionary basis.

Frank Rambusch is a financial advisor at Argonautica Private Wealth Management, Inc in Chapel Hill, NC, holding Series 63 and Series 65 licenses with 33 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Rambusch is also an insurance agent who consults clients on insurance coverage allocations. Argonautica Private Wealth Management serves individuals, retirement plans, non-profits, foundations, and businesses, managing approximately $533 million across a team of five advisors. The firm offers investment and portfolio management, financial planning, and retirement-plan advisory services using customized, risk-adjusted, and tax-conscious strategies across various asset classes.

Christine Foster Perry is a financial advisor at Absher Wealth Management, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Bank from 2007 to 2023. Absher Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm emphasizes tax-efficient, value-oriented portfolio management using a combination of qualitative, quantitative, technical, and relative-strength analysis.

Kenneth Nelson is a financial advisor at Hamilton Point Investment Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Admiral Capital Group and Driehaus Capital Management. Outside of finance, he serves on the board of Tecmotiv LLC, a company providing overhaul and repair services for military vehicles, and is a yoga instructor at CorePower Yoga. Hamilton Point Investment Advisors provides discretionary investment and wealth management services primarily to high-net-worth individuals and institutional clients. The firm employs a fundamentally driven, hybrid investment approach combining individual securities with mutual funds and ETFs, and it offers financial planning along with specialized strategies including alternatives and derivatives.

David Stephan is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Hamilton Point Investment Advisors, LLC since 2013. He is based in Chapel Hill, NC, and is part of a seven-advisor team at the firm. Hamilton Point provides discretionary investment advisory and wealth management services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $1.21 billion in discretionary assets using a fundamental analysis-based investment process that integrates proprietary stock selections with mutual funds, ETFs, and alternative strategies.

Riley Sutter is a financial advisor at Hilltop Wealth Advisors, LLC with a Series 65 credential and approximately one year of industry experience. Prior to joining Hilltop, Riley held roles at Delegate Advisors and BSG Advisers while attending UNC Chapel Hill. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, including both high-net-worth and non-high-net-worth clients, providing financial planning, consulting, and discretionary investment management. The firm's investment process is based on fundamental analysis and tactical asset allocation, offering a range of model portfolios and ongoing account monitoring.

David Wise is a CFP® professional with 14 years of experience in the financial services industry. He has worked at Hilltop Wealth Advisors, LLC since 2016. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, including both non-high-net-worth and high-net-worth clients, offering financial planning, consulting, and discretionary investment management. The firm employs a tactical asset-allocation approach grounded in Modern Portfolio Theory and manages approximately $635 million in client assets across a team of nine advisors.

Douglas Coppola is a financial advisor with Crown Wealth Group LLC in Pittsboro, NC, holding a Series 63 designation and 23 years of industry experience. His prior experience includes roles at Client First Advisors, LLC, Raymond James Financial and Raymond James Financial Services, Inc., and Citigroup Global Markets. Outside of his advisory work, he provides investment consulting to a Swiss company on an occasional basis. Crown Wealth Group LLC serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm employs a goals-based investment process and an Investment Committee to manage diversified portfolios primarily using low-cost ETFs and mutual funds, while also incorporating other asset classes as appropriate.

Victor Colella is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Woodward Financial Advisors, Inc. since 2019 and previously spent three years at Adviser Investments. Woodward Financial Advisors, Inc. is a six-advisor firm providing discretionary investment management, financial planning, and wealth management services primarily to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis to build customized portfolios focused on long-term strategies, managing approximately $641.48 million in client assets.

William Bost is a CFA® charterholder and holds a Series 65 license. He has four years of industry experience and currently serves as an advisor at Absher Wealth Management, LLC. Prior to joining Absher, he worked at Deloitte LLP and spent time at the University of Georgia. Absher Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm emphasizes tax-efficient, value-oriented asset allocation and employs a multi-advisor team approach to portfolio management and financial planning.

Richard Balamucki is a financial advisor at Cranbrook Wealth Management, LLC in Chapel Hill, NC, with 16 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes time at REB Strategic Business Consulting, LLC and long-term service at Cranbrook Wealth Management. Cranbrook Wealth Management serves individual, high-net-worth, institutional, and fiduciary clients, managing approximately $907 million across about 250 accounts. The firm offers discretionary investment management, integrated financial planning, and retirement and estate planning, employing tailored portfolios based on risk assessments and utilizing tax-aware strategies through third-party subadvisors.

Marci Hansen is a financial advisor with Hamilton Point Investment Advisors, LLC in Chapel Hill, NC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Asset Insure, Inc., LPL Financial, LLC, and Founders Wealth Advisors, LLC. Hamilton Point Investment Advisors provides discretionary investment advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm manages approximately $1.21 billion in discretionary assets and utilizes a hybrid investment approach combining proprietary stock selections with mutual funds, ETFs, and alternative strategies.

Sean Planchard is a financial advisor at Torrey Growth & Income Advisors, LLC with one year of industry experience. He previously worked at Fortress Private Ledger, LLC, NextGen Law, and McKinsey & Company. Outside of his advisor role, he is the founder and general partner of v96 Capital, a private investment firm, and serves as an outside advisor on the advisory board of Dealonomy, LLC, a tech-enabled business brokerage firm. Torrey Growth & Income Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis, tactical asset allocation, and cash management to build customized portfolios, including equities, ETFs, fixed income, options, and private investments, tailored to client-specific risk profiles.