Curtis Byrd is a financial advisor at Onyx Wealth Management, LLC in Durham, NC, holding the CFP® and Series 66 designations with 11 years of industry experience. His prior roles include positions at Hamilton Point Investment Advisors, Hilltop Wealth Advisors, Fulbright Financial Consulting, and Mass Mutual Investors Services. Onyx Wealth Management provides discretionary asset management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, non-profits, small businesses, and estates. The firm combines fundamental security analysis with modern portfolio theory to construct diversified portfolios, offering regular account reviews and ongoing planning consultations.

Geoffrey Sirhal is the sole advisor at CharMarLine Wealth Management in Cary, NC, holding Series 65 and Series 66 licenses with 20 years of industry experience. His prior roles include positions at BlackRock Investments and Laneve Financial Guidance, as well as founding CharMarLine Capital Partners. Outside of advisory work, he oversees rental properties through CharMarLine Capital Partners. CharMarLine Wealth Management serves individual and high-net-worth clients, offering wealth management that integrates discretionary and non-discretionary investment management with comprehensive financial and retirement-account planning. The firm employs a fundamental, long-term investment approach, constructing diversified, low-cost portfolios primarily using mutual funds and ETFs while maintaining flexibility to include individual securities or adjust allocations as needed.

Travis Tracy is a CFP® and Series 65-registered advisor with seven years of industry experience. He is currently with Fortitude Financial Planning LLC and has previously worked at Sycamore Financial Planning, Raleigh Capital Management, and other firms. He serves as Chief Financial Officer for the Greater Durham Black Chamber of Commerce. Fortitude Financial Planning LLC provides comprehensive financial planning and portfolio management to individual, high-net-worth clients, and small businesses. The firm integrates Modern Portfolio Theory with fundamental analysis, offers in-house tax preparation, and uses fee structures based on client income, net worth, and complexity rather than assets under management.

Carolyn Wasdell is a financial advisor at Crutchfield Advisors, Inc. with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its affiliates from 2006 to 2014 before joining Crutchfield Advisors in 2015. Crutchfield Advisors is a two-advisor registered investment adviser serving individuals, corporations, trusts, estates, retirement plans, and government agencies. The firm uses a blend of fundamental, technical, and macroeconomic analysis to manage balanced portfolios and provides ongoing financial planning with in-depth plans prepared using Morningstar Office.

Michael Brannock is a financial advisor at Bryant & Brannock, LLC in Durham, NC, with 28 years of industry experience. He has been with Bryant & Brannock since 2010 and previously worked at H. Beck, Inc. from 2010 to 2017. He holds Series 63 and Series 65 licenses and is also licensed to sell life and long-term care insurance, occasionally providing insurance quotes as part of his financial planning services. Bryant & Brannock serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering pension consulting, financial planning, general consulting, and portfolio management. The firm employs both fundamental and technical analysis with a range of investment strategies, managing a mix of discretionary and non-discretionary accounts.

Ethan Earles is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Sycamore Financial Planning, LLC since 2021 and previously at Commonwealth Financial Network and Tucker Bria Wealth Strategies. Sycamore Financial Planning is a fee-only firm serving individuals, trusts, estates, charitable organizations, and businesses with comprehensive financial planning and portfolio management. The firm manages approximately $104 million in assets, offering customized service tracks and emphasizing low-cost indexed mutual funds, educational seminars, and divorce-related financial planning.

Charles West is a financial advisor with Endurance Financial LLC in Cary, NC, holding a Series 66 designation and 24 years of industry experience. He has worked previously at Sowell Management Services and Ni Advisors, Inc. Outside of advising, West is an independent licensed insurance agent, provides small business consulting, and operates a solar energy investment company focused on solar panel power systems. Endurance Financial primarily serves families, professionals, and business owners who are planning for or transitioning into retirement, offering a range of services including financial planning, investment management, insurance product sales, and business consulting. The firm uses a structured client process and actively managed model portfolios, with a focus on both individual and high-net-worth clients.

Charles Clifton is a CFP® with 14 years of experience in financial advising, currently serving at Sycamore Financial Planning, LLC since 2011. He holds the Series 65 designation and is based in Durham, NC. Outside of his advisory role, Mr. Clifton serves as President of the boards for both the GPN Alliance, Inc., which promotes education in financial advising, and the Triangle Collaborative Divorce Professionals, Inc., an organization focused on collaborative practice education. Sycamore Financial Planning, LLC provides fee-only financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and businesses. The firm offers multiple service tracks, including standalone planning and investment management, and is noted for its educational seminars and workshops, use of indexed mutual funds, and a billing structure based on hourly and fixed fees rather than assets under management.

Ryan Glover is a CFP® with 18 years of industry experience, currently serving as an advisor at Tarheel Advisors, LLC since 2009. Based in Chapel Hill, NC, he holds Series 63 and Series 65 licenses. Tarheel Advisors provides discretionary wealth management and comprehensive financial planning to individuals, families, trusts, retirement plan sponsors, non-profits, and corporations. The firm emphasizes customized portfolios with diversification and risk management, and it also offers retirement plan consulting and business advisory services.

Jakub Kreuter is a financial advisor with Independent Wealth Advisors, LLC in Cary, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at LPL Financial starting in 2009 and has been with Independent Wealth Advisors since 2024. Independent Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients using its Strategic Wealth Management platform. The firm employs a combination of analytical methods and maintains a monthly Investment Committee to develop and monitor model portfolios, offering discretionary management, model-based allocation, and written Investment Policy Statements tailored to client risk tolerance and time horizon.

Karin Bryant is a financial advisor at Bryant & Brannock, LLC in Durham, NC, holding a Series 65 designation with eight years of industry experience. She has been with Bryant & Brannock since 2017 and previously spent 14 years as a homemaker. Bryant & Brannock, LLC serves individuals (including high-net-worth clients), pension and profit-sharing plans, and corporate clients by providing pension consulting, financial planning, general consulting, and portfolio management services. The firm combines fundamental and technical analysis with long- and short-term trading and options strategies, guided by written Investment Policy Statements.

Martin Sather is a financial advisor with Boundary Street Partners LP in Chapel Hill, NC, holding Series 65 and Series 66 licenses and offering 16 years of industry experience. He has worked at Boundary Street Partners since 2015 and previously held positions at Morgan Stanley and Merrill. Boundary Street Partners LP provides discretionary investment management and retirement plan consulting to individuals, high net worth clients, pension and profit-sharing plans, and manages a private fund. The firm employs an active global value-investing approach guided by fundamental, in-house research and utilizes a range of strategies including long-term holdings, shorter-term trades, options, short sales, and limited derivatives use.

Michael Troy Jr. is a CFP® and holds a Series 65 license, with 12 years of industry experience. He has been with Red Reef Advisors LLC since 2016. Outside of his advisory role, he holds an ownership interest in Troy Enterprises, where he advises on operational and strategic matters. Red Reef Advisors serves individuals, high-net-worth clients, and various institutional entities, offering portfolio management, financial planning, and consulting services. The firm employs a client-specific investment process utilizing a broad range of analytical methods and investment instruments, including alternative and private-market vehicles alongside active trading techniques.

Paul Delaney is a CFA® charterholder with nine years of industry experience. He has worked at Capital Endurance Group, Inc. since 2016 and previously spent seven years at Piedmont Investment Advisors. Outside of his advisory role, he owns and manages rental properties in Ireland. Capital Endurance Group provides wealth management and financial planning primarily to individual and high-net-worth clients through discretionary portfolio management and limited engagement financial planning. The firm employs a Modern Portfolio Theory-based investment approach emphasizing low-cost, tax-aware strategies and uses leverage and derivatives when appropriate.

Philip Giordano is a financial advisor with Wake Wealth Management Co. in Raleigh, NC, holding a Series 66 designation and 13 years of industry experience. His background includes roles at LPL Financial and Uber, alongside longstanding involvement in college admission and funding advisory services and independent insurance sales. Wake Wealth Management Co. provides financial planning and investment advisory services to individuals, families, trusts, charitable organizations, foundations, endowments, and other institutional clients. The firm emphasizes written financial plans and typically delivers advice on a non-discretionary basis, using a range of strategies drawn from modern portfolio theory to tailor client-specific implementations.

Joshua Holland is a CFP® with 10 years of industry experience and has been with Sycamore Financial Planning, LLC since 2015. He holds the Series 63 and Series 66 licenses and is based in Durham, NC. Sycamore Financial Planning is a fee-only advisory firm that offers comprehensive financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes low-cost indexed mutual funds, distinct service tracks, and includes educational seminars and divorce-related financial planning in its offerings.

Mathew Richard is a financial advisor at Based Capital Wealth LLC in Durham, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Based Capital Wealth, he worked at Entergy, Rayne Fitness, Louisiana Energy & Power Authority, and Anytime Fitness. Outside of his advisory role, he is involved in a data-analytics business, Stocklabs, and creates monetized social-media content. Based Capital Wealth LLC provides portfolio management services to individual and high-net-worth clients, preparing customized Investment Policy Statements and offering both discretionary and non-discretionary account management. The firm primarily recommends equities, fixed-income securities, and ETFs, employing a variety of analytical methods and trading strategies.

Eric Sobocinski is a financial advisor at Amphora Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has served as Owner and President of Kylix Management, Inc., providing management services and insurance sales. Additionally, he is Of Counsel at Walker, Lambe, PLLC, a law firm, and Vice President & Counsel at Turner-Gary Sports, Inc., a firm representing athletes and coaches. Amphora Wealth Management serves individuals, charitable organizations, and retirement plans by providing investment management, financial planning, pension consulting, and specialized services such as divorce consulting and estate-plan analysis. The firm employs an evidence- and risk-based investment approach with diversified portfolios and offers educational seminars alongside ongoing portfolio monitoring.

Zachary Palmer is a CFP® with seven years of experience in financial advising. He is currently with Ark Royal Wealth Management LLC and previously worked at Modera Wealth Management, The Vanguard Group, and several other firms. Palmer has also worked outside the advisory field, including a role at Postmates. Ark Royal Wealth Management LLC provides discretionary investment management and financial planning for individuals, trusts, estates, and charitable organizations. The firm employs long-term strategies based on Modern Portfolio Theory, using primarily passively managed mutual funds and conducts suitability reviews before implementing alternative investments.

Wayland Crutchfield Jr. is a CFP® professional with 26 years of experience in the financial advisory industry. He has been with Crutchfield Advisors, Inc. since 2015, where he is one of two advisors at the firm based in Apex, NC. Crutchfield Advisors is a two-advisor registered investment adviser serving individuals, corporations, trusts, estates, retirement plans, and government agencies. The firm combines fundamental security analysis, technical charting, and macroeconomic research to manage balanced portfolios and provides comprehensive financial planning with in-depth plans available upon request.