Eric Richaudeau is a financial advisor at Public Advisors LLC in Raleigh, NC, holding a Series 66 designation with one year of industry experience. He has worked at Public Holdings, Inc. and Open to the Public Investing, Inc. since 2021 and has held various roles including customer experience representative. Public Advisors serves primarily individual investors through an internet-only platform, providing discretionary portfolio management with a software-driven investment process that includes Treasury ladders, direct indexing, and AI-generated custom indices. The firm manages a large client base through automated trading, rebalancing, and tax-loss harvesting strategies.

Richard Clark is a financial advisor at Brighter Financial Capital Management, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes ten years at Throughline Inc. and three years at Madison Avenue Securities, LLC. Brighter Financial Capital Management provides investment and financial planning services to individuals, high-net-worth clients, corporations, and retirement plan sponsors. The firm offers discretionary and non-discretionary portfolio management, ERISA plan advisory, multi-tiered financial planning, and educational seminars, often implementing client programs under discretionary authority with periodic monitoring.

Mark Paccione is a CFP® and CFA® with 20 years of industry experience. He is currently a financial advisor at EQV Advisory, LLC, joining the firm in 2025. Prior to this, he held roles at Curi Wealth Management, LLC, Curi RMB Capital LLC, CapFinancial Securities, LLC, and CapTrust. Outside of his advisory work, Paccione serves on the Board of Trustees at William Peace University and is a board member at Virginia Beach Friends School. EQV Advisory, LLC serves qualified and accredited investors, including high-net-worth individuals, corporations, and charitable institutions. The firm combines model-based and customized portfolio construction, applying Modern Portfolio Theory, the Efficient Markets Hypothesis, and Behavioral Finance principles to tailor investment solutions.

Geoffrey Hall II is a CFP® professional with 24 years of experience in financial advising. He currently works at Beacon Wealthcare LLC, where he has been since 2012, including the transition to the current firm structure in 2021. His prior experience includes roles at Securian Financial Services, Inc. and Valic Financial Advisors. Beacon Wealthcare is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm focuses on comprehensive financial planning and discretionary portfolio management using broadly diversified, low-cost indexed ETFs, with an investment approach that emphasizes minimizing costs and taxes alongside advanced tools like Monte Carlo probability analysis.

Kevin Brown is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Fortress Private Ledger, LLC. Prior to joining Fortress Private Ledger in 2024, he worked at Fidelity Investments and Simplicity Wealth. Outside of advising, he works as an Uber driver. Fortress Private Ledger serves individuals, high-net-worth clients, employer-sponsored retirement plans, and other entities with financial planning, consulting, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs a multi-strategy investment process that includes technical analysis, fundamental research, and thematic approaches, offering both discretionary and non-discretionary programs.

Matthew Bockhorst is a financial advisor at Capital Advisers, Inc. based in Raleigh, NC. He holds a Series 65 designation and has four years of industry experience, including time at Beacon Pointe Advisors and previous roles outside the financial sector at Clemson University and St. Xavier High School. Capital Advisers serves individual, high-net-worth, and institutional clients with discretionary portfolio management and customized investment solutions across traditional and alternative asset classes. The firm employs an independent, open-architecture investment approach focused on asset allocation and regularly monitors portfolios for risk, cost, tax efficiency, and liquidity.

Richard Battle is a financial advisor at Capital Investment Counsel Inc with 32 years of industry experience. He holds a Series 63 designation and has worked at Capital Investment Counsel, Inc. since 1993 and Capital Investment Brokerage, Inc. since 1997. Outside of his advisory role, he serves as president of the 2500 Club, a social dance club in Raleigh, NC, and as president of the Lakeview Ridge Homeowners Association. Capital Investment Counsel, Inc. is a registered investment adviser providing discretionary, individually 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 investment philosophy focused on financially strong, cash-rich companies selling at low valuations, complemented by fixed-income holdings, and offers customized portfolios aligned with client objectives.

Bryan Persak is a financial advisor with Accelerate Retirement in Raleigh, NC, holding a Series 66 designation and 18 years of industry experience. His prior experience includes 18 years at Principal Securities and concurrent roles at Alkeme Financial Services, LLC and Accelerate Retirement since 2026. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation strategy with customized portfolios and provides comprehensive retirement services including plan design, participant education, and fiduciary oversight.

Kurt Dressler is a financial advisor at Capital Investment Counsel, Inc. in Raleigh, NC, with 32 years of industry experience. He has held roles at Capital Investment Brokerage, Inc. since 1997 and at Capital Investment Counsel, Inc. since 1996. He holds Series 63 and Series 65 licenses. Capital Investment Counsel, Inc. is a registered investment adviser founded in 1984 that offers discretionary, individually 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 investment philosophy centered on cash-rich, financially strong companies selling at low valuations, emphasizing low turnover, dividend reinvestment, and tax efficiency.

Cory Capps is a financial advisor at Collegiate Capital Management, Inc. in Raleigh, NC, with 21 years of industry experience. He has been with Collegiate Capital Management since 2003 and holds a Series 66 designation. Capps serves on the firm's board of directors and acts as corporate secretary. 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 manages both retail brokerage and employer-sponsored retirement accounts, with a focus on mutual funds, ETFs, fixed income, and structured products accessed through prime broker relationships.

Daniel Logan is a CFP® professional with seven years of industry experience, currently serving at Beacon Wealthcare LLC since 2023. His prior roles include positions at Zora Financial, CapFinancial Partners (CAPTRUST), and Welch Hornsby, Inc. Beacon Wealthcare is a fee-only registered investment adviser that serves individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm provides comprehensive financial planning and discretionary portfolio management using a diversified, low-cost indexed ETF strategy combined with Monte Carlo analysis and daily portfolio monitoring.

Ryan Smith is a CFP® professional with 18 years of experience in financial advising. He is currently with Beacon Wealthcare LLC, where he has worked since 2021, following prior roles at Beacon Wealthcare, Inc. and Raymond James Financial Services. Beacon Wealthcare is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and institutions. The firm focuses on comprehensive financial planning and discretionary portfolio management using broadly diversified, low-cost indexed ETFs and employs Monte Carlo analysis to assess client plan outcomes.

Austin Mc Clure is a financial advisor with Public Advisors LLC in Raleigh, NC, holding a Series 66 designation and three years of industry experience. He has worked at Open to the Public Investing, Inc. and Public Holdings, Inc. since 2021. Outside of finance, Mc Clure is involved with Theatre Raleigh, assisting as a concessions assistant and sound board operator. Public Advisors operates an internet-only advisory platform serving primarily individual investors with discretionary portfolio management across Treasury Accounts, Direct Index (DI) Accounts, and Generated Assets (GA) Accounts. The firm uses software-driven processes, including AI tools and automated trading, to manage client portfolios focused on tax efficiency and tracking benchmarks.

Joseph Pessetto is a financial advisor with Cypress Capital, LLC in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior work includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc., along with six years at Cypress Capital Advisors, LLC. Outside of advising, he has ownership interests and management roles in several non-investment businesses, including Firehouse Subs and event and virtual assistant ventures. Cypress Capital, LLC serves individuals, retirement plans, trusts, estates, and charitable organizations with a nine-advisor team managing approximately $426 million on a discretionary basis. The firm combines quantitative and qualitative analysis to implement customized investment plans, using proprietary models and individual securities tailored to clients’ goals and risk tolerances.

Austin Ballenger is a Series 65 licensed advisor at Blue Ridge Wealth Planners with two years of industry experience. Prior to joining Blue Ridge Wealth Planners, he worked in various roles at Sysco Food Services, Pepsi Co., Cook's, and UT Medical Center. He is also a licensed insurance agent offering insurance products to clients. Blue Ridge Wealth Planners provides discretionary asset management and goals-based financial planning primarily to individual and high-net-worth clients. The firm employs proprietary model strategies using diversified mutual funds, ETFs, and selected third-party sub-advisers, and offers integrated wealth management that includes insurance services.

Tony Sigmon is a financial advisor at Collegiate Capital Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Collegiate Capital Management since 1994 and previously worked at Securities Service Network, Inc. for 22 years. Collegiate Capital Management provides investment advisory services to individual and high-net-worth clients, retirement plan sponsors, trusts, estates, and other entities. The firm offers customized portfolio management and risk-based model portfolios, managing assets primarily on a discretionary basis with an emphasis on mutual funds, ETFs, individual equities, and fixed income, supported by proprietary research and formal prime-broker relationships.

Daniel Gaugert is a financial advisor at Capital Advisers, Inc. with 35 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Capital Investment Advisory Services, LLC and Capital Investment Group, Inc. Outside of his advisory work, he is a singer involved with various organizations and serves on the board of directors for the NC Master Chorale. Capital Advisers serves individual and institutional clients with 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.

William Eddins Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Since 1987, he has been associated with Capital Investment Counsel, Inc. and Capital Investment Group, Inc., and since 1997 with Capital Investment Brokerage, Inc. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, using an individualized approach that incorporates various analytical methods and ongoing portfolio monitoring.

Jonathan Autry is a financial advisor at EQV Advisory, LLC in Raleigh, NC, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Curi RMB Capital LLC and Curi Capital, as well as six years at North Carolina State University. 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, managing approximately $106.8 million in assets. EQV employs both model-based and custom portfolio construction, incorporating passive investments, separately managed accounts, mutual funds, ETFs, and private partnerships to address client goals, risk tolerance, and tax considerations.

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.