David Carter is a financial advisor with Wood Capital Investments LLC in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to the present and previously at Healthtrax Fitness and Wellness from 2015 to 2017. Wood Capital Investments LLC provides discretionary portfolio management and investment analysis for individuals, trusts, estates, corporations, and other business entities. The firm employs a combination of quantitative, fundamental, technical, and economic analysis within a strategic asset allocation framework, utilizing complex instruments and strategies such as alternative investments, structured notes, and options.

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.

Robert Martin is a financial advisor at Tilly, Inc. in Raleigh, NC, holding a Series 65 credential with seven years of industry experience. He is the co-founder and active chairman of Vertical IQ, Inc., a financial industry research firm, and is also an angel investor in several startups. Additionally, Mr. Martin is the author of "The Hockey Stick Principles." Tilly serves individual and family clients through virtual comprehensive financial planning and advice, focusing on budgeting, insurance, debt management, and savings strategies. The firm emphasizes low-cost, passive investment approaches and delivers services on a flat-fee membership or one-time meeting basis.

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.

David Gikoshvili is a financial advisor at Miner Wealth Management in Raleigh, NC, holding a Series 65 designation. He has been with Miner Wealth Management since 2026 and previously worked at Harvard Business Review and Duke Fuqua School of Business. Miner Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors and participants, offering discretionary investment management and comprehensive financial planning. The firm primarily uses a passive investment approach with index mutual funds and ETFs, and provides additional services including retirement-plan consulting, fiduciary management, and bookkeeping for businesses and nonprofits.

Steven Hoak is a financial advisor at ARIS Capital Strategies, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Lifetime Financial Inc and SRHIncome. Hoak is also the President of Agent Value Proposition, LLC, where he acts as a licensed insurance agent offering commissionable products. ARIS Capital Strategies provides retirement income planning and non-discretionary investment guidance to individuals and high-net-worth clients. The firm integrates commission-funded fixed annuity solutions with passively managed, low-cost investment vehicles and operates on a zero-fee business model, deriving compensation primarily through insurance commissions.

Matt Miner, CFP® I work best with professionals, entrepreneurs, and families contemplating how to make work optional - whether at age 35 or 65! I help clients bridge the gap between knowing and doing. Miner Wealth Management clients are confident that whatever life throws at them, they have a plan and a caring and competent professional in their corner. I love when clients tell me, “After our meeting, I slept the best I had in a week!” I help clients tackle life’s money questions – “How do I make the best use of my income?” “We’re growing our family. What should we think about?” “How can I get the taxing authorities out of my wallet – even just a little bit?” “How should I think about this pivotal time in my business?” “When can I retire?” “What’s the best way to plan for stock options and RSUs?” “I’m getting divorced, which is awful. How do I cope with the money part, too?” “How can I eliminate my student debt?” I earned my MBA in the full-time program at Duke's Fuqua School of Business in Durham and my undergraduate degree in Finance from Arizona State University in Tempe. After Fuqua, my wife Charity and I repaid our $225,000 in b-school debt in about three years. Through that journey, I began helping people with personal finance and wealth management. In 2018, I left traditional corporate work to become a financial advisor. I launched Miner Wealth Management in August 2021. Charity and I live in Raleigh with our three amazing and entrepreneurial children. I serve MBAs, Entrepreneurs, and High-Income clients throughout the US. Miner Wealth Management is a North-Carolina Registered Investment Advisor in Raleigh, NC. I am a CERTIFIED FINANCIAL PLANNER™ professional. Please get in touch with your questions about life, work, and money! Read Matt's blog here: http://workpantsfinance.com/

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.

Nina Stibbs is a financial advisor at AIM Advisors, LLC in Raleigh, NC, with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Triad Advisors, Inc. and Arkadios Capital. Outside of investment advising, she is involved in recommending and selling fixed insurance products including life, annuity, disability, and health insurance policies. AIM Advisors, LLC serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan services. The firm employs a globally diversified investment approach based on modern portfolio theory, primarily utilizing mutual funds, ETFs, and other asset classes tailored to client objectives and risk tolerances.

Jenny Elstein is a financial advisor at Talisman Wealth Advisors, LLC in Raleigh, NC, with 22 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Ameriprise Financial Services, Raymond James Financial Services, LPL Financial, and Merrill. Talisman Wealth Advisors provides financial planning, consulting, and discretionary investment management for individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $251 million on a discretionary basis and emphasizes diversified, low-cost core portfolios aligned with Modern Portfolio Theory, focusing on tax minimization, behavioral finance, and long-term strategies.

Joseph Bray is a financial advisor at Miner Wealth Management in Raleigh, NC, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Windham Brannon and Moore Colson CPAs and Advisors. Outside of advising, he provides bookkeeping services through a sole proprietorship. Miner Wealth Management serves individual and high-net-worth clients, as well as retirement plan sponsors and participants, offering discretionary investment management and comprehensive financial planning. The firm primarily uses a passive investment approach with index mutual funds and ETFs and provides additional services such as retirement-plan consulting, fiduciary management, and business bookkeeping.

John Triantafelow is a financial advisor at Renaissance Wealth Management, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at FSC Securities Corporation and has been involved with Renaissance Wealth Management since 2007. Outside of his advisory work, he is a managing member of a family real estate investment company formed with his sons. Renaissance Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a range of investment strategies, including fundamental and technical analysis, alternatives, and use of derivatives, while maintaining regular account reviews and tailored investment policy statements.

Lauretta Reeves is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. She joined Bastion Fiduciary in 2024 after spending 12 years at Islamorada Investment Management, LLP. Reeves serves as a voting member of the investment committee for the Burroughs Wellcome Fund, a private foundation. Bastion Fiduciary provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm applies modern portfolio theory and fundamental analysis to build diversified portfolios, offering tailored financial planning alongside portfolio management.

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.

John Purrington is a CFP® with 18 years of industry experience currently serving at Armor Investment Advisors, LLC in Raleigh, NC. He has been with Armor Investment Advisors since 2007. Outside of his advisory role, he manages family investment partnerships, coordinating activities with family members. Armor Investment Advisors serves individuals, families—including high-net-worth clients—and institutional entities by providing comprehensive financial planning, discretionary investment management, and investment consulting. The firm applies a team-based process under a fiduciary standard, integrating multi-asset-class portfolio construction with ongoing financial planning and educational support for retirement-plan sponsors and participants.

Britton Williams is a CFP® and holds a Series 65 license with 15 years of experience in financial advisory. He has worked at Calamita Wealth Management since 2018, following roles at Belpointe Asset Management and Tuttle Wealth Management. Calamita Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a structured advisory process and utilizes both qualitative and quantitative research across various asset classes, managing client accounts primarily on a discretionary basis.

Valerie Seymour is a Certified Financial Planner® with 11 years of industry experience. She is currently affiliated with Quest 10 Wealth Builders, Inc. and Complete Financial Solutions, Inc., where she has worked since 2012. Prior to that, she was with Global Financial Private Capital, LLC from 2015 to 2017. Seymour holds licenses as a Series 63 and Series 65 representative and is also a licensed insurance agent for life, annuity, health, Medicare supplement, and long-term care products. Quest 10 Wealth Builders, Inc. serves individual and high-net-worth clients, corporations, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies, including technical and fundamental analysis, and offers community educational workshops through its six offices.

Roger Elmer Jr. is a CFP® and CFA® with 13 years of industry experience. He has been with Realm Investment Consulting LLC since 2014 and is also the managing member of R. Ron Elmer, CPA, PLLC. In addition to his advisory roles, he writes, publishes, and sells investment-related books through Investor Cookbooks. Realm Investment Consulting serves individual and high-net-worth clients with portfolio management, financial planning, and pension/401(k) consulting. The firm emphasizes long-term trading using ETFs and mutual funds guided by modern portfolio theory, managing approximately $88.9 million across about 90 client relationships.