Jared Brogden is a CFP® and ChFC® with 19 years of industry experience. He is currently with Provision Wealth Management, Inc., where he has worked since 2017. Prior to that, he spent over a decade at Northwestern Mutual in various roles. Outside of his advisory work, he is a co-owner and partner of a real estate investment and renovation business. Provision Wealth Management is a team-based registered investment adviser serving primarily individual and high-net-worth clients. The firm provides discretionary and non-discretionary managed account services along with financial planning, tailoring advice to client objectives and risk tolerance through multiple investment strategies.

Matthew Horwedel is a financial advisor at TRG Capital Management, Inc. in Raleigh, NC, holding a Series 65 designation with two years of industry experience. Prior to joining TRG Capital Management in 2023, he worked briefly at Northwestern Mutual in 2021 and was employed at Wilkes University from 2019 to 2023. TRG Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $118 million in regulatory assets. The firm employs a variety of investment strategies tailored to client risk profiles, combining fundamental and technical analysis with tactical risk-management tools.

William Dowdy is a CFP® and ChFC® with 27 years of experience in financial services. He has worked at Northwestern Mutual in various capacities from 1999 to 2017 before joining Provision Wealth Management, Inc. in 2017. Provision Wealth Management is a team-based registered investment adviser serving primarily individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed account services alongside financial planning and consulting, tailoring advice to client objectives and risk tolerance through a range of investment strategies.

Bryan Wylie is a CFP® with 11 years of industry experience, currently serving at Provision Wealth Management, Inc. He has previously worked at Northwestern Mutual and Triangle Wealth Advisors. Bryan is also licensed as an insurance agent and engages in the sale of various insurance products. Provision Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, offering discretionary portfolio management and consulting-style engagements tailored to client objectives and risk tolerance. The firm combines investment management with project-based and hourly planning work and maintains a small supported team of three advisors.

Deborah Mcmanama is a financial advisor at First Financial Group in Raleigh, NC, holding a Series 65 designation with six years of industry experience. She has been with First Financial Group since 2011. First Financial Group serves individual investors, trusts, estates, and business entities, providing portfolio management, consulting, and financial planning services tailored to both non-high-net-worth and high-net-worth clients. The firm’s investment approach combines fundamental and cyclical analysis with customizable strategies, including discretionary management and the use of unaffiliated sub-advisors.

Alex Sutherland is a CFP® with 12 years of industry experience, currently serving as a financial advisor at LifePlan Group. His prior roles include positions at AE Wealth Management, LLC and Eqis Capital Management. Outside of advising, he is an owner and agent at LifePlan Tax & Insurance Group, Inc., where he places insurance products. LifePlan Group provides financial planning and discretionary portfolio management to individuals, businesses, and employer-sponsored retirement plans, emphasizing retirement planning and integrating tax, insurance, and estate considerations. The firm uses diversified investment models and offers ongoing advisory services aligned with client goals and risk tolerances.

David Nettesheim is a financial advisor at Lewis Financial Management, LLC in Raleigh, NC, holding a Series 65 credential with 10 years of industry experience. He has been with Lewis Financial Management since 2008. Lewis Financial Management provides personalized comprehensive financial planning and investment advice to individuals, couples, retirees, widows, and small business owners. The firm emphasizes fundamental, research-based analysis and a long-term buy-and-hold approach, offering non-discretionary advice with semi-annual portfolio reviews.

Tommy Lewis is a financial advisor at First Financial Group in Raleigh, NC, holding a Series 65 designation with three years of industry experience. Prior to joining First Financial Group in 2022, he was affiliated with East Carolina University and Wakefield High School. First Financial Group serves individual investors, trusts, estates, and business entities, providing both discretionary and non-discretionary portfolio management along with financial planning services. The firm employs a client-driven investment approach that includes fundamental and cyclical analysis, customized portfolio construction, and ongoing monitoring.

Sukesh Pai is a CFA® charterholder with eight years of industry experience, currently serving at Trillium Square Advisors LLC since 2018. He has prior experience at Fasttrackr AI, Prabhu Inc, Self Employed, and QMS Capital Management LP. Outside of advisory work, he is a managing partner at Everest AI Ventures, an AI technology company. Trillium Square Advisors serves individuals, small businesses, retirement plans, and institutional clients with financial planning, portfolio management, and corporate cash-management services. The firm employs a blend of active management and quantitative techniques, including algorithmic trading and multi-strategy portfolios, and offers ongoing supervision along with educational seminars as part of its client services.

Alexander Hearley is a financial advisor at Top Rank Wealth Management, LLC with six years of industry experience. He holds a Series 66 designation and has held prior roles at firms including RedHawk Wealth Advisors, Inc and CETERA Advisor Networks LLC. In addition to his advisory work, he is an insurance agent selling life, health, disability, annuities, and long-term care products. Top Rank Wealth Management provides discretionary asset management and financial planning services tailored to individual and high-net-worth clients. The firm uses a combination of technical, charting, and quantitative analysis with both long- and short-term strategies, and maintains separate account management practices with custodial statements sent directly to clients.

Samuel Miesmer is a financial advisor at Trillium Square Advisors LLC in Raleigh, NC, with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments from 2022 to 2025. His background also includes roles in the restaurant industry and a period of employment at The College for Financial Planning. Trillium Square Advisors serves individuals, small businesses, retirement plans, and institutional clients through financial planning, portfolio management, and corporate cash management services. The firm employs a blend of active management and quantitative techniques, including algorithmic trading and multi-strategy portfolios, and offers ongoing supervision alongside educational seminars.

James Castleman Jr. is a financial advisor at AdvisorsTrust Partners LLC with 14 years of industry experience. He holds a Series 66 designation and has worked previously as a consultant and at CoVest Asset Management. Castleman is based in Raleigh, NC. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor investment advice primarily on a discretionary basis, managing approximately $435.3 million in regulatory assets across about 172 client relationships.

Michael Fenchak is a financial advisor at Top Rank Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at RedHawk Wealth Advisors, Evergreen Wealth Advisors, Bank of NY Mellon, and Willis Towers Watson, among others. Top Rank Wealth Management is a state-registered advisory firm that offers discretionary asset management and financial planning services to individual and high-net-worth clients. The firm utilizes technical, charting, and quantitative analysis within customized investment programs and maintains close operational ties to affiliated insurance and legal-planning businesses.

Daniel Braddock is a financial advisor with Almega Wealth Management in Raleigh, NC, holding a Series 65 designation and three years of industry experience. He has worked at Almega Wealth Management since 2022 and also owns an insurance agency, Scott Braddock Financial. Almega Wealth Management advises individuals, families, small businesses, retirement plans, and charitable organizations using a primarily passive investment approach with index mutual funds and ETFs, while offering customized active strategies for complex situations. The firm operates multiple offices and includes affiliated tax services, educational content, and quarterly client reporting.

Benjamin Scarbrough is a financial advisor at Stone Legacy Capital LLC in Raleigh, NC. He holds a Series 66 designation and has been working in the industry since 2024, with prior experience at Equitable Advisors, LLC and George Pickett & Associates. He spent ten years as a full-time student before beginning his advisory career. Stone Legacy Capital LLC is an independent firm providing discretionary investment management and tailored financial planning to individual and high-net-worth clients. The firm operates as a solo practice, managing approximately $4.9 million in client assets, and offers financial planning in three tiers alongside investment management using various analytical methods.

Ryan Thomsen is a financial advisor with First Oak Wealth Management, LLC in Raleigh, NC. He holds Series 63 and Series 66 designations and has 15 years of industry experience. Thomsen previously worked at Great Lakes & Atlantic Wealth Management and Oak City Consulting, LLC. Outside of his advisory role, he has ownership in a rental property business. First Oak Wealth Management provides financial planning, investment management, and consulting services to individuals, retirement plans, corporations, charitable accounts, and trusts. The firm manages approximately $316 million in discretionary assets and employs a diversified investment approach supported by an outsourced chief investment officer and AI tools for operational support.

Linda Lewis is the sole advisor at Lewis Financial Management, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses with 29 years of industry experience. She has worked at The Strategic Financial Alliance, Inc. since 2013 and has been with Lewis Financial Management since 1984. Outside of her advisory work, she hosts a radio program, "Money Matters with the Lewis Family," on WPTF AM 680, where she answers listener questions on various financial topics. Lewis Financial Management provides comprehensive financial planning and investment advice to individuals, couples, retirees, widows, and small business owners. The firm employs a research-based, long-term buy-and-hold investment approach with semi-annual portfolio reviews and focuses on non-discretionary advice tailored through a personalized financial planning database.

Taylor Holloway is a financial advisor at Ridgeline Wealth Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Jennifer Torrey, and Northwestern Mutual Investment Services LLC. Ridgeline Wealth Advisors provides discretionary asset management, financial planning, retirement-plan consulting, and IRA rollover advice to individuals and plan sponsors. The firm manages $189 million in assets for approximately 200 clients, emphasizing a long-term, diversification-focused investment approach grounded in efficient market principles and factor considerations.

Caleb Griffith is a CFP® professional with 14 years of industry experience, currently serving at Townsend Asset Management Corp. in Raleigh, NC. He has been with Townsend since 2006, contributing to a firm that manages a range of clients including individuals, trusts, corporations, and non-profits. Townsend Asset Management Corp. provides investment management, financial planning, consulting, and tax preparation services, offering a bundled wealth management approach that integrates these under a single engagement. The firm employs a disciplined, goal-oriented process utilizing both fundamental and technical analysis to manage primarily long-term portfolios, with additional strategies including short-term positions and limited options.

James Tarkenton is a CFA® charterholder with seven years of industry experience. He has worked at Townsend Asset Management Corp. since 2018 and previously spent nine years at Lateef Investment Management. Townsend Asset Management Corp. serves individuals, trusts, partnerships, corporations, non-profits, and retirement plans, offering investment management, financial planning, consulting, and tax preparation services. The firm employs a disciplined process combining fundamental and technical analysis to guide portfolio management and provides both standalone services and bundled wealth management engagements.