David Brodie is the principal of Brodie Wealth Management and holds a Series 66 designation. He has one year of experience in financial advisory roles and has worked at Osaic Advisory Services and Osaic Wealth. He also operates Brodie CPA PLLC, a CPA firm based in Cary, NC, where he serves as principal. Brodie Wealth Management provides wealth management, financial planning, and asset management services to individual and institutional clients. The firm offers tailored investment strategies across traditional and alternative asset classes and provides retirement plan advisory services, leveraging its affiliation with an in-house accounting practice for tax and estate planning support.

Ryan Bannister is a financial advisor at 1Up Financial Advisors LLC in Cary, NC, holding a Series 65 designation with three years of industry experience. Prior to founding 1Up Financial Advisors, he worked at Duke University Hospital and Carr, Riggs & Ingram. Bannister is also a member of Oak City Investment Group, LLC, a real estate investment company. 1Up Financial Advisors LLC provides investment management and financial planning primarily for individual clients, offering tailored portfolio management, written financial plans, and both ongoing and hourly planning engagements. The firm integrates accounting services such as in-house tax preparation and bookkeeping, along with educational seminars and consulting for content creators, combining passive and active investments with strategic asset allocation.

Are you passionate about preserving our Earth, upholding corporate responsibility, and contributing to a just society? If so, you’re in the right place. Do you find yourself thinking: “Where does all my money go, and how can I support causes I care about?” “I want to invest, but I refuse to support fossil fuels or the weapons industry.” “What do we need to do now that we’ve had a baby?” “How do I navigate my company benefits or start a Roth IRA?” “Am I doing the right things?” I see financial planning as a medium to facilitate long-lasting change—not just a way to accumulate “more.” My practice, Just Advising, is an advice-only space designed for environmentally and socially conscious people who want clear guidance without the baggage of commissions, high fees, or someone else managing your money. When we work together, you’ll walk away with guidance while feeling understood and empowered. My first question is not, “how much do you have?”; Instead, it’s “what do you want?” To paraphrase John F. Kennedy, ask not what you can do for money—ask what your money can do for you. Outside of the office, you can usually find me rock climbing (attempting to) or making a great (depending on the day) cup of coffee.

Rupa Pereira is a CFP® with four years of experience and the principal of FWJ Planning LLC in Apex, NC. She also owns FWJ Tax LLC, a tax planning and preparation business. Her prior roles include tax counseling with VITA and work with XY Planning Network. FWJ Planning LLC provides fee-only financial planning services focusing on project-based and comprehensive plans for individuals, households, and small businesses. The firm does not offer investment management or custody services and emphasizes passive, low-cost fund recommendations for client-implemented portfolios.

Stephen Reh is the sole advisor at Reh Wealth Advisors LLC in Raleigh, NC. He holds the CFP®, CFA®, and Series 66 designations and has 21 years of industry experience. Prior to founding his firm in 2010, he worked at PerTronix for 18 years. Outside of his advisory work, he is an independent contractor for a golf course design company and serves as president of a design business. Reh Wealth Advisors LLC provides discretionary and non-discretionary investment management, financial planning, and employee benefit plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The firm emphasizes a goals- and risk-based asset allocation approach, primarily using passive management with index funds and ETFs, and offers retirement-plan consulting services including plan design support and fiduciary oversight.

Jesse Bradin is a financial advisor with J Bradin Financial LLC in Cary, NC, holding Series 63 and Series 65 credentials and nine years of industry experience. His work history includes roles at Gradient Investments, JD Melberg Financial, Appreciation Financial, and Finely Finished. Bradin is also a licensed life insurance agent affiliated with his firm. J Bradin Financial LLC is a state-registered, solo investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning, investment management, insurance review, and educational seminars, using a discretionary model investing approach alongside possible third-party manager recommendations.

David Lundberg is a financial advisor with Awaken Financial Designs LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior positions include roles at Merrill Lynch and Equitable Advisors. Lundberg is also involved in fixed insurance and fixed annuity sales through Awaken Financial Designs. Awaken Financial Designs provides financial planning and consulting services, offering discretionary asset management through third-party model portfolios. The firm serves individual and high-net-worth clients with customized financial plans and a structured service calendar, using a combination of hourly and fixed fees for planning and delegating portfolio management to selected sub-advisors.

Ohan Kayikchyan is a CFP® professional with seven years of industry experience. He is the principal of Alohana Financial, LLC, a fee-only registered investment adviser based in Durham, NC. His prior experience includes roles at Wells Fargo Advisors LLC, Wells Fargo Clearing, and Wells Fargo Bank NA. Alohana Financial provides investment management and financial planning services to individuals and high-net-worth clients, employing an asset-allocation approach grounded in Modern Portfolio Theory. The firm uses a combination of passive and active investment vehicles and offers ESG customization upon client request.

Allen Bass III is a CFP® certificant with nine years of industry experience. He has been the sole advisor at Carolina Wealth Strategies, LLC since 2014. Carolina Wealth Strategies serves individual investors and small businesses with financial planning, investment supervisory services, and educational workshops. The firm uses a combination of passive and active management strategies, providing both broad-based and modular planning, and typically manages client accounts on a discretionary basis with regular monitoring and rebalancing.

John Underhill is a CFP®-certified financial advisor with 12 years of industry experience. He is the sole advisor at Acorn & Oak Wealth Management, where he has worked since 2021. Prior to this, he was with Northwest Asset Management and Edward Jones. Outside of advisory work, he is a cofounder of Good Barrels of the Triangle, a nonprofit that organizes events to raise funds and awareness for local nonprofits. Acorn & Oak Wealth Management is a fee-only, state-registered firm serving individuals, high-net-worth clients, charitable organizations, and corporations. The firm emphasizes strategic asset allocation using both passive and active strategies, manages institutional mandates, and incorporates third-party tools for portfolio implementation and digital custody.

Kathleen Scharl is the principal advisor at Scharl Advisory Services, Inc. in Durham, NC, holding CFP® and Series 63 designations with 23 years of industry experience. She has led her independent practice since 1989. Outside of advising, she is involved in tax preparation, bookkeeping, and small business consulting through Scharl & Associates, Inc., primarily during tax season. Scharl Advisory Services, Inc. provides fee-only financial planning and investment management to individuals and small businesses, focusing on retirement, tax, cash-flow, education funding, and estate planning. The firm employs a strategic, core-and-satellite asset allocation using no-load or low-load funds, and operates on fixed and hourly fees rather than asset-based charges.

Lucid Wealth Planning ("LWP") was founded to improve the lives of others by helping clients make better-informed financial decisions in both their daily lives and long-term plans. We believe our impact provides added security, confidence, and overall joy in the lives of our clients. Given our focus on clients that strive to improve the world around them, such as Health Care Professionals and Academic professors, we anticipate the ripple effect of betterment to be limitless. Education: B.S.B. degree in Finance Certified Financial Planner™ (CFP®), and Chartered Retirement Planning Counselor (CRPC®), and Certified Student Loan Professional (CSLP®), and Behavioral Financial Advisor (BFA®) Experience: The completion of over 800 comprehensive financial plans for individuals and families since joining the industry in 2006. This includes specialized areas such as student loan analysis, estate planning, tax planning, portfolio management, and cash flow strategizing (to name a few). As a financial planner, my main goal is to help you make well-informed decisions on all financial matters, not just what investments are right for you. I'll always listen to your concerns, devise the best strategy, and treat your financial goals with the same care and interest I devote to my own. I look forward to being your trusted advisor and expert resource as you build a secure, and confident financial life.

Patrick Walsh is a financial advisor with Walsh Capital LLC in Raleigh, NC, holding a Series 65 credential and nine years of industry experience. He has worked at Defender Capital and is a partner at Diligence Group, a private business consulting firm. He also maintains a personal blog to share ideas with family and friends. Walsh Capital provides discretionary asset management and consulting services primarily to individual and high-net-worth clients, focusing on a value-oriented, fundamental analysis approach with long-term holdings and tactical asset allocation tailored to client objectives. The firm offers portfolio construction, retirement-account rollover advice, and planning consultations, and is noted for its educational resources and work with charitable clients, including donor-advised fund management without advisory fees.

Brian Bunn is a CFA® and CPA based in Raleigh, NC, with eight years of industry experience. He has been the principal of Brian B. Bunn CPA, PLLC since 2018, following prior roles in tax and accounting consulting and at CU Capital Market Solutions. He offers tax and accounting services alongside financial advising through his firm. Brian B. Bunn CPA, PLLC provides portfolio management and financial planning services in addition to tax and accounting, serving a diverse client base including pension and profit-sharing plans, trusts, charitable organizations, small businesses, and high-net-worth individuals. The firm employs a combination of cyclical, fundamental, and quantitative strategies to construct diversified portfolios and typically seeks discretionary authority to implement Investment Policy Statements.

Gregory Dunne is a financial advisor at Raleigh Investment Advisors, Inc. in Raleigh, NC, holding a Series 65 designation with nine years of industry experience. His prior work includes eleven years at General Electric and a period of self-employment beginning in 2016. Raleigh Investment Advisors is an independent firm managing approximately $25 million for a select group of individual clients. The firm provides ongoing portfolio management with a focus on client-specific factors and quantitative risk measures, conducting quarterly account reviews and typically meeting clients twice yearly for in-person updates.

Lisa Hodges is a financial advisor at Shift to Impact with six years of industry experience. She holds a Series 65 designation and has worked in marketing consulting and advisory services prior to her current role. Hodges leads Shift to Impact, an independent firm based in Durham, NC. Shift to Impact is a fee-only financial planning firm serving individuals and families who seek to align their finances with social justice and environmental values. The firm emphasizes values-based investing and offers comprehensive planning, guidance on charitable giving and employee benefits, as well as educational workshops and speaking events, without managing client portfolios or exercising trading discretion.

Thomas Tolley is the managing member of Tolley Financial Group, LLC, an independent investment advisory firm based in Raleigh, NC. He holds Series 65 and 66 licenses and has 15 years of industry experience, including nine years at Copperleaf Capital, LLC. Tolley Financial Group manages approximately $122 million for about 170 clients, serving individuals, high-net-worth investors, and pension and profit-sharing plan sponsors. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, using a mix of fundamental and technical analysis and both passive and active investment instruments.

Cody Peck is a financial advisor at Limber Capital LLC, holding a Series 65 designation with seven years of industry experience. Prior to founding Limber Capital, he worked at Ankura and Bloomberg. His career has focused on independent portfolio management since 2019. Limber Capital LLC provides discretionary portfolio management to individual clients, emphasizing a proprietary, value-oriented investment approach. The firm manages equities, fixed-income securities, ETFs, and long-term options (LEAPS) for a small client base, utilizing a solo advisor model without employing leverage or margin trading.

Matthew Choplin is a financial advisor with Innovest Strategies LLC in Raleigh, NC, holding a Series 65 designation and 12 years of industry experience. Prior to founding Innovest Strategies in 2025, he worked for Private Wealth Management of North Carolina for 12 years. Outside of his advisory role, Choplin is a partner in a tax and management consulting firm and holds an active real estate license, working as a listing and selling agent on weekends. Innovest Strategies LLC provides comprehensive asset management, retirement plan consulting, and financial and tax planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension or profit-sharing plans. The firm employs a range of investment strategies including fundamental and technical analysis, managing portfolios with ETFs, mutual funds, individual securities, and conservative cash instruments, while also offering tax, accounting, and real estate services under separate agreements.

With 15 years of experience in wealth management and financial planning, I bring both deep technical knowledge and a practical, people-first approach to financial planning. Throughout my career, I’ve had the opportunity to work in both a large financial institution and a smaller independent firm. That range of experience has shaped how I work today, blending the structure and resources of big firms with the personalized, relationship-driven approach of a boutique firm. It also gave me a clear perspective on what clients and their families truly need: a tailored approach, proactive planning, and a partner they can count on through every life stage. I started Highwind Wealth Management with this vision in mind. At Highwind Wealth Management, we integrate investment management, tax strategy, estate planning, and financial planning into a cohesive and adaptable plan. Life, markets, and goals change, and your financial plan should evolve with them. I also believe that comprehensive financial and tax planning shouldn’t be a luxury reserved for the ultra-high-net-worth; everyone deserves access to financial planning and the financial freedom that comes with it. To deliver the highest level of service, I intentionally keep a small client base. That allows me to focus deeply on each relationship and ensure that my clients and their families always receive the time and attention they deserve, as well as my family, who also receive the same focus and attention from me. Outside of work, I’m lucky to share life with my amazing wife, Lizz, and our two kids, Fallon and Charlie. When I’m not working or with my family, you’ll likely find me on a mountain bike trail, exploring the outdoors, or lost in some great music.