Shrey Patel is a CFA® charterholder and the sole advisor at Ataraxis Capital, LLC in Durham, NC, with experience beginning in 2016 across several firms including Boyer Value Group and Thor Equities Group. He currently holds a salaried position as a senior investment analyst at Thor Equities Group, where he performs research and analysis. Ataraxis Capital provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients, utilizing a multi-method investment approach that includes fundamental and technical analysis, options, and margin. The firm manages approximately $840,000 in assets across two client accounts and offers performance-based fee arrangements for qualified clients.

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.

Mary Macdonald is the sole advisor at Personal Path Financial Planning in Hillsborough, NC, holding Series 65 and Series 66 licenses with 10 years of industry experience. She has operated her own advisory practice since 2017. Personal Path Financial Planning offers fee-only financial planning and investment consultation to individuals, trusts, estates, charitable organizations, and businesses. The firm provides non-discretionary advice focused on long-term, goals-based strategies using primarily low-cost index funds and ETFs, and delivers services on an hourly or fixed-fee basis without taking custody of client assets.

Thomas Sikes III is a CFP® professional with 19 years of industry experience. He has been the sole advisor at WanderWealth Inc., an independent firm based in Hillsborough, NC, since 2006. Outside of his advisory practice, he operates Traveltirement LLC, an educational and media business focused on long-term travel and retirement planning in Italy and France. WanderWealth Inc. provides discretionary investment management and financial planning services primarily to individuals and couples, with a specialization in serving Americans retiring to or residing in France. The firm employs a passive, asset-allocation strategy using model portfolios primarily composed of ETFs and direct index portfolios for eligible clients.

Christopher Sherman is the principal of Sherman Financial, an independent advisory firm based in Chapel Hill, NC. He holds a Series 65 designation and has 10 years of industry experience. Sherman is also the proprietor of Sherman Financial Consulting, providing financial consulting and management services to small businesses and nonprofits, and is a co-owner of Harmony Music Studios LLC, offering music lessons locally. Sherman Financial provides fee-only financial planning and investment advice to individuals, families, trusts, nonprofit organizations, and businesses. The firm emphasizes strategic asset allocation and predominantly passive investment strategies, combining fundamental, technical, and cyclical analysis alongside tax-loss harvesting.

Nahnsan Guseh is a financial advisor with Capital Solutions Advisors, LLC in Durham, NC, holding a Series 65 designation and three years of industry experience. Prior to founding Capital Solutions Advisors in 2023, Nahnsan has held roles at Intuitive Surgical, where he currently works as a data scientist, as well as positions with Swing Low Sweet Chariot, LLC, NSG Solutions, LLC, and the U.S. EPA. He combines his advisory work with ongoing employment in the medical device and renewable energy sectors. Capital Solutions Advisors, LLC serves primarily individual clients, offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and consulting. The firm employs a diverse investment approach incorporating fundamental, technical, charting, and cyclical analysis, with strategies that include options and hedged-equity, and also provides a paid educational digital magazine as an ancillary service.

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.

Tina Purvis is a financial advisor at Hollingsworth Avent Averre & Purvis, P.A. She holds a Series 65 designation and has 18 years of industry experience. She has been with the firm since 2001. Hollingsworth Avent Averre & Purvis, P.A. serves individuals, corporations, and trusts by providing investment management, financial planning, and retirement plan consulting. The firm integrates accounting and tax services into its planning and follows a market-efficiency, evidence-based investment approach that emphasizes passive vehicles, diversified allocations, and periodic rebalancing.

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.

Hannah Canipe is a financial advisor at Stone Legacy Capital LLC in Raleigh, NC, with three years of industry experience and a Series 66 designation. Prior to joining Stone Legacy Capital, she worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Stone Legacy Capital LLC serves individual and high-net-worth clients with discretionary asset management, tiered financial planning, and consultation services, utilizing a mix of fundamental, technical, charting, and cyclical analysis tailored to client goals and risk tolerance.

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.

Robert Wilson is a CFP® certified financial advisor with eight years of industry experience. He is currently with LifePlan Group, where he has worked since 2022. Prior to that, he held roles at TD Ameritrade and Fidelity. In addition to his advisory work, Wilson is also licensed as an insurance agent, dedicating a portion of his time to offering insurance products. LifePlan Group provides financial planning and discretionary portfolio management to individuals, businesses, and employer-sponsored retirement plans, emphasizing retirement planning and coordination of tax, insurance, and estate matters. The firm uses diversified investment models and offers ongoing advisory services tailored to client goals and risk tolerances.

Michael Perkins is a financial advisor at Ridgeline Wealth Advisors, LLC with 18 years of industry experience. He holds the PFS™ designation, as well as Series 65 and Series 66 licenses. Perkins has been with Ridgeline Wealth Advisors since 2016 and has extensive experience in insurance sales and tax preparation, including a longstanding role as a partner at Perkins, Lund, Collar & Associates, providing accounting and tax services. Ridgeline Wealth Advisors offers discretionary asset management, financial planning, and retirement-plan consulting to individuals and plan sponsors. The firm employs a long-term, diversification-focused investment approach using third-party technology to support tax-aware strategies and serves approximately 200 clients, including high-net-worth individuals.

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.

Karin Bryant is a financial advisor at Bryant & Brannock, LLC in Durham, NC, holding a Series 65 credential with seven years of industry experience. She has been with Bryant & Brannock since 2017 and was previously a homemaker for 14 years. Bryant & Brannock provides advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering financial planning, pension consulting, and portfolio management. The firm employs both fundamental and technical analysis, including options strategies, and manages a substantial portion of non-discretionary accounts while providing investment policy statements and monitoring.

Martin Sather is a financial advisor at Boundary Street Partners LP in Chapel Hill, NC, holding Series 65 and Series 66 licenses with 15 years of industry experience. He has been with Boundary Street Partners since 2015. Boundary Street Partners LP provides discretionary investment management and retirement plan consulting to individuals, high net worth clients, pension and profit-sharing plans, and a private fund. The firm employs an active global value-investing approach based on fundamental research and offers a range of strategies including long-term holdings, options, short sales, and limited use of derivatives.

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.

Aidis Zunde is a financial advisor at Zak Investment Management Company, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Zak Investment Management since 2008. In addition to his advisory role, Zunde serves as a senior consultant for Whitney, Bradley & Brown, supporting a Department of Defense organization focused on countering improvised explosive devices. Zak Investment Management Company, LLC provides discretionary investment advisory and portfolio management services to individuals, trusts, estates, foundations, and charitable organizations. The firm employs a fundamental analysis approach across multiple asset classes and incorporates both long-term and trading strategies, managing a limited number of client accounts on a fee-only basis.

Michael Zeblo is a CFP® and Series 65 licensed advisor with Ridgeline Wealth Advisors, LLC, based in Raleigh, NC. He has three years of industry experience, including prior roles at Lennar Homes and Norton, Collar, Lund, Lilley, PLLC. Outside of his advisory work, he owns Michael Zeblo Tax Services, where he provides CPA and tax return preparation services. Ridgeline Wealth Advisors offers discretionary asset management, financial planning, and retirement-plan consulting to individuals and plan sponsors. The firm focuses on long-term, diversification-based investing and combines a multi-office presence with integrated services including tax preparation and insurance.

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.