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.

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 with Boundary Street Partners LP in Chapel Hill, NC, holding Series 65 and Series 66 licenses and offering 16 years of industry experience. He has worked at Boundary Street Partners since 2015 and previously held positions at Morgan Stanley and Merrill. Boundary Street Partners LP provides discretionary investment management and retirement plan consulting to individuals, high net worth clients, pension and profit-sharing plans, and manages a private fund. The firm employs an active global value-investing approach guided by fundamental, in-house research and utilizes a range of strategies including long-term holdings, shorter-term trades, options, short sales, and limited derivatives use.

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.

Joshua Holland is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Sycamore Financial Planning, LLC since 2015, where he is one of three advisors. Sycamore Financial Planning is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and businesses. The firm offers comprehensive financial planning and portfolio management, focusing on low-cost indexed mutual funds and distinct service tracks including standalone planning, combined management, and employer-sponsored programs.

Douglas Amis is a CFP® with 14 years of industry experience, currently serving at Cardinal Retirement Planning, Inc. He has held roles at multiple firms including William B. Clark, CFP CPA, and Damis, Inc., where he is an owner and insurance agent. Amis is also a board member of the Durham Community Land Trustees, a local nonprofit organization. Cardinal Retirement Planning serves pre-retirees, retirees, high-net-worth individuals, businesses, and nonprofits, providing financial planning, portfolio management, and consulting services. The firm employs a top-down investment approach that integrates quantitative models with fundamental and technical analysis, offering both discretionary and client-directed account management.

Mathew Richard is a financial advisor at Based Capital Wealth LLC in Durham, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Based Capital Wealth, he worked at Entergy, Rayne Fitness, Louisiana Energy & Power Authority, and Anytime Fitness. Outside of his advisory role, he is involved in a data-analytics business, Stocklabs, and creates monetized social-media content. Based Capital Wealth LLC provides portfolio management services to individual and high-net-worth clients, preparing customized Investment Policy Statements and offering both discretionary and non-discretionary account management. The firm primarily recommends equities, fixed-income securities, and ETFs, employing a variety of analytical methods and trading strategies.

Eric Sobocinski is a financial advisor at Amphora Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has served as Owner and President of Kylix Management, Inc., providing management services and insurance sales. Additionally, he is Of Counsel at Walker, Lambe, PLLC, a law firm, and Vice President & Counsel at Turner-Gary Sports, Inc., a firm representing athletes and coaches. Amphora Wealth Management serves individuals, charitable organizations, and retirement plans by providing investment management, financial planning, pension consulting, and specialized services such as divorce consulting and estate-plan analysis. The firm employs an evidence- and risk-based investment approach with diversified portfolios and offers educational seminars alongside ongoing portfolio monitoring.

John Stillman is a financial advisor at Rosewood Wealth Management with 11 years of industry experience. He holds a Series 65 designation and has been involved with Carolina Wealth Stewards, LLC since 2015. Outside of advisory work, he is co-owner of a marketing company, Third Wheel Media, which he founded in 2014. Rosewood Wealth Management serves individual clients and families focusing on retirement planning and income needs. The firm combines financial planning with portfolio implementation through third-party managers and model portfolios, alongside licensed insurance sales and in-house tax and bookkeeping services.

Kelsey Plummer is a financial advisor at Pursuit Wealth Strategies, LLC with 14 years of industry experience. She has been with Pursuit Wealth Strategies since 2014 and previously worked at Raymond James Financial Services from 2011 to 2025. Plummer serves on the boards of Sparrow Data Solutions, a startup nonprofit focused on data solutions, and Trinity Academy of Raleigh, a local private school. Pursuit Wealth Strategies serves individuals, high net worth clients, small businesses, charitable institutions, and foundations by providing investment advisory, portfolio management, and financial planning services. The firm develops customized portfolios using a variety of investment vehicles and conducts regular monitoring to manage risk and performance.

William Sloan is a CFP® professional with eight years of experience at Sound Financial Management, Inc. in Raleigh, NC. He has been with the firm since 2016, working in a financial advisory capacity. Sound Financial Management, Inc. provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, and charitable organizations, and serves as a limited-scope ERISA 3(21) advisor for employer retirement plans. The firm uses both fundamental and technical analysis to tailor asset allocation and security selection to clients’ goals, time horizons, and risk tolerance, with ongoing portfolio oversight and quarterly reviews.

Richard Frazier is a CFP® professional with 17 years of industry experience. He has been with Frazier Financial Consultants, LLC since 2003. The firm provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. Frazier Financial Consultants employs a strategic asset allocation approach using a core-and-satellite structure with passive index funds and ETFs complemented by selective active funds, offering globally diversified portfolios and integrated tax and estate planning services.