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.

Aditya Mahajan is a financial advisor at ADI Mahajan CPA PC in Raleigh, NC, holding a Series 65 designation. He has been active in his advisory and related professional roles since 2018, including experience at LESLIE MERRITT INC dba TAX AND QB GURU and National Heritage Academies. ADI Mahajan CPA PC offers integrated CPA and fee-only investment advisory services to individuals, trusts, families, charitable organizations, and small businesses. The firm employs a tax-aware, goal-based approach blending CPA expertise with investment management techniques such as fundamental analysis, quantitative modeling, and modern portfolio theory.

Dexter Perry is a CFP®-certified financial advisor with 21 years of industry experience, currently operating through One Providence Capital, LLC in Apex, NC. He has been managing One Providence Capital since 2006 and concurrently leads The Providence Group of NC, LLC, where he also holds a life and health insurance license for fixed insurance products. Perry serves as a director at First Bank & First Bancorp, Inc., and as a trustee for RBC Funds Trust, overseeing fiduciary governance of mutual funds. One Providence Capital primarily serves individual investors along with churches, non-profits, corporations, and other business entities, managing approximately $23 million in client assets. The firm employs a long-term, strategic, risk-based asset-allocation approach, constructing diversified portfolios documented through investment policy statements and risk-tolerance profiles, with quarterly monitoring and rebalancing.

Matthew Unger is the sole advisor at Unger Financial in Raleigh, NC, holding a Series 66 license with 22 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 16 years before founding Unger Financial in 2021. Unger is also an independent insurance agent, offering disability, life, and long-term care insurance products. Unger Financial provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $15.94 million across about 69 accounts. The firm offers tailored portfolio management using various strategies and integrates complex outside holdings into clients’ overall financial plans, with a focus on both discretionary and non-discretionary managed accounts.

Michael Molitoris is a financial advisor with Flagship Wealth Management Group, LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at The Pinnacle Financial Group and LPL Financial LLC and has maintained an independent insurance agent practice since 2010. Outside of advisory work, he sells fixed insurance products as part of his business activities. Flagship Wealth Management Group is an independent registered investment adviser serving individuals, including high-net-worth clients, charitable organizations, trusts, and businesses. The firm offers comprehensive financial planning, discretionary asset management, and hourly consulting, integrating multiple planning topics with an investment approach based on fundamental and technical analysis, modern portfolio theory, and Monte Carlo planning.

Elliott Mc Cown is a CFP® with nine years of industry experience, currently serving as the sole advisor at HanaFara. His prior roles include positions at UBS Financial Services, Personal Capital Advisors Corporation, Evergreen Wealth Advisors, Empower Advisory Group, and The Vanguard Group. HanaFara is an independent firm providing wealth management and financial planning primarily to individual and high-net-worth clients. The firm’s investment approach emphasizes asset allocation using Modern Portfolio Theory, combining passive and active strategies, and includes the use of third-party model portfolios and Outside Managers with ongoing monitoring.

Marcus Terdik is a financial advisor with Piedmont Private Wealth, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at UBS Financial Services for eight years and has been with Piedmont Private Wealth since 2018. Outside of his advisory role, Marcus serves on the Board of Governors for North Ridge Country Club, advising on strategic planning initiatives. Piedmont Private Wealth, LLC is an independent SEC-registered advisory firm that serves individual and high-net-worth clients with discretionary portfolio management, asset allocation advice, and financial planning. The firm employs a long-term investment approach based on modern portfolio theory, utilizing diversified allocations across ETFs, mutual funds, municipal bonds, and equities.

Chris Di Domenico is the sole advisor at Sparrows Financial in Apex, NC, holding a Series 65 credential with one year of industry experience. He previously operated DiDomenico Investments and has been a full-time student for over a decade. Sparrows Financial is an SEC-registered investment adviser providing discretionary portfolio management and investment planning to individuals, high-net-worth clients, and business entities. The firm employs fundamental analysis with intermediate-term trading and quarterly rebalancing, primarily using mutual funds, equities, fixed income, and ETFs.

Lenoris Yarborough, Jr is a financial advisor with Yarborough Asset Management Strategies in Raleigh, NC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cisco Systems, Morgan Stanley, and UBS Financial Services. He serves as a board member and president of the Raleigh/Durham Chapter of the National Black MBA Association, and also sits on the boards of North Carolina Arts in Action and a nonprofit supporting marginalized students in earning high school diplomas. Yarborough Asset Management Strategies provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and charitable organizations. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to manage accounts with both long- and short-term strategies and offers educational seminars and subscription-based planning services.

Geoffrey Sirhal is a financial advisor with Charmarline Wealth Management in Cary, NC, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Blackrock Investments, Inc. for 19 years and has been involved with Charmarline Capital Partners since 2021. Charmarline Wealth Management serves individuals and high-net-worth clients by combining discretionary and non-discretionary investment management with comprehensive financial planning and retirement-account advice. The firm employs a fundamental, long-term investment approach, constructing diversified, low-cost portfolios with flexibility to adjust based on client needs and market conditions.

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.

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.

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.

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.