Andrew Lynch is a financial advisor at Peak Wealth Group LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Peak Wealth Group since 2016, following a two-year period at Peak Brokerage Services, LLC. Outside of his advisory role, Lynch assists life insurance agents with case design and estate planning through Capital Marketing Group and supports charitable planning efforts via the Foundation for Legacy Planning. Peak Wealth Group provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses documented risk analysis and an Investment Policy Statement to guide portfolio construction, employing a range of strategies including long-term holdings and shorter-term trading.

Erik Kratz is a CFA® charterholder with one year of experience, currently serving as a financial advisor at Arena Private Wealth. His prior roles include positions at Focus Partners Wealth, The Colony Group, Connectus Wealth, and Mid-Continent Capital. He is a board member of CHA Shared Services, which provides ancillary services to hospitals across Colorado. Arena Private Wealth offers financial planning and portfolio management to individuals and high-net-worth clients, with a focus on customized strategies and pooled investment vehicles. The firm employs a combination of fundamental, technical, and modern portfolio approaches and utilizes AI tools for operational tasks while managing accounts on both discretionary and non-discretionary bases.

Travis Hornsby is a financial advisor at SLP Wealth with CFP®, CFA®, and Series 63 credentials and three years of industry experience. He has been involved in web publishing and consulting through his ownership of Student Loan Planner since 2016. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management, financial planning, and non-discretionary 401(k) services. The firm employs diversified, risk-based portfolios using no-load mutual funds and ETFs, with ongoing monitoring and periodic rebalancing.

Frank Brown Jr. is a financial advisor at Arjuna Capital, LLC in Durham, NC, holding a Series 65 designation with 23 years of industry experience. His career includes roles at Trillium Asset Management from 2002 to 2013 and Baldwin Wealth Partners, LLC from 2013 to 2016 before joining Arjuna Capital in 2016. Arjuna Capital provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, while also managing pooled private investment vehicles. The firm integrates fundamental and technical analysis with sustainability and impact criteria across public and private investments, including funds focused on climate solutions and economic opportunity.

James Mwombela is a CFP® with nine years of industry experience, currently serving as an advisor at Nectarine. His prior roles include positions at SLP Wealth, Mwombela Financial Planning, LLC, and several other financial firms. Outside of traditional advisory work, he provides student loan planning and financial coaching through separate ventures. Nectarine serves individual and high-net-worth clients by offering consultative financial planning through a network of advisor representatives. The firm emphasizes long-term asset allocation using low-cost, index-based funds and delivers advice on a fee-for-service basis without managing client investment portfolios.

Christopher Rolf is a CFA® charterholder with 14 years of experience in the financial industry. He has been with Altrius Capital Management, Inc. since 2015 and previously worked at Morgan Stanley from 2008 to 2012. Altrius Capital Management provides discretionary investment management, financial planning, pension consulting, and retirement-plan advisory services to individuals, high-net-worth clients, employee benefit plans, and other entities. The firm employs a fundamentally based, value-oriented, and risk-managed investment process to construct balanced portfolios tailored to client objectives.

Kyle Feduccia is a financial advisor at Kuhn Advisors, Inc. in Durham, NC, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Heritage Wealth Advisors, Fathom Advisors, and LBW Wealth Management. Kuhn Advisors serves individual and high-net-worth clients, trusts, and charitable institutions through discretionary portfolio management, bundled financial planning, and limited consulting services. The firm employs a value-oriented, long-term investment approach with concentrated portfolios and active manager selection.

Megan Coyne is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. She currently works at Keener Financial Planning and has previously held roles at Woodward Financial Advisors, Marotta Wealth Management, JoycePayne Partners, and Handford Financial Strategies. Keener Financial Planning serves individuals, trusts, small businesses, and retirement plans with modular financial planning and investment management services. The firm emphasizes long-term, cost-conscious investment strategies primarily using low-cost index funds and ETFs, and offers both one-time and ongoing planning engagements through hourly or retainer fee structures.

Marc Becker is a financial advisor at Discipline Wealth Solutions, Inc. in Durham, NC, with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Efficient Advisors, LLC, M. S. HOWELLS & cO., and Triad Advisors, Inc. Outside of his advisory role, Becker serves as the Investment Committee Chair for the Jewish Federation of Durham/Chapel Hill. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing investment advisory services through managed accounts, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives and risk tolerances using a variety of strategies and offers participant-level education and plan support for retirement clients.

Robert Outen is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Kuhn Advisors, Inc. in Durham, NC. He has three years of industry experience, including time at Credit Suisse where he worked for ten years prior to joining Kuhn Advisors. Kuhn Advisors serves individual and high-net-worth clients, trusts, and charitable institutions, primarily through discretionary portfolio management and bundled financial planning. The firm employs a value-oriented, long-term investment approach focused on concentrated portfolios and actively managed funds.

Matthew Underwood is a CFA® charterholder with 13 years of experience in investment advisory. He is currently with Global Strategic NextGen OCIO, part of Global Strategic Investment Solutions, where he has worked since 2019. His prior experience includes roles at BB&T, Patriot Wealth, and Vanguard Advisers. Outside of his advisory work, he serves as a limited agent managing family retirement accounts. Global Strategic Investment Solutions provides discretionary portfolio management and third-party manager selection for high-net-worth individuals, donor-advised funds, endowments, and foundations. The firm employs a dynamic strategic asset allocation framework using proprietary quantitative models and emphasizes access to a broad range of investment vehicles, including public and private markets.

Mark Kuhn is a financial advisor at Kuhn Advisors, Inc. in Durham, NC, with 22 years of industry experience. He holds a Series 65 designation and has been with Kuhn Advisors since 1993. In addition to his advisory role, Kuhn is a certified public accountant who performs accounting and tax work and serves as an investment committee member for the Triangle Community Foundation. Kuhn Advisors serves individual and high-net-worth clients, as well as trusts and charitable institutions, primarily through discretionary portfolio management and bundled financial planning. The firm employs a value-oriented, long-term investment approach with concentrated portfolios and active management, overseeing over $753 million in discretionary assets.

Christopher Securcher is a financial advisor with Henderson Brothers Financial Partners LLC and holds Series 63 and Series 65 designations. He has 19 years of industry experience, including roles with LPL Financial LLC, Global Retirement Partners, and Kestra Financial, among others. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals and institutional sponsors, focusing notably on retirement plan consulting under ERISA Sections 3(21) and 3(38). The firm employs a mix of discretionary and non-discretionary asset management strategies and offers participant education, plan-level services, and access to pooled employer plans and recordkeeper solutions.

Ryan Campbell is a financial advisor at Kuhn Advisors, Inc. in Durham, NC, holding a Series 65 credential. He has one year of industry experience, with prior roles at Tarheel Advisors, LLC and Northwestern Mutual. Before entering the financial industry, he worked at Umstead Pines Gold and Swim Club. Kuhn Advisors serves individual and high-net-worth clients, trusts, and charitable institutions with discretionary portfolio management, financial planning, and consulting services. The firm employs a value-oriented investment approach emphasizing actively managed mutual funds, long-term holdings, and concentrated portfolios tailored to client objectives.

Malcolm Trevillian is a CFA® charterholder with 19 years of industry experience, currently serving at Verity Asset Management since 2011. He is based in Durham, NC. Outside of his advisory role, he volunteers on the finance committee of The Chamber Orchestra of the Triangle, a music and education nonprofit. Verity Asset Management is an SEC-registered adviser providing discretionary portfolio management, model portfolios, retirement-plan advisory, and financial planning to individual, corporate, institutional, and other adviser clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party strategies while operating under fiduciary and ERISA standards.

Philip Ferrara III is a CFP® with 23 years of industry experience and is currently an advisor at Merit Financial Advisors in Durham, NC. His prior roles include positions at Scholar Financial Advising, Northwestern Mutual Wealth Management Company, Larson Financial Group, Merrill, and LPL Financial. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving around 20,000 clients across 66 offices and managing approximately $23.9 billion in client assets. The firm offers coordinated wealth-management services with a focus on long-term, diversified portfolios supported by both discretionary and non-discretionary investment authority and a mix of fundamental and supplemental analysis methods.

John Hawkins is a financial advisor at United Brokerage Services, Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at FTB Advisors, PNC Bank, and Edward Jones. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers a range of managed account programs emphasizing strategic and tactical asset allocation, use of mutual funds and ETFs, and incorporates tax-aware strategies when appropriate.

Tyler Bayless Edwards is a financial advisor at Earned Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Hilltop Wealth Advisors and DASH Carolina. Outside of his advisory role, Edwards is a licensed North Carolina Real Estate Broker and earns commissions from assisting clients with residential real estate transactions. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees, providing financial planning, discretionary wealth management, and retirement plan consulting. The firm employs independent investment managers and model portfolios, integrates alternative investments when appropriate, and is affiliated with several related businesses including retirement plan services and accounting firms.

Grant Russell is a CFP® with nine years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC. He has previously worked at Millennium Advisory Services, Inc. and has been involved in lacrosse officiating associations since 2015. HUB Investment Partners serves a diverse client base including institutional investors, public entities, and individual clients. The firm employs a blend of active and passive investment strategies across various asset types, offering portfolio management, retirement planning, and specialized advisory services for banks and municipalities.

Sean Mcgill is a financial advisor at Verity Asset Management in Durham, NC, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Verity Financial Group and its affiliates since 2011. Mcgill is also a partner at PlanScope360, LLC, a plan administration business. Verity Asset Management is an SEC-registered investment adviser that offers discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional, and other adviser clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and manages a proprietary no-load mutual fund while serving as a sub-advisor and service provider to other advisers.