Meghan Childs is a financial advisor at Boundary Street Partners LP with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley for seven years before joining Boundary Street Partners in 2017. 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 stocks, mutual funds, ETFs, and derivatives, serving approximately $18 million in discretionary assets as of December 2025.

Wheeler Chapman III is a financial advisor at Kokua Capital Management with 29 years of industry experience. He has worked at Kokua Capital Management since 2016 and concurrently at Chapman Financial Group since 2013. Chapman Financial Group, doing business as Kokua Capital Management, provides discretionary wealth management services to individual and high-net-worth clients, as well as fixed-income sub-advisory services to other investment adviser firms. The firm employs an actively managed, long-term investment approach that incorporates both fundamental and technical analysis to tailor portfolios to clients’ objectives and risk tolerance.

Jeffery Campbell II is a financial advisor at Fryar Financial in Durham, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Fryar Financial, he worked at Fidelity Investments and Vietri Inc. in various roles. Outside of advising, he operates a freelance marketing consulting business as an independent contractor. Fryar Financial provides financial planning and portfolio management services to individuals, high-net-worth clients, and retirement plan sponsors, offering both non-discretionary and discretionary asset management tailored to client goals and risk tolerance. The firm manages approximately $19.4 million across about 56 client relationships and coordinates investment strategies with affiliated tax and accounting services.

Robert Patton is a financial advisor at Sounding Line Wealth Management, LLC in Durham, NC. He holds a Series 65 designation and has been working at his current firm since 2026. Before entering the advisory field, he worked at Pramana Labs, Inc. and Intel Corporation. Sounding Line Wealth Management is an independent registered investment adviser that provides discretionary portfolio management and individualized Investment Policy Statements to individuals and high-net-worth clients. The firm employs a blended investment approach incorporating various analytical methods and offers services including long-term trading and options strategies with accounts custodied at Schwab Institutional.

Michele Nettesheim is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Phoenix Wealth Advisors Inc. in Chapel Hill, NC. She has been with Phoenix Wealth Advisors since 2018 and has prior experience at Raymond James Financial Services dating back to 2005. Outside of her advisory role, she is involved in a rental real estate business. Phoenix Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, estates, and corporations. The firm offers comprehensive financial planning and asset management, combining fundamental and technical analysis with both long- and short-term strategies, and administers a wrap-fee program that integrates third-party manager models with in-house overlays.

Christopher Thomas is a financial advisor at Atlantic Private Wealth, LLC in Chapel Hill, NC, holding a Series 66 designation with nine years of industry experience. Prior to joining Atlantic Private Wealth in 2021, he worked at Goldman Sachs Personal Financial Management and Cetera Advisor Networks. He has also been involved with the YMCA and William Peace University. Atlantic Private Wealth manages approximately $894 million in client assets, serving individuals, trusts, estates, nonprofits, corporations, and retirement plan sponsors. The firm employs a quantitative and technical investment approach within an asset-allocation framework and offers discretionary investment management alongside financial planning and retirement plan services.

Chase Wietfeld is a financial advisor at Atlantic Private Wealth, LLC with three years of industry experience. His prior roles include positions at D.A. Davidson and Mutual of Omaha. Atlantic Private Wealth, LLC manages approximately $894 million in client assets for individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs a combination of quantitative and technical analysis within an asset-allocation framework, offering discretionary investment management alongside financial planning and corporate retirement plan services.

Russell Eriksen is a financial advisor with Hilltop Wealth Advisors, LLC in Chapel Hill, NC. He holds the CFP®, ChFC®, and Series 66 designations and has 22 years of industry experience. Eriksen has been with Hilltop Wealth Advisors since 2016. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities across a range of wealth levels, providing financial planning, consulting, and discretionary investment management. The firm combines fundamental analysis with a tactical asset-allocation framework based on Modern Portfolio Theory and offers a variety of model portfolios while actively monitoring client accounts.

Mark Rhoades is a CFP® professional with 20 years of industry experience. He is a financial advisor and branch manager at Phoenix Wealth Advisors Inc., where he has worked since 2018. His prior experience includes roles at Raymond James Financial Services, Morgan Stanley, and Citigroup Global Markets. Rhoades serves on the advisory board and finance/investment committee of the KDVS Foundation, a nonprofit organization. Phoenix Wealth Advisors provides financial planning, wealth management, and retirement-plan consulting to individuals, trusts, estates, corporations, and retirement plans. The firm combines fundamental, technical, and cyclical analysis with both long- and short-term investment strategies and manages a high account load through a team-based approach.

Brittany is a financial advisor at Hilltop Wealth Advisors, a fee-only financial planning firm located in Chapel Hill, NC. Brittany has been with the Hilltop team since 2014, when she started as a financial planning intern while earning her BA in Mathematics at UNC-Chapel Hill. She quickly discovered financial planning to be a perfect combination of problem solving and relationship building, which made it her ideal career path. She is a CERTIFIED FINANCIAL PLANNER™(CFP®) professional and Certified Student Loan Professional (CSLP®), and is passionate about working with Gen X & Gen Y clients. Brittany lives in Raleigh with her husband and dog. When she’s not working, she loves cheering on the Carolina Hurricanes, exploring the local food scene, and traveling to the mountains.

James Mosher is a CFP® professional with seven years of industry experience. He currently works at Old Peak Finance and has previously held roles at Bluesky Wealth Advisors, Merit Wealth Management, and Summit Financial Strategies. Old Peak Finance provides fee-only, fiduciary wealth management and comprehensive financial planning to individuals, families, trusts, and estates, focusing on clients in their prime earning years, many with multi‑million dollar portfolios. The firm employs an evidence-based, asset-class investment approach emphasizing broad diversification, long-term discipline, and low costs.

Elizabeth Stancil is a CFP® professional with 25 years of experience in the financial services industry. She is currently with Hilltop Wealth Advisors, LLC and previously held roles at The Vanguard Group, Inc., Wells Fargo Clearing, Wells Fargo Advisors, LLC, and First Citizens Investor Services, Inc. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, including both non-high-net-worth and high-net-worth clients, providing financial planning, consulting, and discretionary investment management. The firm manages approximately $635 million in client assets and employs a tactical asset-allocation framework based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and other investment vehicles.

Christopher Hostetler is a CFP® professional with 20 years of industry experience. He has been with Hilltop Wealth Advisors, LLC since 2016. The firm serves individuals, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management across a range of client types and asset levels. Hilltop Wealth Advisors employs a tactical asset-allocation approach based on Modern Portfolio Theory and offers a variety of model portfolios, including tax-aware and socially responsible options.

Stephen Neubig is a CFP® professional with two years of experience in financial advising, currently with Hilltop Wealth Advisors, LLC. His prior work includes positions at Pathfinder Wealth Consulting and Keystone Financial Partners, as well as roles at Gannett Co Inc. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities across a range of net-worth levels, offering financial planning, consulting, and discretionary investment management. The firm uses a combination of fundamental analysis and tactical asset allocation, employing mutual funds, ETFs, and other investment vehicles to tailor portfolios aligned with clients’ risk tolerance and objectives.

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.

Taylor Cole is a CFP® and holds a Series 65 license with three years of industry experience. He is currently part of the six-advisor team at Woodward Financial Advisors, Inc. in Chapel Hill, NC, and previously worked at High Road Management LLC and The Kahn-Williams Family. Woodward Financial Advisors provides discretionary investment management, financial planning, and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a customized portfolio approach using primarily low-cost mutual funds, ETFs, and bonds, combining fundamental, technical, and cyclical analysis with continuous monitoring and formal annual reviews.

Frank Brown Jr. is a Series 65-credentialed advisor with 24 years of industry experience. He has worked at Arjuna Capital, LLC since 2016, following prior roles at Baldwin Wealth Partners, LLC and Trillium Asset Management. Arjuna Capital provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, while also managing private investment vehicles. The firm integrates fundamental and technical analysis with sustainability and impact criteria to select investments across public securities, private equity, venture capital, and debt instruments.

Daniel Routh is a CFP® professional with nine years of industry experience, currently serving as an advisor at Old Peak Finance since 2019. Prior to that, he worked at Exencial Wealth Advisors from 2016 to 2019. Old Peak Finance is a fee-only, fiduciary wealth management firm that serves individuals, families, trusts, and estates, focusing on clients in their prime earning years and those with multi-million dollar portfolios. The firm employs an evidence-based, asset-class investment approach emphasizing broad diversification, low costs, and long-term discipline, with portfolios typically built using academic research-driven fund managers.

James Mwombela is a CFP® with nine years of industry experience and is currently an advisor at Nectarine. His prior roles include positions at SLP Wealth, his own firm Mwombela Financial Planning, LLC, and Student Loan Planner, where he continues to provide student loan consulting. Mwombela also serves as a financial coach for Workplay, Inc., offering guidance on budgeting and debt management. Nectarine serves individual and high-net-worth clients through a consultative financial planning model that offers one-hour consultations, multi-week engagements, and ongoing planning arrangements without managing client investment portfolios. The firm emphasizes long-term asset allocation using low-cost index-based funds and delivers advice on topics including cash flow, retirement, insurance, debt reduction, and estate planning.

James Miller is a CFP® and holds a Series 63 license with 20 years of industry experience. He has been with Woodward Financial Advisors, Inc. since 2009. The firm is an independent, fee-only advisory with a team of six professionals that provides wealth management and comprehensive financial planning to individuals, families, trusts, estates, and related entities. Woodward Financial Advisors manages client portfolios using customized Investment Policy Statements, emphasizing a strategic, globally diversified asset allocation that favors low-cost passive index funds and ETFs while allowing selective active management.