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.

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.

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.

Wayland Crutchfield Jr. is a CFP® professional with 26 years of experience in the financial advisory industry. He has been with Crutchfield Advisors, Inc. since 2015, where he is one of two advisors at the firm based in Apex, NC. Crutchfield Advisors is a two-advisor registered investment adviser serving individuals, corporations, trusts, estates, retirement plans, and government agencies. The firm combines fundamental security analysis, technical charting, and macroeconomic research to manage balanced portfolios and provides comprehensive financial planning with in-depth plans available upon request.

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.

Peter D'arruda is a financial advisor with Capital Financial Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at multiple firms including Sofos Investments, EQIS Capital Management, Payne Capital Management, and Global Financial Private Capital. In addition to his advisory work, he devotes significant time to producing financial radio shows aimed at financial professionals and others on various topics. He is also a licensed life insurance agent in North Carolina and offers life insurance and annuities as part of his client services. Capital Financial Advisory Group primarily serves individuals and families preparing for retirement, including high-net-worth households, small pension plans, and charitable entities. The firm provides financial planning and advisory services, referring clients to third-party managers for portfolio management, and incorporates insurance and annuity products into its offerings.

Seth Cogswell is a financial advisor at AspenTree Capital Corporation with 12 years of industry experience. He holds a Series 66 designation and has been the founder and portfolio manager of Running Oak Capital LLC since 2012. Cogswell dedicates significant time to Running Oak Capital, providing portfolio management and overseeing its operations. AspenTree Capital Corporation manages individualized equity portfolios for individuals, trusts, estates, charitable organizations, and pooled investment vehicles. The firm’s investment approach focuses on option-based strategies, including covered call writing and selective put sales, using fundamental and technical analysis to tailor risk and premium-generating trades for each client.

Roger Elmer is a CFP® and CFA® with 12 years of experience in financial advisory services. He is the principal of Realm Investment Consulting LLC, where he has worked since 2014. In addition to his advisory role, Elmer is a CPA and managing member of R. Ron Elmer CPA PLLC and is the author of investment-related books published through Investor Cookbooks. Realm Investment Consulting LLC provides portfolio management, financial planning, and pension/401(k) consulting to individuals, high-net-worth clients, and employee benefit plans. The firm uses a combination of modern portfolio theory and quantitative, fundamental, and cyclical analysis, focusing on long-term trading and ETF-based allocations.

Deborah Hobart is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Blue Water Capital Management, LLC since 2019 and previously held roles at Coty Inc. and Safariland. Blue Water Capital Management serves individual and high-net-worth clients as well as charitable organizations, providing portfolio management and financial planning tailored to client goals and risk tolerance. The firm employs modern portfolio theory in its investment approach and offers access to a broad range of asset types, leveraging institutional support from Charles Schwab.

Matthew Rubush is a financial advisor at Millennium Planning Group, LLC with four years of industry experience. He holds a Series 65 designation and has prior experience as a CPA and tax professional, including operating his own bookkeeping and tax firm. Outside of his advisory role, he serves as president of Old House Bookkeeping & Tax, LLC, where he prepares tax returns and provides bookkeeping and tax planning services. Millennium Planning Group, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and business entities, managing approximately $34 million in client assets. The firm employs a mix of analytical approaches and provides ongoing portfolio management, including oversight of third-party managers, with services extending to retirement plan consulting and investment management within insurance contract subaccounts.

Walter Hinson is a CFP® professional with 19 years of experience in financial advising. He has been with Tarheel Advisors, LLC in Chapel Hill, NC since 2009. Outside of his advisory role, he manages a rental home in Surf City, NC. Tarheel Advisors serves individuals, families, trusts, retirement plan sponsors, non-profits, and corporations, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes customized portfolios, risk management, and conducts regular account reviews, alongside providing retirement plan consulting and broader business advisory services.

William Bryant is a CFP® with 25 years of industry experience. He has been a principal at Bryant & Brannock, LLC since 2008 and previously worked at H. Beck, Inc. from 2008 to 2017. Outside of his advisory role, he is the owner of Harvey Bryant Music & Art, where he creates and sells original compositions and artwork. Bryant & Brannock provides advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers a range of services including pension consulting, financial planning, and portfolio management, utilizing both fundamental and technical analysis with an emphasis on options strategies.

Jacob Yocco is a CFP® with eight years of industry experience and serves as an advisor at Cardinal Retirement Planning, Inc. He has worked at Cardinal Retirement Planning since 2018 and is also affiliated with Damis, Inc., where he spends approximately 10% of his time as an insurance agent. Additionally, he serves as treasurer for the Pi Lambda Phi Omega Beta Alumni Association, managing the organization’s finances. Cardinal Retirement Planning works primarily with pre-retirees and retirees, high-net-worth individuals, businesses, and non-profits, offering financial planning, discretionary and non-discretionary portfolio management, and specialized services including econometric consulting and ERISA plan advisory. The firm uses a top-down investment approach with proprietary, simulation-based models combined with fundamental and technical analysis, employing a range of strategies in separately managed accounts.

John Stilley is a financial advisor at TrustStone Wealth Partners, LLC in Chapel Hill, NC, holding a Series 65 designation with six years of industry experience. He previously worked at Gordon Asset Management, LLC for ten years before joining TrustStone Wealth Partners in 2024. He is also the owner of Stilley Financial L.L.C., a holding company that owns TrustStone Wealth Partners. TrustStone Wealth Partners provides discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning services to individuals, retirement plans, corporations, trusts, and charitable organizations. The firm employs a range of investment strategies including fundamental, quantitative, and technical analysis, and typically favors ETFs in portfolio construction.