Britton Williams is a CFP® and holds a Series 65 license with 15 years of experience in financial advisory. He has worked at Calamita Wealth Management since 2018, following roles at Belpointe Asset Management and Tuttle Wealth Management. Calamita Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a structured advisory process and utilizes both qualitative and quantitative research across various asset classes, managing client accounts primarily on a discretionary basis.

Valerie Seymour is a Certified Financial Planner® with 11 years of industry experience. She is currently affiliated with Quest 10 Wealth Builders, Inc. and Complete Financial Solutions, Inc., where she has worked since 2012. Prior to that, she was with Global Financial Private Capital, LLC from 2015 to 2017. Seymour holds licenses as a Series 63 and Series 65 representative and is also a licensed insurance agent for life, annuity, health, Medicare supplement, and long-term care products. Quest 10 Wealth Builders, Inc. serves individual and high-net-worth clients, corporations, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies, including technical and fundamental analysis, and offers community educational workshops through its six offices.

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.

James Collins is a financial advisor at Kairos RIA, LLC in Raleigh, NC, holding a Series 66 credential with 10 years of industry experience. His career includes roles at Edward Jones and Fourth Dimension Wealth, LLC. Collins serves as a Major in the United States Marine Corps Reserve. Kairos RIA, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities, using a tailored investment approach that incorporates cyclical, fundamental, and technical analysis with a long-term orientation.

Ethan Carr is a financial advisor at Independent Wealth Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at firms including Equitable Advisors and Axa Advisors. Independent Wealth Advisors, LLC provides portfolio management and financial planning services to individual and high-net-worth clients, using a blend of analytical methods and offering discretionary portfolio management through its Strategic Wealth Management platform. The firm also sponsors a wrap fee program that bundles management and transaction costs for clients.

Carlton Davis Jr. is a CFP® and CFA® with 13 years of industry experience, currently serving at Realm Investment Consulting LLC in Cary, NC. He has been an adjunct professor of finance at North Carolina State University since 2006 and also teaches at High Point University. Realm Investment Consulting serves individual and high-net-worth clients with portfolio management, financial planning, and pension/401(k) consulting, primarily using ETFs. The firm employs a long-term, theory-driven investment approach and provides both discretionary and non-discretionary services tailored by written Investment Policy Statements.

Graham Shepherd is a CFP® with 12 years of experience in the financial industry. He has worked at Armor Investment Advisors, LLC since 2018 and previously held roles at Portfolio Brokerage Services, Inc. and Envestnet Asset Management, Inc. He holds the Series 63 designation. Armor Investment Advisors, LLC serves individuals, families, and institutional clients, including high-net-worth individuals, foundations, and retirement plans. The firm operates under a fiduciary standard and employs a team-based process integrating financial planning with investment management, utilizing a multi-asset-class, core-satellite approach guided by a five-pillar market framework.

David Fruchter is a financial advisor at Great Plans Capital Management, LLC with 21 years of industry experience. He holds the ChFC® designation and Series 63 license. In addition to his advisory role, he operates a tax preparation and consulting business. Great Plans Capital Management provides financial planning and asset management services to individuals, including high-net-worth clients, as well as trusts, estates, pension, and business clients. The firm focuses on passive asset allocation using ETFs, no-load mutual funds, equities, and bonds, managing most assets on a non-discretionary basis with client approval for security selection.

James Baudreau is a financial advisor with Great Plans Capital Management, LLC, holding Series 63, 65, and 66 licenses and 17 years of industry experience. Prior to joining Great Plans Capital Management in 2023, he worked at Foundations Investment Advisors LLC and First Advisors National, LLC. He is also involved in vending machine operations through Myriad Vending NC LLC. Great Plans Capital Management provides financial planning and asset management services to individuals, including high-net-worth clients, as well as trusts, estates, pension, and business clients. The firm employs a passive asset allocation strategy using ETFs, no-load mutual funds, individual equities, and bonds, and manages most assets on a non-discretionary basis with client approval for security selections.

Matthew Miller is a CFP® with 12 years of industry experience, currently serving as an advisor at Armor Investment Advisors, LLC in Raleigh, NC. He has been with Armor since 2013. Armor Investment Advisors serves individuals, families, and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm offers comprehensive financial planning, discretionary investment management, and fiduciary consulting, utilizing a team-based process and a multi-asset-class investment approach informed by macroeconomic analysis and a structured market framework.

Allison Miller is a CFP® professional with six years of industry experience, currently serving as an advisor at Armor Investment Advisors, LLC since 2019. Prior to this, she worked at WMS Partners, LLC from 2016 to 2019. Armor Investment Advisors provides financial planning, discretionary investment management, and consulting services to individuals, high-net-worth families, foundations, and corporate retirement plans. The firm employs a team-based fiduciary process incorporating risk assessments and a multi-asset, core-satellite investment approach informed by economic cycle analysis and multiple market factors.

Paul Spurlock is a financial advisor at ARIS Capital Strategies, LLC with 13 years of industry experience. He holds a Series 65 credential and has held roles at several firms including J.W. Cole Advisors, INC. and Global Financial Private Capital, LLC. Outside of advisory work, he is the owner and president of Advisor Training System, LLC, where he provides sales training consulting for advisors. ARIS Capital Strategies offers retirement income planning and non-discretionary investment guidance to individuals and high-net-worth clients. The firm combines commission-funded fixed annuity solutions with passive, time-segmented allocations to low-cost ETFs and other diversified investments, operating under a zero-fee business model that relies primarily on commissions from insurance products.

Eric Schrum is a CFP® professional with nine years of industry experience, currently serving at Schrum Private Wealth Management, LLC in Raleigh, NC. He has worked at Founders Wealth Management and Planning since 2017 and had a prior role at Fidelity Brokerage Services LLC. Schrum Private Wealth Management offers investment and wealth management services primarily to individual and high-net-worth clients, utilizing a blend of Modern Portfolio Theory and behavioral finance to construct diversified, low-cost portfolios. The firm emphasizes long-term investing with periodic tactical adjustments and incorporates tax-aware strategies such as tax-loss harvesting.

Michael Honea is a CFP® professional with 11 years of experience in financial advising. He has worked at Cary Financial Planning, LLC since 2023 and previously spent seven years with Members Trust Company as well as eight years with Credit Union Investment Services, Secu Brokerage Services, and Secu Life Insurance Company. Cary Financial Planning, LLC serves individuals, families, business owners, and high-net-worth clients by providing investment advisory and financial planning services. The firm employs a long-term, evidence-based investment approach focused on broad diversification, cost control, and tax-aware decisions, using primarily mutual funds and ETFs alongside newer systematic or factor-based funds, supported by technology including AI-assisted tools.

Michael Palmer is a CFP® professional with 11 years of industry experience, currently serving at Ark Royal Wealth Management LLC since 2015. He is based in Raleigh, NC, and is one of three advisors at the firm. Ark Royal Wealth Management LLC provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm follows a long-term investment approach grounded in Modern Portfolio Theory, emphasizing diversified, low-cost passive funds and utilizes statistical analysis and DFA research for risk-return profiling.

Gray Pendleton is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at Pendleton Financial Wealth Management in Raleigh, NC. His career includes roles at Concourse Financial Group Securities and operating his own entities since 2010. Outside of advisory work, he runs an educational YouTube channel on financial planning, authors financial planning books, and produces original music distributed on streaming platforms. Pendleton Financial Wealth Management provides investment management and financial planning to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a long-term, buy-and-hold investment approach using modern portfolio theory and fundamental analysis, and offers pension plan consulting alongside educational seminars and client newsletters.

Fred Lowry is a financial advisor with BrightPath Wealth Advisors LLC in Raleigh, NC, holding a Series 65 designation and four years of industry experience. He is also an adjunct professor at Wake Tech Community College and operates a sole proprietorship focused on insurance sales. Additionally, he consults for Trivecta, a spa and facial sales business. BrightPath Wealth Advisors serves individual and high-net-worth clients as well as corporate entities, providing discretionary portfolio management and comprehensive financial planning. The firm develops customized investment policy statements, employs fundamental analysis, and offers public educational seminars.

Andrew Davenport is a financial advisor at Quest 10 Wealth Builders, Inc. with eight years of industry experience. He holds a Series 66 designation and previously worked at Park Avenue Securities, Guardian Life Insurance Company, Equitable Advisors, and AXA Advisors. Davenport also works as an insurance broker for Guardian Life in Raleigh, North Carolina, specializing in individual life and disability insurance policies. Quest 10 Wealth Builders, Inc. serves individual and high-net-worth clients, corporations, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical strategies, utilizes third-party money managers, and conducts regular account reviews while maintaining a presence across six offices with approximately $238 million in assets under management.

Erin Tackett is a financial advisor at Tackett Wealth Management, LLC with 16 years of industry experience. She holds a Series 65 designation and has been with the firm since 2009. Tackett Wealth Management serves primarily retirees and small business owners, managing approximately $62 million in client assets across about 50 relationships. The firm provides investment supervisory services, wealth management, and financial planning using an investment approach grounded in academic research, emphasizing small-cap and value equity exposures, broad diversification, low-cost funds, and tax efficiency.