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.

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.

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.

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.

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.

William Hesmer Jr. is a CFP®-designated financial advisor with over 13 years of industry experience. He is currently with Oak Harbor Wealth Partners and Hesmer Wealth Management LLC, where he has worked since 2021 and 2026, respectively. Prior to joining Oak Harbor, he spent eight years at Raymond James & Associates. Outside of finance, Hesmer serves as a consultant to the disciplinary committee for the United Soccer League. Oak Harbor Wealth Partners is an SEC-registered investment adviser specializing in portfolio management, financial planning, and ERISA consulting, with a focus on institutional and retirement-plan services. The firm employs diversified model portfolios and third-party manager oversight as part of its investment approach.

Samantha Muncy is a financial advisor at Evergreen Wealth Advisors with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Edward Jones for 18 years before joining Evergreen Money Advisors in 2023. She also held roles at Public Holdings, Inc., including Head of Customer Experience. Evergreen Wealth Advisors provides discretionary investment management and financial planning to individual and corporate clients. The firm uses a Modern Portfolio Theory framework combined with tax-optimization techniques and proprietary AI tools to support portfolio management, and it operates a public AI platform offering general education and personalized advice to users.

Cristy Head is a financial advisor with Independent Wealth Advisors, LLC, holding a Series 66 designation and five years of industry experience. She has been associated with Independent Wealth Advisors since 2024 and has prior experience with LPL Financial. Outside of her advisory role, she is involved with Said and Done LLC, a business she has maintained since 2007. Independent Wealth Advisors, LLC provides portfolio management and financial planning services to individual and high-net-worth clients through its Strategic Wealth Management platform. The firm uses a combination of analytical methods and a dedicated Investment Committee to develop and monitor model portfolios, offering both discretionary management and comprehensive financial planning.

Paul Yokabitus is a financial advisor at Cary Financial Planning, LLC with four years of industry experience. He holds the Series 65 designation and has a background that includes ownership and practice as an attorney specializing in estate planning through Yokabitus Law, PLLC. He is also involved in legal marketing and tax planning through affiliated entities. Cary Financial Planning provides investment advisory and financial planning services to individuals, families, business owners, and high-net-worth clients. The firm employs a long-term, evidence-based investment approach focused on diversification, cost control, and tax-aware decisions, utilizing mutual funds, ETFs, and factor-based funds, supported by technology including AI-assisted tools.

Matthew Scuderi is a financial advisor at Capital Financial Advisory Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Foundations Investment Advisors and Equitable Advisors. Outside of his advisory role, he is also active as an insurance producer, reviewing and proposing insurance and annuity solutions. Capital Financial Advisory Group serves individuals and families preparing for retirement, including high-net-worth households, small pension plans, and charitable entities. The firm provides customized financial planning and advisory services, referring clients to third-party asset managers for portfolio management while also distributing insurance and annuity products.

David Clark Jr. is a financial advisor at Oak Harbor Wealth Partners in Raleigh, NC, holding a Series 66 designation. He has entered the industry recently with experience at Stifel Financial Corp and Croatan Investments prior to joining Oak Harbor. Oak Harbor Wealth Partners is an SEC-registered investment adviser specializing in portfolio management, financial and institutional consulting, and pension and retirement plan services. The firm focuses on institutional and retirement-plan clients, employing diversified model allocations and third-party manager oversight in its investment approach.

Joel Anderson is a financial advisor at Evergreen Wealth Advisors in Raleigh, NC, with eight years of industry experience. He holds a Series 66 designation and previously worked at Values Added Financial, Ameriprise Financial Services, Wells Fargo Clearing, and served eight years in the United States Navy. Evergreen Wealth Advisors provides discretionary investment management and financial planning to individual and corporate clients, including high-net-worth individuals. The firm utilizes a Modern Portfolio Theory framework with tax-optimization techniques and incorporates proprietary software and AI tools for portfolio monitoring and advice delivery.

Katherine Alepa is a CFP® with 10 years of industry experience, currently serving as an advisor at Ithaka Financial Planning, LLC. She has been with Ithaka since 2017 and holds a Series 65 license. Prior to her financial planning career, she worked at Food Lion from 2015 to 2016. Ithaka Financial Planning offers integrated financial planning and portfolio management for individuals, high-net-worth clients, and personal trusts and estates. The firm emphasizes customized portfolios based on Modern Portfolio Theory, incorporating index funds, ETFs, and occasionally individual securities, and provides ongoing monitoring, rebalancing, and fiduciary advisory services.

Bryson King is a financial advisor at Capital Financial Advisory Group, LLC, holding a Series 65 credential. He has two years of industry experience, including prior roles at Capital Financial and Insurance, LLC, Zunzibar, and Duckworth's. Capital Financial Advisory Group serves individuals, families, businesses, charities, and small pension clients with financial planning and advisory services. The firm refers clients to third-party managers and pooled investment products, focusing on customized financial plans and ongoing portfolio monitoring without taking custody or direct discretion over assets.

Jeremy Hamann is a financial advisor at Evergreen Wealth Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Blue Trust and CAPTRUST Financial Advisors, as well as work outside finance at Chick-fil-A and Black's Tire Service. He also has experience with The Wilds Christian Camp & Conference Center and Bob Jones University. Evergreen Wealth Advisors offers discretionary investment management and financial planning to individual and corporate clients, utilizing a Modern Portfolio Theory framework combined with tax-optimization techniques. The firm operates a public AI platform for educational purposes and manages client portfolios through proprietary software and AI tools.

Paul Richards is a CFP® with 15 years of industry experience, currently serving as an advisor at Hicks & Associates Wealth Management, LLC. His prior roles include positions at WealthShield Partners, Ameriprise Financial Services, Edward Jones, and METLIFE Investors Distribution Company. Hicks & Associates Wealth Management primarily serves individual and high net worth clients, including trusts, estates, IRAs, and 401(k) plans, providing discretionary portfolio management through separately managed accounts alongside non-discretionary financial planning and consulting services. The firm applies a Multi-Strategy Investment Management Process combining fundamental and technical analysis, emphasizing risk controls such as rules-based stops and regular position reviews.

Carman Hicks II is a CFP® with 27 years of industry experience, currently serving at Hicks & Associates Wealth Management, LLC since 2022. He previously worked at WealthShield Partners, LLC and Ameriprise Financial Services, Inc. Since 2013, he has also engaged in fiduciary activities acting as attorney-in-fact, trustee, conservator, guardian, executor, or personal representative. Hicks & Associates Wealth Management primarily serves individual and high net worth clients, offering discretionary portfolio management and non-discretionary financial planning. The firm employs a Multi-Strategy Investment Management Process that integrates fundamental and technical analysis with various investment strategies overseen by an Investment Committee.