Lisa Hodges is a financial advisor at Shift to Impact with six years of industry experience. She holds a Series 65 designation and has worked in marketing consulting and advisory services prior to her current role. Hodges leads Shift to Impact, an independent firm based in Durham, NC. Shift to Impact is a fee-only financial planning firm serving individuals and families who seek to align their finances with social justice and environmental values. The firm emphasizes values-based investing and offers comprehensive planning, guidance on charitable giving and employee benefits, as well as educational workshops and speaking events, without managing client portfolios or exercising trading discretion.

Thomas Tolley is the managing member of Tolley Financial Group, LLC, an independent investment advisory firm based in Raleigh, NC. He holds Series 65 and 66 licenses and has 15 years of industry experience, including nine years at Copperleaf Capital, LLC. Tolley Financial Group manages approximately $122 million for about 170 clients, serving individuals, high-net-worth investors, and pension and profit-sharing plan sponsors. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, using a mix of fundamental and technical analysis and both passive and active investment instruments.

Matthew Choplin is a financial advisor with Innovest Strategies LLC in Raleigh, NC, holding a Series 65 designation and 12 years of industry experience. Prior to founding Innovest Strategies in 2025, he worked for Private Wealth Management of North Carolina for 12 years. Outside of his advisory role, Choplin is a partner in a tax and management consulting firm and holds an active real estate license, working as a listing and selling agent on weekends. Innovest Strategies LLC provides comprehensive asset management, retirement plan consulting, and financial and tax planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension or profit-sharing plans. The firm employs a range of investment strategies including fundamental and technical analysis, managing portfolios with ETFs, mutual funds, individual securities, and conservative cash instruments, while also offering tax, accounting, and real estate services under separate agreements.

With 15 years of experience in wealth management and financial planning, I bring both deep technical knowledge and a practical, people-first approach to financial planning. Throughout my career, I’ve had the opportunity to work in both a large financial institution and a smaller independent firm. That range of experience has shaped how I work today, blending the structure and resources of big firms with the personalized, relationship-driven approach of a boutique firm. It also gave me a clear perspective on what clients and their families truly need: a tailored approach, proactive planning, and a partner they can count on through every life stage. I started Highwind Wealth Management with this vision in mind. At Highwind Wealth Management, we integrate investment management, tax strategy, estate planning, and financial planning into a cohesive and adaptable plan. Life, markets, and goals change, and your financial plan should evolve with them. I also believe that comprehensive financial and tax planning shouldn’t be a luxury reserved for the ultra-high-net-worth; everyone deserves access to financial planning and the financial freedom that comes with it. To deliver the highest level of service, I intentionally keep a small client base. That allows me to focus deeply on each relationship and ensure that my clients and their families always receive the time and attention they deserve, as well as my family, who also receive the same focus and attention from me. Outside of work, I’m lucky to share life with my amazing wife, Lizz, and our two kids, Fallon and Charlie. When I’m not working or with my family, you’ll likely find me on a mountain bike trail, exploring the outdoors, or lost in some great music.

Aditya Mahajan is a Series 65 credentialed advisor at ADI Mahajan CPA PC with experience spanning several roles in tax and accounting since 2018. He has worked at LESLIE MERRITT INC dba TAX AND QB GURU and held positions at various educational institutions prior to focusing on integrated CPA and investment advisory services. ADI Mahajan CPA PC provides integrated CPA and fee-only investment advisory services to individuals, trusts, family structures, charitable organizations, and small businesses. The firm combines tax expertise with investment management, utilizing IPS-driven asset allocation along with tax-aware strategies such as asset location and tax-loss harvesting to support long-term portfolio management.

Dexter Perry is a CFP®-certified financial advisor with 21 years of industry experience, currently operating through One Providence Capital, LLC in Apex, NC. He has been managing One Providence Capital since 2006 and concurrently leads The Providence Group of NC, LLC, where he also holds a life and health insurance license for fixed insurance products. Perry serves as a director at First Bank & First Bancorp, Inc., and as a trustee for RBC Funds Trust, overseeing fiduciary governance of mutual funds. One Providence Capital primarily serves individual investors along with churches, non-profits, corporations, and other business entities, managing approximately $23 million in client assets. The firm employs a long-term, strategic, risk-based asset-allocation approach, constructing diversified portfolios documented through investment policy statements and risk-tolerance profiles, with quarterly monitoring and rebalancing.

Matthew Unger is the sole advisor at Unger Financial in Raleigh, NC, holding a Series 66 license with 22 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 16 years before founding Unger Financial in 2021. Unger is also an independent insurance agent, offering disability, life, and long-term care insurance products. Unger Financial provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $15.94 million across about 69 accounts. The firm offers tailored portfolio management using various strategies and integrates complex outside holdings into clients’ overall financial plans, with a focus on both discretionary and non-discretionary managed accounts.

Kent Fisher is a CFP®, CFA®, and Series 63 licensed advisor with 16 years of industry experience. He currently leads Southern Investment Management Collective LLC, an independent firm he joined in 2023. Previously, he worked at Mutual Advisors, LLC and Old Peak Finance. Southern Investment Management Collective provides portfolio management and investment advice to individual and high-net-worth clients, tailoring strategies based on each client’s goals, tax situation, time horizon, and risk tolerance. The firm uses a combination of fundamental analysis, quantitative techniques, and modern portfolio theory to construct diversified portfolios and offers both discretionary and non-discretionary services.

Michael Molitoris is a financial advisor with Flagship Wealth Management Group, LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at The Pinnacle Financial Group and LPL Financial LLC and has maintained an independent insurance agent practice since 2010. Outside of advisory work, he sells fixed insurance products as part of his business activities. Flagship Wealth Management Group is an independent registered investment adviser serving individuals, including high-net-worth clients, charitable organizations, trusts, and businesses. The firm offers comprehensive financial planning, discretionary asset management, and hourly consulting, integrating multiple planning topics with an investment approach based on fundamental and technical analysis, modern portfolio theory, and Monte Carlo planning.

Elliott Mc Cown is a CFP® with nine years of industry experience, currently serving as the sole advisor at HanaFara. His prior roles include positions at UBS Financial Services, Personal Capital Advisors Corporation, Evergreen Wealth Advisors, Empower Advisory Group, and The Vanguard Group. HanaFara is an independent firm providing wealth management and financial planning primarily to individual and high-net-worth clients. The firm’s investment approach emphasizes asset allocation using Modern Portfolio Theory, combining passive and active strategies, and includes the use of third-party model portfolios and Outside Managers with ongoing monitoring.

Shrey Patel is a CFA® charterholder and the sole advisor at Ataraxis Capital, LLC in Durham, NC, with experience beginning in 2016 across several firms including Boyer Value Group and Thor Equities Group. He currently holds a salaried position as a senior investment analyst at Thor Equities Group, where he performs research and analysis. Ataraxis Capital provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients, utilizing a multi-method investment approach that includes fundamental and technical analysis, options, and margin. The firm manages approximately $840,000 in assets across two client accounts and offers performance-based fee arrangements for qualified clients.

Marcus Terdik is a financial advisor with Piedmont Private Wealth, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at UBS Financial Services for eight years and has been with Piedmont Private Wealth since 2018. Outside of his advisory role, Marcus serves on the Board of Governors for North Ridge Country Club, advising on strategic planning initiatives. Piedmont Private Wealth, LLC is an independent SEC-registered advisory firm that serves individual and high-net-worth clients with discretionary portfolio management, asset allocation advice, and financial planning. The firm employs a long-term investment approach based on modern portfolio theory, utilizing diversified allocations across ETFs, mutual funds, municipal bonds, and equities.

Chris Di Domenico is the sole advisor at Sparrows Financial in Apex, NC, holding a Series 65 credential with one year of industry experience. He previously operated DiDomenico Investments and has been a full-time student for over a decade. Sparrows Financial is an SEC-registered investment adviser providing discretionary portfolio management and investment planning to individuals, high-net-worth clients, and business entities. The firm employs fundamental analysis with intermediate-term trading and quarterly rebalancing, primarily using mutual funds, equities, fixed income, and ETFs.

Curtis Byrd is a financial advisor at Onyx Wealth Management, LLC in Durham, NC, holding the CFP® and Series 66 designations with 11 years of industry experience. His prior roles include positions at Hamilton Point Investment Advisors, Hilltop Wealth Advisors, Fulbright Financial Consulting, and Mass Mutual Investors Services. Onyx Wealth Management provides discretionary asset management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, non-profits, small businesses, and estates. The firm combines fundamental security analysis with modern portfolio theory to construct diversified portfolios, offering regular account reviews and ongoing planning consultations.

Lenoris Yarborough, Jr is a financial advisor with Yarborough Asset Management Strategies in Raleigh, NC, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Cisco Systems and Envestnet before founding Yarborough Asset Management Strategies in 2017. He serves on the boards of several nonprofit organizations focused on education, the arts, and economic resources for African Americans. Yarborough Asset Management Strategies provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a range of investment techniques, including fundamental, technical, and cyclical analysis, and uses both long- and short-term strategies with documented risk tolerance and occasional use of higher-risk instruments.

Christopher Sherman is the principal of Sherman Financial, an independent advisory firm based in Chapel Hill, NC. He holds a Series 65 designation and has 10 years of industry experience. Sherman is also the proprietor of Sherman Financial Consulting, providing financial consulting and management services to small businesses and nonprofits, and is a co-owner of Harmony Music Studios LLC, offering music lessons locally. Sherman Financial provides fee-only financial planning and investment advice to individuals, families, trusts, nonprofit organizations, and businesses. The firm emphasizes strategic asset allocation and predominantly passive investment strategies, combining fundamental, technical, and cyclical analysis alongside tax-loss harvesting.

Geoffrey Sirhal is the sole advisor at Charmarline Wealth Management in Cary, NC, holding Series 65 and 66 designations with 20 years of industry experience. His prior roles include nearly two decades at Blackrock Investments and founding Charmarline Capital Partners, where he also oversees rental property activities. Charmarline Wealth Management serves individuals and high-net-worth clients with a mix of discretionary and non-discretionary investment management, financial planning, and retirement advice. The firm uses a fundamental, long-term approach to build diversified, low-cost portfolios incorporating mutual funds, ETFs, stocks, bonds, and options, managing approximately $119 million in client assets.

Nahnsan Guseh is a financial advisor with Capital Solutions Advisors, LLC in Durham, NC, holding a Series 65 designation and three years of industry experience. Prior to founding Capital Solutions Advisors in 2023, Nahnsan has held roles at Intuitive Surgical, where he currently works as a data scientist, as well as positions with Swing Low Sweet Chariot, LLC, NSG Solutions, LLC, and the U.S. EPA. He combines his advisory work with ongoing employment in the medical device and renewable energy sectors. Capital Solutions Advisors, LLC serves primarily individual clients, offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and consulting. The firm employs a diverse investment approach incorporating fundamental, technical, charting, and cyclical analysis, with strategies that include options and hedged-equity, and also provides a paid educational digital magazine as an ancillary service.

David Carter is a financial advisor with Wood Capital Investments LLC in Raleigh, NC. He holds the Series 66 designation and has eight years of industry experience. Prior to founding his independent firm, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to the present, and was previously employed at Healthtrax Fitness and Wellness from 2015 to 2017. Wood Capital Investments LLC provides discretionary portfolio management and investment analysis to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm’s investment approach combines quantitative, fundamental, technical, and economic analysis, employing both long- and short-term strategies, including market-timing techniques uncommon among solo independent advisors.

Carolyn Wasdell is a financial advisor at Crutchfield Advisors, Inc. with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. Crutchfield Advisors is a two-advisor registered investment adviser serving individuals, corporations, trusts, estates, retirement plans, and government agencies. The firm offers discretionary portfolio management with a balanced approach and conducts its own research combined with external analysis to manage a mix of stocks, ETFs, bonds, and other instruments.