Jenny Elstein is a financial advisor at Talisman Wealth Advisors, LLC in Raleigh, NC, holding Series 65 and Series 63 licenses with 22 years of industry experience. Her prior roles include positions at Ameriprise, Raymond James Financial Services, LPL Financial, and other advisory firms. Talisman Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $251 million on a discretionary basis for about 141 clients, employing a diversified, low-cost investment approach based on Modern Portfolio Theory, with attention to tax minimization and behavioral finance.

Joseph Bray is a financial advisor at Miner Wealth Management in Raleigh, NC, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Windham Brannon and Moore Colson CPAs and Advisors. Outside of advising, he provides bookkeeping services through a sole proprietorship. Miner Wealth Management serves individual and high-net-worth clients, as well as retirement plan sponsors and participants, offering discretionary investment management and comprehensive financial planning. The firm primarily uses a passive investment approach with index mutual funds and ETFs and provides additional services such as retirement-plan consulting, fiduciary management, and business bookkeeping.

John Triantafelow is a financial advisor at Renaissance Wealth Management, LLC in Raleigh, NC, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FSC Securities Corporation. Outside of his advisory role, he is involved in managing family real estate investment entities with his son and wife. Renaissance Wealth Management serves individual and high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning. The firm employs a variety of investment strategies, including fundamental and technical analysis, modern portfolio theory, and the use of alternatives and derivatives.

Michael Zeblo is a CFP® and Series 65 licensed advisor with Ridgeline Wealth Advisors, LLC, based in Raleigh, NC. He has three years of industry experience, including prior roles at Lennar Homes and Norton, Collar, Lund, Lilley, PLLC. Outside of his advisory work, he owns Michael Zeblo Tax Services, where he provides CPA and tax return preparation services. Ridgeline Wealth Advisors offers discretionary asset management, financial planning, and retirement-plan consulting to individuals and plan sponsors. The firm focuses on long-term, diversification-based investing and combines a multi-office presence with integrated services including tax preparation and insurance.

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.

Philip Giordano is a financial advisor at Wake Wealth Management Co. in Raleigh, NC, with 12 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Uber. Giordano has been involved with Wake Wealth Management Co. since 2013 and has additional experience in independent insurance and college admission and funding. Wake Wealth Management Co. provides financial planning and investment advisory services to individuals, families, trusts, charitable organizations, foundations, endowments, and institutional clients. The firm emphasizes written financial plans and generally delivers advice on a non-discretionary basis, employing a range of investment strategies tailored to client-specific plans.

Cornelius Mcdonald III is a CFP® with 42 years of industry experience, currently serving at Physicians Financial Services, Inc. He has previously worked with The Wealth Group, Ltd, Capital Investment Brokerage, Inc., Capital Investment Group, Inc., and Capital Investment Counsel, Inc. Mcdonald is also assistant treasurer of the North Carolina Society of the Cincinnati, a charitable organization supporting historical causes. Physicians Financial Services, Inc. manages approximately $482 million for a diverse client base including individuals, corporations, and charitable organizations. The firm employs a contrarian/value investing approach, focusing on financially strong, undervalued securities with a long-term holding strategy, and offers both internally managed and third-party overseen portfolios.

Lauretta Reeves is a CFA® charterholder with 13 years of industry experience. She is currently an advisor at Bastion Fiduciary, where she has worked since 2024, and she has been with Islamorada Investment Management, LLP since 2013. Reeves serves as a voting member of the investment committee for the Burroughs Wellcome Fund, an independent private foundation. Bastion Fiduciary, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm applies modern portfolio theory and fundamental analysis to construct diversified portfolios, offering tailored financial planning and managing approximately $125 million in discretionary assets.

Zachary Palmer is a CFP® professional with six years of industry experience, currently serving at Ark Royal Wealth Management LLC. His prior experience includes roles at Modera Wealth Management, The Vanguard Group, and Hilltop Wealth Advisors. Palmer also worked at Postmates during 2017-2018. Ark Royal Wealth Management LLC provides investment advisory and portfolio management services to individuals, trusts, estates, and charitable organizations, focusing on a long-term, diversified investment approach using low-cost passive mutual funds. The firm emphasizes client education through seminars and workshops and delivers regular performance reporting.

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.

Kelsey Plummer is a financial advisor at Pursuit Wealth Strategies, LLC with 14 years of industry experience. She has been with Pursuit Wealth Strategies since 2014 and previously worked at Raymond James Financial Services from 2011 to 2025. Plummer serves on the boards of Sparrow Data Solutions, a startup nonprofit focused on data solutions, and Trinity Academy of Raleigh, a local private school. Pursuit Wealth Strategies serves individuals, high net worth clients, small businesses, charitable institutions, and foundations by providing investment advisory, portfolio management, and financial planning services. The firm develops customized portfolios using a variety of investment vehicles and conducts regular monitoring to manage risk and performance.

William Sloan is a CFP® professional with eight years of experience at Sound Financial Management, Inc. in Raleigh, NC. He has been with the firm since 2016, working in a financial advisory capacity. Sound Financial Management, Inc. provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, and charitable organizations, and serves as a limited-scope ERISA 3(21) advisor for employer retirement plans. The firm uses both fundamental and technical analysis to tailor asset allocation and security selection to clients’ goals, time horizons, and risk tolerance, with ongoing portfolio oversight and quarterly reviews.

John Purrington is a CFP® with 18 years of industry experience currently serving at Armor Investment Advisors, LLC in Raleigh, NC. He has been with Armor Investment Advisors since 2007. Outside of his advisory role, he manages family investment partnerships, coordinating activities with family members. Armor Investment Advisors serves individuals, families—including high-net-worth clients—and institutional entities by providing comprehensive financial planning, discretionary investment management, and investment consulting. The firm applies a team-based process under a fiduciary standard, integrating multi-asset-class portfolio construction with ongoing financial planning and educational support for retirement-plan sponsors and participants.

Jeffrey Myers is a financial advisor with Long Island Wealth Management, Inc. He holds the CFP® and Series 63 designations and has five years of industry experience. He has also worked with Compass Advisory Group LLC since 2018. Long Island Wealth Management provides fee-based investment advisory and financial planning services primarily to individuals, families, trusts, estates, and charitable organizations. The firm manages discretionary portfolios using a customized asset-allocation framework and offers retirement counseling, project planning, and ongoing advisory services while overseeing approximately $292 million in client assets.

Bryant Stone is the sole advisor at Stone Legacy Capital LLC in Raleigh, NC, holding Series 63 and Series 65 licenses with five years of industry experience. He has held roles at multiple firms including Top Rank Wealth Management, LLC and currently is involved with Stone Legacy Insurance, LLC and estate planning services through Legacy Lock and Estate Guru. Stone also owns and operates an insurance and tax preparation business. Stone Legacy Capital LLC provides discretionary investment management and tailored financial planning to individual and high-net-worth clients. The firm manages approximately $4.9 million in client assets and utilizes model portfolios through Altruist LLC, offering financial planning in three tiers with access to advanced planning software.

Brian Johnson is a financial advisor at BrightPath Wealth Advisors LLC in Raleigh, NC, with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Infinex Investments and Southern Bank. Johnson also operates as a sole proprietor in an insurance agent capacity. BrightPath Wealth Advisors provides discretionary asset management and financial planning to individuals, high-net-worth clients, and business entities. The firm offers ongoing portfolio monitoring and educational seminars, employing an investment approach guided by client objectives, risk tolerance, and fundamental analysis.

Douglas Lewis is a CFP® professional with 44 years of industry experience. He has been with Lewis Financial Management, LLC since 1984 and is also affiliated with The Strategic Financial Alliance, Inc. Outside of his advisory work, he is a licensed life insurance agent. Lewis Financial Management serves individuals, couples, retirees, widows, and small business owners with personalized financial planning and investment advice. The firm emphasizes fundamental, research-based analysis and a long-term buy-and-hold investment approach, managing over $431 million on a non-discretionary basis with a focus on charitable tax planning and direct investment programs.

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.

Matthew Snuggs is a CFP® professional affiliated with Pursuit Wealth Strategies, LLC in Raleigh, NC, with three years of industry experience. His prior roles include positions at Raymond James Financial and Equitable Advisors LLC. He serves as a committee member of the German Club Alumni Foundation, which supports the alumni activities of the G.E.R.M.A.N. Club of Virginia Tech. Pursuit Wealth Strategies offers investment advisory, portfolio management, and financial planning services to individuals, high net worth clients, small businesses, and charitable institutions. The firm delivers customized portfolios using a variety of investment vehicles and maintains regular monitoring with formal watchlist criteria.

Sean Hilliard is a financial advisor at Rivertree Wealth with eight years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 66. Prior to joining Rivertree Wealth, he worked at Empower Financial Services, Personal Capital Advisors Corporation, Thrivent Financial, and Fidelity Investments. Rivertree Wealth serves individual and high-net-worth clients with discretionary investment management and standalone financial planning. The firm applies a risk-based, passive investment approach grounded in modern portfolio theory and conducts regular portfolio reviews, incorporating held-away retirement accounts into its advice.