Michael Perkins is a financial advisor at Ridgeline Wealth Advisors, LLC with 18 years of industry experience. He holds the PFS™ designation, as well as Series 65 and Series 66 licenses. Perkins has been with Ridgeline Wealth Advisors since 2016 and has extensive experience in insurance sales and tax preparation, including a longstanding role as a partner at Perkins, Lund, Collar & Associates, providing accounting and tax services. Ridgeline Wealth Advisors offers discretionary asset management, financial planning, and retirement-plan consulting to individuals and plan sponsors. The firm employs a long-term, diversification-focused investment approach using third-party technology to support tax-aware strategies and serves approximately 200 clients, including high-net-worth individuals.

Ryan Glover is a CFP® with 18 years of industry experience, currently serving as an advisor at Tarheel Advisors, LLC since 2009. Based in Chapel Hill, NC, he holds Series 63 and Series 65 licenses. Tarheel Advisors provides discretionary wealth management and comprehensive financial planning to individuals, families, trusts, retirement plan sponsors, non-profits, and corporations. The firm emphasizes customized portfolios with diversification and risk management, and it also offers retirement plan consulting and business advisory services.

Jakub Kreuter is a financial advisor with Independent Wealth Advisors, LLC in Cary, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at LPL Financial starting in 2009 and has been with Independent Wealth Advisors since 2024. Independent Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients using its Strategic Wealth Management platform. The firm employs a combination of analytical methods and maintains a monthly Investment Committee to develop and monitor model portfolios, offering discretionary management, model-based allocation, and written Investment Policy Statements tailored to client risk tolerance and time horizon.

Nina Stibbs is a financial advisor at AIM Advisors, LLC in Raleigh, NC, with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Triad Advisors, Inc. and Arkadios Capital. Outside of investment advising, she is involved in recommending and selling fixed insurance products including life, annuity, disability, and health insurance policies. AIM Advisors, LLC serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan services. The firm employs a globally diversified investment approach based on modern portfolio theory, primarily utilizing mutual funds, ETFs, and other asset classes tailored to client objectives and risk tolerances.

Karin Bryant is a financial advisor at Bryant & Brannock, LLC in Durham, NC, holding a Series 65 designation with eight years of industry experience. She has been with Bryant & Brannock since 2017 and previously spent 14 years as a homemaker. Bryant & Brannock, LLC serves individuals (including high-net-worth clients), pension and profit-sharing plans, and corporate clients by providing pension consulting, financial planning, general consulting, and portfolio management services. The firm combines fundamental and technical analysis with long- and short-term trading and options strategies, guided by written Investment Policy Statements.

Martin Sather is a financial advisor with Boundary Street Partners LP in Chapel Hill, NC, holding Series 65 and Series 66 licenses and offering 16 years of industry experience. He has worked at Boundary Street Partners since 2015 and previously held positions at Morgan Stanley and Merrill. Boundary Street Partners LP provides discretionary investment management and retirement plan consulting to individuals, high net worth clients, pension and profit-sharing plans, and manages a private fund. The firm employs an active global value-investing approach guided by fundamental, in-house research and utilizes a range of strategies including long-term holdings, shorter-term trades, options, short sales, and limited derivatives use.

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.

Cooper Taylor is a CFA® charterholder with one year of experience at Sounding Line Wealth Management, LLC. Prior to founding Sounding Line, he worked four years at Salem Investment Counselors, Inc., and held investment roles at the University of Michigan Investment Office and Indiana University. Sounding Line Wealth Management is an independent registered investment adviser providing discretionary portfolio management services primarily to individuals and high-net-worth clients. The firm employs a blended investment approach that integrates various analytical methods and offers individualized portfolio management with accounts custodied at Schwab Institutional.

Michael Zeblo is a CFP® and holds a Series 65 license, serving as a financial advisor with Ridgeline Wealth Advisors, LLC in Raleigh, NC. He has four years of industry experience, including roles at Lennar Homes and Norton, Collar, Lund, Lilley, PLLC. In addition to 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 emphasizes a long-term, diversification-focused investment approach and integrates ancillary services such as tax preparation and insurance to serve roughly 200 clients, including high-net-worth individuals.

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 with Wake Wealth Management Co. in Raleigh, NC, holding a Series 66 designation and 13 years of industry experience. His background includes roles at LPL Financial and Uber, alongside longstanding involvement in college admission and funding advisory services and independent insurance sales. Wake Wealth Management Co. provides financial planning and investment advisory services to individuals, families, trusts, charitable organizations, foundations, endowments, and other institutional clients. The firm emphasizes written financial plans and typically delivers advice on a non-discretionary basis, using a range of strategies drawn from modern portfolio theory to tailor client-specific implementations.

Joshua Holland is a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years of industry experience. He has worked at Sycamore Financial Planning, LLC since 2015. The firm provides comprehensive financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and businesses, managing approximately $104 million in client assets. Sycamore Financial Planning serves a select client base with an emphasis on low-cost indexed funds, offering distinct service tracks including standalone planning and employer-sponsored programs.

Douglas Amis is a CFP® professional at Cardinal Retirement Planning, Inc. in Durham, NC, with 14 years of industry experience. He has held roles at several firms, including William B. Clark, CFP CPA, and owns Damis, Inc., where he is involved in fixed insurance sales. Amis also serves as a board member of the Durham Community Land Trustees, a local nonprofit organization. Cardinal Retirement Planning, Inc. provides financial planning, portfolio management, and econometric consulting primarily for pre-retirees, retirees, high-net-worth individuals, businesses, and nonprofits. The firm integrates macroeconomic analysis with quantitative models and fundamental research to develop benchmark-based portfolios and offers a range of discretionary and non-discretionary asset management services, including retirement plan 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.

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.

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 12 years of industry experience. He holds a Series 65 designation and co-owns a marketing company, Third Wheel Media, which he has been involved with since 2014. Prior to his role at Rosewood, Stillman has worked at Carolina Wealth Stewards, LLC and AE Wealth Management, LLC. Rosewood Wealth Management serves individual clients and families, focusing on retirement planning and income needs. The firm combines financial planning, portfolio implementation through third-party managers, insurance product sales, and tax preparation and bookkeeping services.

Zachary Palmer is a CFP® with seven years of experience in financial advising. He is currently with Ark Royal Wealth Management LLC and previously worked at Modera Wealth Management, The Vanguard Group, and several other firms. Palmer has also worked outside the advisory field, including a role at Postmates. Ark Royal Wealth Management LLC provides discretionary investment management and financial planning for individuals, trusts, estates, and charitable organizations. The firm employs long-term strategies based on Modern Portfolio Theory, using primarily passively managed mutual funds and conducts suitability reviews before implementing alternative investments.

Kelsey Plummer is a financial advisor with Pursuit Wealth Strategies, LLC in Raleigh, NC, holding a Series 66 designation and 15 years of industry experience. She previously worked at Raymond James Financial Services Advisors Inc. for 14 years. Plummer serves on the boards of Sparrow Data Solutions, a nonprofit focused on data solutions, and Trinity Academy of Raleigh, a local private school. Pursuit Wealth Strategies provides investment advisory, portfolio management, and financial planning services to individuals, high net worth clients, small businesses, profit-sharing plans, charitable institutions, and foundations. The firm emphasizes customized portfolios with a mix of investment vehicles and conducts regular portfolio monitoring and reviews.

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.