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.

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.

Pamela Rigsby is a CFP® with 32 years of experience in the financial services industry. She has worked at Pursuit Wealth Strategies, LLC since 2010 and previously held positions at Raymond James Financial Services and Wells Fargo Clearing. Pursuit Wealth Strategies is a four-advisor firm that provides investment advisory, portfolio management, and financial planning services to individuals, high net worth clients, small businesses, and nonprofit organizations. The firm creates customized portfolios using a variety of investment vehicles and conducts regular performance monitoring to align with clients’ objectives and risk tolerance.

Erin Campbell is a CFP® professional with 21 years of experience, currently serving at Beacon Financial Strategies Corp. in Raleigh, NC, where she has worked since 2004. She holds Series 63 and Series 65 licenses and is one of three advisors at the firm. Beacon Financial Strategies serves individual clients, including high-net-worth households, and corporate retirement plan sponsors. The firm employs a core-and-satellite investment approach combining passive index funds and ETFs with selective active strategies, offering comprehensive net worth management, retirement plan consulting, and tax preparation as an ancillary service.

Seth Cogswell is a financial advisor at AspenTree Capital Corporation with 12 years of industry experience. He holds a Series 66 designation and has been the founder and portfolio manager of Running Oak Capital LLC since 2012. Cogswell dedicates significant time to Running Oak Capital, providing portfolio management and overseeing its operations. AspenTree Capital Corporation manages individualized equity portfolios for individuals, trusts, estates, charitable organizations, and pooled investment vehicles. The firm’s investment approach focuses on option-based strategies, including covered call writing and selective put sales, using fundamental and technical analysis to tailor risk and premium-generating trades for each client.

Stephanie Murray is a financial advisor at Beacon Financial Strategies Corp. in Raleigh, NC, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Beacon Financial Strategies since 2013. Beacon Financial Strategies serves individual clients, including high-net-worth households, and corporate retirement plan sponsors. The firm employs a core-and-satellite investment approach with passively managed index funds and ETFs as the core and selectively applied active strategies in satellite positions, offering comprehensive net worth management and retirement plan fiduciary services.

Ryan Wahlers is a financial advisor at LifePlan Group with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Steward Wealth Strategies and CAPTrust. Outside of finance, he has experience with aquatic and swim club management. LifePlan Group provides financial planning and discretionary portfolio management to individuals, businesses, and employer-sponsored retirement plans, with an emphasis on retirement planning and integrating tax, insurance, and estate considerations. The firm tailors advice to client goals and risk tolerances and uses diversified investment models including institutional platforms, ETFs, and individual securities.

Walter Hinson is a CFP® professional with 19 years of experience in financial advising. He has been with Tarheel Advisors, LLC in Chapel Hill, NC since 2009. Outside of his advisory role, he manages a rental home in Surf City, NC. Tarheel Advisors serves individuals, families, trusts, retirement plan sponsors, non-profits, and corporations, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes customized portfolios, risk management, and conducts regular account reviews, alongside providing retirement plan consulting and broader business advisory services.

William Bryant is a CFP® with 25 years of industry experience. He has been a principal at Bryant & Brannock, LLC since 2008 and previously worked at H. Beck, Inc. from 2008 to 2017. Outside of his advisory role, he is the owner of Harvey Bryant Music & Art, where he creates and sells original compositions and artwork. Bryant & Brannock provides advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers a range of services including pension consulting, financial planning, and portfolio management, utilizing both fundamental and technical analysis with an emphasis on options strategies.

Jacob Yocco is a CFP® with eight years of industry experience and serves as an advisor at Cardinal Retirement Planning, Inc. He has worked at Cardinal Retirement Planning since 2018 and is also affiliated with Damis, Inc., where he spends approximately 10% of his time as an insurance agent. Additionally, he serves as treasurer for the Pi Lambda Phi Omega Beta Alumni Association, managing the organization’s finances. Cardinal Retirement Planning works primarily with pre-retirees and retirees, high-net-worth individuals, businesses, and non-profits, offering financial planning, discretionary and non-discretionary portfolio management, and specialized services including econometric consulting and ERISA plan advisory. The firm uses a top-down investment approach with proprietary, simulation-based models combined with fundamental and technical analysis, employing a range of strategies in separately managed accounts.

Caleb White is a CFP® and ChFC® with ten years of industry experience, currently serving at Provision Wealth Management, Inc. since 2025. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2019 to 2025. Outside of his advisory role, Caleb is co-owner of Rchivos.com LLC, a non-financial services business. Provision Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, offering discretionary portfolio management and consulting engagements tailored to client objectives and risk tolerance. The firm combines investment management with project-based and hourly planning, managing approximately $56.5 million across about 135 client relationships in a small supported team environment.

John Stilley is a financial advisor at TrustStone Wealth Partners, LLC in Chapel Hill, NC, holding a Series 65 designation with six years of industry experience. He previously worked at Gordon Asset Management, LLC for ten years before joining TrustStone Wealth Partners in 2024. He is also the owner of Stilley Financial L.L.C., a holding company that owns TrustStone Wealth Partners. TrustStone Wealth Partners provides discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning services to individuals, retirement plans, corporations, trusts, and charitable organizations. The firm employs a range of investment strategies including fundamental, quantitative, and technical analysis, and typically favors ETFs in portfolio construction.

Nathan Hymiller is a CFP® with 23 years of industry experience, currently serving at Beacon Financial Strategies Corp. in Raleigh, NC, where he has worked since 2004. He holds a Series 65 license and focuses on financial planning and investment management. Beacon Financial Strategies serves individual clients, including high-net-worth households, and corporate retirement plan sponsors. The firm employs a core-and-satellite investment approach combining passive index funds and ETFs with selective active strategies, offering net worth management, retirement plan consulting, and tax preparation as an ancillary service.

David Trettel is a CFP®-certified financial advisor with 10 years of industry experience. He currently works at Beacon Financial Strategies Corp. in Raleigh, NC, where he has been since 2024. His prior experience includes roles at Baird, Strategic Wealth Designers, Weston Banks Wealth Partners, Charles Schwab, and WELLS FARGO Advisors. Beacon Financial Strategies serves individual clients, including high-net-worth households, and corporate retirement plan sponsors. The firm uses a core-and-satellite investment approach with a combination of passive index funds and selectively applied active strategies, offering comprehensive net worth management alongside retirement plan consulting and fiduciary services.

Thomas Gasper is a financial advisor at TRG Capital Management, Inc. in Raleigh, NC, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TRG Capital since 2008. In addition to his advisory role, he serves as the managing member of a hedge fund through Victoria Park, LLC. TRG Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, and pooled investment vehicles. The firm employs a range of strategies, including dividend-growth and concentrated equity approaches, using both fundamental and technical analysis, and is notable for managing a privately offered pooled fund with performance-based fees.

Jared Brogden is a CFP® and ChFC® with 19 years of industry experience. He is currently with Provision Wealth Management, Inc., where he has worked since 2017. Prior to that, he spent over a decade at Northwestern Mutual in various roles. Outside of his advisory work, he is a co-owner and partner of a real estate investment and renovation business. Provision Wealth Management is a team-based registered investment adviser serving primarily individual and high-net-worth clients. The firm provides discretionary and non-discretionary managed account services along with financial planning, tailoring advice to client objectives and risk tolerance through multiple investment strategies.

Deborah Frazier is a financial advisor at Frazier Financial Consultants, LLC in Chapel Hill, NC, with 9 years of industry experience. She has been with Frazier Financial Consultants since 1986. Frazier Financial Consultants provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm uses a strategic asset allocation with a core-and-satellite approach, combining passive index funds and ETFs with selective active funds, and integrates tax and estate planning into its asset management services.

Matthew Horwedel is a financial advisor at TRG Capital Management, Inc. in Raleigh, NC, holding a Series 65 designation with two years of industry experience. Prior to joining TRG Capital Management in 2023, he worked briefly at Northwestern Mutual in 2021 and was employed at Wilkes University from 2019 to 2023. TRG Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $118 million in regulatory assets. The firm employs a variety of investment strategies tailored to client risk profiles, combining fundamental and technical analysis with tactical risk-management tools.

Trinity Critelli is a financial advisor at Investors Mosaic with a Series 66 designation and three years of industry experience. Her prior work includes roles at Royal Alliance / Osaic and Advanced Group Financial Services, as well as positions in education and retail. She has also been involved with a snowplowing and lawncare business. Investors Mosaic is a small, two-advisor firm providing fee-based wealth management and financial planning to individuals and families, primarily in the mass-affluent to high-net-worth range. The firm employs a blend of passive, low-cost asset-allocation strategies alongside an active Growth equity model for legacy clients and emphasizes a documented planning process with a focus on actionable steps.

William Dowdy is a CFP® and ChFC® with 27 years of experience in financial services. He has worked at Northwestern Mutual in various capacities from 1999 to 2017 before joining Provision Wealth Management, Inc. in 2017. Provision Wealth Management is a team-based registered investment adviser serving primarily individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed account services alongside financial planning and consulting, tailoring advice to client objectives and risk tolerance through a range of investment strategies.