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.

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.

Mary Macdonald is the sole advisor at Personal Path Financial Planning in Hillsborough, NC, holding Series 65 and Series 66 licenses with 10 years of industry experience. She has operated her own advisory practice since 2017. Personal Path Financial Planning offers fee-only financial planning and investment consultation to individuals, trusts, estates, charitable organizations, and businesses. The firm provides non-discretionary advice focused on long-term, goals-based strategies using primarily low-cost index funds and ETFs, and delivers services on an hourly or fixed-fee basis without taking custody of client assets.

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 roles include positions at Cisco Systems, Morgan Stanley, and UBS Financial Services. He serves as a board member and president of the Raleigh/Durham Chapter of the National Black MBA Association, and also sits on the boards of North Carolina Arts in Action and a nonprofit supporting marginalized students in earning high school diplomas. Yarborough Asset Management Strategies provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and charitable organizations. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to manage accounts with both long- and short-term strategies and offers educational seminars and subscription-based planning services.

Thomas Sikes III is a CFP® with 20 years of industry experience and the principal of WanderWealth Inc., an independent advisory firm based in Hillsborough, NC. He has operated WanderWealth since 2006. Outside of his advisory work, he runs Traveltirement LLC, an online education and media business focused on retirement planning and long-term travel to Italy and France. WanderWealth Inc. provides discretionary investment management and financial planning primarily for individuals and couples, specializing in clients planning to retire in or already residing in France. The firm employs a passive, asset-allocation strategy using ETFs and direct index portfolios tailored to the tax circumstances of French residents, and it serves a modest client base with a fee structure that accommodates clients without managed assets.

Geoffrey Sirhal is a financial advisor with Charmarline Wealth Management in Cary, NC, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Blackrock Investments, Inc. for 19 years and has been involved with Charmarline Capital Partners since 2021. Charmarline Wealth Management serves individuals and high-net-worth clients by combining discretionary and non-discretionary investment management with comprehensive financial planning and retirement-account advice. The firm employs a fundamental, long-term investment approach, constructing diversified, low-cost portfolios with flexibility to adjust based on client needs and market conditions.

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, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to the present and previously at Healthtrax Fitness and Wellness from 2015 to 2017. Wood Capital Investments LLC provides discretionary portfolio management and investment analysis for individuals, trusts, estates, corporations, and other business entities. The firm employs a combination of quantitative, fundamental, technical, and economic analysis within a strategic asset allocation framework, utilizing complex instruments and strategies such as alternative investments, structured notes, and options.

Carolyn Wasdell is a financial advisor at Crutchfield Advisors, Inc. with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its affiliates from 2006 to 2014 before joining Crutchfield Advisors in 2015. Crutchfield Advisors is a two-advisor registered investment adviser serving individuals, corporations, trusts, estates, retirement plans, and government agencies. The firm uses a blend of fundamental, technical, and macroeconomic analysis to manage balanced portfolios and provides ongoing financial planning with in-depth plans prepared using Morningstar Office.

Robert Martin is a financial advisor at Tilly, Inc. in Raleigh, NC, holding a Series 65 credential with seven years of industry experience. He is the co-founder and active chairman of Vertical IQ, Inc., a financial industry research firm, and is also an angel investor in several startups. Additionally, Mr. Martin is the author of "The Hockey Stick Principles." Tilly serves individual and family clients through virtual comprehensive financial planning and advice, focusing on budgeting, insurance, debt management, and savings strategies. The firm emphasizes low-cost, passive investment approaches and delivers services on a flat-fee membership or one-time meeting basis.

Michael Brannock is a financial advisor at Bryant & Brannock, LLC in Durham, NC, with 28 years of industry experience. He has been with Bryant & Brannock since 2010 and previously worked at H. Beck, Inc. from 2010 to 2017. He holds Series 63 and Series 65 licenses and is also licensed to sell life and long-term care insurance, occasionally providing insurance quotes as part of his financial planning services. Bryant & Brannock serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering pension consulting, financial planning, general consulting, and portfolio management. The firm employs both fundamental and technical analysis with a range of investment strategies, managing a mix of discretionary and non-discretionary accounts.

Tina Purvis is a financial advisor at Hollingsworth Avent Averre & Purvis, P.A. She holds a Series 65 designation and has 18 years of industry experience. She has been with the firm since 2001. Hollingsworth Avent Averre & Purvis, P.A. serves individuals, corporations, and trusts by providing investment management, financial planning, and retirement plan consulting. The firm integrates accounting and tax services into its planning and follows a market-efficiency, evidence-based investment approach that emphasizes passive vehicles, diversified allocations, and periodic rebalancing.

Ethan Earles is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Sycamore Financial Planning, LLC since 2021 and previously at Commonwealth Financial Network and Tucker Bria Wealth Strategies. Sycamore Financial Planning is a fee-only firm serving individuals, trusts, estates, charitable organizations, and businesses with comprehensive financial planning and portfolio management. The firm manages approximately $104 million in assets, offering customized service tracks and emphasizing low-cost indexed mutual funds, educational seminars, and divorce-related financial planning.

Hannah Canipe is a financial advisor at Stone Legacy Capital LLC in Raleigh, NC, with three years of industry experience and a Series 66 designation. Prior to joining Stone Legacy Capital, she worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Stone Legacy Capital LLC serves individual and high-net-worth clients with discretionary asset management, tiered financial planning, and consultation services, utilizing a mix of fundamental, technical, charting, and cyclical analysis tailored to client goals and risk tolerance.

Charles West is a financial advisor with Endurance Financial LLC in Cary, NC, holding a Series 66 designation and 24 years of industry experience. He has worked previously at Sowell Management Services and Ni Advisors, Inc. Outside of advising, West is an independent licensed insurance agent, provides small business consulting, and operates a solar energy investment company focused on solar panel power systems. Endurance Financial primarily serves families, professionals, and business owners who are planning for or transitioning into retirement, offering a range of services including financial planning, investment management, insurance product sales, and business consulting. The firm uses a structured client process and actively managed model portfolios, with a focus on both individual and high-net-worth clients.

Charles Clifton is a CFP® with 14 years of experience in financial advising, currently serving at Sycamore Financial Planning, LLC since 2011. He holds the Series 65 designation and is based in Durham, NC. Outside of his advisory role, Mr. Clifton serves as President of the boards for both the GPN Alliance, Inc., which promotes education in financial advising, and the Triangle Collaborative Divorce Professionals, Inc., an organization focused on collaborative practice education. Sycamore Financial Planning, LLC provides fee-only financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and businesses. The firm offers multiple service tracks, including standalone planning and investment management, and is noted for its educational seminars and workshops, use of indexed mutual funds, and a billing structure based on hourly and fixed fees rather than assets under management.

Robert Wilson is a CFP® certified financial advisor with eight years of industry experience. He is currently with LifePlan Group, where he has worked since 2022. Prior to that, he held roles at TD Ameritrade and Fidelity. In addition to his advisory work, Wilson is also licensed as an insurance agent, dedicating a portion of his time to offering insurance products. LifePlan Group provides financial planning and discretionary portfolio management to individuals, businesses, and employer-sponsored retirement plans, emphasizing retirement planning and coordination of tax, insurance, and estate matters. The firm uses diversified investment models and offers ongoing advisory services tailored to client goals and risk tolerances.

David Gikoshvili is a financial advisor at Miner Wealth Management in Raleigh, NC, holding a Series 65 designation. He has been with Miner Wealth Management since 2026 and previously worked at Harvard Business Review and Duke Fuqua School of Business. 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 including retirement-plan consulting, fiduciary management, and bookkeeping for businesses and nonprofits.