Michael O'Rourke is a financial advisor at Hunter Street Investment Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at Hunter Street since 2021, alongside previous roles at NYLIFE Securities LLC and New York Life Insurance Co. In addition to his advisory work, he serves as a volunteer estate executor. Hunter Street Investment Advisors provides investment advice and planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, using a range of asset-allocation strategies and investment tools including equities, ETFs, mutual funds, fixed income, and derivatives.

Robert Wiese is a CFP® with 19 years of experience in the financial services industry. He is currently with Raleigh Capital Management Inc., where he has worked since 2026. Prior to this, he spent 12 years at Fidelity Brokerage Services LLC. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans by providing financial planning, discretionary investment management, and referrals to outside money managers. The firm typically acts as a manager-of-managers, selecting sub-advisers and model portfolios while retaining authority to monitor and reallocate investments.

Josiah Frost is a CFP® and Series 66 registered advisor with Raleigh Capital Management Inc. He has two years of industry experience and previously worked at Janney Montgomery Scott LLC and CAPTrust. Outside of financial services, Frost was involved in Two Roosters Ice Cream for several years. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans by providing financial planning and discretionary investment management. The firm acts as a manager-of-managers, using third-party platforms to select sub-advisers while conducting ongoing portfolio monitoring and reallocation.

Charles Leedy is a CFA® charterholder with 12 years of industry experience. He is currently with Hunter Street Investment Advisors LLC and has previously worked at Novant Asset Management, Comperio Retirement Consulting, and Chapel Hill Investment Advisors. Hunter Street Investment Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of strategies including equities, ETFs, fixed income, derivatives, and option trading, with continuous portfolio monitoring and rebalancing to align with client needs and market conditions.

Colby Mank is a financial advisor at Mason & Associates, LLC with a Series 65 designation and two years of industry experience. He has previously worked with Coppell Advisory Solutions LLC and Penobscot Financial Advisors. Mason & Associates serves individual and high-net-worth clients, as well as trusts, providing investment management and financial planning along with services such as divorce planning and educational seminars on federal employee retirement benefits. The firm uses diversified, risk-based model portfolios and often selects independent sub-advisers to manage portfolios while tailoring recommendations to each client’s financial situation and risk tolerance.

Kevin Cochran is a financial advisor at Hunter Street Investment Advisors LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms including Verity Asset Management and Raleigh Wealth Solutions. Outside of his advisory role, Mr. Cochran occasionally teaches pickleball private lessons and clinics. Hunter Street Investment Advisors serves individual and high-net-worth households as well as retirement plans, trusts, charities, and business entities, offering discretionary portfolio management, financial planning, and retirement consulting. The firm employs a range of investment strategies and combines institutional and alternative-markets experience across its team.

Matthew Gomoll is a financial advisor at Trillium Wealth LLC with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Carson Wealth and DGS Capital Management. Outside of his advisory role, he serves as a Battalion Executive Officer in the U.S. Army Reserve and is the founder of Two-One Alpha Group, LLC. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other entities. The firm utilizes a mix of quantitative, fundamental, technical, and economic analysis, incorporating long- and short-term strategies and strategic asset allocation, and manages over $544 million in discretionary assets.

George Nowack is a financial advisor at Hunter Street Investment Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Lenger Capital, Inc. for six years. He has also been employed by the U.S. Treasury Department's Internal Revenue Service since 2010. Hunter Street Investment Advisors offers investment advice and planning to individuals, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan consulting, employing asset-allocation strategies that incorporate equities, ETFs, mutual funds, fixed income, derivative instruments, and option trading.

Jack Raleigh is a financial advisor with Raleigh Capital Management Inc. in Cary, NC. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Raleigh Capital Management, he worked at Quincy Wells Capital, LLC and Great Point Capital LLC. Outside of finance, he is the founder of JWHR Home Consulting LLC, a home renovation company. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans by providing financial planning, discretionary investment management, and referrals to outside money managers. The firm employs a manager-of-managers approach, using third-party platforms and a range of investment strategies with ongoing portfolio monitoring.

Brent Godwin is a CFP® with two years of industry experience, currently serving at Raleigh Capital Management Inc. in Cary, NC. His prior roles include positions at Quincy Wells Capital, RedHawk Wealth Advisors, Fortress Financial Partners, Fidelity Investments, and Bank of America. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans by providing financial planning, discretionary investment management, and referrals to outside money managers. The firm manages approximately $398 million in discretionary assets and typically acts as a manager-of-managers, employing a range of investment strategies with routine annual portfolio reviews.

Mikayla Raleigh is a CFP® professional with seven years of experience in financial advising. She is currently with Raleigh Capital Management Inc. and has held roles at Great Point Capital, LLC, and Quincy Wells Capital, LLC. Outside of her advisory work, she serves as a registered representative focusing on alternative investment strategies and works as an insurance agent. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans by providing financial planning, discretionary investment management, and referrals to outside money managers. The firm manages approximately $398 million in discretionary assets and typically acts as a manager-of-managers, employing multiple investment strategies and conducting annual portfolio reviews.

Brian Raleigh is a financial advisor with Raleigh Capital Management Inc. in Cary, NC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Raleigh Capital Management Inc. and Raleigh Wealth Solutions Inc. since 2015. Outside of his advisory roles, he is involved in educating financial advisors through Raleigh Tax Solutions LLC and participates in solar energy ventures and commercial real estate ownership. Raleigh Capital Management provides investment advisory and financial planning services to individuals, business owners, pension plans, trusts, and other entities. The firm employs client-specific risk assessments and portfolio analysis tools to develop tailored investment strategies, offering discretionary portfolio management and access to third-party money managers, with approximately $320.6 million in discretionary assets under management.

Justin Struble is a financial advisor with BSG Advisers in Apex, NC, holding CFP® and Series 66 credentials and bringing 15 years of industry experience. His prior experience includes roles at AE Wealth Management and Wealth Caps, Inc. Outside of advising, he is involved in multiple business ventures, including serving as CEO of TNT Carpet Cleaning, LLC and as a general partner in vacation rental and family investment partnerships. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and retirement plans, providing financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios and offers educational programs and business-owner-focused services as part of its integrated approach.

Nicholas De Berardino is a financial advisor at Raleigh Capital Management Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Quincy Wells Capital, Great Point Capital, and Raleigh Wealth Solutions. Outside of his advisory role, he is also an insurance producer at Raleigh Wealth Solutions. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans by providing financial planning, discretionary investment management, and referrals to outside money managers. The firm typically acts as a manager-of-managers, using third-party platforms to select sub-advisers and model portfolios while maintaining ongoing oversight and employing a range of investment strategies.

Jeremy Baltz is a financial advisor with Raleigh Capital Management Inc. in Cary, NC, holding a Series 65 designation and five years of industry experience. Prior to joining Raleigh Capital Management in 2021, he worked at Raleigh Wealth Solutions and Harding Brooks Insurance Agency. He is also involved as an insurance producer, assisting clients and other producers with insurance services. Raleigh Capital Management provides investment advisory and financial planning services to individuals, business owners, pension plans, trusts, and other entities. The firm employs client-specific risk questionnaires and portfolio analysis tools to guide asset allocation and investment strategies, managing approximately $320.6 million in discretionary assets.

Laurice Rhem is a financial advisor with First Citizens Asset Management, Inc., holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. Prior to joining First Citizens, Rhem spent 13 years at LPL Financial Services. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, municipalities, and institutions. The firm emphasizes strategic asset allocation and manager research through global multi-asset class model portfolios implemented with funds, ETFs, and income-oriented strategies.

Michael Tove is a financial advisor with Corecap Advisors in Cary, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been the president and owner of Affordable Insurance Network, Inc. since 1998 and is involved in film production through Emerald Oak Productions, LLC. Corecap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, individual equities, and bonds.

Jeffrey Matthews is a financial advisor at Good Life Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at Founders Financial Alliance, LLC, LPL Financial LLC, and Cambridge Investment Research. Matthews is also a licensed life insurance agent involved in investment-related activities. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, with an investment approach tailored to client objectives and risk tolerance.

Muhammad Dahnoun is a financial advisor at RFG Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has a diverse background including roles at John Deere and North Carolina State University. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm utilizes discretionary portfolio management, model strategies, and third-party platforms, and serves as a sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.

Ibraheem Ahmad Amin is a financial advisor at RFG Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Crescent Private Wealth, Edward Jones, Coral Construction, and Anwar Al-Quds. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing model strategies and third-party platforms while acting as a fiduciary in retirement account advisory.