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.

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.

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.

John Triantafelow is a financial advisor at Renaissance Wealth Management, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at FSC Securities Corporation and has been involved with Renaissance Wealth Management since 2007. Outside of his advisory work, he is a managing member of a family real estate investment company formed with his sons. Renaissance Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a range of investment strategies, including fundamental and technical analysis, alternatives, and use of derivatives, while maintaining regular account reviews and tailored investment policy statements.

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.

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.

Lauretta Reeves is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. She joined Bastion Fiduciary in 2024 after spending 12 years at Islamorada Investment Management, LLP. Reeves serves as a voting member of the investment committee for the Burroughs Wellcome Fund, a private foundation. Bastion Fiduciary 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 build diversified portfolios, offering tailored financial planning alongside portfolio management.

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.

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 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.

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.

Richard Frazier is a CFP® professional with 17 years of industry experience. He has been with Frazier Financial Consultants, LLC since 2003. The firm provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. Frazier Financial Consultants employs a strategic asset allocation approach using a core-and-satellite structure with passive index funds and ETFs complemented by selective active funds, offering globally diversified portfolios and integrated tax and estate planning services.

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.