Cristy Head is a financial advisor with Independent Wealth Advisors, LLC, holding a Series 66 designation and five years of industry experience. She has been associated with Independent Wealth Advisors since 2024 and has prior experience with LPL Financial. Outside of her advisory role, she is involved with Said and Done LLC, a business she has maintained since 2007. Independent Wealth Advisors, LLC provides portfolio management and financial planning services to individual and high-net-worth clients through its Strategic Wealth Management platform. The firm uses a combination of analytical methods and a dedicated Investment Committee to develop and monitor model portfolios, offering both discretionary management and comprehensive financial planning.

Malachy Joyce is a financial advisor at Based Capital Wealth LLC in Durham, NC, holding Series 63 and Series 65 licenses with two years of industry experience. She is also the CEO of iBC Holdings LLC, a data analytics company operating as Stocklabs, which provides financial and technical data on companies. Additionally, Joyce creates monetized financial commentary on X (formerly Twitter), earning a small portion of her income from this activity. Based Capital Wealth LLC provides portfolio management services to individual and high-net-worth clients, offering both discretionary and non-discretionary account management. The firm focuses on equities, fixed-income securities, and ETFs, employing a range of analytical methods and strategies including charting, fundamental analysis, and options trading.

Jacob Doser is a CFP® with seven years of industry experience, currently serving as a financial advisor at Rosewood Wealth Management in Durham, NC. He has held roles at JN Financial LLC, JB Capital, LLC, Key Investment Services LLC, KeyBank, and Citizens Bank. Outside of his advisory practice, he is an insurance agent engaged in the sale of life insurance and fixed annuities through an affiliated insurance company. Rosewood Wealth Management serves individual clients and families with a focus on retirement planning and income needs. The firm combines financial planning, third-party portfolio management, insurance sales, and tax preparation services to address clients' comprehensive financial goals.

Brenton Smith is a financial advisor with Gibert Wealth Management in Chapel Hill, NC, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Kestra Investment Services, Umergence LLC, Amazon Services, BB&T Securities, and Merrill. Gibert Wealth Management provides discretionary wealth management and retirement plan advisory services for retirement plan sponsors, business entities, and fiduciary clients such as trusts, estates, and non-profits. The firm manages approximately $316 million in discretionary assets and employs a diversified investment approach that integrates quantitative and qualitative analysis along with modern portfolio theory.

Samson Benen is a financial advisor at SJBenen Advisory, LLC in Durham, NC, holding a Series 65 designation with 10 years of industry experience. He has been with SJBenen Advisory since 2016. SJBenen Advisory serves individuals, including high-net-worth clients, small businesses, pension and profit-sharing plans, and nonprofit organizations with portfolio management, financial planning, and ERISA plan advisory services. The firm employs a tiered management approach incorporating passive, long-only active, and long-short active strategies, using fundamental, technical, cyclical, and quantitative analysis, and offers a regular client newsletter called “The Benen Report.”

Amy Jo Mc Elfresh is a CFP® professional with eight years of experience in financial advising. She has been with Amphora Wealth Management, LLC since 2018 and previously worked at Guardian Pointe Private Wealth Management. Outside of her advisory role, she is involved in management activities with Gratitude, Inc. and serves as president of AJM Consulting, Inc., a consulting and insurance-related business. Amphora Wealth Management serves individuals, charitable organizations, and retirement plans, providing investment management, financial planning, and specialized consulting services such as divorce and estate-plan analysis. The firm employs an evidence- and risk-based investment approach, using diversified portfolios guided by Modern Portfolio Theory and conducts ongoing account monitoring and reviews.

Samuel Mcchesney is a financial advisor with Incline Investment Advisors, LLC in Durham, NC. He holds a Series 65 designation and has five years of industry experience. Prior to joining Incline Investment Advisors, he worked at Hyatt Lake Tahoe and Sierra Nevada University. Incline Investment Advisors provides discretionary portfolio management and integrated financial planning primarily to individual and high-net-worth clients, employing a blend of systematic quantitative models, technical trend signals, and value-oriented stock selection to construct risk-managed portfolios. The firm is notable for its affiliation with a Commodity Trading Advisor/Commodity Pool Operator, offering a range of commodity and futures strategies alongside equity and fixed-income programs.

David Hellinger is a financial advisor with Independent Wealth Advisors, LLC in Cary, NC, holding a Series 66 designation and 22 years of industry experience. His prior experience includes a long tenure at LPL Financial. Independent Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients through its Strategic Wealth Management platform. The firm combines various analytical approaches and maintains a monthly-reviewed investment committee to tailor portfolios according to each client’s risk tolerance and time horizon.

Meghan Childs is a financial advisor at Boundary Street Partners LP with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley from 2010 to 2017 before joining Boundary Street Partners in 2017. Boundary Street Partners LP provides discretionary investment management and retirement plan consulting to individuals, high net worth clients, pension and profit-sharing plans, and a private fund. The firm employs an active global value-investing approach based on fundamental research and manages approximately $18 million on a discretionary basis.

Wheeler Chapman III is a financial advisor at Kokua Capital Management with 29 years of industry experience. He has worked at Kokua Capital Management since 2016 and concurrently at Chapman Financial Group since 2013. Chapman Financial Group, doing business as Kokua Capital Management, provides discretionary wealth management services to individual and high-net-worth clients, as well as fixed-income sub-advisory services to other investment adviser firms. The firm employs an actively managed, long-term investment approach that incorporates both fundamental and technical analysis to tailor portfolios to clients’ objectives and risk tolerance.

Jeffery Campbell II is a financial advisor at Fryar Financial in Durham, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Fryar Financial, he worked at Fidelity Investments and Vietri Inc. in various roles. Outside of advising, he operates a freelance marketing consulting business as an independent contractor. Fryar Financial provides financial planning and portfolio management services to individuals, high-net-worth clients, and retirement plan sponsors, offering both non-discretionary and discretionary asset management tailored to client goals and risk tolerance. The firm manages approximately $19.4 million across about 56 client relationships and coordinates investment strategies with affiliated tax and accounting services.

Michele Nettesheim is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Phoenix Wealth Advisors Inc. in Chapel Hill, NC. She has been with Phoenix Wealth Advisors since 2018 and has prior experience at Raymond James Financial Services dating back to 2005. Outside of her advisory role, she is involved in a rental real estate business. Phoenix Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, estates, and corporations. The firm offers comprehensive financial planning and asset management, combining fundamental and technical analysis with both long- and short-term strategies, and administers a wrap-fee program that integrates third-party manager models with in-house overlays.

Christopher Thomas is a financial advisor at Atlantic Private Wealth, LLC in Chapel Hill, NC, holding a Series 66 designation with nine years of industry experience. Prior to joining Atlantic Private Wealth in 2021, he worked at Goldman Sachs Personal Financial Management and Cetera Advisor Networks. He has also been involved with the YMCA and William Peace University. Atlantic Private Wealth manages approximately $894 million in client assets, serving individuals, trusts, estates, nonprofits, corporations, and retirement plan sponsors. The firm employs a quantitative and technical investment approach within an asset-allocation framework and offers discretionary investment management alongside financial planning and retirement plan services.

Chase Wietfeld is a financial advisor at Atlantic Private Wealth, LLC with three years of industry experience. His prior roles include positions at D.A. Davidson and Mutual of Omaha. Atlantic Private Wealth, LLC manages approximately $894 million in client assets for individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs a combination of quantitative and technical analysis within an asset-allocation framework, offering discretionary investment management alongside financial planning and corporate retirement plan services.

Russell Eriksen is a financial advisor with Hilltop Wealth Advisors, LLC in Chapel Hill, NC. He holds the CFP®, ChFC®, and Series 66 designations and has 22 years of industry experience. Eriksen has been with Hilltop Wealth Advisors since 2016. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities across a range of wealth levels, providing financial planning, consulting, and discretionary investment management. The firm combines fundamental analysis with a tactical asset-allocation framework based on Modern Portfolio Theory and offers a variety of model portfolios while actively monitoring client accounts.

Vincent Revels is a financial advisor at Intercarolina Financial Services, Inc. with 24 years of industry experience. He holds a Series 66 designation and has worked at Intercarolina since 2016, following a 13-year tenure at The Strategic Financial Alliance, Inc. Outside of his advisory role, he is involved with Ascendant Financial, focusing on financial services marketing, and also works as an insurance agent with Dempsey Companies. Intercarolina Financial Services provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm employs a range of analytical approaches to portfolio management across equities, fixed income, mutual funds, and ETFs, managing accounts on both discretionary and non-discretionary bases.

Mark Rhoades is a CFP® professional with 19 years of industry experience currently serving as a financial advisor at Phoenix Wealth Advisors Inc. He has held prior roles at Raymond James Financial Services, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is a member of the advisory board and finance committee for the KDVS foundation, a nonprofit organization. Phoenix Wealth Advisors is a seven-advisor team managing over $641 million in assets across approximately 1,593 accounts. The firm provides financial planning, wealth management, retirement-plan consulting, and both discretionary and non-discretionary asset management, employing a combination of fundamental, technical, and cyclical analysis alongside integrated third-party money-manager strategies.

Brittany is a financial advisor at Hilltop Wealth Advisors, a fee-only financial planning firm located in Chapel Hill, NC. Brittany has been with the Hilltop team since 2014, when she started as a financial planning intern while earning her BA in Mathematics at UNC-Chapel Hill. She quickly discovered financial planning to be a perfect combination of problem solving and relationship building, which made it her ideal career path. She is a CERTIFIED FINANCIAL PLANNER™(CFP®) professional and Certified Student Loan Professional (CSLP®), and is passionate about working with Gen X & Gen Y clients. Brittany lives in Raleigh with her husband and dog. When she’s not working, she loves cheering on the Carolina Hurricanes, exploring the local food scene, and traveling to the mountains.

Adam Seidman is a financial advisor at Modern Capital Advisors, LLC in Raleigh, NC, with two years of industry experience. He holds the Series 66 designation and has worked at Modern Capital Securities, Inc. and MassMutual Life Insurance Co. He is also involved with MMC Financial, where he provides investment and insurance services. Modern Capital Advisors offers financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach, combining passive index funds with actively managed strategies to build globally diversified portfolios.

Tracy Davies is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been with Hamilton Point Investment Advisors, LLC since 2017, with a brief hiatus, and is currently part of their seven-advisor team based in Chapel Hill, NC. Hamilton Point Investment Advisors provides discretionary investment advisory and wealth management services to high-net-worth individuals, trusts, pension plans, and other entities. The firm employs a hybrid investment approach combining proprietary stock lists, mutual funds, ETFs, and alternative strategies, with a focus on fundamental analysis and operational transparency.