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Christopher H

CFP®, Series 66

Chapel Hill, NC

Hilltop Wealth Advisors, LLC

Christopher Hostetler is a CFP® professional with 20 years of industry experience. He has been with Hilltop Wealth Advisors, LLC since 2016. The firm serves individuals, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management across a range of client types and asset levels. Hilltop Wealth Advisors employs a tactical asset-allocation approach based on Modern Portfolio Theory and offers a variety of model portfolios, including tax-aware and socially responsible options.

Social Security optimization Equity compensation tax strategy Active portfolio management ESG / Sustainable investing Executive Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Jonathan G

CFP®, Series 63

Chapel Hill, NC

Absher Wealth Management, LLC

Jonathan George is a CFP® with four years of industry experience, currently serving as a financial advisor at Absher Wealth Management, LLC. He previously worked at Aria Financial Services and Northwestern Mutual. Outside of finance, he has been involved with The Garden Church for the past decade. Absher Wealth Management serves individuals, high-net-worth clients, trusts, businesses, and retirement plans with investment management and financial planning. The firm employs a tax-aware, long-term value approach focused on businesses with stable cash flow and dividend growth, using a combination of qualitative and quantitative analysis in portfolio construction.

Social Security optimization Medicare planning Charitable giving & philanthropy Concentrated stock management
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Stephen N

CFP®

Chapel Hill, NC

Hilltop Wealth Advisors, LLC

Stephen Neubig is a CFP® professional with two years of experience in financial advising, currently with Hilltop Wealth Advisors, LLC. His prior work includes positions at Pathfinder Wealth Consulting and Keystone Financial Partners, as well as roles at Gannett Co Inc. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities across a range of net-worth levels, offering financial planning, consulting, and discretionary investment management. The firm uses a combination of fundamental analysis and tactical asset allocation, employing mutual funds, ETFs, and other investment vehicles to tailor portfolios aligned with clients’ risk tolerance and objectives.

Social Security optimization Equity compensation tax strategy Active portfolio management ESG / Sustainable investing Executive Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Travis H

CFP®, CFA®, Series 63

Durham, NC

SLP Wealth

Travis Hornsby is a financial advisor at SLP Wealth with CFP®, CFA®, and Series 63 credentials and three years of industry experience. He has been involved in web publishing and consulting through his ownership of Student Loan Planner since 2016. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management, financial planning, and non-discretionary 401(k) services. The firm employs diversified, risk-based portfolios using no-load mutual funds and ETFs, with ongoing monitoring and periodic rebalancing.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Founder/Business Owner
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Taylor C

CFP®, Series 65

Chapel Hill, NC

Woodward Financial Advisors, Inc.

Taylor Cole is a CFP® and holds a Series 65 license with three years of industry experience. He is currently part of the six-advisor team at Woodward Financial Advisors, Inc. in Chapel Hill, NC, and previously worked at High Road Management LLC and The Kahn-Williams Family. Woodward Financial Advisors provides discretionary investment management, financial planning, and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a customized portfolio approach using primarily low-cost mutual funds, ETFs, and bonds, combining fundamental, technical, and cyclical analysis with continuous monitoring and formal annual reviews.

Wealth management General retirement planning
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Frank B

Series 65

Durham, NC

Arjuna Capital, LLC

Frank Brown Jr. is a financial advisor at Arjuna Capital, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Arjuna Capital since 2016. Arjuna Capital provides investment advisory and financial planning services to individuals, trusts, charitable organizations, and business entities, while also managing private pooled investment vehicles. The firm integrates sustainability factors into its investment approach and manages approximately $642 million in discretionary assets.

ESG / Sustainable investing Private / alternative investments Income planning General retirement planning
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Daniel R

CFP®

Chapel Hill, NC

Old Peak Finance

Daniel Routh is a CFP® professional with eight years of industry experience. He has been with Old Peak Finance since 2019 and previously worked at Exencial Wealth Advisors from 2016 to 2019. Old Peak Finance is a fee-only wealth management firm serving individuals, families, trusts, and estates, focusing primarily on clients in their prime earning years and higher-net-worth segments. The firm employs an evidence-based, asset-class investment approach, offering diversified portfolios using mutual funds and ETFs, with tailored asset allocation based on clients’ goals and risk tolerance.

Passive / index investing Private / alternative investments ESG / Sustainable investing
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Zakariya W

Series 63, Series 65

Chapel Hill, NC

Absher Wealth Management, LLC

Zakariya Wahdan is a financial advisor at Absher Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo. Wahdan is based in Chapel Hill, NC. Absher Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm emphasizes tax-efficient, cost-conscious asset allocation and value-oriented security selection, managing client portfolios primarily on a discretionary basis.

Social Security optimization Medicare planning Charitable giving & philanthropy Concentrated stock management
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James M

CFP®, Series 65, Series 63

Durham, NC

Nectarine

James Mwombela is a CFP® professional with nine years of industry experience, currently serving as an advisor at Nectarine. His prior roles include positions at SLP Wealth and his own firm, Mwombela Financial Planning, LLC. Outside his advisory work, he provides student loan planning and financial coaching through separate ventures. Nectarine serves individual and high-net-worth clients by offering consultative financial planning through a fee-for-service model. The firm emphasizes long-term asset allocation using low-cost index funds and ETFs, delivering advice without managing client portfolios or custody.

General retirement planning Income planning Life insurance needs analysis Debt management
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James M

CFP®, Series 63

Chapel Hill, NC

Woodward Financial Advisors, Inc.

James Miller is a CFP® and holds a Series 63 license with 20 years of industry experience. He has been with Woodward Financial Advisors, Inc. since 2009. The firm is an independent, fee-only advisory with a team of six professionals that provides wealth management and comprehensive financial planning to individuals, families, trusts, estates, and related entities. Woodward Financial Advisors manages client portfolios using customized Investment Policy Statements, emphasizing a strategic, globally diversified asset allocation that favors low-cost passive index funds and ETFs while allowing selective active management.

Wealth management General retirement planning
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Nathan B

CFP®, CFA®

Chapel Hill, NC

Hamilton Point Investment Advisors, LLC

Nathan Byrd is a CFP® and CFA® with 13 years of industry experience, currently serving as an advisor at Hamilton Point Investment Advisors, LLC since 2013. He is based in Chapel Hill, NC, and is part of an eight-advisor team. Hamilton Point provides discretionary investment management and wealth management services to individual and institutional clients, typically with account sizes at or above $1 million. The firm employs a fundamentally driven, hybrid investment approach combining individually purchased securities with mutual funds and ETFs, and offers financial planning and related services as part of its advisory fees.

Private / alternative investments Active portfolio management Concentrated stock management Wealth management Founder/Business Owner Retired
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Kelly W

Series 63, Series 66

Chapel Hill, NC

Phoenix Wealth Advisors Inc.

Kelly Ward is a financial advisor with Phoenix Wealth Advisors Inc. in Chapel Hill, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Raymond James Financial Services, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of advising, Ward owns a yarn distribution company called All Dressed Up. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations with financial planning, wealth management, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment strategies and manages a high client account load through a seven-advisor team.

General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Educators, Teachers, and Academics Scientific Professional
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Jennifer O

CFP®, Series 63, Series 66

Chapel Hill, NC

Absher Wealth Management, LLC

Jennifer Oravsky is a CFP® professional with 27 years of industry experience, currently serving at Absher Wealth Management, LLC since 2019. Her prior experience includes roles at Wells Fargo Clearing from 2016 to 2019 and Wells Fargo Advisors LLC from 2009 to 2016. Outside of financial advising, she is involved with Mebane Machine & Tool, LLC in a non-investment related capacity. Absher Wealth Management provides investment and wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a value-oriented, long-term investment approach focused on high-quality businesses and tax-efficient, cost-conscious asset allocations, actively managing portfolios to suit client needs and market conditions.

Social Security optimization Medicare planning Charitable giving & philanthropy Concentrated stock management
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Alexander R

CFP®, Series 63, Series 66

Chapel Hill, NC

Woodward Financial Advisors, Inc.

Alexander Richani is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Woodward Financial Advisors, Inc. since 2021 and previously held roles at Advice and Planning Services, TIAA-CREF Individual & Institutional Services, Scottrade, LPL Financial, and Vanguard. He is based in Chapel Hill, NC. Woodward Financial Advisors, Inc. is an independent, fee-only firm that provides wealth management and comprehensive financial planning to individuals, families, trusts, and estates. The firm manages approximately $574 million in assets, focusing on customized, globally diversified portfolios that emphasize low-cost passive index funds and ETFs alongside selective active investments.

Wealth management General retirement planning
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Emma J

Series 66

Chapel Hill, NC

Phoenix Wealth Advisors Inc.

Emma Jackson is a financial advisor at Phoenix Wealth Advisors Inc. in Chapel Hill, NC, with 16 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Robert W Baird & Co., and Morgan Stanley Smith Barney. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations, providing financial planning, wealth management, retirement-plan consulting, and asset management through both discretionary and non-discretionary strategies. The firm combines external money-manager strategies with in-house overlays and manages a high client account load relative to its seven-advisor team.

General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Educators, Teachers, and Academics Scientific Professional
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Kyle F

Series 65

Durham, NC

Kuhn Advisors, Inc.

Kyle Feduccia is a financial advisor at Kuhn Advisors, Inc. in Durham, NC, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Heritage Wealth Advisors, Fathom Advisors, and LBW Wealth Management. Kuhn Advisors serves individual and high-net-worth clients, trusts, and charitable institutions through discretionary portfolio management, bundled financial planning, and limited consulting services. The firm employs a value-oriented, long-term investment approach with concentrated portfolios and active manager selection.

Active portfolio management Concentrated stock management General retirement planning
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Andrew H

CFP®, Series 63, Series 65

Chapel Hill, NC

Delegate Advisors, LLC

Andrew Hart is a CFP® with 26 years of industry experience and has been with Delegate Advisors, LLC since 2012. He holds Series 63 and Series 65 licenses and is based in Chapel Hill, NC. Delegate Advisors provides multi-family office and outsourced Chief Investment Officer (CIO) services to high-net-worth individuals, families, and entities such as companies, trusts, endowments, and foundations. The firm emphasizes a non-discretionary, manager-of-managers approach, offering investment selection and oversight, administrative support, and comprehensive planning services.

Wealth management Tax strategies for small businesses General estate planning guidance Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Professional Athlete Founder/Business Owner Executive
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Joseph A

CFP®, Series 66

Chapel Hill, NC

Atlantic Private Wealth, LLC

Joseph Acquanita is a CFP® with four years of industry experience, currently serving at Atlantic Private Wealth, LLC in Chapel Hill, NC. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Family Legacy Financial Solutions, LLC. 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 retirement plan consulting.

Annuities Options & derivatives strategies
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Michael A

Series 63, Series 66

Chapel Hill, NC

Absher Wealth Management, LLC

Michael Absher is a financial advisor at Absher Wealth Management, LLC in Chapel Hill, NC, with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Absher Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm employs a tax-efficient, value-oriented investment approach and manages client portfolios primarily on a discretionary basis.

Social Security optimization Medicare planning Charitable giving & philanthropy Concentrated stock management
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Frank R

Series 63, Series 65

Chapel Hill, NC

Argonautica Private Wealth Management, Inc

Frank Rambusch is a financial advisor with Argonautica Private Wealth Management, Inc. in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. Argonautica Private Wealth Management serves individuals, retirement plans, non-profits, and businesses, managing approximately $507 million in client assets. The firm offers customized, risk-adjusted, and tax-aware investment strategies that combine active and passive approaches across various asset classes, supported by individualized investment policy statements and ongoing portfolio monitoring.

Tax-loss harvesting Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Founder/Business Owner Executive
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