Charles Averre IV is a financial advisor at Hollingsworth Avent Averre & Purvis, P.A. in Raleigh, NC, with 19 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with the firm since 2010. Averre also provides CPA services as an owner of a CPA firm registered as an investment advisor. Hollingsworth Avent Averre & Purvis, P.A. offers discretionary investment management, financial planning, and retirement plan consulting primarily for individuals and high-net-worth clients, alongside accounting and tax services. The firm employs an evidence-based, market-efficiency investment approach focusing on passive instruments, diversification, and periodic rebalancing, integrating tax and accounting expertise directly into its advisory process.

Erin Campbell is a CFP® professional with 21 years of experience, currently serving at Beacon Financial Strategies Corp. in Raleigh, NC, where she has worked since 2004. She holds Series 63 and Series 65 licenses and is one of three advisors at the firm. Beacon Financial Strategies serves individual clients, including high-net-worth households, and corporate retirement plan sponsors. The firm employs a core-and-satellite investment approach combining passive index funds and ETFs with selective active strategies, offering comprehensive net worth management, retirement plan consulting, and tax preparation as an ancillary service.

Roger Elmer Jr. is a CFP® and CFA® with 13 years of industry experience. He has been with Realm Investment Consulting LLC since 2014 and is also the managing member of R. Ron Elmer, CPA, PLLC. In addition to his advisory roles, he writes, publishes, and sells investment-related books through Investor Cookbooks. Realm Investment Consulting serves individual and high-net-worth clients with portfolio management, financial planning, and pension/401(k) consulting. The firm emphasizes long-term trading using ETFs and mutual funds guided by modern portfolio theory, managing approximately $88.9 million across about 90 client relationships.

Stephanie Murray is a financial advisor at Beacon Financial Strategies Corp. in Raleigh, NC, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Beacon Financial Strategies since 2013. Beacon Financial Strategies serves individual clients, including high-net-worth households, and corporate retirement plan sponsors. The firm employs a core-and-satellite investment approach with passively managed index funds and ETFs as the core and selectively applied active strategies in satellite positions, offering comprehensive net worth management and retirement plan fiduciary services.

Justin Baas is a Certified Financial Planner® with 14 years of experience in the financial services industry. He has worked at several firms, including Forvis Mazars Wealth Advisors LLC, FORVIS Wealth Advisors LLC, Dixon Hughes Goodman Wealth Advisors, and Credit Union Investment Services. Baas is based in Wake Forest, NC, and holds a Series 66 license. He is affiliated with Oak Wealth Advisors LLC, a firm serving individuals, families, trusts, estates, LLCs, and partnerships through discretionary investment management, fixed-fee financial planning, and retirement plan consulting. Oak Wealth Advisors emphasizes low-cost, tax-conscious portfolios using primarily no-load mutual funds and ETFs, with a focus on passive management and personalized investment policy statements.

Ryan Wahlers is a financial advisor at LifePlan Group with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Steward Wealth Strategies and CAPTrust. Outside of finance, he has experience with aquatic and swim club management. LifePlan Group provides financial planning and discretionary portfolio management to individuals, businesses, and employer-sponsored retirement plans, with an emphasis on retirement planning and integrating tax, insurance, and estate considerations. The firm tailors advice to client goals and risk tolerances and uses diversified investment models including institutional platforms, ETFs, and individual securities.

Benjamin Kennedy is a financial advisor at Trillium Square Advisors LLC in Raleigh, NC, holding a Series 65 designation. He has been with Trillium Square Advisors since 2026 and has prior experience at BlueSky Wealth Advisors, Golub Group, and several other organizations. Outside of advising, he is involved with APlus Test Prep. Trillium Square Advisors serves individuals, small businesses, retirement plans, and institutional clients with financial planning, portfolio management, and corporate cash-management services. The firm uses a combination of active management and quantitative techniques, including algorithmic trading and multi-strategy portfolios, and provides ongoing supervision along with educational seminars as part of its client services.

Caleb White is a CFP® and ChFC® with ten years of industry experience, currently serving at Provision Wealth Management, Inc. since 2025. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2019 to 2025. Outside of his advisory role, Caleb is co-owner of Rchivos.com LLC, a non-financial services business. Provision Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, offering discretionary portfolio management and consulting engagements tailored to client objectives and risk tolerance. The firm combines investment management with project-based and hourly planning, managing approximately $56.5 million across about 135 client relationships in a small supported team environment.

James Collins is a financial advisor at Kairos RIA, LLC in Raleigh, NC, holding a Series 66 credential with 10 years of industry experience. His career includes roles at Edward Jones and Fourth Dimension Wealth, LLC. Collins serves as a Major in the United States Marine Corps Reserve. Kairos RIA, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities, using a tailored investment approach that incorporates cyclical, fundamental, and technical analysis with a long-term orientation.

Curtis Averre is a financial advisor at Hollingsworth Avent Averre & Purvis, PA with one year of industry experience. He holds a Series 65 designation and has been with the firm since 2017. Prior to his advisory role, he spent ten years as a student. 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, following a market-efficiency, evidence-based approach that emphasizes passive investment vehicles and diversified asset allocations.

Ethan Carr is a financial advisor at Independent Wealth Advisors, LLC in Cary, NC, with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Equitable Advisors and Axa Advisors. Independent Wealth Advisors, LLC provides portfolio management and financial planning services to individual and high-net-worth clients, employing a variety of analytical methods and a client-specific, long-term investment approach. The firm offers discretionary portfolio management, model-based asset allocation, and financial planning across multiple areas, supported by a dedicated Portfolio Analyst and an Investment Committee.

Carlton Davis Jr. is a CFP® and CFA® with 13 years of industry experience, currently serving at Realm Investment Consulting LLC in Cary, NC. He has been an adjunct professor of finance at North Carolina State University since 2006 and also teaches at High Point University. Realm Investment Consulting serves individual and high-net-worth clients with portfolio management, financial planning, and pension/401(k) consulting, primarily using ETFs. The firm employs a long-term, theory-driven investment approach and provides both discretionary and non-discretionary services tailored by written Investment Policy Statements.

Nathan Hymiller is a CFP® with 23 years of industry experience, currently serving at Beacon Financial Strategies Corp. in Raleigh, NC, where he has worked since 2004. He holds a Series 65 license and focuses on financial planning and investment management. Beacon Financial Strategies serves individual clients, including high-net-worth households, and corporate retirement plan sponsors. The firm employs a core-and-satellite investment approach combining passive index funds and ETFs with selective active strategies, offering net worth management, retirement plan consulting, and tax preparation as an ancillary service.

Graham Shepherd is a CFP® with 12 years of experience in the financial industry. He has worked at Armor Investment Advisors, LLC since 2018 and previously held roles at Portfolio Brokerage Services, Inc. and Envestnet Asset Management, Inc. He holds the Series 63 designation. Armor Investment Advisors, LLC serves individuals, families, and institutional clients, including high-net-worth individuals, foundations, and retirement plans. The firm operates under a fiduciary standard and employs a team-based process integrating financial planning with investment management, utilizing a multi-asset-class, core-satellite approach guided by a five-pillar market framework.

David Fruchter is a financial advisor at Great Plans Capital Management, LLC with 21 years of industry experience. He holds the ChFC® designation and Series 63 license. In addition to his advisory role, he operates a tax preparation and consulting business. Great Plans Capital Management provides financial planning and asset management services to individuals, including high-net-worth clients, as well as trusts, estates, pension, and business clients. The firm focuses on passive asset allocation using ETFs, no-load mutual funds, equities, and bonds, managing most assets on a non-discretionary basis with client approval for security selection.

David Trettel is a CFP®-certified financial advisor with 10 years of industry experience. He currently works at Beacon Financial Strategies Corp. in Raleigh, NC, where he has been since 2024. His prior experience includes roles at Baird, Strategic Wealth Designers, Weston Banks Wealth Partners, Charles Schwab, and WELLS FARGO Advisors. Beacon Financial Strategies serves individual clients, including high-net-worth households, and corporate retirement plan sponsors. The firm uses a core-and-satellite investment approach with a combination of passive index funds and selectively applied active strategies, offering comprehensive net worth management alongside retirement plan consulting and fiduciary services.

Renan Guillou is a financial advisor with Secure Wealth, Inc. in Raleigh, NC, holding a Series 65 designation and nine years of industry experience. He has worked with Secure Wealth since 2019 and has prior experience at Wealth Watch Advisors and First American National Investment Advisors. Outside of advisory work, he operates as a sole proprietor insurance agent and owns Rise Financial, Inc. Secure Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management and tailored financial plans. The firm specializes in managing structured-note portfolios with an investment approach that emphasizes downside protection through diversified, analytic-driven implementation.

Thomas Gasper is a financial advisor at TRG Capital Management, Inc. in Raleigh, NC, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TRG Capital since 2008. In addition to his advisory role, he serves as the managing member of a hedge fund through Victoria Park, LLC. TRG Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, and pooled investment vehicles. The firm employs a range of strategies, including dividend-growth and concentrated equity approaches, using both fundamental and technical analysis, and is notable for managing a privately offered pooled fund with performance-based fees.

Jared Brogden is a CFP® and ChFC® with 19 years of industry experience. He is currently with Provision Wealth Management, Inc., where he has worked since 2017. Prior to that, he spent over a decade at Northwestern Mutual in various roles. Outside of his advisory work, he is a co-owner and partner of a real estate investment and renovation business. Provision Wealth Management is a team-based registered investment adviser serving primarily individual and high-net-worth clients. The firm provides discretionary and non-discretionary managed account services along with financial planning, tailoring advice to client objectives and risk tolerance through multiple investment strategies.

James Baudreau is a financial advisor with Great Plans Capital Management, LLC in Cary, NC, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC and First Advisors National, LLC. Outside of advising, he manages Myriad Vending NC LLC, a vending machine operation. Great Plans Capital Management provides financial planning and asset management services to individuals, trusts, estates, pension, and business clients. The firm employs a passive asset allocation strategy using ETFs, no-load mutual funds, equities, and bonds, and manages most assets on a non-discretionary basis with periodic client communications.