Jakub Kreuter is a financial advisor with Independent Wealth Advisors, LLC in Cary, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at LPL Financial starting in 2009 and has been with Independent Wealth Advisors since 2024. Independent Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients using its Strategic Wealth Management platform. The firm employs a combination of analytical methods and maintains a monthly Investment Committee to develop and monitor model portfolios, offering discretionary management, model-based allocation, and written Investment Policy Statements tailored to client risk tolerance and time horizon.

Nina Stibbs is a financial advisor at AIM Advisors, LLC in Raleigh, NC, with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Triad Advisors, Inc. and Arkadios Capital. Outside of investment advising, she is involved in recommending and selling fixed insurance products including life, annuity, disability, and health insurance policies. AIM Advisors, LLC serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan services. The firm employs a globally diversified investment approach based on modern portfolio theory, primarily utilizing mutual funds, ETFs, and other asset classes tailored to client objectives and risk tolerances.

Jenny Elstein is a financial advisor at Talisman Wealth Advisors, LLC in Raleigh, NC, holding Series 65 and Series 63 licenses with 22 years of industry experience. Her prior roles include positions at Ameriprise, Raymond James Financial Services, LPL Financial, and other advisory firms. Talisman Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $251 million on a discretionary basis for about 141 clients, employing a diversified, low-cost investment approach based on Modern Portfolio Theory, with attention to tax minimization and behavioral finance.

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.

John Triantafelow is a financial advisor at Renaissance Wealth Management, LLC in Raleigh, NC, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FSC Securities Corporation. Outside of his advisory role, he is involved in managing family real estate investment entities with his son and wife. Renaissance Wealth Management serves individual and high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning. The firm employs a variety of investment strategies, including fundamental and technical analysis, modern portfolio theory, and the use of alternatives and derivatives.

Michael Zeblo is a CFP® and Series 65 licensed advisor with Ridgeline Wealth Advisors, LLC, based in Raleigh, NC. He has three years of industry experience, including prior roles at Lennar Homes and Norton, Collar, Lund, Lilley, PLLC. Outside of 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 focuses on long-term, diversification-based investing and combines a multi-office presence with integrated services including tax preparation and insurance.

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 at Wake Wealth Management Co. in Raleigh, NC, with 12 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Uber. Giordano has been involved with Wake Wealth Management Co. since 2013 and has additional experience in independent insurance and college admission and funding. Wake Wealth Management Co. provides financial planning and investment advisory services to individuals, families, trusts, charitable organizations, foundations, endowments, and institutional clients. The firm emphasizes written financial plans and generally delivers advice on a non-discretionary basis, employing a range of investment strategies tailored to client-specific plans.

Joshua Holland is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Sycamore Financial Planning, LLC since 2015, where he is one of three advisors. Sycamore Financial Planning is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and businesses. The firm offers comprehensive financial planning and portfolio management, focusing on low-cost indexed mutual funds and distinct service tracks including standalone planning, combined management, and employer-sponsored programs.

Douglas Amis is a CFP® with 14 years of industry experience, currently serving at Cardinal Retirement Planning, Inc. He has held roles at multiple firms including William B. Clark, CFP CPA, and Damis, Inc., where he is an owner and insurance agent. Amis is also a board member of the Durham Community Land Trustees, a local nonprofit organization. Cardinal Retirement Planning serves pre-retirees, retirees, high-net-worth individuals, businesses, and nonprofits, providing financial planning, portfolio management, and consulting services. The firm employs a top-down investment approach that integrates quantitative models with fundamental and technical analysis, offering both discretionary and client-directed account management.

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.

Lauretta Reeves is a CFA® charterholder with 13 years of industry experience. She is currently an advisor at Bastion Fiduciary, where she has worked since 2024, and she has been with Islamorada Investment Management, LLP since 2013. Reeves serves as a voting member of the investment committee for the Burroughs Wellcome Fund, an independent private foundation. Bastion Fiduciary, LLC 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 construct diversified portfolios, offering tailored financial planning and managing approximately $125 million in discretionary assets.

John Stillman is a financial advisor at Rosewood Wealth Management with 11 years of industry experience. He holds a Series 65 designation and has been involved with Carolina Wealth Stewards, LLC since 2015. Outside of advisory work, he is co-owner of a marketing company, Third Wheel Media, which he founded in 2014. Rosewood Wealth Management serves individual clients and families focusing on retirement planning and income needs. The firm combines financial planning with portfolio implementation through third-party managers and model portfolios, alongside licensed insurance sales and in-house tax and bookkeeping services.

Zachary Palmer is a CFP® professional with six years of industry experience, currently serving at Ark Royal Wealth Management LLC. His prior experience includes roles at Modera Wealth Management, The Vanguard Group, and Hilltop Wealth Advisors. Palmer also worked at Postmates during 2017-2018. Ark Royal Wealth Management LLC provides investment advisory and portfolio management services to individuals, trusts, estates, and charitable organizations, focusing on a long-term, diversified investment approach using low-cost passive mutual funds. The firm emphasizes client education through seminars and workshops and delivers regular performance reporting.

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 at Pursuit Wealth Strategies, LLC with 14 years of industry experience. She has been with Pursuit Wealth Strategies since 2014 and previously worked at Raymond James Financial Services from 2011 to 2025. Plummer serves on the boards of Sparrow Data Solutions, a startup nonprofit focused on data solutions, and Trinity Academy of Raleigh, a local private school. Pursuit Wealth Strategies serves individuals, high net worth clients, small businesses, charitable institutions, and foundations by providing investment advisory, portfolio management, and financial planning services. The firm develops customized portfolios using a variety of investment vehicles and conducts regular monitoring to manage risk and performance.

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.

Jeffrey Myers is a financial advisor with Long Island Wealth Management, Inc. He holds the CFP® and Series 63 designations and has five years of industry experience. He has also worked with Compass Advisory Group LLC since 2018. Long Island Wealth Management provides fee-based investment advisory and financial planning services primarily to individuals, families, trusts, estates, and charitable organizations. The firm manages discretionary portfolios using a customized asset-allocation framework and offers retirement counseling, project planning, and ongoing advisory services while overseeing approximately $292 million in client assets.