Robert Wilson is a CFP® certified financial advisor with eight years of industry experience. He is currently with LifePlan Group, where he has worked since 2022. Prior to that, he held roles at TD Ameritrade and Fidelity. In addition to his advisory work, Wilson is also licensed as an insurance agent, dedicating a portion of his time to offering insurance products. LifePlan Group provides financial planning and discretionary portfolio management to individuals, businesses, and employer-sponsored retirement plans, emphasizing retirement planning and coordination of tax, insurance, and estate matters. The firm uses diversified investment models and offers ongoing advisory services tailored to client goals and risk tolerances.

David Gikoshvili is a financial advisor at Miner Wealth Management in Raleigh, NC, holding a Series 65 designation. He has been with Miner Wealth Management since 2026 and previously worked at Harvard Business Review and Duke Fuqua School of Business. 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 including retirement-plan consulting, fiduciary management, and bookkeeping for businesses and nonprofits.

Michael Perkins is a financial advisor at Ridgeline Wealth Advisors, LLC with 18 years of industry experience. He holds the PFS™ designation, as well as Series 65 and Series 66 licenses. Perkins has been with Ridgeline Wealth Advisors since 2016 and has extensive experience in insurance sales and tax preparation, including a longstanding role as a partner at Perkins, Lund, Collar & Associates, providing accounting and tax services. Ridgeline Wealth Advisors offers discretionary asset management, financial planning, and retirement-plan consulting to individuals and plan sponsors. The firm employs a long-term, diversification-focused investment approach using third-party technology to support tax-aware strategies and serves approximately 200 clients, including high-net-worth individuals.

Matt Miner, CFP® I work best with professionals, entrepreneurs, and families contemplating how to make work optional - whether at age 35 or 65! I help clients bridge the gap between knowing and doing. Miner Wealth Management clients are confident that whatever life throws at them, they have a plan and a caring and competent professional in their corner. I love when clients tell me, “After our meeting, I slept the best I had in a week!” I help clients tackle life’s money questions – “How do I make the best use of my income?” “We’re growing our family. What should we think about?” “How can I get the taxing authorities out of my wallet – even just a little bit?” “How should I think about this pivotal time in my business?” “When can I retire?” “What’s the best way to plan for stock options and RSUs?” “I’m getting divorced, which is awful. How do I cope with the money part, too?” “How can I eliminate my student debt?” I earned my MBA in the full-time program at Duke's Fuqua School of Business in Durham and my undergraduate degree in Finance from Arizona State University in Tempe. After Fuqua, my wife Charity and I repaid our $225,000 in b-school debt in about three years. Through that journey, I began helping people with personal finance and wealth management. In 2018, I left traditional corporate work to become a financial advisor. I launched Miner Wealth Management in August 2021. Charity and I live in Raleigh with our three amazing and entrepreneurial children. I serve MBAs, Entrepreneurs, and High-Income clients throughout the US. Miner Wealth Management is a North-Carolina Registered Investment Advisor in Raleigh, NC. I am a CERTIFIED FINANCIAL PLANNER™ professional. Please get in touch with your questions about life, work, and money! Read Matt's blog here: http://workpantsfinance.com/

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, with 22 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Ameriprise Financial Services, Raymond James Financial Services, LPL Financial, and Merrill. Talisman Wealth Advisors provides financial planning, consulting, and discretionary investment management for individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $251 million on a discretionary basis and emphasizes diversified, low-cost core portfolios aligned with Modern Portfolio Theory, focusing on tax minimization, behavioral finance, and long-term strategies.

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.

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.

Cooper Taylor is a CFA® charterholder with one year of experience at Sounding Line Wealth Management, LLC. Prior to founding Sounding Line, he worked four years at Salem Investment Counselors, Inc., and held investment roles at the University of Michigan Investment Office and Indiana University. Sounding Line Wealth Management is an independent registered investment adviser providing discretionary portfolio management services primarily to individuals and high-net-worth clients. The firm employs a blended investment approach that integrates various analytical methods and offers individualized portfolio management with accounts custodied at Schwab Institutional.

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.

Douglas Amis is a CFP® professional at Cardinal Retirement Planning, Inc. in Durham, NC, with 14 years of industry experience. He has held roles at several firms, including William B. Clark, CFP CPA, and owns Damis, Inc., where he is involved in fixed insurance sales. Amis also serves as a board member of the Durham Community Land Trustees, a local nonprofit organization. Cardinal Retirement Planning, Inc. provides financial planning, portfolio management, and econometric consulting primarily for pre-retirees, retirees, high-net-worth individuals, businesses, and nonprofits. The firm integrates macroeconomic analysis with quantitative models and fundamental research to develop benchmark-based portfolios and offers a range of discretionary and non-discretionary asset management services, including retirement plan 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 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.

John Stillman is a financial advisor at Rosewood Wealth Management with 12 years of industry experience. He holds a Series 65 designation and co-owns a marketing company, Third Wheel Media, which he has been involved with since 2014. Prior to his role at Rosewood, Stillman has worked at Carolina Wealth Stewards, LLC and AE Wealth Management, LLC. Rosewood Wealth Management serves individual clients and families, focusing on retirement planning and income needs. The firm combines financial planning, portfolio implementation through third-party managers, insurance product sales, and tax preparation and bookkeeping services.