William Bryant is a CFP® with 25 years of industry experience. He has been a principal at Bryant & Brannock, LLC since 2008 and previously worked at H. Beck, Inc. from 2008 to 2017. Outside of his advisory role, he is the owner of Harvey Bryant Music & Art, where he creates and sells original compositions and artwork. Bryant & Brannock provides advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers a range of services including pension consulting, financial planning, and portfolio management, utilizing both fundamental and technical analysis with an emphasis on options strategies.

Jacob Yocco is a CFP® with eight years of industry experience and serves as an advisor at Cardinal Retirement Planning, Inc. He has worked at Cardinal Retirement Planning since 2018 and is also affiliated with Damis, Inc., where he spends approximately 10% of his time as an insurance agent. Additionally, he serves as treasurer for the Pi Lambda Phi Omega Beta Alumni Association, managing the organization’s finances. Cardinal Retirement Planning works primarily with pre-retirees and retirees, high-net-worth individuals, businesses, and non-profits, offering financial planning, discretionary and non-discretionary portfolio management, and specialized services including econometric consulting and ERISA plan advisory. The firm uses a top-down investment approach with proprietary, simulation-based models combined with fundamental and technical analysis, employing a range of strategies in separately managed accounts.

John Stilley is a financial advisor at TrustStone Wealth Partners, LLC in Chapel Hill, NC, holding a Series 65 designation with six years of industry experience. He previously worked at Gordon Asset Management, LLC for ten years before joining TrustStone Wealth Partners in 2024. He is also the owner of Stilley Financial L.L.C., a holding company that owns TrustStone Wealth Partners. TrustStone Wealth Partners provides discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning services to individuals, retirement plans, corporations, trusts, and charitable organizations. The firm employs a range of investment strategies including fundamental, quantitative, and technical analysis, and typically favors ETFs in portfolio construction.

Ethan Carr is a financial advisor at Independent Wealth Advisors, LLC with seven 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, using a blend of analytical methods and offering discretionary portfolio management through its Strategic Wealth Management platform. The firm also sponsors a wrap fee program that bundles management and transaction costs for clients.

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.

James Baudreau is a financial advisor with Great Plans Capital Management, LLC, holding Series 63, 65, and 66 licenses and 17 years of industry experience. Prior to joining Great Plans Capital Management in 2023, he worked at Foundations Investment Advisors LLC and First Advisors National, LLC. He is also involved in vending machine operations through Myriad Vending NC LLC. 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 employs a passive asset allocation strategy using ETFs, no-load mutual funds, individual equities, and bonds, and manages most assets on a non-discretionary basis with client approval for security selections.

Deborah Frazier is a financial advisor at Frazier Financial Consultants, LLC in Chapel Hill, NC, with 9 years of industry experience. She has been with Frazier Financial Consultants since 1986. Frazier Financial Consultants provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm uses a strategic asset allocation with a core-and-satellite approach, combining passive index funds and ETFs with selective active funds, and integrates tax and estate planning into its asset management services.

Trinity Critelli is a financial advisor at Investors Mosaic with a Series 66 designation and three years of industry experience. Her prior work includes roles at Royal Alliance / Osaic and Advanced Group Financial Services, as well as positions in education and retail. She has also been involved with a snowplowing and lawncare business. Investors Mosaic is a small, two-advisor firm providing fee-based wealth management and financial planning to individuals and families, primarily in the mass-affluent to high-net-worth range. The firm employs a blend of passive, low-cost asset-allocation strategies alongside an active Growth equity model for legacy clients and emphasizes a documented planning process with a focus on actionable steps.

Matthew Miller is a CFP® with 12 years of industry experience, currently serving as an advisor at Armor Investment Advisors, LLC in Raleigh, NC. He has been with Armor since 2013. Armor Investment Advisors serves individuals, families, and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm offers comprehensive financial planning, discretionary investment management, and fiduciary consulting, utilizing a team-based process and a multi-asset-class investment approach informed by macroeconomic analysis and a structured market framework.

Alex Sutherland is a CFP® with 12 years of industry experience, currently serving as a financial advisor at LifePlan Group. His prior roles include positions at AE Wealth Management, LLC and Eqis Capital Management. Outside of advising, he is an owner and agent at LifePlan Tax & Insurance Group, Inc., where he places insurance products. LifePlan Group provides financial planning and discretionary portfolio management to individuals, businesses, and employer-sponsored retirement plans, emphasizing retirement planning and integrating tax, insurance, and estate considerations. The firm uses diversified investment models and offers ongoing advisory services aligned with client goals and risk tolerances.

Allison Miller is a CFP® professional with six years of industry experience, currently serving as an advisor at Armor Investment Advisors, LLC since 2019. Prior to this, she worked at WMS Partners, LLC from 2016 to 2019. Armor Investment Advisors provides financial planning, discretionary investment management, and consulting services to individuals, high-net-worth families, foundations, and corporate retirement plans. The firm employs a team-based fiduciary process incorporating risk assessments and a multi-asset, core-satellite investment approach informed by economic cycle analysis and multiple market factors.

Marcus Fryar is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Fryar Financial in Durham, NC. His prior roles include positions at Cetera Investment Advisers LLC and HD Vest Advisory Services. Outside of advising, he owns Fryar Management Group LLC, which provides accounting, tax, and payroll services to individuals, businesses, and nonprofits. Fryar Financial offers financial planning and asset management to individual and high-net-worth clients, as well as retirement plan sponsors. The firm emphasizes tailored financial planning and non-discretionary portfolio management, with a focus on ERISA plan services including investment policy creation, monitoring, fee oversight, and participant education.

Samuel Miesmer is a financial advisor at Trillium Square Advisors LLC in Raleigh, NC, with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments from 2022 to 2025. His background also includes roles in the restaurant industry and a period of employment at The College for Financial Planning. Trillium Square Advisors serves individuals, small businesses, retirement plans, and institutional clients through financial planning, portfolio management, and corporate cash management services. The firm employs a blend of active management and quantitative techniques, including algorithmic trading and multi-strategy portfolios, and offers ongoing supervision alongside educational seminars.

August Pye is a financial advisor with Integrated WealthCare, LLC and holds a Series 65 designation. He has been with Integrated WealthCare since 2024 and has prior experience with Home Tax Solutions LLC and involvement with the YMCA of the Triangle at Camp Sea Gull. Outside of his advisory role, he is a licensed insurance agent. Integrated WealthCare is an SEC-registered wealth management firm that primarily serves physicians and medical professionals, as well as high-net-worth individuals, families, business owners, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory, using documented risk assessments and client-specific Investment Policy Statements to implement globally diversified portfolios.

Russell Kroeger is a CFP® professional with 10 years of industry experience. He is currently with Upstart Wealth Management, LLC and Paradigm Wealth, Inc. (Trayecto), where he is the Founder and CEO, focusing on designing and building technology products for financial advisors and consumers. His prior experience includes roles at Michael Powsner CPA, Paradigm Wealth Architects, LLC, and Yeske Buie Inc. Upstart Wealth Management provides investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm employs discretionary, asset-allocation strategies using model portfolios and a range of implementation vehicles, including derivatives and margin, which are uncommon among peer team firms.

James Brown is a Certified Financial Planner (CFP®) with 15 years of industry experience. He currently works at Minerva Planning Group, where he has been since 2024, following 13 years at Vaughan-Brown Wealth Management. Minerva Planning Group serves individual and high-net-worth clients, as well as trusts, estates, and other investment advisors, offering discretionary portfolio management and financial planning. The firm emphasizes a long-term asset allocation approach using low-cost, diversified mutual funds and ETFs, particularly Dimensional Fund Advisors (DFA) funds, combined with fundamental analysis and selective use of individual securities.

Eric Schrum is a CFP® professional with nine years of industry experience, currently serving at Schrum Private Wealth Management, LLC in Raleigh, NC. He has worked at Founders Wealth Management and Planning since 2017 and had a prior role at Fidelity Brokerage Services LLC. Schrum Private Wealth Management offers investment and wealth management services primarily to individual and high-net-worth clients, utilizing a blend of Modern Portfolio Theory and behavioral finance to construct diversified, low-cost portfolios. The firm emphasizes long-term investing with periodic tactical adjustments and incorporates tax-aware strategies such as tax-loss harvesting.

Lisa Gabriel is a CFP® and ChFC® with 21 years of industry experience. She has been with Pinafore Wealth Counsel Inc. since 2014. Gabriel serves as a board member and occasional instructor at Duke University’s Osher Lifelong Learning Institute, where she teaches classes on financial, retirement, and legacy planning. Pinafore Wealth Counsel provides investment management, financial planning, retirement consulting, and financial transition planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $174 million for about 100 clients, constructing tailored portfolios using a variety of securities and employing fundamental, technical, charting, and cyclical analysis, while also offering insurance products and Financial Transition Planning services.