Christian Polanco is a CFP® professional with four years of industry experience, currently serving at Financial Symmetry Inc. in Raleigh, NC. His prior experience includes roles at Wells Fargo Bank and Virginia Polytechnic Institute and State University. Financial Symmetry Inc. is a partner-owned, multi-advisor firm managing over $1 billion in client assets, providing financial planning and wealth management services to individual and family clients across various wealth levels. The firm employs a disciplined, evidence-based investment process with an emphasis on factor-based funds from Dimensional Fund Advisors and offers coordinated planning supported by in-house tax services and an Investment Committee.

Paul Reynolds is a financial advisor at Triangle Wealth Management in Raleigh, NC, holding Series 63 and Series 65 designations with 45 years of industry experience. He has been with Triangle Securities, LLC since 2000. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm provides portfolio management and financial planning services, employing a consultative process and fundamental securities analysis to develop tailored model portfolios.

Micheal Smith is a CFP® and holds a Series 65 license, with 16 years of experience in the financial industry. He has been with Financial Symmetry Inc. since 2007. Financial Symmetry serves individual clients across a range of wealth levels, advising nearly 1,000 family groups with about $1.54 billion in assets. The firm provides financial planning, ongoing wealth management, specialized services for emerging investors, small business 401(k) advice, and limited tax-return preparation, following an evidence-based investment process overseen by a quarterly Investment Committee.

Darian Billingsley is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Financial Symmetry Inc. in Raleigh, NC. He has been with Financial Symmetry since 2016. Financial Symmetry serves individual clients across a range of wealth levels, advising roughly 973 family groups with about $1.54 billion in assets under advisement. The firm employs an evidence-based, three-step investment process focused on developing plans, implementing diversified allocations, and ongoing monitoring, and offers services including financial planning, wealth management, and limited-scope 401(k) advice.

Michael Eklund is a CFP® with 13 years of experience in the financial industry, currently serving at Financial Symmetry Inc. in Raleigh, NC. He has been with Financial Symmetry since 2013. Financial Symmetry serves a broad range of individual clients, providing financial planning, wealth management, small business 401(k) advice, and select tax-return preparation. The firm uses an evidence-based investment process focused on diversified allocations and ongoing monitoring, with a service structure that includes both discretionary and non-discretionary client relationships.

Richard Battle is a financial advisor at Capital Investment Counsel Inc with 32 years of industry experience. He holds a Series 63 designation and has worked at Capital Investment Counsel, Inc. since 1993 and Capital Investment Brokerage, Inc. since 1997. Outside of his advisory role, he serves as president of the 2500 Club, a social dance club in Raleigh, NC, and as president of the Lakeview Ridge Homeowners Association. Capital Investment Counsel, Inc. is a registered investment adviser providing discretionary, individually tailored portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and estates. The firm follows a contrarian investment philosophy focused on financially strong, cash-rich companies selling at low valuations, complemented by fixed-income holdings, and offers customized portfolios aligned with client objectives.

Kurt Dressler is a financial advisor at Capital Investment Counsel, Inc. in Raleigh, NC, with 32 years of industry experience. He has held roles at Capital Investment Brokerage, Inc. since 1997 and at Capital Investment Counsel, Inc. since 1996. He holds Series 63 and Series 65 licenses. Capital Investment Counsel, Inc. is a registered investment adviser founded in 1984 that offers discretionary, individually tailored portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and estates. The firm follows a contrarian investment philosophy centered on cash-rich, financially strong companies selling at low valuations, emphasizing low turnover, dividend reinvestment, and tax efficiency.

Cory Capps is a financial advisor at Collegiate Capital Management, Inc. in Raleigh, NC, with 21 years of industry experience. He has been with Collegiate Capital Management since 2003 and holds a Series 66 designation. Capps serves on the firm's board of directors and acts as corporate secretary. Collegiate Capital Management serves individuals, trusts, pension and profit-sharing plans, and retirement plan sponsors by providing discretionary portfolio management, financial planning, and ERISA services. The firm offers customized investment strategies and manages both retail brokerage and employer-sponsored retirement accounts, with a focus on mutual funds, ETFs, fixed income, and structured products accessed through prime broker relationships.

Patrick Dunn is a financial advisor with Olde Raleigh Financial Group in Raleigh, NC, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining Olde Raleigh Financial Group in 2026, he worked nine years at Fidelity Brokerage Services LLC. Olde Raleigh Financial Group provides discretionary investment management and ongoing financial planning services primarily for individuals and families. The firm employs a top-down, theme-driven investment approach combined with fundamental company research and asset allocation models, focusing on customized portfolios of U.S. equities, ETFs, cash, and limited fixed-income exposure.

Allison Berger is a CFP® with 14 years of industry experience, currently serving at Financial Symmetry Inc. since 2008. She holds a Series 65 license and works out of Raleigh, NC. Financial Symmetry serves individual clients across various wealth levels, advising approximately 973 family groups with about $1.54 billion in assets under advisement. The firm employs an evidence-based, three-step investment process and offers services including financial planning, wealth management, small business 401(k) advice, and select tax-return preparation.

Trevor Chambers is a financial advisor at Olde Raleigh Financial Group in Raleigh, NC, with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James Financial Services Advisors and Advisory Services Network. He is president-elect of the Rotary Club of the Capital City and has been a member since 2016. Olde Raleigh Financial Group provides discretionary investment management and financial planning for individuals and families, focusing on a top-down, theme-driven investment process combined with fundamental research and customized portfolio construction. The firm typically manages accounts on a discretionary basis with an emphasis on U.S. equities, ETFs, and conservative options strategies.

Michelle Petruolo is a financial advisor with Triangle Wealth Management in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Triangle Securities since 2003. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm provides portfolio management and comprehensive financial planning services using a consultative process and fundamental securities analysis, managing approximately $1.2 billion in discretionary assets.

Alexander Mihajlov is a financial advisor with Olde Raleigh Financial Group in Raleigh, NC, holding Series 63 and Series 66 licenses and over 40 years of industry experience. His prior work includes roles at Advisory Services Network, LLC and Raymond James Financial Services Advisors. Outside the financial industry, he is part owner of two pest control businesses and an industrial equipment sales company, among other entrepreneurial activities. Olde Raleigh Financial Group provides discretionary investment management and financial planning services primarily for high-net-worth individuals and families. The firm employs a top-down, theme-driven investment approach combined with fundamental research and customized portfolios, typically including U.S. equities, ETFs, and limited fixed-income exposure.

Garrick King is a CFP® professional with four years of industry experience, currently serving at Financial Symmetry Inc. in Raleigh, NC. His prior experience includes roles at US Trust and FTB Advisors, as well as a position at Campbell University. Financial Symmetry serves individual clients across a broad range of wealth levels, advising approximately 973 family groups with about $1.54 billion in assets. The firm employs an evidence-based investment process focused on diversified allocations and ongoing monitoring, offering services from financial planning to select private equity access for qualified investors.

Haley Modlin is a CFP® professional at Financial Symmetry Inc. in Raleigh, NC, with six years of industry experience. She has worked at Financial Symmetry since 2014, including its prior iteration before rebranding. Financial Symmetry serves individual clients across various wealth levels, providing financial planning, wealth management, and 401(k) advisory services to approximately 973 family groups with $1.54 billion in assets under advisement. The firm employs an evidence-based investment process with diversified allocations, guided by a quarterly Investment Committee, and offers a mix of discretionary and non-discretionary client relationships.

William Holt is a CFP® professional with 14 years of industry experience, currently serving at Financial Symmetry Inc. in Raleigh, NC. He has been with Financial Symmetry since 2006 and holds Series 63 and Series 65 licenses. Financial Symmetry serves approximately 973 family groups with $1.54 billion in assets under advisement, providing a range of services including financial planning, wealth management, small business 401(k) advice, and select tax-return preparation. The firm follows an evidence-based, three-step investment process involving planning, diversified implementation, and ongoing monitoring, with a governance oversight by a quarterly Investment Committee.

Daniel Logan is a CFP® professional with seven years of industry experience, currently serving at Beacon Wealthcare LLC since 2023. His prior roles include positions at Zora Financial, CapFinancial Partners (CAPTRUST), and Welch Hornsby, Inc. Beacon Wealthcare is a fee-only registered investment adviser that serves individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm provides comprehensive financial planning and discretionary portfolio management using a diversified, low-cost indexed ETF strategy combined with Monte Carlo analysis and daily portfolio monitoring.

Niamh Douglas is a CFP® affiliated with Financial Symmetry Inc. in Raleigh, NC, with two years of industry experience. She has been with Financial Symmetry since 2019, including her time as a student and professional. Financial Symmetry serves individual clients across varied wealth levels, providing financial planning, wealth management, Emerging Wealth services, limited-scope small business 401(k) advice, and select tax-return preparation. The firm uses an evidence-based, three-step investment process focused on diversified mutual fund and ETF allocations, supported by a quarterly Investment Committee.

Ryan Smith is a CFP® professional with 18 years of experience in financial advising. He is currently with Beacon Wealthcare LLC, where he has worked since 2021, following prior roles at Beacon Wealthcare, Inc. and Raymond James Financial Services. Beacon Wealthcare is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and institutions. The firm focuses on comprehensive financial planning and discretionary portfolio management using broadly diversified, low-cost indexed ETFs and employs Monte Carlo analysis to assess client plan outcomes.

Austin Mc Clure is a financial advisor at Public Advisors LLC in Raleigh, NC, holding a Series 66 designation with three years of industry experience. He has held roles at Open to the Public Investing, Inc. and Public Holdings, Inc. since 2021. Outside of finance, he is involved with Theatre Raleigh as a concessions assistant and sound board operator. Public Advisors serves mainly individual retail clients through discretionary portfolio management delivered exclusively online via its platform and mobile app. The firm uses proprietary systems for automated account management, including tax-loss harvesting and AI-generated custom indexes, supporting a highly scaled, technology-driven advisory practice.