Terrance Green is a CFP® with 22 years of industry experience, currently serving as an advisor at Blue Water Capital Management, LLC. He has been with Blue Water Capital Management since 2006. Blue Water Capital Management serves individual and high-net-worth clients as well as charitable organizations, offering portfolio management and financial planning tailored to client goals and risk tolerance. The firm employs modern portfolio theory and primarily invests in ETFs and mutual funds, with access to a broad range of alternative investments, and operates with institutional support from Charles Schwab.

Aaron Maassel is a financial advisor at Top Rank Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at CoreCap Advisors, LLC and Voyageur Financial. In addition to his advisory role, he owns Voyageur Financial, which focuses on insurance and annuity sales, and he is also an attorney providing legal and estate planning services. Top Rank Wealth Management offers discretionary asset management and financial planning for individual and high-net-worth clients, utilizing technical, charting, and quantitative analysis with both long- and short-term strategies. The firm maintains close ties to affiliated insurance and legal-planning services.

Arne Morris Sr. is a financial advisor at Townsend Asset Management Corp. in Raleigh, NC, holding Series 63 and Series 65 licenses with 24 years of industry experience. Prior to joining Townsend in 2017, he worked at McGladrey Wealth Management LLC for 16 years. Outside of his advisory role, he is involved as an owner and managing member of multiple investment-related firms. Townsend Asset Management Corp. serves individuals, trusts, partnerships, corporations, non-profits, and retirement plans with services including investment management, financial planning, consulting, and tax preparation. The firm employs a disciplined approach combining fundamental and technical analysis, managing portfolios primarily on a discretionary, long-term basis with integrated tax and consulting services.

Kenneth Stephenson is a ChFC® credentialed financial advisor with 18 years of industry experience. He is affiliated with Quest 10 Wealth Builders, Inc. and has previously worked at Global Financial Private Capital and Q3 Asset Management Corp. In addition to his advisory role, he owns and operates Willow Springs Turf, LLC, a sod farming business. Quest 10 Wealth Builders, Inc. serves individual and high-net-worth clients, corporations, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using a range of investment strategies and conducting regular account reviews.

Brian DeBruin is a financial advisor at BrightPath Wealth Advisors LLC in Raleigh, NC, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Carroll Financial Associates and Eqis Capital Management. In addition to his advisory role, he serves as an adjunct professor at Wake Tech Community College, teaching non-credit financial and investment courses. BrightPath Wealth Advisors LLC provides discretionary portfolio management and comprehensive financial planning to individual, high-net-worth, and corporate clients. The firm utilizes fundamental analysis, develops tailored investment policy statements, and manages accounts with regular monitoring and reviews, including the use of third-party sub-advisors when appropriate.

Nicholas Beglane is a financial advisor at Raleigh Capital Management Inc. with five years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Quincy Wells Capital, Raleigh Wealth Solutions, Fidelity Investments, and Equitable Advisors. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans by providing financial planning, discretionary investment management, and referrals to outside money managers. The firm manages approximately $398 million in discretionary assets and typically uses a manager-of-managers approach, selecting sub-advisers and model portfolios through third-party platforms while conducting ongoing monitoring and reallocations.

Lance Ray is a CFP® with 27 years of industry experience, currently serving as an advisor at Bellwether Investment Group, LLC since 2016. He has concurrently worked as a self-employed fixed insurance sales agent since 1998, focusing on life and health insurance products. Bellwether Investment Group serves individual and high-net-worth clients, as well as businesses, trusts, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm employs a combined fundamental and technical investment approach and maintains multiple offices despite its relatively small team size.

Kyle Roth is a financial advisor at Fortress Private Ledger, LLC with seven years of industry experience. He holds a Series 65 designation and is based in Raleigh, NC. Outside of his advisory work, Roth has been involved in the dental industry for over two decades, working with Encompass Dental Practice Transitions and Carolina Dental Arts. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities, providing a range of services including financial planning, portfolio management, and Qualified Opportunity Zone advisory. The firm uses a model-driven investment process that incorporates trend identification, technical analysis, and a variety of other strategies, with portfolios monitored regularly and managed through in-house or sub-advised solutions.

Cameron Hendricks is a CERTIFIED FINANCIAL PLANNER™ professional at Financial Symmetry Inc. with 11 years of industry experience. He has been with Financial Symmetry since 2015. Financial Symmetry serves individual clients across a range of wealth levels, providing financial planning, wealth management, and specialized services such as small business 401(k) advice and limited tax-return preparation. The firm follows an evidence-based investment process emphasizing diversified allocations and ongoing monitoring, with a combination of discretionary and non-discretionary client relationships.

George Leisure is a financial advisor with BSG Advisers, holding Series 66 and Series 63 licenses and 12 years of industry experience. He previously worked at Eagle Strategies and Avenue Wealth Management, as well as NYLIFE Securities and New York Life Insurance Company. Since August 2024, Leisure has also been engaged in the sale of life, disability, and long-term care insurance as a sole proprietor. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and retirement plans, focusing on integrated financial planning and investment management. The firm emphasizes growth-oriented, diversified portfolios tailored to client needs and offers a distinctive educational program alongside business-owner-specific planning and fiduciary retirement-account services.

Jade Brookreson is a financial advisor at Financial Symmetry Inc. in Raleigh, NC, holding a Series 65 credential with one year of industry experience. Prior to joining Financial Symmetry, Jade worked at State Employees' Credit Union and held various roles in the food service and education sectors. Jade is currently employed at Darden Restaurants alongside financial advising. Financial Symmetry serves individual and family clients across a range of wealth levels, offering financial planning, wealth management, and specialized advisory services. The firm employs a disciplined, evidence-based investment process overseen by an Investment Committee and emphasizes the use of diversified mutual funds and ETFs, including factor-based funds from Dimensional Fund Advisors.

Ella Rogers is a CFP® affiliated with Financial Symmetry Inc. in Raleigh, NC, with less than one year of industry experience. She has been with Financial Symmetry Inc. since 2023 and has spent several years as a student prior to starting her advisory career. 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 follows an evidence-based, three-step investment process involving planning, diversified implementation primarily with mutual funds and ETFs, and ongoing monitoring, supported by a quarterly Investment Committee.

Vincent Revels is a financial advisor at Intercarolina Financial Services, Inc. with 24 years of industry experience. He holds a Series 66 designation and has worked at Intercarolina since 2016, following a 13-year tenure at The Strategic Financial Alliance, Inc. Outside of his advisory role, he is involved with Ascendant Financial, focusing on financial services marketing, and also works as an insurance agent with Dempsey Companies. Intercarolina Financial Services provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm employs a range of analytical approaches to portfolio management across equities, fixed income, mutual funds, and ETFs, managing accounts on both discretionary and non-discretionary bases.

Kinston Whitener is a CFP® affiliated with Cordgrass Capital Advisors, LLC in Raleigh, NC. He has professional experience beginning in 2022, including prior roles at Oak Harbor Wealth Partners and Local Government Federal Credit Union. Cordgrass Capital Advisors serves individuals, corporations, foundations, and retirement plans with investment advisory, financial planning, institutional consulting, and retirement plan services. The firm employs a strategic asset allocation process based on client objectives and risk tolerance, utilizing fundamental analysis and third-party managers to scale operations across a large client base.

Aralys Castillo is a financial advisor at Peace of Mind Wealth Management in Raleigh, NC, holding a Series 65 designation. She has one year of experience with the firm and previously worked independently as a self-employed professional for five years. Her work background also includes roles at Advanced Auto Parts and UNCG. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm uses a top-down, macro-environmental approach to tactical asset allocation, blending growth and fixed-income strategies and offering both discretionary and non-discretionary services.

Glenda Jensen is a financial advisor with Horter Investment Management, LLC, holding a Series 65 credential and 17 years of industry experience. She has been with Horter Investment Management since 2008 and also serves as President of Golden Retirement Solutions DBA Jensen Financial Group, where she focuses on financial planning and retirement preparedness. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, pension plans, and corporations. The firm employs a combination of tactical and passive multi-manager portfolios, model and custom portfolios, and offers access to alternative investments as part of its investment supervision.

Glenn Andrews is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Cardinal Capital Management Inc in Raleigh, NC since 2004. Cardinal Capital Management provides fee-only investment advisory services to individuals, trusts, estates, charitable organizations, insurance companies, and corporate entities. The firm employs a combination of quantitative, fundamental, and cyclical analysis across equities, fixed income, and ETFs, managing approximately $0.9 billion in client assets with a small advisory team.

Stephen Ross is a financial advisor at TradeWinds, LLC in Raleigh, NC, holding Series 63 and Series 65 designations with 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. TradeWinds primarily serves individual investors, including high net worth clients, as well as small businesses and corporations, offering discretionary wealth management, financial planning, and portfolio management services. The firm employs a multi-advisor team and constructs custom strategies using a blend of equities, mutual funds, ETFs, and various analytical approaches, managing accounts mostly on a discretionary basis.

Grayson Blazek is a CFP® professional with nine years of experience at Financial Symmetry Inc. based in Raleigh, NC. He has been with the firm since 2012, working continuously within its team structure. 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 uses an evidence-based, three-step investment process centered on diversified mutual fund and ETF allocations, guided by a quarterly Investment Committee.

Tyler Lamar is a financial advisor at Olde Raleigh Financial Group with a Series 65 designation and two years of industry experience. He has held roles at multiple firms, including Advisory Services Network, LLC, AMI, Inc, and The Armstrong Company. Olde Raleigh Financial Group provides discretionary investment management and financial planning services for individuals and families, focusing on customized portfolios constructed from U.S. equities, ETFs, and limited fixed income. The firm employs a top-down, theme-driven investment process combined with bottom-up research and generally manages accounts on a discretionary basis with risk profiling and conservative options strategies for some clients.