Richard Frazier is a CFP® professional with 17 years of industry experience. He has been with Frazier Financial Consultants, LLC since 2003. The firm provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. Frazier Financial Consultants employs a strategic asset allocation approach using a core-and-satellite structure with passive index funds and ETFs complemented by selective active funds, offering globally diversified portfolios and integrated tax and estate planning services.

Bryant Stone is the sole advisor at Stone Legacy Capital LLC in Raleigh, NC, holding Series 63 and Series 65 licenses with five years of industry experience. He has held roles at multiple firms including Top Rank Wealth Management, LLC and currently is involved with Stone Legacy Insurance, LLC and estate planning services through Legacy Lock and Estate Guru. Stone also owns and operates an insurance and tax preparation business. Stone Legacy Capital LLC provides discretionary investment management and tailored financial planning to individual and high-net-worth clients. The firm manages approximately $4.9 million in client assets and utilizes model portfolios through Altruist LLC, offering financial planning in three tiers with access to advanced planning software.

Brian Johnson is a financial advisor at BrightPath Wealth Advisors LLC in Raleigh, NC, with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Infinex Investments and Southern Bank. Johnson also operates as a sole proprietor in an insurance agent capacity. BrightPath Wealth Advisors provides discretionary asset management and financial planning to individuals, high-net-worth clients, and business entities. The firm offers ongoing portfolio monitoring and educational seminars, employing an investment approach guided by client objectives, risk tolerance, and fundamental analysis.

Peter D'arruda is a financial advisor with Capital Financial Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at multiple firms including Sofos Investments, EQIS Capital Management, Payne Capital Management, and Global Financial Private Capital. In addition to his advisory work, he devotes significant time to producing financial radio shows aimed at financial professionals and others on various topics. He is also a licensed life insurance agent in North Carolina and offers life insurance and annuities as part of his client services. Capital Financial Advisory Group primarily serves individuals and families preparing for retirement, including high-net-worth households, small pension plans, and charitable entities. The firm provides financial planning and advisory services, referring clients to third-party managers for portfolio management, and incorporates insurance and annuity products into its offerings.

Douglas Lewis is a CFP® professional with 44 years of industry experience. He has been with Lewis Financial Management, LLC since 1984 and is also affiliated with The Strategic Financial Alliance, Inc. Outside of his advisory work, he is a licensed life insurance agent. Lewis Financial Management serves individuals, couples, retirees, widows, and small business owners with personalized financial planning and investment advice. The firm emphasizes fundamental, research-based analysis and a long-term buy-and-hold investment approach, managing over $431 million on a non-discretionary basis with a focus on charitable tax planning and direct investment programs.

Britton Williams is a CFP® and holds a Series 65 license with 15 years of experience in financial advisory. He has worked at Calamita Wealth Management since 2018, following roles at Belpointe Asset Management and Tuttle Wealth Management. Calamita Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a structured advisory process and utilizes both qualitative and quantitative research across various asset classes, managing client accounts primarily on a discretionary basis.

Matthew Snuggs is a CFP® professional affiliated with Pursuit Wealth Strategies, LLC in Raleigh, NC, with three years of industry experience. His prior roles include positions at Raymond James Financial and Equitable Advisors LLC. He serves as a committee member of the German Club Alumni Foundation, which supports the alumni activities of the G.E.R.M.A.N. Club of Virginia Tech. Pursuit Wealth Strategies offers investment advisory, portfolio management, and financial planning services to individuals, high net worth clients, small businesses, and charitable institutions. The firm delivers customized portfolios using a variety of investment vehicles and maintains regular monitoring with formal watchlist criteria.

Pamela Rigsby is a CFP® professional with 32 years of experience in the financial services industry. She has been with Pursuit Wealth Strategies, LLC since 2010 and previously worked with Raymond James Financial Services Advisors, Inc. from 2009 to 2025. Pursuit Wealth Strategies provides investment advisory, portfolio management, and financial planning services to individuals, high net worth individuals, small businesses, profit-sharing plans, charitable institutions, and foundations. The firm emphasizes customized portfolios and regular monitoring, employing a mix of money managers, mutual funds, ETFs, fixed income, and private managers tailored to each client’s objectives and risk tolerance.

Charles Averre IV is a financial advisor at Hollingsworth Avent Averre & Purvis, P.A. in Raleigh, NC, with 19 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with the firm since 2010. Averre also provides CPA services as an owner of a CPA firm registered as an investment advisor. Hollingsworth Avent Averre & Purvis, P.A. offers discretionary investment management, financial planning, and retirement plan consulting primarily for individuals and high-net-worth clients, alongside accounting and tax services. The firm employs an evidence-based, market-efficiency investment approach focusing on passive instruments, diversification, and periodic rebalancing, integrating tax and accounting expertise directly into its advisory process.

Erin Campbell is a CFP® professional with 21 years of experience, currently serving at Beacon Financial Strategies Corp. in Raleigh, NC, where she has worked since 2004. She holds Series 63 and Series 65 licenses and is one of three advisors at the firm. 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 comprehensive net worth management, retirement plan consulting, and tax preparation as an ancillary service.

Seth Cogswell is a financial advisor at AspenTree Capital Corporation with 12 years of industry experience. He holds a Series 66 designation and has been the founder and portfolio manager of Running Oak Capital LLC since 2012. Cogswell dedicates significant time to Running Oak Capital, providing portfolio management and overseeing its operations. AspenTree Capital Corporation manages individualized equity portfolios for individuals, trusts, estates, charitable organizations, and pooled investment vehicles. The firm’s investment approach focuses on option-based strategies, including covered call writing and selective put sales, using fundamental and technical analysis to tailor risk and premium-generating trades for each client.

Roger Elmer is a CFP® and CFA® with 12 years of experience in financial advisory services. He is the principal of Realm Investment Consulting LLC, where he has worked since 2014. In addition to his advisory role, Elmer is a CPA and managing member of R. Ron Elmer CPA PLLC and is the author of investment-related books published through Investor Cookbooks. Realm Investment Consulting LLC provides portfolio management, financial planning, and pension/401(k) consulting to individuals, high-net-worth clients, and employee benefit plans. The firm uses a combination of modern portfolio theory and quantitative, fundamental, and cyclical analysis, focusing on long-term trading and ETF-based allocations.

Deborah Hobart is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Blue Water Capital Management, LLC since 2019 and previously held roles at Coty Inc. and Safariland. Blue Water Capital Management serves individual and high-net-worth clients as well as charitable organizations, providing portfolio management and financial planning tailored to client goals and risk tolerance. The firm employs modern portfolio theory in its investment approach and offers access to a broad range of asset types, leveraging institutional support from Charles Schwab.

Stephanie Murray is a financial advisor at Beacon Financial Strategies Corp. in Raleigh, NC, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Beacon Financial Strategies since 2013. 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 with passively managed index funds and ETFs as the core and selectively applied active strategies in satellite positions, offering comprehensive net worth management and retirement plan fiduciary services.

Ryan Wahlers is a financial advisor at LifePlan Group with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Steward Wealth Strategies and CAPTrust. Outside of finance, he has experience with aquatic and swim club management. LifePlan Group provides financial planning and discretionary portfolio management to individuals, businesses, and employer-sponsored retirement plans, with an emphasis on retirement planning and integrating tax, insurance, and estate considerations. The firm tailors advice to client goals and risk tolerances and uses diversified investment models including institutional platforms, ETFs, and individual securities.

Walter Hinson is a CFP® professional with 19 years of experience in financial advising. He has been with Tarheel Advisors, LLC in Chapel Hill, NC since 2009. Outside of his advisory role, he manages a rental home in Surf City, NC. Tarheel Advisors serves individuals, families, trusts, retirement plan sponsors, non-profits, and corporations, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes customized portfolios, risk management, and conducts regular account reviews, alongside providing retirement plan consulting and broader business advisory services.

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.

Caleb White is a CFP® and ChFC® with ten years of industry experience, currently serving at Provision Wealth Management, Inc. since 2025. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2019 to 2025. Outside of his advisory role, Caleb is co-owner of Rchivos.com LLC, a non-financial services business. Provision Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, offering discretionary portfolio management and consulting engagements tailored to client objectives and risk tolerance. The firm combines investment management with project-based and hourly planning, managing approximately $56.5 million across about 135 client relationships in a small supported team environment.

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.

James Collins is a financial advisor at Kairos RIA, LLC in Raleigh, NC, holding a Series 66 credential with 10 years of industry experience. His career includes roles at Edward Jones and Fourth Dimension Wealth, LLC. Collins serves as a Major in the United States Marine Corps Reserve. Kairos RIA, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities, using a tailored investment approach that incorporates cyclical, fundamental, and technical analysis with a long-term orientation.