Chase Wietfeld is a financial advisor at Atlantic Private Wealth, LLC with three years of industry experience. His prior roles include positions at D.A. Davidson and Mutual of Omaha. Atlantic Private Wealth, LLC manages approximately $894 million in client assets for individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs a combination of quantitative and technical analysis within an asset-allocation framework, offering discretionary investment management alongside financial planning and corporate retirement plan services.

Russell Eriksen is a financial advisor with Hilltop Wealth Advisors, LLC in Chapel Hill, NC. He holds the CFP®, ChFC®, and Series 66 designations and has 22 years of industry experience. Eriksen has been with Hilltop Wealth Advisors since 2016. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities across a range of wealth levels, providing financial planning, consulting, and discretionary investment management. The firm combines fundamental analysis with a tactical asset-allocation framework based on Modern Portfolio Theory and offers a variety of model portfolios while actively monitoring client accounts.

George Leisure is a financial advisor at BSG Advisers with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Eagle Strategies, Avenue Wealth Management, NYLIFE Securities, and New York Life Insurance Company. In addition to his advisory role, he operates a sole proprietorship selling life, disability, and long-term care insurance products. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and small- to mid-sized retirement plans by providing financial planning, investment management, pension consulting, and insurance planning. The firm focuses on growth-oriented, diversified portfolios tailored to client needs and offers educational programs and business-owner planning services alongside discretionary account management.

Mark Rhoades is a CFP® professional with 20 years of industry experience. He is a financial advisor and branch manager at Phoenix Wealth Advisors Inc., where he has worked since 2018. His prior experience includes roles at Raymond James Financial Services, Morgan Stanley, and Citigroup Global Markets. Rhoades serves on the advisory board and finance/investment committee of the KDVS Foundation, a nonprofit organization. Phoenix Wealth Advisors provides financial planning, wealth management, and retirement-plan consulting to individuals, trusts, estates, corporations, and retirement plans. The firm combines fundamental, technical, and cyclical analysis with both long- and short-term investment strategies and manages a high account load through a team-based approach.

Brittany is a financial advisor at Hilltop Wealth Advisors, a fee-only financial planning firm located in Chapel Hill, NC. Brittany has been with the Hilltop team since 2014, when she started as a financial planning intern while earning her BA in Mathematics at UNC-Chapel Hill. She quickly discovered financial planning to be a perfect combination of problem solving and relationship building, which made it her ideal career path. She is a CERTIFIED FINANCIAL PLANNER™(CFP®) professional and Certified Student Loan Professional (CSLP®), and is passionate about working with Gen X & Gen Y clients. Brittany lives in Raleigh with her husband and dog. When she’s not working, she loves cheering on the Carolina Hurricanes, exploring the local food scene, and traveling to the mountains.

Tracy Davies is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been with Hamilton Point Investment Advisors, LLC since 2017, with a brief hiatus, and is currently part of their seven-advisor team based in Chapel Hill, NC. Hamilton Point Investment Advisors provides discretionary investment advisory and wealth management services to high-net-worth individuals, trusts, pension plans, and other entities. The firm employs a hybrid investment approach combining proprietary stock lists, mutual funds, ETFs, and alternative strategies, with a focus on fundamental analysis and operational transparency.

James Mosher is a CFP® professional with seven years of industry experience. He currently works at Old Peak Finance and has previously held roles at Bluesky Wealth Advisors, Merit Wealth Management, and Summit Financial Strategies. Old Peak Finance provides fee-only, fiduciary wealth management and comprehensive financial planning to individuals, families, trusts, and estates, focusing on clients in their prime earning years, many with multi‑million dollar portfolios. The firm employs an evidence-based, asset-class investment approach emphasizing broad diversification, long-term discipline, and low costs.

Elizabeth Stancil is a CFP® professional with 25 years of experience in the financial services industry. She is currently with Hilltop Wealth Advisors, LLC and previously held roles at The Vanguard Group, Inc., Wells Fargo Clearing, Wells Fargo Advisors, LLC, and First Citizens Investor Services, Inc. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, including both non-high-net-worth and high-net-worth clients, providing financial planning, consulting, and discretionary investment management. The firm manages approximately $635 million in client assets and employs a tactical asset-allocation framework based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and other investment vehicles.

Christopher Hostetler is a CFP® professional with 20 years of industry experience. He has been with Hilltop Wealth Advisors, LLC since 2016. The firm serves individuals, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management across a range of client types and asset levels. Hilltop Wealth Advisors employs a tactical asset-allocation approach based on Modern Portfolio Theory and offers a variety of model portfolios, including tax-aware and socially responsible options.

Jonathan George is a CFP® with four years of industry experience, currently serving as a financial advisor at Absher Wealth Management, LLC. He previously worked at Aria Financial Services and Northwestern Mutual. Outside of finance, he has been involved with The Garden Church for the past decade. Absher Wealth Management serves individuals, high-net-worth clients, trusts, businesses, and retirement plans with investment management and financial planning. The firm employs a tax-aware, long-term value approach focused on businesses with stable cash flow and dividend growth, using a combination of qualitative and quantitative analysis in portfolio construction.

Stephen Neubig is a CFP® professional with two years of experience in financial advising, currently with Hilltop Wealth Advisors, LLC. His prior work includes positions at Pathfinder Wealth Consulting and Keystone Financial Partners, as well as roles at Gannett Co Inc. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities across a range of net-worth levels, offering financial planning, consulting, and discretionary investment management. The firm uses a combination of fundamental analysis and tactical asset allocation, employing mutual funds, ETFs, and other investment vehicles to tailor portfolios aligned with clients’ risk tolerance and objectives.

Travis Hornsby is a financial advisor at SLP Wealth with CFP®, CFA®, and Series 63 credentials and three years of industry experience. He has been involved in web publishing and consulting through his ownership of Student Loan Planner since 2016. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management, financial planning, and non-discretionary 401(k) services. The firm employs diversified, risk-based portfolios using no-load mutual funds and ETFs, with ongoing monitoring and periodic rebalancing.

Taylor Cole is a CFP® and holds a Series 65 license with three years of industry experience. He is currently part of the six-advisor team at Woodward Financial Advisors, Inc. in Chapel Hill, NC, and previously worked at High Road Management LLC and The Kahn-Williams Family. Woodward Financial Advisors provides discretionary investment management, financial planning, and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a customized portfolio approach using primarily low-cost mutual funds, ETFs, and bonds, combining fundamental, technical, and cyclical analysis with continuous monitoring and formal annual reviews.

Frank Brown Jr. is a Series 65-credentialed advisor with 24 years of industry experience. He has worked at Arjuna Capital, LLC since 2016, following prior roles at Baldwin Wealth Partners, LLC and Trillium Asset Management. Arjuna Capital provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, while also managing private investment vehicles. The firm integrates fundamental and technical analysis with sustainability and impact criteria to select investments across public securities, private equity, venture capital, and debt instruments.

Daniel Routh is a CFP® professional with nine years of industry experience, currently serving as an advisor at Old Peak Finance since 2019. Prior to that, he worked at Exencial Wealth Advisors from 2016 to 2019. Old Peak Finance is a fee-only, fiduciary wealth management firm that serves individuals, families, trusts, and estates, focusing on clients in their prime earning years and those with multi-million dollar portfolios. The firm employs an evidence-based, asset-class investment approach emphasizing broad diversification, low costs, and long-term discipline, with portfolios typically built using academic research-driven fund managers.

Zakariya Wahdan is a financial advisor at Absher Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo. Wahdan is based in Chapel Hill, NC. Absher Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm emphasizes tax-efficient, cost-conscious asset allocation and value-oriented security selection, managing client portfolios primarily on a discretionary basis.

James Mwombela is a CFP® with nine years of industry experience and is currently an advisor at Nectarine. His prior roles include positions at SLP Wealth, his own firm Mwombela Financial Planning, LLC, and Student Loan Planner, where he continues to provide student loan consulting. Mwombela also serves as a financial coach for Workplay, Inc., offering guidance on budgeting and debt management. Nectarine serves individual and high-net-worth clients through a consultative financial planning model that offers one-hour consultations, multi-week engagements, and ongoing planning arrangements without managing client investment portfolios. The firm emphasizes long-term asset allocation using low-cost index-based funds and delivers advice on topics including cash flow, retirement, insurance, debt reduction, and estate planning.

James Miller is a CFP® and holds a Series 63 license with 20 years of industry experience. He has been with Woodward Financial Advisors, Inc. since 2009. The firm is an independent, fee-only advisory with a team of six professionals that provides wealth management and comprehensive financial planning to individuals, families, trusts, estates, and related entities. Woodward Financial Advisors manages client portfolios using customized Investment Policy Statements, emphasizing a strategic, globally diversified asset allocation that favors low-cost passive index funds and ETFs while allowing selective active management.

Nathan Byrd is a CFP® and CFA® with 14 years of industry experience. He has worked at Hamilton Point Investment Advisors, LLC since 2013 and previously spent a year at Altrius Capital Management, Inc. Hamilton Point Investment Advisors, LLC provides discretionary investment advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a hybrid investment approach combining individually purchased securities with mutual funds and ETFs, and it offers a detailed operational framework that includes alternatives and derivative strategies.

Todd Iglehart is a financial advisor at Family Legacy Financial Solutions, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Family Legacy since 2016, including prior roles at Cambridge Investment Research Advisors and Mindlance. Outside of his advisory role, he is involved as managing member of Family Legacy Financial Solutions and serves as CFO of Family Legacy Tax Solutions, a related tax-preparation firm. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on retirement planning and transitions. The firm offers financial planning, discretionary investment management, and licensed insurance and annuity sales, using an active, model-based investment approach driven by a proprietary risk-tolerance system.