Bailey Alleman is a financial advisor at Leading Edge Financial Planning LLC in Raleigh, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Leading Edge Financial Planning in 2026, Bailey held roles at Joyce and Company, Kimley-Horn, Forvis, and CliftonLarsonAllen, as well as positions in academia and education. Leading Edge Financial Planning LLC serves individuals, high net worth clients, trusts, estates, and businesses by providing wealth management, financial planning, and discretionary portfolio management. The firm employs a long-term, diversified investment approach using primarily low-cost mutual funds and ETFs, supported by a team of nine advisors across multiple offices.

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.

Kristofer Alban is a financial advisor with BSG Advisers in Apex, NC, holding a Series 65 designation. He has experience in insurance product sales and marketing consulting as sole proprietor roles alongside his advisory work. Alban has been with BSG Advisers since 2024 and is also affiliated with ThriveCap LLC. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and retirement plans, providing financial planning, investment management, and pension consulting. The firm emphasizes growth-oriented, diversified portfolios tailored to client needs and delivers a range of educational programs and business-owner-focused services as part of its retirement-plan offerings.

Mark Zoril is a financial advisor at PlanVision, LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has been with PlanVision since 2013. PlanVision provides fee-only financial planning and consulting primarily for high-net-worth individuals, emphasizing fundamental analysis and a long-term, simplified allocation approach favoring passive investments. The firm delivers advice rather than asset management, serving several thousand clients through a small team and offering a subscription-based planning model without asset minimums.

Robert Picha is a financial advisor at BSG Advisers with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Intelligent Insights, Inc., Business Owner Strategies Group, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of his advisory work, 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 offering financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios tailored to clients’ financial plans and risk tolerance, and it provides active educational programs and business-owner–focused planning as part of its services.

Joseph Mcleod is a financial advisor with Raleigh Capital Management Inc. in Cary, NC, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked with Raleigh Capital Management since 2017 and is also involved with Raleigh Wealth Solutions, Inc., where he processes insurance applications and recommends insurance products. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans, providing financial planning, discretionary investment management, and referrals to outside money managers. The firm employs a manager-of-managers approach, using third-party platforms to select sub-advisers and model portfolios, with strategies that include strategic and tactical asset allocation, options, and both short- and long-term holdings.

Christopher Kelly is a CFP® with nine years of industry experience, currently serving as a financial advisor at CapSouth Wealth Management. Prior to joining CapSouth Partners Inc in 2025, he worked for 14 years at Chemung Canal Trust Company. CapSouth Wealth Management provides discretionary and non-discretionary investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a long-term, buy-and-hold investment approach while incorporating shorter-term trading and options strategies when appropriate.

Andrew Rotz is a CFP® professional with seven years of industry experience, currently serving as an advisor at Fruitful since 2022. His prior roles include positions at Fidelity Investments and Simplicity Financial Marketing. He is the founder and CEO of Tide & Tempest Financial Planning, LLC, and serves as an officer in the U.S. Navy Reserves. Fruitful Advisory provides financial planning and discretionary investment management exclusively to members of Fruitful, Inc. The firm emphasizes diversified, low-cost portfolios primarily composed of passive ETFs and index funds, delivering services through a web-based platform and client collaboration with designated Fruitful Guides.

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.

Laird Hepburn is a CFP® and holds a Series 66 license, with 17 years of industry experience. He is currently affiliated with BSG Advisers and has held roles at the TLA Group, Inc., Business Owner Strategies Group, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of advising, he is involved in the sale of insurance products and manages a multi-level marketing business focused on prepaid legal service subscriptions. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and small- to mid-sized retirement plans, offering financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios tailored to client-specific financial plans and incorporates educational programs and business-owner planning as distinguishing features.

George Phipps is a CFP® with 10 years of industry experience, currently serving at Raleigh Capital Management, Inc. He has held roles at Quincy Wells Capital, Raleigh Wealth Solutions, Great Point Capital, Financial Directions Group, and Fidelity Investments. In addition to his advisory work, he is a registered representative focusing on alternative investments and also works as an insurance agent. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans, offering financial planning, discretionary investment management, and access to outside money managers. The firm employs a manager-of-managers approach, utilizing third-party platforms and a range of investment strategies while overseeing ongoing monitoring and annual portfolio reviews.

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.

Suyoung Cha is a financial advisor at BSG Advisers with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including New York Life and Wells Fargo. Outside of advising, she is involved in the sale of life, disability, and long-term care insurance products as a sole proprietor. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and small- to mid-sized retirement plans, offering financial planning, investment management, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios tailored to client needs and provides a distinctive educational program alongside business-owner–focused services and ERISA fiduciary advisory for retirement accounts.

Jack Erickson is a financial advisor at Raleigh Capital Management Inc. with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Quincy Wells Capital, Great Point Capital, and Ameriprise Financial. Erickson has also been involved in the hospitality industry, working at MyWay Tavern and Mellow Mushroom. 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 typically acts as a manager-of-managers, using third-party platforms to select sub-advisers and model portfolios while conducting ongoing monitoring and reallocations.

Andrew Schwartz is a financial advisor at Madison Advisory Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research and Lion Street Financial. He serves as a board member of the Release Recovery Foundation. Madison Advisory Services serves a diverse client base, including individual, high-net-worth clients, and participant-directed retirement and pension plans. The firm offers discretionary portfolio management, financial planning, and access to third-party managed programs, using strategic and tactical asset allocation with regular rebalancing.

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.

Daniel Conklin is a financial advisor at Hunter Street Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2015 to 2023. Hunter Street serves individual and high-net-worth households, retirement plans, trusts, charities, and business entities, offering discretionary portfolio management, financial planning, and retirement consulting. The firm employs multiple analytical methods and a variety of investment strategies, combining institutional and alternative-markets experience with credentialed specialists.

Joseph Pessetto is a financial advisor with Cypress Capital, LLC in Raleigh, NC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of advising, he has ownership interests in a fast-casual dining business and manages multiple small ventures in events and virtual assistant services. Cypress Capital, LLC serves individuals, retirement plans, trusts, estates, and charitable organizations through a nine-advisor team. The firm employs a combination of quantitative and qualitative analysis in discretionary portfolio management, offering a range of services including financial planning, retirement consulting, and estate distribution assistance.

Austin Ballenger is a Series 65 licensed advisor at Blue Ridge Wealth Planners with two years of industry experience. Prior to joining Blue Ridge Wealth Planners, he worked in various roles at Sysco Food Services, Pepsi Co., Cook's, and UT Medical Center. He is also a licensed insurance agent offering insurance products to clients. Blue Ridge Wealth Planners provides discretionary asset management and goals-based financial planning primarily to individual and high-net-worth clients. The firm employs proprietary model strategies using diversified mutual funds, ETFs, and selected third-party sub-advisers, and offers integrated wealth management that includes insurance services.

Shaelyn Raleigh is a financial advisor at Raleigh Capital Management Inc. in Cary, NC, with three years at the firm and one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Quincy Wells Capital, LLC and Great Point Capital, LLC. Outside of her advisory role, she is a registered representative offering alternative investments and serves as Director of Administration and licensed insurance agent at Raleigh Wealth Solutions. 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 acts as a manager-of-managers, utilizing third-party platforms and employing a range of investment strategies with routine annual portfolio reviews.