Susanna Robinson is a financial advisor with Peak Planning Group, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. Her prior roles include positions at Raymond James Financial and Resource Management Associates of Raleigh II. She serves on the advisory board of the Theosophical Investment Trust, which provides financial support to the Theosophical Society of America. Peak Planning Group, LLC offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and estates. The firm employs a long-term, fundamentals-based investment approach, managing diversified portfolios with a combination of mutual funds, ETFs, and individual securities, and sponsors a wrap-fee program with both discretionary and non-discretionary portfolio options.

Tony Sigmon is a financial advisor at Collegiate Capital Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses with 32 years of industry experience. He worked at Securities Service Network, Inc. for 22 years before continuing his career at Collegiate Capital Management since 1994. Collegiate Capital Management serves individuals, trusts, pension and profit-sharing plans, and retirement plan sponsors by providing discretionary portfolio management, financial planning, and retirement-plan services. The firm offers customized investment strategies using mutual funds, ETFs, fixed income, and structured products, and is notable for sponsoring its own Schwab-based wrap fee program and maintaining prime broker relationships to access specialized investment products.

Daniel Gaugert is a ChFC® with 34 years of industry experience, currently serving at Capital Advisers, Inc. He has been associated with related firms since 1995 and operates an insurance agency. Outside of financial services, he sings with various organizations and serves on the board of directors for the NC Master Chorale. Capital Advisers serves individual and institutional clients by providing discretionary portfolio management and customized investment solutions across traditional and alternative asset classes. The firm employs an independent, open-architecture approach and manages approximately $620 million across more than 1,500 accounts.

Dorothy Moravec is an advisor at Triangle Wealth Management in Raleigh, NC, with 23 years of industry experience. She holds Series 65 and Series 63 licenses and has been associated 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 offers portfolio management and financial planning services, employing a consultative process that uses fundamental securities analysis and advanced analytical tools to create tailored investment portfolios.

William Eddins Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Since 1987, he has been associated with Capital Investment Counsel, Inc. and Capital Investment Group, Inc., and since 1997 with Capital Investment Brokerage, Inc. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, using an individualized approach that incorporates various analytical methods and ongoing portfolio monitoring.

Scott Loyek is a CFA® charterholder with 19 years of industry experience, currently serving at Triangle Wealth Management in Raleigh, NC. He has been with Triangle Securities, LLC since 2006. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm offers portfolio management and comprehensive financial planning services, using a consultative process and fundamental securities analysis to develop tailored investment strategies.

Kathleen Burkett is a CFP® with 33 years of industry experience and has been with Triangle Securities since 2005. She holds Series 63 and Series 65 licenses and is based in Raleigh, NC. Triangle Wealth Management serves individual clients, including high-net-worth individuals, as well as corporate pension plans, charitable institutions, and trusts. The firm offers portfolio management and financial planning services through a consultative process that uses advanced analytical tools and focuses on fundamental securities analysis.

Jonathan Autry is a financial advisor at EQV Advisory, LLC in Raleigh, NC, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Curi RMB Capital LLC and Curi Capital, as well as six years at North Carolina State University. EQV Advisory, LLC serves qualified and accredited investors, including individuals, high-net-worth clients, corporations, small businesses, charitable institutions, and foundations. The firm offers investment advisory, wealth management, financial planning, and family office support, managing approximately $106.8 million in assets. EQV employs both model-based and custom portfolio construction, incorporating passive investments, separately managed accounts, mutual funds, ETFs, and private partnerships to address client goals, risk tolerance, and tax considerations.

Jonathan Schultz is a registered financial advisor with Leading Edge Financial Planning LLC in Raleigh, NC. He holds a Series 65 designation and has one year of industry experience. Prior to joining Leading Edge, he held roles at Flexjet, Jet It, Dynamic Aviation, and Willow Valley Communities. Leading Edge Financial Planning LLC serves individuals, high net worth clients, trusts, estates, and businesses with wealth management and financial planning. The firm employs a team-based approach that emphasizes strategic asset allocation, diversification, and long-term investing using primarily low-cost mutual funds and ETFs, alongside discretionary portfolio management.

Wesley White is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with Altruist Advisors LLC and has prior experience at Brookstone Capital Management, Patriot Wealth Management, Retirement Wealth Advisors, FormulaFolio Investments, and American Planning Group. He is also the owner of Patriot Wealth Management, a business that sells insurance products. Altruist Advisors serves individual investors, trusts, estates, and other entities, managing approximately $190 million in discretionary assets. The firm provides ongoing portfolio management and financial planning through a team-based approach, utilizing a blend of fundamental, technical, and quantitative analysis combined with model portfolios accessed via the Altruist technology platform.

Katherine Skurski is a CFA® charterholder and Series 65 licensed financial advisor with 12 years of industry experience. She has worked at Gulfstream Capital LLC and its affiliated farmland fund for over a decade before joining EQV Advisory, LLC in 2026. Outside of her advisory work, she serves as CFO of DT Management Partners, LLC, a company managing a franchise of youth swimming schools. EQV Advisory, LLC serves qualified and accredited investors, including individuals, corporations, and charitable institutions, focusing on wealth management and family office support. The firm uses both model-based and customized portfolio construction, incorporating passive investments and private placements to suit client goals and risk profiles.

Lee Kilbrith is a financial advisor at Prospect Financial Services LLC in Raleigh, NC, with 27 years of industry experience. He holds the PFS™ and Series 63 designations and has previously worked at H.D. Vest Investment Services, The Pinnacle Financial Group, and LPL Financial. Prospect Financial Services LLC advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning. The firm employs a fiduciary, long-term, asset-allocation approach that incorporates fundamental and technical analysis and offers a diverse range of investment instruments, including options and other derivatives.

Adam Mitchell is a financial advisor with Tanager Wealth Management and holds Series 63 and Series 66 licenses. He has four years of industry experience, including prior roles at Fidelity Investments. Tanager Wealth Management serves individual and high-net-worth clients, as well as trusts, charities, and retirement plans, providing discretionary portfolio management, financial planning, and access to donor-advised funds. The firm utilizes an asset-allocation framework with fundamental security selection and actively managed accounts, with a notable focus on serving a substantial non-U.S. client base.

Michael Ragsdale Jr. is a CFP® professional with two years of industry experience, currently serving at EQV Advisory, LLC. He previously worked at Balentine, LLC for 13 years and holds a board member position at Advocacy Trust, a trust company. EQV Advisory, LLC serves qualified and accredited investors including individuals, high-net-worth clients, corporations, small businesses, charitable institutions, and foundations. The firm offers investment advisory, wealth management, financial planning, and family office support, employing both model-based and custom portfolio construction tailored to client goals and risk tolerance.

Derek Walker is a financial advisor with Collegiate Capital Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Collegiate Capital Management since 1999 and previously worked at Securities Service Network, Inc. from 1999 to 2016. Outside of his advisory role, he serves as a trustee for an irrevocable trust. 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 risk-based model portfolios, managing over half a billion dollars in regulatory assets while maintaining unique prime broker relationships and proprietary client technology.

Matthew Gomoll is a financial advisor at Trillium Wealth LLC with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Carson Wealth and DGS Capital Management. Outside of his advisory role, he serves as a Battalion Executive Officer in the U.S. Army Reserve and is the founder of Two-One Alpha Group, LLC. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other entities. The firm utilizes a mix of quantitative, fundamental, technical, and economic analysis, incorporating long- and short-term strategies and strategic asset allocation, and manages over $544 million in discretionary assets.

Jonathan Andrews is a CFP® with 15 years of industry experience, currently serving as an advisor at Cardinal Capital Management Inc since 2008. He holds Series 63 and Series 65 licenses and is based in Raleigh, NC. Cardinal Capital Management provides discretionary and non-discretionary, fee-only investment advisory services to individuals, trusts, estates, charitable organizations, insurance companies, and corporate entities. The firm employs quantitative, fundamental, and cyclical analysis across equities, fixed income, and ETFs, managing approximately $0.9 billion in client assets with a small advisory team.

Austin Kobilka is a financial advisor with Altruist Advisors LLC and holds a Series 65 credential. He has eight years of industry experience, including prior roles at Brookstone Capital Management and Patriot Wealth Management. Kobilka is also involved with Patriot Wealth Management as an associate financial planner. Altruist Advisors serves individual investors, trusts, estates, and other entities through a team of Investment Adviser Representatives. The firm provides discretionary portfolio management and financial planning services, combining fundamental, technical, and quantitative analysis with model-based implementation and tax-management strategies via its integrated technology platform.

Ellen Martin is a CFP® professional with six years of industry experience, currently serving as an advisor at Beacon Wealthcare LLC since 2021. She previously worked at Prospera Financial Services for seven years. Beacon Wealthcare is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm offers comprehensive financial planning, discretionary portfolio management, and a lower-fee management-only option, using a diversified approach centered on low-cost indexed ETFs and Monte Carlo analysis to assess client plan confidence.

Bryce Thompson is a CFP® professional with two years of industry experience, currently serving at Dew Wealth Management. His prior experience includes roles at Spark Financial Advisors and Mason & Associates. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management, offering both discretionary and non-discretionary services across multiple offices.