Lauretta Reeves is a CFA® charterholder with 13 years of industry experience. She is currently an advisor at Bastion Fiduciary, where she has worked since 2024, and she has been with Islamorada Investment Management, LLP since 2013. Reeves serves as a voting member of the investment committee for the Burroughs Wellcome Fund, an independent private foundation. Bastion Fiduciary, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm applies modern portfolio theory and fundamental analysis to construct diversified portfolios, offering tailored financial planning and managing approximately $125 million in discretionary assets.

John Stillman is a financial advisor at Rosewood Wealth Management with 11 years of industry experience. He holds a Series 65 designation and has been involved with Carolina Wealth Stewards, LLC since 2015. Outside of advisory work, he is co-owner of a marketing company, Third Wheel Media, which he founded in 2014. Rosewood Wealth Management serves individual clients and families focusing on retirement planning and income needs. The firm combines financial planning with portfolio implementation through third-party managers and model portfolios, alongside licensed insurance sales and in-house tax and bookkeeping services.

Zachary Palmer is a CFP® professional with six years of industry experience, currently serving at Ark Royal Wealth Management LLC. His prior experience includes roles at Modera Wealth Management, The Vanguard Group, and Hilltop Wealth Advisors. Palmer also worked at Postmates during 2017-2018. Ark Royal Wealth Management LLC provides investment advisory and portfolio management services to individuals, trusts, estates, and charitable organizations, focusing on a long-term, diversified investment approach using low-cost passive mutual funds. The firm emphasizes client education through seminars and workshops and delivers regular performance reporting.

Wayland Crutchfield Jr. is a CFP® professional with 26 years of experience in the financial advisory industry. He has been with Crutchfield Advisors, Inc. since 2015, where he is one of two advisors at the firm based in Apex, NC. Crutchfield Advisors is a two-advisor registered investment adviser serving individuals, corporations, trusts, estates, retirement plans, and government agencies. The firm combines fundamental security analysis, technical charting, and macroeconomic research to manage balanced portfolios and provides comprehensive financial planning with in-depth plans available upon request.

Kelsey Plummer is a financial advisor at Pursuit Wealth Strategies, LLC with 14 years of industry experience. She has been with Pursuit Wealth Strategies since 2014 and previously worked at Raymond James Financial Services from 2011 to 2025. Plummer serves on the boards of Sparrow Data Solutions, a startup nonprofit focused on data solutions, and Trinity Academy of Raleigh, a local private school. Pursuit Wealth Strategies serves individuals, high net worth clients, small businesses, charitable institutions, and foundations by providing investment advisory, portfolio management, and financial planning services. The firm develops customized portfolios using a variety of investment vehicles and conducts regular monitoring to manage risk and performance.

William Sloan is a CFP® professional with eight years of experience at Sound Financial Management, Inc. in Raleigh, NC. He has been with the firm since 2016, working in a financial advisory capacity. Sound Financial Management, Inc. provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, and charitable organizations, and serves as a limited-scope ERISA 3(21) advisor for employer retirement plans. The firm uses both fundamental and technical analysis to tailor asset allocation and security selection to clients’ goals, time horizons, and risk tolerance, with ongoing portfolio oversight and quarterly reviews.

John Purrington is a CFP® with 18 years of industry experience currently serving at Armor Investment Advisors, LLC in Raleigh, NC. He has been with Armor Investment Advisors since 2007. Outside of his advisory role, he manages family investment partnerships, coordinating activities with family members. Armor Investment Advisors serves individuals, families—including high-net-worth clients—and institutional entities by providing comprehensive financial planning, discretionary investment management, and investment consulting. The firm applies a team-based process under a fiduciary standard, integrating multi-asset-class portfolio construction with ongoing financial planning and educational support for retirement-plan sponsors and participants.

Jeffrey Myers is a financial advisor with Long Island Wealth Management, Inc. He holds the CFP® and Series 63 designations and has five years of industry experience. He has also worked with Compass Advisory Group LLC since 2018. Long Island Wealth Management provides fee-based investment advisory and financial planning services primarily to individuals, families, trusts, estates, and charitable organizations. The firm manages discretionary portfolios using a customized asset-allocation framework and offers retirement counseling, project planning, and ongoing advisory services while overseeing approximately $292 million in client assets.

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.

Sean Hilliard is a financial advisor at Rivertree Wealth with eight years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 66. Prior to joining Rivertree Wealth, he worked at Empower Financial Services, Personal Capital Advisors Corporation, Thrivent Financial, and Fidelity Investments. Rivertree Wealth serves individual and high-net-worth clients with discretionary investment management and standalone financial planning. The firm applies a risk-based, passive investment approach grounded in modern portfolio theory and conducts regular portfolio reviews, incorporating held-away retirement accounts into its advice.

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.

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.