Alexander Richani is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Woodward Financial Advisors, Inc. since 2021 and previously held roles at Advice and Planning Services, TIAA-CREF Individual & Institutional Services, Scottrade, LPL Financial, and Vanguard. He is based in Chapel Hill, NC. Woodward Financial Advisors, Inc. is an independent, fee-only firm that provides wealth management and comprehensive financial planning to individuals, families, trusts, and estates. The firm manages approximately $574 million in assets, focusing on customized, globally diversified portfolios that emphasize low-cost passive index funds and ETFs alongside selective active investments.

Emma Jackson is a financial advisor at Phoenix Wealth Advisors Inc. in Chapel Hill, NC, with 16 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Robert W Baird & Co., and Morgan Stanley Smith Barney. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations, providing financial planning, wealth management, retirement-plan consulting, and asset management through both discretionary and non-discretionary strategies. The firm combines external money-manager strategies with in-house overlays and manages a high client account load relative to its seven-advisor team.

Kyle Feduccia is a financial advisor at Kuhn Advisors, Inc. in Durham, NC, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Heritage Wealth Advisors, Fathom Advisors, and LBW Wealth Management. Kuhn Advisors serves individual and high-net-worth clients, trusts, and charitable institutions through discretionary portfolio management, bundled financial planning, and limited consulting services. The firm employs a value-oriented, long-term investment approach with concentrated portfolios and active manager selection.

Andrew Hart is a CFP® with 26 years of industry experience and has been with Delegate Advisors, LLC since 2012. He holds Series 63 and Series 65 licenses and is based in Chapel Hill, NC. Delegate Advisors provides multi-family office and outsourced Chief Investment Officer (CIO) services to high-net-worth individuals, families, and entities such as companies, trusts, endowments, and foundations. The firm emphasizes a non-discretionary, manager-of-managers approach, offering investment selection and oversight, administrative support, and comprehensive planning services.

Joseph Acquanita is a CFP® with four years of industry experience, currently serving at Atlantic Private Wealth, LLC in Chapel Hill, NC. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Family Legacy Financial Solutions, LLC. 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 retirement plan consulting.

Michael Absher is a financial advisor at Absher Wealth Management, LLC in Chapel Hill, NC, with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Absher Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm employs a tax-efficient, value-oriented investment approach and manages client portfolios primarily on a discretionary basis.

David Turlington II is a financial advisor at Modern Capital Advisors, LLC in Raleigh, NC, holding a Series 66 designation with five years of industry experience. His career includes roles at MML Investors Services LLC, MassMutual Life Insurance Co, and Abrigo. In addition to advisory work, he is an insurance broker involved in life and fixed annuities sales through an outside insurance agency. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, pension plans, charities, and corporations. The firm employs a strategic asset allocation approach using a core-and-satellite framework with passive index funds and selectively added active managers or third-party strategists.

Frank Rambusch is a financial advisor with Argonautica Private Wealth Management, Inc. in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. Argonautica Private Wealth Management serves individuals, retirement plans, non-profits, and businesses, managing approximately $507 million in client assets. The firm offers customized, risk-adjusted, and tax-aware investment strategies that combine active and passive approaches across various asset classes, supported by individualized investment policy statements and ongoing portfolio monitoring.

Megan Coyne is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. She currently works at Keener Financial Planning and has previously held roles at Woodward Financial Advisors, Marotta Wealth Management, JoycePayne Partners, and Handford Financial Strategies. Keener Financial Planning serves individuals, trusts, small businesses, and retirement plans with modular financial planning and investment management services. The firm emphasizes long-term, cost-conscious investment strategies primarily using low-cost index funds and ETFs, and offers both one-time and ongoing planning engagements through hourly or retainer fee structures.

Marc Becker is a financial advisor at Discipline Wealth Solutions, Inc. with 25 years of industry experience. His previous roles include positions at Efficient Advisors, LLC, M. S. HOWELLS & CO., and Triad Advisors, Inc. He also serves as the Investment Committee Chair for the Jewish Federation of Durham/Chapel Hill. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors, offering discretionary and non-discretionary managed accounts, sub-advisory services, and retirement plan consulting. The firm customizes portfolios based on client objectives and risk tolerances, utilizing both in-house management and third-party oversight.

Robert Outen is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Kuhn Advisors, Inc. in Durham, NC. He has three years of industry experience, including time at Credit Suisse where he worked for ten years prior to joining Kuhn Advisors. Kuhn Advisors serves individual and high-net-worth clients, trusts, and charitable institutions, primarily through discretionary portfolio management and bundled financial planning. The firm employs a value-oriented, long-term investment approach focused on concentrated portfolios and actively managed funds.

Christine Foster Perry is a financial advisor at Absher Wealth Management, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Bank from 2007 to 2023. 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, value-oriented portfolio management using a combination of qualitative, quantitative, technical, and relative-strength analysis.

Theodore Waechter Jr. is a CFP® professional with 16 years of industry experience, currently serving at Old Peak Finance since 2010. He holds Series 63 and Series 65 licenses and is based in Chapel Hill, NC. Old Peak Finance is a team-based firm providing comprehensive financial planning and fee-only wealth management primarily for higher-net-worth individuals, families, trusts, and estates. The firm employs an evidence-based, asset-class investment approach, focusing on diversified, low-cost portfolios using mutual funds and ETFs, with discretionary portfolio management and regular reviews.

Matthew Pohlman is a financial advisor at Resurgent Advisors with 16 years of industry experience. He holds a Series 65 designation and has worked at Resurgent Financial Advisors LLC since 2021, following nine years at East Franklin Capital. Outside of his advisory role, he serves as a financial officer and board member of Pohlman CPA, PA, where he provides annual review and management guidance unrelated to investment activities. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities, offering financial planning and investment management services tailored to each client. The firm’s investment approach is based on fundamental analysis, with portfolios typically composed of mutual funds, ETFs, and allocations to independent sub-advisors, managed on both discretionary and non-discretionary bases.

Kenneth Nelson is a financial advisor at Hamilton Point Investment Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Admiral Capital Group and Driehaus Capital Management. Outside of finance, he serves on the board of Tecmotiv LLC, a company providing overhaul and repair services for military vehicles, and is a yoga instructor at CorePower Yoga. Hamilton Point Investment Advisors provides discretionary investment and wealth management services primarily to high-net-worth individuals and institutional clients. The firm employs a fundamentally driven, hybrid investment approach combining individual securities with mutual funds and ETFs, and it offers financial planning along with specialized strategies including alternatives and derivatives.

Michael Jackson is a CFA® charterholder with 26 years of experience in the financial services industry. He has been with Raymond James Financial Services since 2016 and was previously associated with Phoenix Financial, Inc. Jackson founded a nonprofit ministry focused on supporting mission projects and serves on the finance and investment committee of Triangle Grace Church. Phoenix Wealth Advisors is a seven-advisor team managing approximately $641 million in assets across about 1,593 accounts. The firm serves individuals (including high-net-worth clients), retirement plans, trusts, estates, and corporations, offering customized financial planning and wealth management that incorporates fundamental, technical, charting, and cyclical analysis alongside both long- and short-term investment strategies.

David Stephan is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Hamilton Point Investment Advisors, LLC since 2013. He is based in Chapel Hill, NC, and is part of a seven-advisor team at the firm. Hamilton Point provides discretionary investment advisory and wealth management services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $1.21 billion in discretionary assets using a fundamental analysis-based investment process that integrates proprietary stock selections with mutual funds, ETFs, and alternative strategies.

Riley Sutter is a financial advisor at Hilltop Wealth Advisors, LLC with a Series 65 credential and approximately one year of industry experience. Prior to joining Hilltop, Riley held roles at Delegate Advisors and BSG Advisers while attending UNC Chapel Hill. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, including both high-net-worth and non-high-net-worth clients, providing financial planning, consulting, and discretionary investment management. The firm's investment process is based on fundamental analysis and tactical asset allocation, offering a range of model portfolios and ongoing account monitoring.

Matthew Underwood is a CFA charterholder with 13 years of industry experience. He is currently with Global Strategic NextGen OCIO, part of a five-advisor team at Global Strategic Investment Solutions, where he has worked since 2019. Prior to this, he held positions at BB&T, Patriot Wealth, Inc./Retirement Wealth Advisors, and The Vanguard Group. Outside of his advisory role, he serves as a limited agent managing family retirement accounts. Global Strategic Investment Solutions serves high-net-worth individuals, donor-advised funds, endowments, and foundations with discretionary portfolio management and third-party manager selection. The firm employs a dynamic strategic asset allocation framework supported by proprietary quantitative models and emphasizes due diligence on a broad investable universe that includes public and private market investments.

Matthew Drummond is a financial advisor with Modern Capital Advisors, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at AXA Advisors and AXA Distributors. He also serves as National Sales Director for PCS Retirement, focusing on expanding the use of retirement plan record-keeping tools among financial advisors. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies through various custodial platforms.