Ethan Carr is a financial advisor at Independent Wealth Advisors, LLC in Cary, NC, with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Equitable Advisors and Axa Advisors. Independent Wealth Advisors, LLC provides portfolio management and financial planning services to individual and high-net-worth clients, employing a variety of analytical methods and a client-specific, long-term investment approach. The firm offers discretionary portfolio management, model-based asset allocation, and financial planning across multiple areas, supported by a dedicated Portfolio Analyst and an Investment Committee.

Carlton Davis Jr. is a CFP® and CFA® with 13 years of industry experience, currently serving at Realm Investment Consulting LLC in Cary, NC. He has been an adjunct professor of finance at North Carolina State University since 2006 and also teaches at High Point University. Realm Investment Consulting serves individual and high-net-worth clients with portfolio management, financial planning, and pension/401(k) consulting, primarily using ETFs. The firm employs a long-term, theory-driven investment approach and provides both discretionary and non-discretionary services tailored by written Investment Policy Statements.

Nathan Hymiller is a CFP® with 23 years of industry experience, currently serving at Beacon Financial Strategies Corp. in Raleigh, NC, where he has worked since 2004. He holds a Series 65 license and focuses on financial planning and investment management. 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 net worth management, retirement plan consulting, and tax preparation as an ancillary service.

Graham Shepherd is a CFP® with 12 years of experience in the financial industry. He has worked at Armor Investment Advisors, LLC since 2018 and previously held roles at Portfolio Brokerage Services, Inc. and Envestnet Asset Management, Inc. He holds the Series 63 designation. Armor Investment Advisors, LLC serves individuals, families, and institutional clients, including high-net-worth individuals, foundations, and retirement plans. The firm operates under a fiduciary standard and employs a team-based process integrating financial planning with investment management, utilizing a multi-asset-class, core-satellite approach guided by a five-pillar market framework.

David Fruchter is a financial advisor at Great Plans Capital Management, LLC with 21 years of industry experience. He holds the ChFC® designation and Series 63 license. In addition to his advisory role, he operates a tax preparation and consulting business. Great Plans Capital Management provides financial planning and asset management services to individuals, including high-net-worth clients, as well as trusts, estates, pension, and business clients. The firm focuses on passive asset allocation using ETFs, no-load mutual funds, equities, and bonds, managing most assets on a non-discretionary basis with client approval for security selection.

David Trettel is a CFP®-certified financial advisor with 10 years of industry experience. He currently works at Beacon Financial Strategies Corp. in Raleigh, NC, where he has been since 2024. His prior experience includes roles at Baird, Strategic Wealth Designers, Weston Banks Wealth Partners, Charles Schwab, and WELLS FARGO Advisors. Beacon Financial Strategies serves individual clients, including high-net-worth households, and corporate retirement plan sponsors. The firm uses a core-and-satellite investment approach with a combination of passive index funds and selectively applied active strategies, offering comprehensive net worth management alongside retirement plan consulting and fiduciary services.

Renan Guillou is a financial advisor with Secure Wealth, Inc. in Raleigh, NC, holding a Series 65 designation and nine years of industry experience. He has worked with Secure Wealth since 2019 and has prior experience at Wealth Watch Advisors and First American National Investment Advisors. Outside of advisory work, he operates as a sole proprietor insurance agent and owns Rise Financial, Inc. Secure Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management and tailored financial plans. The firm specializes in managing structured-note portfolios with an investment approach that emphasizes downside protection through diversified, analytic-driven implementation.

Thomas Gasper is a financial advisor at TRG Capital Management, Inc. in Raleigh, NC, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TRG Capital since 2008. In addition to his advisory role, he serves as the managing member of a hedge fund through Victoria Park, LLC. TRG Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, and pooled investment vehicles. The firm employs a range of strategies, including dividend-growth and concentrated equity approaches, using both fundamental and technical analysis, and is notable for managing a privately offered pooled fund with performance-based fees.

Jared Brogden is a CFP® and ChFC® with 19 years of industry experience. He is currently with Provision Wealth Management, Inc., where he has worked since 2017. Prior to that, he spent over a decade at Northwestern Mutual in various roles. Outside of his advisory work, he is a co-owner and partner of a real estate investment and renovation business. Provision Wealth Management is a team-based registered investment adviser serving primarily individual and high-net-worth clients. The firm provides discretionary and non-discretionary managed account services along with financial planning, tailoring advice to client objectives and risk tolerance through multiple investment strategies.

James Baudreau is a financial advisor with Great Plans Capital Management, LLC in Cary, NC, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC and First Advisors National, LLC. Outside of advising, he manages Myriad Vending NC LLC, a vending machine operation. Great Plans Capital Management provides financial planning and asset management services to individuals, trusts, estates, pension, and business clients. The firm employs a passive asset allocation strategy using ETFs, no-load mutual funds, equities, and bonds, and manages most assets on a non-discretionary basis with periodic client communications.

Deborah Frazier is a financial advisor at Frazier Financial Consultants, LLC in Chapel Hill, NC, with 9 years of industry experience. She has been with Frazier Financial Consultants since 1986. Frazier Financial Consultants provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm uses a strategic asset allocation with a core-and-satellite approach, combining passive index funds and ETFs with selective active funds, and integrates tax and estate planning into its asset management services.

Matthew Horwedel is a financial advisor at TRG Capital Management, Inc. in Raleigh, NC, holding a Series 65 designation with two years of industry experience. Prior to joining TRG Capital Management in 2023, he worked briefly at Northwestern Mutual in 2021 and was employed at Wilkes University from 2019 to 2023. TRG Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $118 million in regulatory assets. The firm employs a variety of investment strategies tailored to client risk profiles, combining fundamental and technical analysis with tactical risk-management tools.

David Ollison is a financial advisor at Amphora Wealth Management, LLC in Chapel Hill, NC, holding a Series 65 designation. He has one year of industry experience and previously served in the U.S. Army for 15 years. Amphora Wealth Management serves individuals, charitable organizations, and employer retirement plans, offering investment management, financial planning, family office, and pension consulting services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with customized fixed-income solutions.

William Dowdy is a CFP® and ChFC® with 27 years of experience in financial services. He has worked at Northwestern Mutual in various capacities from 1999 to 2017 before joining Provision Wealth Management, Inc. in 2017. Provision Wealth Management is a team-based registered investment adviser serving primarily individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed account services alongside financial planning and consulting, tailoring advice to client objectives and risk tolerance through a range of investment strategies.

Bryan Wylie is a CFP® with 11 years of industry experience, currently serving at Provision Wealth Management, Inc. He has previously worked at Northwestern Mutual and Triangle Wealth Advisors. Bryan is also licensed as an insurance agent and engages in the sale of various insurance products. Provision Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, offering discretionary portfolio management and consulting-style engagements tailored to client objectives and risk tolerance. The firm combines investment management with project-based and hourly planning work and maintains a small supported team of three advisors.

Deborah Mcmanama is a financial advisor at First Financial Group in Raleigh, NC, holding a Series 65 designation with six years of industry experience. She has been with First Financial Group since 2011. First Financial Group serves individual investors, trusts, estates, and business entities, providing portfolio management, consulting, and financial planning services tailored to both non-high-net-worth and high-net-worth clients. The firm’s investment approach combines fundamental and cyclical analysis with customizable strategies, including discretionary management and the use of unaffiliated sub-advisors.

Anna Houser is a CFP® and holds a Series 66 license, with six years of experience in the financial industry. She is associated with AdvisorsTrust Partners LLC and has worked at McMahan Financial, LLC and Prospera Financial Services for 12 years. Outside of her advisory role, she serves as president of the counsel and volunteers at Holy Trinity Lutheran Church, where she also leads Bible study and teaches Sunday school. Additionally, she is involved in early-stage business development as managing member of Sandy Ventures, LLC, a company focused on sales of apparel, stickers, and accessories. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $435.3 million in assets across about 172 client relationships, employing a mix of fundamental, technical, and cyclical analysis and combining active and passive strategies to tailor investment advice to client objectives and risk tolerance.

Matthew Miller is a CFP® with 12 years of industry experience, currently serving as an advisor at Armor Investment Advisors, LLC in Raleigh, NC. He has been with Armor since 2013. Armor Investment Advisors serves individuals, families, and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm offers comprehensive financial planning, discretionary investment management, and fiduciary consulting, utilizing a team-based process and a multi-asset-class investment approach informed by macroeconomic analysis and a structured market framework.

John Huber is a financial advisor at Saber Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Saber Capital Management since 2012, following eight years at CJB Real Estate & Investments. Saber Capital Management provides discretionary investment management to individual and institutional clients, including high-net-worth individuals, through separately managed accounts and private pooled investment vehicles. The firm employs a bottom-up, fundamental value-investing approach with a focus on concentrated holdings and a long-term horizon, and it offers features such as performance-based compensation and a subscription newsletter for clients.

Alex Sutherland is a CFP® with 12 years of industry experience, currently serving as a financial advisor at LifePlan Group. His prior roles include positions at AE Wealth Management, LLC and Eqis Capital Management. Outside of advising, he is an owner and agent at LifePlan Tax & Insurance Group, Inc., where he places insurance products. LifePlan Group provides financial planning and discretionary portfolio management to individuals, businesses, and employer-sponsored retirement plans, emphasizing retirement planning and integrating tax, insurance, and estate considerations. The firm uses diversified investment models and offers ongoing advisory services aligned with client goals and risk tolerances.