Kelly Ward is a financial advisor with Phoenix Wealth Advisors Inc. in Chapel Hill, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Morgan Stanley and Citigroup Global Markets, and he is the owner of a yarn distribution business. Ward also serves as COO and Operations Manager at Phoenix Wealth Advisors. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations with tailored financial planning, wealth management, and retirement-plan consulting. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and manages accounts through both discretionary and non-discretionary strategies, offering a high account load per advisor and a distinctive wrap-fee program integrating third-party and in-house investment strategies.

Jennifer Oravsky is a CFP® professional with 27 years of industry experience, currently serving at Absher Wealth Management, LLC since 2019. Her prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of advisory work, she is a check signer for Mebane Machine & Tool, LLC, a manufacturing business in Mebane, NC. Absher Wealth Management provides investment management and financial planning to individual and high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a tax-aware, value-oriented investment approach, combining qualitative and quantitative analysis, and offers discretionary portfolio and wealth management through its bundled portfolio management program.

Joseph Malfeo is a CFP® and ChFC® with 20 years of industry experience. He is currently with Hunter Street Investment Advisors LLC and has worked at Command Capital Management LLC since 2007. Malfeo’s prior business activities included serving as registered agent and income tax filer for several real estate investment entities, though he no longer holds those roles. Hunter Street Investment Advisors serves individual and high-net-worth households, retirement plans, trusts, charities, and business entities, providing discretionary portfolio management, financial planning, and retirement consulting. The firm employs diverse investment strategies incorporating fundamental, technical, and cyclical analysis, and combines institutional and alternative-markets experience among its team.

Alexander Richani is a CFP® professional with 13 years of industry experience, currently serving at Woodward Financial Advisors, Inc. since 2021. His prior roles include positions at Advice and Planning Services, TIAA-CREF, Scottrade, and LPL Financial LLC. Woodward Financial Advisors provides discretionary investment management, financial planning, and wealth management services to individuals, high‑net‑worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes customized portfolios using primarily low-cost mutual funds, ETFs, and bonds, applying a mix of fundamental, technical, and cyclical analysis with ongoing monitoring and formal annual reviews.

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 five years of industry experience currently with 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, as well as academic positions at the University of Missouri and Campbell University. Atlantic Private Wealth, LLC manages approximately $894 million in client assets, serving 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, managing primarily discretionary accounts across multiple asset classes including equities, fixed income, mutual funds, ETFs, and cash.

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.

Michael Absher Jr. is a financial advisor with Absher Wealth Management, LLC in Chapel Hill, NC, holding Series 63 and Series 66 credentials and offering 30 years of industry experience. His career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with Absher Wealth Management since 2019. Absher Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a tax-aware, value-oriented investment approach with portfolios primarily focused on equities and fixed income, combining multiple analysis methods in their security selection.

Zackary Budzik is a financial advisor at Family Legacy Financial Solutions, LLC in Cary, NC, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to his current role, he worked at Fidelity Investments and Triad Financial Advisors. He also has experience with the Carolina Mavericks Baseball Club. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on those planning for and transitioning into retirement. The firm employs an active, model-based investment approach using a proprietary risk-tolerance system and offers financial planning, discretionary investment management, and licensed insurance and annuity sales.

Robert Picha is a financial advisor at BSG Advisers with 19 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at Intelligent Insights, Inc., MML Investors Services, Mass Mutual Life Insurance Company, and Equitable Advisors. In addition to his advisory role, he operates a sole proprietorship selling life, disability, long-term care, and related insurance products. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and small- to mid-sized retirement plans, offering comprehensive financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios tailored to clients’ needs and provides educational programs, including a structured Financial Wellness program and retirement-plan participant education.

Frank Rambusch is a financial advisor with Argonautica Private Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He joined Argonautica in 2022 after tenure at Wells Fargo Advisors and Wells Fargo Clearing. Rambusch also holds an insurance license and consults clients on insurance coverage allocations. Argonautica Private Wealth Management serves individuals, retirement plans, non-profits, foundations, and businesses, managing approximately $533 million across a team of five advisors. The firm offers customized, risk-adjusted, and tax-conscious investment strategies combining active and passive approaches and provides services including portfolio management, financial planning, and retirement-plan advisory.

Edward Stent is a financial advisor at Family Legacy Financial Solutions, LLC in Cary, NC. He holds a Series 65 designation and has two years of prior experience at PKF O'Connor Davies. Stent joined Family Legacy in 2025. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on those planning for and transitioning into retirement. The firm employs an active, model-based investment approach using a proprietary risk-tolerance system and offers financial planning, discretionary investment management, licensed insurance and annuity sales, and affiliated tax-preparation services.

Megan Coyne is a CFP® with eight years of industry experience currently working at Keener Financial Planning since 2022. Her prior roles include positions at Woodward Financial Advisors, Marotta Wealth Management, JoycePayne Partners, and Handford Financial Strategies. Keener Financial Planning serves individuals, trusts, small businesses, organizations, and pension plans, offering modular financial planning and portfolio management through hourly or flat fees and ongoing retainers. The firm emphasizes a long-term, largely passive investment approach using low-cost index funds, with selective active management and regular portfolio reviews.

Marc Becker is a financial advisor at Discipline Wealth Solutions, Inc. in Durham, NC, with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Efficient Advisors, LLC, M. S. HOWELLS & cO., and Triad Advisors, Inc. Outside of his advisory role, Becker 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 by providing investment advisory services through managed accounts, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives and risk tolerances using a variety of strategies and offers participant-level education and plan support for retirement clients.

Joseph Mcleod is a financial advisor with Raleigh Capital Management Inc. in Cary, NC, holding Series 65 and Series 63 licenses and having 11 years of industry experience. He has been with Raleigh Capital Management since 2017 and is also involved with Raleigh Wealth Solutions, Inc., where he processes and recommends life insurance and annuity products. Prior to his current roles, he worked at Quincy Wells Capital, LLC and Intervest International Equities Corp. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans with 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 and monitor sub-advisers while maintaining authority to reallocate among managers.

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 experience in financial advising, currently serving at Old Peak Finance in Chapel Hill, NC. He has been with Old Peak Finance LLC since 2010. Old Peak Finance is a fee-only, fiduciary wealth management firm that provides comprehensive financial planning and portfolio management primarily to individuals, families, trusts, and estates, many of whom have multi-million dollar portfolios. The firm employs an evidence-based, asset-class investment approach focused on broad diversification, low costs, and long-term discipline, with a team composed entirely of CFP® professionals.