Cristy Head is a financial advisor with Independent Wealth Advisors, LLC, holding a Series 66 designation and five years of industry experience. She has been associated with Independent Wealth Advisors since 2024 and has prior experience with LPL Financial. Outside of her advisory role, she is involved with Said and Done LLC, a business she has maintained since 2007. Independent Wealth Advisors, LLC provides portfolio management and financial planning services to individual and high-net-worth clients through its Strategic Wealth Management platform. The firm uses a combination of analytical methods and a dedicated Investment Committee to develop and monitor model portfolios, offering both discretionary management and comprehensive financial planning.

Caleb Griffith is a CFP® professional with 14 years of industry experience, currently serving at Townsend Asset Management Corp. in Raleigh, NC. He has been with Townsend since 2006, contributing to a firm that manages a range of clients including individuals, trusts, corporations, and non-profits. Townsend Asset Management Corp. provides investment management, financial planning, consulting, and tax preparation services, offering a bundled wealth management approach that integrates these under a single engagement. The firm employs a disciplined, goal-oriented process utilizing both fundamental and technical analysis to manage primarily long-term portfolios, with additional strategies including short-term positions and limited options.

Paul Yokabitus is a financial advisor at Cary Financial Planning, LLC with four years of industry experience. He holds the Series 65 designation and has a background that includes ownership and practice as an attorney specializing in estate planning through Yokabitus Law, PLLC. He is also involved in legal marketing and tax planning through affiliated entities. Cary Financial Planning provides investment advisory and financial planning services to individuals, families, business owners, and high-net-worth clients. The firm employs a long-term, evidence-based investment approach focused on diversification, cost control, and tax-aware decisions, utilizing mutual funds, ETFs, and factor-based funds, supported by technology including AI-assisted tools.

David Clark Jr. is a financial advisor at Oak Harbor Wealth Partners in Raleigh, NC, holding a Series 66 designation. He has entered the industry recently with experience at Stifel Financial Corp and Croatan Investments prior to joining Oak Harbor. Oak Harbor Wealth Partners is an SEC-registered investment adviser specializing in portfolio management, financial and institutional consulting, and pension and retirement plan services. The firm focuses on institutional and retirement-plan clients, employing diversified model allocations and third-party manager oversight in its investment approach.

Joel Anderson is a financial advisor at Evergreen Wealth Advisors in Raleigh, NC, with eight years of industry experience. He holds a Series 66 designation and previously worked at Values Added Financial, Ameriprise Financial Services, Wells Fargo Clearing, and served eight years in the United States Navy. Evergreen Wealth Advisors provides discretionary investment management and financial planning to individual and corporate clients, including high-net-worth individuals. The firm utilizes a Modern Portfolio Theory framework with tax-optimization techniques and incorporates proprietary software and AI tools for portfolio monitoring and advice delivery.

James Tarkenton is a CFA® charterholder with seven years of industry experience. He has worked at Townsend Asset Management Corp. since 2018 and previously spent nine years at Lateef Investment Management. Townsend Asset Management Corp. serves individuals, trusts, partnerships, corporations, non-profits, and retirement plans, offering investment management, financial planning, consulting, and tax preparation services. The firm employs a disciplined process combining fundamental and technical analysis to guide portfolio management and provides both standalone services and bundled wealth management engagements.

Troy Smith is a financial advisor with Wake Wealth Management Co. in Raleigh, NC, holding the CFP® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including roles at LPL Financial, Grove Point Investments, and as an independent insurance agent. Outside of advising, Smith is active as an artist and musician. Wake Wealth Management Co. provides financial planning and investment advisory services to individuals, families, trusts, charitable organizations, foundations, endowments, and other institutional clients. The firm emphasizes written financial plans and primarily delivers advice on a non-discretionary basis, employing a variety of investment strategies tailored to client-specific plans.

Adam Boor is a CFP® professional with eight years of experience in the financial services industry. He is currently with Pursuit Wealth Strategies, LLC and has held prior positions at Raymond James Financial Services and RBC Capital Markets. His background also includes earlier roles in banking and finance. Pursuit Wealth Strategies serves individuals, high net worth clients, small businesses, and nonprofit organizations by providing investment advisory, portfolio management, and financial planning services. The firm emphasizes customized portfolios and formal investment policy statements, with regular portfolio monitoring and a structured approach to managing underperforming assets.

Jeremy Hamann is a financial advisor at Evergreen Wealth Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Blue Trust and CAPTRUST Financial Advisors, as well as work outside finance at Chick-fil-A and Black's Tire Service. He also has experience with The Wilds Christian Camp & Conference Center and Bob Jones University. Evergreen Wealth Advisors offers discretionary investment management and financial planning to individual and corporate clients, utilizing a Modern Portfolio Theory framework combined with tax-optimization techniques. The firm operates a public AI platform for educational purposes and manages client portfolios through proprietary software and AI tools.

Paul Richards is a CFP® with 15 years of industry experience, currently serving as an advisor at Hicks & Associates Wealth Management, LLC. His prior roles include positions at WealthShield Partners, Ameriprise Financial Services, Edward Jones, and METLIFE Investors Distribution Company. Hicks & Associates Wealth Management primarily serves individual and high net worth clients, including trusts, estates, IRAs, and 401(k) plans, providing discretionary portfolio management through separately managed accounts alongside non-discretionary financial planning and consulting services. The firm applies a Multi-Strategy Investment Management Process combining fundamental and technical analysis, emphasizing risk controls such as rules-based stops and regular position reviews.

Carman Hicks II is a CFP® with 27 years of industry experience, currently serving at Hicks & Associates Wealth Management, LLC since 2022. He previously worked at WealthShield Partners, LLC and Ameriprise Financial Services, Inc. Since 2013, he has also engaged in fiduciary activities acting as attorney-in-fact, trustee, conservator, guardian, executor, or personal representative. Hicks & Associates Wealth Management primarily serves individual and high net worth clients, offering discretionary portfolio management and non-discretionary financial planning. The firm employs a Multi-Strategy Investment Management Process that integrates fundamental and technical analysis with various investment strategies overseen by an Investment Committee.

Matthew Archer is a financial advisor with AIM Advisors, LLC in Raleigh, NC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His career includes roles at Triad Advisors, Inc. and Arkadios Capital. Outside of his advisory work, he is involved as an independent agent with The Cason Group, which focuses on life insurance and long-term care products. AIM Advisors, LLC serves individuals, families, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement plan services. The firm employs a globally diversified investment approach based on modern portfolio theory, utilizing mutual funds, ETFs, stocks, bonds, and alternative investments tailored to client objectives and risk tolerances.

Emily Burgess is a financial advisor at AIM Advisors, LLC in Raleigh, NC, holding a Series 66 designation. She has experience working at Campbell University and Arkadios Capital, as well as being self-employed and employed in other roles prior to joining AIM Advisors. AIM Advisors serves individuals, families, businesses, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan services. The firm manages approximately $138 million across about 163 client relationships, employing an investment approach based on modern portfolio theory with a focus on global diversification.

William Sloan is a CFP® professional with 33 years of experience in the financial advisory industry. He has worked at Intercarolina Financial Services, Inc. for 25 years and has been with Sound Financial Management, Inc. since 1997. Sloan holds the Series 63 license and is based in Raleigh, NC. Sound Financial Management, Inc. provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm manages approximately $110.7 million in discretionary assets, employing both fundamental and technical analysis to tailor portfolio strategies, with regular reviews for suitability, rebalancing, and tax-loss harvesting.

Bret Tackett is a CFP® professional with 24 years of industry experience. He has been with Tackett Wealth Management, LLC since 2009, where he is one of two advisors at the firm based in Cary, NC. Tackett Wealth Management provides investment supervisory services, wealth management, and financial planning primarily to select retirees and small business owners. The firm manages approximately $62 million in client assets and employs an investment approach grounded in academic research, emphasizing broad diversification, tax efficiency, and low-cost funds.

William Sigmon III is a Series 65-licensed financial advisor with Physicians Financial Services, Inc. in Raleigh, NC. He has two years of industry experience, including prior work with The Wealth Group, Ltd, and a decade of service in the United States Navy. Physicians Financial Services, Inc. provides personalized wealth management, financial and tax planning, and retirement strategies for individuals, corporations, and nonprofit entities. The firm employs a contrarian, value-oriented investment approach focused on financially strong, cash-rich companies and offers both discretionary and non-discretionary portfolio management tailored to client objectives.

David Hellinger is a financial advisor with Independent Wealth Advisors, LLC in Cary, NC, holding a Series 66 designation and 22 years of industry experience. His prior experience includes a long tenure at LPL Financial. Independent Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients through its Strategic Wealth Management platform. The firm combines various analytical approaches and maintains a monthly-reviewed investment committee to tailor portfolios according to each client’s risk tolerance and time horizon.

Nicholas Ross is a CFP® professional at Ark Royal Wealth Management LLC with one year of industry experience. He has worked at Ark Royal Wealth Management and Truist, and previously spent time in education at North Carolina State University and a secondary school. Ark Royal Wealth Management LLC provides investment advisory and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory, using diversified, low-cost passive mutual funds and statistical analysis to manage risk and return.

Aaron Maassel is a financial advisor at Top Rank Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at CoreCap Advisors, LLC and Voyageur Financial. In addition to his advisory role, he owns Voyageur Financial, which focuses on insurance and annuity sales, and he is also an attorney providing legal and estate planning services. Top Rank Wealth Management offers discretionary asset management and financial planning for individual and high-net-worth clients, utilizing technical, charting, and quantitative analysis with both long- and short-term strategies. The firm maintains close ties to affiliated insurance and legal-planning services.

Arne Morris Sr. is a financial advisor at Townsend Asset Management Corp. in Raleigh, NC, holding Series 63 and Series 65 licenses with 24 years of industry experience. Prior to joining Townsend in 2017, he worked at McGladrey Wealth Management LLC for 16 years. Outside of his advisory role, he is involved as an owner and managing member of multiple investment-related firms. Townsend Asset Management Corp. serves individuals, trusts, partnerships, corporations, non-profits, and retirement plans with services including investment management, financial planning, consulting, and tax preparation. The firm employs a disciplined approach combining fundamental and technical analysis, managing portfolios primarily on a discretionary, long-term basis with integrated tax and consulting services.