Meghan Childs is a financial advisor at Boundary Street Partners LP with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley for seven years before joining Boundary Street Partners in 2017. Boundary Street Partners LP provides discretionary investment management and retirement plan consulting to individuals, high net worth clients, pension and profit-sharing plans, and a private fund. The firm employs an active global value-investing approach based on fundamental research and offers a range of strategies including stocks, mutual funds, ETFs, and derivatives, serving approximately $18 million in discretionary assets as of December 2025.

Wheeler Chapman III is a financial advisor at Kokua Capital Management with 29 years of industry experience. He has worked at Kokua Capital Management since 2016 and concurrently at Chapman Financial Group since 2013. Chapman Financial Group, doing business as Kokua Capital Management, provides discretionary wealth management services to individual and high-net-worth clients, as well as fixed-income sub-advisory services to other investment adviser firms. The firm employs an actively managed, long-term investment approach that incorporates both fundamental and technical analysis to tailor portfolios to clients’ objectives and risk tolerance.

Nicholas Ross is a CFP® professional with two years of industry experience, currently serving as an advisor at Ark Royal Wealth Management LLC in Raleigh, NC. His prior experience includes a one-year tenure at Truist and several years in educational roles prior to entering the financial advisory field. Ark Royal Wealth Management LLC provides discretionary investment management and financial planning to individuals, trusts, estates, and charitable organizations. The firm emphasizes long-term strategies based on Modern Portfolio Theory and uses primarily passively managed funds, with tailored portfolio management and financial education seminars as part of its service offerings.

Jeffery Campbell II is a financial advisor at Fryar Financial in Durham, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Fryar Financial, he worked at Fidelity Investments and Vietri Inc. in various roles. Outside of advising, he operates a freelance marketing consulting business as an independent contractor. Fryar Financial provides financial planning and portfolio management services to individuals, high-net-worth clients, and retirement plan sponsors, offering both non-discretionary and discretionary asset management tailored to client goals and risk tolerance. The firm manages approximately $19.4 million across about 56 client relationships and coordinates investment strategies with affiliated tax and accounting services.

Christopher Sherman is the principal of Sherman Financial, an independent advisory firm based in Chapel Hill, NC. He holds a Series 65 designation and has 10 years of industry experience. Sherman is also the proprietor of Sherman Financial Consulting, providing financial consulting and management services to small businesses and nonprofits, and is a co-owner of Harmony Music Studios LLC, offering music lessons locally. Sherman Financial provides fee-only financial planning and investment advice to individuals, families, trusts, nonprofit organizations, and businesses. The firm emphasizes strategic asset allocation and predominantly passive investment strategies, combining fundamental, technical, and cyclical analysis alongside tax-loss harvesting.

Arne Morris Sr. is a financial advisor at Townsend Asset Management Corp. in Raleigh, NC, with 24 years of industry experience. He has been with Townsend since 2017 and previously worked for 16 years at McGladrey Wealth Management LLC. Outside of his advisory role, he is a partner and managing member of several investment firms focused on real estate holdings. Townsend Asset Management serves individuals, trusts, corporations, and non-profits, providing investment management, financial planning, consulting, and tax preparation services. The firm employs a disciplined approach using fundamental and technical analysis to manage portfolios, which are generally long-term oriented and include a range of investment strategies.

Robert Patton is a financial advisor at Sounding Line Wealth Management, LLC in Durham, NC. He holds a Series 65 designation and has been working at his current firm since 2026. Before entering the advisory field, he worked at Pramana Labs, Inc. and Intel Corporation. Sounding Line Wealth Management is an independent registered investment adviser that provides discretionary portfolio management and individualized Investment Policy Statements to individuals and high-net-worth clients. The firm employs a blended investment approach incorporating various analytical methods and offers services including long-term trading and options strategies with accounts custodied at Schwab Institutional.

Brooks Nichols is a CFP® professional at LifePlan Group with three years of industry experience. He has worked at firms including Fidelity Investments and Strategic Advisers LLC before joining LifePlan Group. LifePlan Group provides financial planning and discretionary portfolio management to individuals, businesses, and employer-sponsored retirement plans, focusing on retirement planning and coordinating tax, insurance, and estate considerations. The firm uses diversified portfolio models and maintains ongoing advisory services tailored to client goals and risk tolerances.

Michele Nettesheim is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Phoenix Wealth Advisors Inc. in Chapel Hill, NC. She has been with Phoenix Wealth Advisors since 2018 and has prior experience at Raymond James Financial Services dating back to 2005. Outside of her advisory role, she is involved in a rental real estate business. Phoenix Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, estates, and corporations. The firm offers comprehensive financial planning and asset management, combining fundamental and technical analysis with both long- and short-term strategies, and administers a wrap-fee program that integrates third-party manager models with in-house overlays.

Kyle Roth is a financial advisor at Fortress Private Ledger, LLC with seven years of industry experience. He holds a Series 65 designation and is based in Raleigh, NC. Outside of his advisory work, Roth has been involved in the dental industry for over two decades, working with Encompass Dental Practice Transitions and Carolina Dental Arts. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities, providing a range of services including financial planning, portfolio management, and Qualified Opportunity Zone advisory. The firm uses a model-driven investment process that incorporates trend identification, technical analysis, and a variety of other strategies, with portfolios monitored regularly and managed through in-house or sub-advised solutions.

Christopher Thomas is a financial advisor at Atlantic Private Wealth, LLC in Chapel Hill, NC, holding a Series 66 designation with nine years of industry experience. Prior to joining Atlantic Private Wealth in 2021, he worked at Goldman Sachs Personal Financial Management and Cetera Advisor Networks. He has also been involved with the YMCA and William Peace University. Atlantic Private Wealth manages approximately $894 million in client assets, serving individuals, trusts, estates, nonprofits, corporations, and retirement plan sponsors. The firm employs a quantitative and technical investment approach within an asset-allocation framework and offers discretionary investment management alongside financial planning and retirement plan services.

Chase Wietfeld is a financial advisor at Atlantic Private Wealth, LLC with three years of industry experience. His prior roles include positions at D.A. Davidson and Mutual of Omaha. 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 corporate retirement plan services.

Russell Eriksen is a financial advisor with Hilltop Wealth Advisors, LLC in Chapel Hill, NC. He holds the CFP®, ChFC®, and Series 66 designations and has 22 years of industry experience. Eriksen has been with Hilltop Wealth Advisors since 2016. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities across a range of wealth levels, providing financial planning, consulting, and discretionary investment management. The firm combines fundamental analysis with a tactical asset-allocation framework based on Modern Portfolio Theory and offers a variety of model portfolios while actively monitoring client accounts.

Cameron Hendricks is a CERTIFIED FINANCIAL PLANNER™ professional at Financial Symmetry Inc. with 11 years of industry experience. He has been with Financial Symmetry since 2015. Financial Symmetry serves individual clients across a range of wealth levels, providing financial planning, wealth management, and specialized services such as small business 401(k) advice and limited tax-return preparation. The firm follows an evidence-based investment process emphasizing diversified allocations and ongoing monitoring, with a combination of discretionary and non-discretionary client relationships.

Jade Brookreson is a financial advisor at Financial Symmetry Inc. in Raleigh, NC, holding a Series 65 credential with one year of industry experience. Prior to joining Financial Symmetry, Jade worked at State Employees' Credit Union and held various roles in the food service and education sectors. Jade is currently employed at Darden Restaurants alongside financial advising. Financial Symmetry serves individual and family clients across a range of wealth levels, offering financial planning, wealth management, and specialized advisory services. The firm employs a disciplined, evidence-based investment process overseen by an Investment Committee and emphasizes the use of diversified mutual funds and ETFs, including factor-based funds from Dimensional Fund Advisors.

Ella Rogers is a CFP® affiliated with Financial Symmetry Inc. in Raleigh, NC, with less than one year of industry experience. She has been with Financial Symmetry Inc. since 2023 and has spent several years as a student prior to starting her advisory career. Financial Symmetry serves individual clients across a range of wealth levels, advising roughly 973 family groups with about $1.54 billion in assets under advisement. The firm follows an evidence-based, three-step investment process involving planning, diversified implementation primarily with mutual funds and ETFs, and ongoing monitoring, supported by a quarterly Investment Committee.

Vincent Revels is a financial advisor with Intercarolina Financial Services, Inc. in Cary, NC, holding a Series 66 designation and bringing 25 years of industry experience. He worked previously at The Strategic Financial Alliance, Inc. for 11 years before joining Intercarolina in 2016. Outside of his advisory role, Revels is involved with Ascendant Financial, a financial services marketing business. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual and institutional clients, including high-net-worth individuals and qualified retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios across a range of asset classes on both discretionary and non-discretionary bases.

Mark Rhoades is a CFP® professional with 20 years of industry experience. He is a financial advisor and branch manager at Phoenix Wealth Advisors Inc., where he has worked since 2018. His prior experience includes roles at Raymond James Financial Services, Morgan Stanley, and Citigroup Global Markets. Rhoades serves on the advisory board and finance/investment committee of the KDVS Foundation, a nonprofit organization. Phoenix Wealth Advisors provides financial planning, wealth management, and retirement-plan consulting to individuals, trusts, estates, corporations, and retirement plans. The firm combines fundamental, technical, and cyclical analysis with both long- and short-term investment strategies and manages a high account load through a team-based approach.

Brittany is a financial advisor at Hilltop Wealth Advisors, a fee-only financial planning firm located in Chapel Hill, NC. Brittany has been with the Hilltop team since 2014, when she started as a financial planning intern while earning her BA in Mathematics at UNC-Chapel Hill. She quickly discovered financial planning to be a perfect combination of problem solving and relationship building, which made it her ideal career path. She is a CERTIFIED FINANCIAL PLANNER™(CFP®) professional and Certified Student Loan Professional (CSLP®), and is passionate about working with Gen X & Gen Y clients. Brittany lives in Raleigh with her husband and dog. When she’s not working, she loves cheering on the Carolina Hurricanes, exploring the local food scene, and traveling to the mountains.

Adam Seidman is a financial advisor at Modern Capital Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked with Modern Capital Securities, MassMutual Life Insurance Co., and other financial firms. Outside of his advisory role, he is associated with MMC Financial, where he is involved in investments and insurance. 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 passive index funds as cores, supplemented by active managers or third-party strategists when appropriate.