Patrick Jennings is a financial advisor with Olde Raleigh Financial Group in Raleigh, NC, holding a Series 66 credential and nine years of industry experience. His career includes roles at Mass Mutual Investors Services and Clear Defense LLC. Jennings is also a licensed independent life, health, and long-term care insurance agent. Olde Raleigh Financial Group provides discretionary investment management and financial planning services primarily to individuals and families with substantial investable assets. The firm employs a top-down, theme-driven investment process combined with fundamental research and customized portfolio construction, typically focusing on individual U.S. equities, ETFs, and limited fixed income.

Jonathan Schultz is a registered financial advisor with Leading Edge Financial Planning LLC in Raleigh, NC. He holds a Series 65 designation and has one year of industry experience. Prior to joining Leading Edge, he held roles at Flexjet, Jet It, Dynamic Aviation, and Willow Valley Communities. Leading Edge Financial Planning LLC serves individuals, high net worth clients, trusts, estates, and businesses with wealth management and financial planning. The firm employs a team-based approach that emphasizes strategic asset allocation, diversification, and long-term investing using primarily low-cost mutual funds and ETFs, alongside discretionary portfolio management.

Christopher Gure is a financial advisor with Fortress Private Ledger, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at LPL Financial for three years before joining Fortress Private Ledger in 2018. In addition to his advisory role, he is part owner of Fortress Tax Services, a tax preparation business. Fortress Private Ledger serves individuals, including high-net-worth clients, retirement plans, and other entities by providing financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm uses a multi-strategy, model-driven investment approach that incorporates technical and fundamental analysis and offers both discretionary and non-discretionary management options.

Katherine Skurski is a CFA® charterholder and Series 65 licensed financial advisor with 12 years of industry experience. She has worked at Gulfstream Capital LLC and its affiliated farmland fund for over a decade before joining EQV Advisory, LLC in 2026. Outside of her advisory work, she serves as CFO of DT Management Partners, LLC, a company managing a franchise of youth swimming schools. EQV Advisory, LLC serves qualified and accredited investors, including individuals, corporations, and charitable institutions, focusing on wealth management and family office support. The firm uses both model-based and customized portfolio construction, incorporating passive investments and private placements to suit client goals and risk profiles.

Lee Kilbrith is a financial advisor at Prospect Financial Services LLC in Raleigh, NC, with 27 years of industry experience. He holds the PFS™ and Series 63 designations and has previously worked at H.D. Vest Investment Services, The Pinnacle Financial Group, and LPL Financial. Prospect Financial Services LLC advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning. The firm employs a fiduciary, long-term, asset-allocation approach that incorporates fundamental and technical analysis and offers a diverse range of investment instruments, including options and other derivatives.

Nicholas Tolerton is a financial advisor at Peace of Mind Wealth Management with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Strategic Wealth Investment Group and Equitable Advisors. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation using a blend of internally developed models and third-party portfolio managers, providing both discretionary and non-discretionary investment management alongside financial and estate planning services.

Adam Mitchell is a financial advisor with Tanager Wealth Management and holds Series 63 and Series 66 licenses. He has four years of industry experience, including prior roles at Fidelity Investments. Tanager Wealth Management serves individual and high-net-worth clients, as well as trusts, charities, and retirement plans, providing discretionary portfolio management, financial planning, and access to donor-advised funds. The firm utilizes an asset-allocation framework with fundamental security selection and actively managed accounts, with a notable focus on serving a substantial non-U.S. client base.

Mursaleen Tariq is a CFP® professional with 12 years of industry experience, currently serving at Peace of Mind Wealth Management in Raleigh, NC. His prior work includes roles at Reutemann Financial Solutions, Inc. and Diversified Estate Services. Tariq is involved in tax preparation and filing through an affiliated entity, POM Tax Strategies, LLC. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation, utilizing blended growth and fixed-income strategies tailored to client profiles, and offers access to tax services through its affiliated entity.

Michael Ragsdale Jr. is a CFP® professional with two years of industry experience, currently serving at EQV Advisory, LLC. He previously worked at Balentine, LLC for 13 years and holds a board member position at Advocacy Trust, a trust company. EQV Advisory, LLC serves qualified and accredited investors including individuals, high-net-worth clients, corporations, small businesses, charitable institutions, and foundations. The firm offers investment advisory, wealth management, financial planning, and family office support, employing both model-based and custom portfolio construction tailored to client goals and risk tolerance.

Derek Walker is a financial advisor with Collegiate Capital Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Collegiate Capital Management since 1999 and previously worked at Securities Service Network, Inc. from 1999 to 2016. Outside of his advisory role, he serves as a trustee for an irrevocable trust. Collegiate Capital Management serves individuals, trusts, pension and profit-sharing plans, and retirement plan sponsors by providing discretionary portfolio management, financial planning, and ERISA services. The firm offers customized investment strategies and risk-based model portfolios, managing over half a billion dollars in regulatory assets while maintaining unique prime broker relationships and proprietary client technology.

Matthew Gomoll is a financial advisor at Trillium Wealth LLC with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Carson Wealth and DGS Capital Management. Outside of his advisory role, he serves as a Battalion Executive Officer in the U.S. Army Reserve and is the founder of Two-One Alpha Group, LLC. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other entities. The firm utilizes a mix of quantitative, fundamental, technical, and economic analysis, incorporating long- and short-term strategies and strategic asset allocation, and manages over $544 million in discretionary assets.

Jonathan Andrews is a CFP® with 15 years of industry experience, currently serving as an advisor at Cardinal Capital Management Inc since 2008. He holds Series 63 and Series 65 licenses and is based in Raleigh, NC. Cardinal Capital Management provides discretionary and non-discretionary, fee-only investment advisory services to individuals, trusts, estates, charitable organizations, insurance companies, and corporate entities. The firm employs quantitative, fundamental, and cyclical analysis across equities, fixed income, and ETFs, managing approximately $0.9 billion in client assets with a small advisory team.

Colton Tickle is a Series 65-licensed financial advisor at Financial Symmetry Inc. in Raleigh, NC, with six years of industry experience. He has been with Financial Symmetry since 2016. Financial Symmetry serves individual clients across various wealth levels and manages approximately $1.54 billion in assets for around 973 family groups. The firm provides financial planning, wealth management, small business 401(k) advice, and select tax-return preparation, using an evidence-based investment process focused on diversified allocations and ongoing monitoring.

Ellen Martin is a CFP® professional with six years of industry experience, currently serving as an advisor at Beacon Wealthcare LLC since 2021. She previously worked at Prospera Financial Services for seven years. Beacon Wealthcare is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm offers comprehensive financial planning, discretionary portfolio management, and a lower-fee management-only option, using a diversified approach centered on low-cost indexed ETFs and Monte Carlo analysis to assess client plan confidence.

Bryce Thompson is a CFP® professional with two years of industry experience, currently serving at Dew Wealth Management. His prior experience includes roles at Spark Financial Advisors and Mason & Associates. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management, offering both discretionary and non-discretionary services across multiple offices.

Jared Korver is a CFP® professional with 11 years of industry experience. He has been with Beacon Wealthcare LLC since 2014, serving as an advisor within the firm’s five-person team. Beacon Wealthcare LLC is a fee-only registered investment adviser that provides comprehensive financial planning and discretionary portfolio management for individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm’s investment approach focuses on minimizing controllable costs and taxes using broadly diversified, low-cost indexed ETFs and indexed mutual funds, supported by Monte Carlo probability analysis and daily portfolio monitoring.

Nicholas Hymanson is a CFP® professional with seven years of industry experience, currently serving at Peace of Mind Wealth Management in Raleigh, NC. His prior roles include positions at POM Investment Strategies, Truist, and SunTrust Robinson Humphrey. He is also an insurance agent representing various carriers outside of his investment advisory role. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm utilizes a top-down, macro-environmental approach to asset allocation, combining internally developed models and third-party portfolios, while offering services such as investment management, financial planning, estate-planning guidance, and affiliated tax preparation.

Kathleen Warren is a CFP® with 16 years of experience in the financial services industry. She has been with Cardinal Capital Management Inc in Raleigh, NC since 2010. Cardinal Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, insurance companies, and corporate entities. The firm manages approximately $1.03 billion in client assets, focusing on portfolio management through quantitative, fundamental, and cyclical analysis with investments in equities, fixed income, and exchange-traded funds.

Jonathan Wierman is a financial advisor at EQV Advisory, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs and Wells Fargo Securities. EQV Advisory serves qualified and accredited investors, including high-net-worth individuals, corporations, and foundations. The firm combines model-based and custom portfolio construction, applying principles from Modern Portfolio Theory, Efficient Markets Hypothesis, and Behavioral Finance to manage approximately $106.8 million in client assets.

Jacob Stewart is a CFP® with five years of industry experience, currently serving at Wealth More Enterprise, Inc. since 2024. He has previously worked at Brightside, Garrett Investment Advisors, Zeiders Enterprises, and Wells Fargo Advisors. Outside of Wealth More, he is also financially active with Brightside in a non-investment-related role. Wealth More Enterprise is a team-based firm providing investment advisory and financial planning services through a mobile-first platform. The firm employs proprietary risk-scoring software and algorithmic management across four model portfolios, offering discretionary portfolio management alongside tiered advisory plans and standalone planning sessions.