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 12 years of experience in the financial services industry. He has worked at Woodward Financial Advisors, Inc. since 2021 and previously held roles at Advice and Planning Services, TIAA-CREF Individual & Institutional Services, Scottrade, LPL Financial, and Vanguard. He is based in Chapel Hill, NC. Woodward Financial Advisors, Inc. is an independent, fee-only firm that provides wealth management and comprehensive financial planning to individuals, families, trusts, and estates. The firm manages approximately $574 million in assets, focusing on customized, globally diversified portfolios that emphasize low-cost passive index funds and ETFs alongside selective active investments.

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® and holds a Series 66 license. He has five years of industry experience, including roles at Cambridge Investment Research Advisors, Inc., Family Legacy Financial Solutions, LLC, and the University of Missouri. He is based in Chapel Hill, NC and is part of the four-advisor team at Atlantic Private Wealth, LLC. 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 and offers discretionary investment management alongside financial planning and retirement plan consulting.

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 is a financial advisor at Absher Wealth Management, LLC in Chapel Hill, NC, with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Absher Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm employs a tax-efficient, value-oriented investment approach and manages client portfolios primarily on a discretionary basis.

Zackary Budzik is a financial advisor at Family Legacy Financial Solutions, LLC in Cary, NC, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Family Legacy, he worked at Fidelity Investments and Triad Financial Advisors. Outside of finance, he has been involved with the Carolina Mavericks Baseball Club. Family Legacy Financial Solutions serves individual and high-net-worth families focusing on retirement planning and transition. The firm employs an active, model-based investment approach using a proprietary risk-tolerance system and offers financial planning, discretionary investment management, insurance sales, and affiliated tax-preparation services.

Robert Picha is a financial advisor at BSG Advisers with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Intelligent Insights, Inc., Business Owner Strategies Group, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of his advisory work, he operates a sole proprietorship selling life, disability, and long-term care insurance products. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and small- to mid-sized retirement plans by offering financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios tailored to clients’ financial plans and risk tolerance, and it provides active educational programs and business-owner–focused planning as part of its services.

Frank Rambusch is a financial advisor at Argonautica Private Wealth Management, Inc in Chapel Hill, NC, holding Series 63 and Series 65 licenses with 33 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Rambusch is also an insurance agent who 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 investment and portfolio management, financial planning, and retirement-plan advisory services using customized, risk-adjusted, and tax-conscious strategies across various asset classes.

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® and Series 65-licensed financial advisor with seven years of industry experience. She currently works at Keener Financial Planning and has previously held roles at Woodward Financial Advisors, Marotta Wealth Management, JoycePayne Partners, and Handford Financial Strategies. Keener Financial Planning serves individuals, trusts, small businesses, and retirement plans with modular financial planning and investment management services. The firm emphasizes long-term, cost-conscious investment strategies primarily using low-cost index funds and ETFs, and offers both one-time and ongoing planning engagements through hourly or retainer fee structures.

Marc Becker is a financial advisor at Discipline Wealth Solutions, Inc. with 25 years of industry experience. His previous roles include positions at Efficient Advisors, LLC, M. S. HOWELLS & CO., and Triad Advisors, Inc. He also 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, offering discretionary and non-discretionary managed accounts, sub-advisory services, and retirement plan consulting. The firm customizes portfolios based on client objectives and risk tolerances, utilizing both in-house management and third-party oversight.

Joseph Mcleod is a financial advisor at Raleigh Capital Management Inc. in Cary, NC, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Quincy Wells Capital, LLC and Intervest International Equities Corp. He is also involved with Raleigh Wealth Solutions, Inc., where he advises on life insurance and annuities. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans by providing financial planning, discretionary investment management, and referrals to outside money managers. The firm typically acts as a manager-of-managers, using third-party platforms to select and monitor sub-advisers and model portfolios while employing various investment strategies and conducting regular portfolio reviews.

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.

Matthew Pohlman is a financial advisor at Resurgent Advisors with 16 years of industry experience. He holds a Series 65 designation and has worked at Resurgent Financial Advisors LLC since 2021, following nine years at East Franklin Capital. Outside of his advisory role, he serves as a financial officer and board member of Pohlman CPA, PA, where he provides annual review and management guidance unrelated to investment activities. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities, offering financial planning and investment management services tailored to each client. The firm’s investment approach is based on fundamental analysis, with portfolios typically composed of mutual funds, ETFs, and allocations to independent sub-advisors, managed on both discretionary and non-discretionary bases.

Kenneth Nelson is a financial advisor at Hamilton Point Investment Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Admiral Capital Group and Driehaus Capital Management. Outside of finance, he serves on the board of Tecmotiv LLC, a company providing overhaul and repair services for military vehicles, and is a yoga instructor at CorePower Yoga. Hamilton Point Investment Advisors provides discretionary investment and wealth management services primarily to high-net-worth individuals and institutional clients. The firm employs a fundamentally driven, hybrid investment approach combining individual securities with mutual funds and ETFs, and it offers financial planning along with specialized strategies including alternatives and derivatives.