Ariel Rosenberg is a CFP® with two years of industry experience and currently serves as an advisor at Chicory Wealth. Prior to joining Chicory Wealth in 2024, Rosenberg worked at The Community Empowerment Fund and held various roles related to cultural innovation and sustainable development. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to develop long-term, diversified portfolios and financial plans.

Daniel Conklin is a financial advisor at Hunter Street Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2015 to 2023. Hunter Street serves individual and high-net-worth households, retirement plans, trusts, charities, and business entities, offering discretionary portfolio management, financial planning, and retirement consulting. The firm employs multiple analytical methods and a variety of investment strategies, combining institutional and alternative-markets experience with credentialed specialists.

Victor Colella is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Woodward Financial Advisors, Inc. since 2019 and previously spent three years at Adviser Investments. Woodward Financial Advisors, Inc. is a six-advisor firm providing discretionary investment management, financial planning, and wealth management services primarily to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis to build customized portfolios focused on long-term strategies, managing approximately $641.48 million in client assets.

William Bost is a CFA® charterholder and holds a Series 65 license. He has four years of industry experience and currently serves as an advisor at Absher Wealth Management, LLC. Prior to joining Absher, he worked at Deloitte LLP and spent time at the University of Georgia. 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 asset allocation and employs a multi-advisor team approach to portfolio management and financial planning.

Richard Balamucki is a ChFC® credentialed financial advisor with 15 years of industry experience. He is currently with Cranbrook Wealth Management, LLC in Chapel Hill, NC, where he has worked since 2004, including his current tenure beginning in 2025. Prior to this, he was with REB Strategic Business Consulting, LLC. Cranbrook Wealth Management serves individuals, retirement accounts, trusts, estates, charitable institutions, and business entities, managing discretionary portfolios for approximately 242 clients. The firm combines investment management with financial planning, employing model allocations guided by risk tolerance assessments and documented Investment Policy Statements.

Matthew Maiers is a financial advisor at Hunter Street Investment Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Hobart Private Capital. Outside of his advisory role, he serves on the finance committee of the nonprofit organization Knights of Columbus. Hunter Street Investment Advisors provides investment advice and planning to individuals, retirement plans, trusts, estates, and charitable organizations, offering services such as discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a varied investment approach that includes equities, ETFs, mutual funds, fixed income, derivatives, and option trading, with continuous portfolio monitoring and tactical allocation.

Michael O'Rourke is a financial advisor at Hunter Street Investment Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at Hunter Street since 2021, alongside previous roles at NYLIFE Securities LLC and New York Life Insurance Co. In addition to his advisory work, he serves as a volunteer estate executor. Hunter Street Investment Advisors provides investment advice and planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, using a range of asset-allocation strategies and investment tools including equities, ETFs, mutual funds, fixed income, and derivatives.

Marci Hansen is a financial advisor with Hamilton Point Investment Advisors, LLC in Chapel Hill, NC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Asset Insure, Inc., LPL Financial, LLC, and Founders Wealth Advisors, LLC. Hamilton Point Investment Advisors provides discretionary investment advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm manages approximately $1.21 billion in discretionary assets and utilizes a hybrid investment approach combining proprietary stock selections with mutual funds, ETFs, and alternative strategies.

Andrew Blass is a financial advisor at Atlantic Private Wealth, LLC in Chapel Hill, NC, holding a Series 65 designation with 15 years of industry experience. He worked at Goldman Sachs Personal Financial Management for six years before joining Atlantic Private Wealth in 2021. Atlantic Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, endowments, corporations, and retirement plans, offering investment management, financial planning, and corporate retirement plan services. The firm employs a tailored investment approach using asset allocation combined with technical and quantitative analysis across a variety of instruments and strategies.

Robert Roland IV is a CFP® professional with five years of experience at Absher Wealth Management, LLC in Chapel Hill, NC. Prior to joining Absher in 2021, he spent 11 years at the Law Offices of John T. Orcutt, P.C. Absher Wealth Management serves individual and high-net-worth clients, trusts, businesses, and retirement plans, providing investment management and financial planning services. The firm uses a tax-aware, value-oriented investment approach focused on businesses with predictable free cash flow and a history of dividend growth.

Courtney Cubbin is a CFP® professional at Woodward Financial Advisors, Inc. with three years of industry experience. Prior to joining Woodward, she worked at Standish Management for two years and attended Haverford College. Woodward Financial Advisors, Inc. is an independent, fee-only firm serving individuals, families, trusts, and estates. The firm employs a strategic, globally diversified investment approach focused on low-cost passive index funds and ETFs, providing customized financial planning and discretionary portfolio management.

Sofia Pina is a financial advisor at Hilltop Wealth Advisors, LLC in Chapel Hill, NC, holding a Series 65 designation. She has one year of industry experience, including prior roles at G Financial Group and M3 Roofing. Hilltop Wealth Advisors serves individuals, trusts, estates, corporations, and other business entities with financial planning, consulting, and discretionary wealth management services. The firm combines fundamental analysis with a tactical asset allocation approach and offers a range of model portfolios, including socially responsible investing and direct indexing options.

Charles Leedy is a CFA® charterholder with 12 years of industry experience. He has worked at Hunter Street Investment Advisors LLC since 2023 and previously spent eight years at Novant Asset Management. He holds Series 65 and Series 63 licenses. Hunter Street Investment Advisors provides investment advice and planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, employing asset-allocation strategies that include equities, ETFs, fixed income, options, and derivative instruments, with continuous monitoring and rebalancing tailored to client needs.

Charles Rankin is a CFP® professional at Hilltop Wealth Advisors, LLC with seven years of industry experience. Prior to joining Hilltop Wealth Advisors in 2025, he worked six years at Edward Jones and held positions with Ole Miss Athletics Foundation, The Educational Foundation, and The Rams Club. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management for both non-high-net-worth and high-net-worth clients. The firm employs a tactical asset-allocation approach based on Modern Portfolio Theory and offers specialized model portfolios alongside retirement-plan support and ongoing account monitoring.

Richard Woods is a CFA® charterholder and Series 65 licensee with 19 years of experience in investment advisory. He has been with Hamilton Point Investment Advisors, LLC since 2007, working within a team of seven advisors based in Chapel Hill, NC. Hamilton Point provides discretionary investment advisory and wealth management services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $1.21 billion in discretionary assets and employs a hybrid investment approach that combines proprietary stock lists with mutual funds, ETFs, and alternative strategies.

Mark Kuhn is a financial advisor at Kuhn Advisors, Inc. in Durham, NC, with 22 years of industry experience. He holds a Series 65 designation and has been with Kuhn Advisors since 1993. In addition to his advisory role, Kuhn is a certified public accountant who performs accounting and tax work and serves as an investment committee member for the Triangle Community Foundation. Kuhn Advisors serves individual and high-net-worth clients, as well as trusts and charitable institutions, primarily through discretionary portfolio management and bundled financial planning. The firm employs a value-oriented, long-term investment approach with concentrated portfolios and active management, overseeing over $753 million in discretionary assets.

Georgios Livanos is a financial advisor at Phoenix Wealth Advisors Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley and Citigroup Global Markets. Livanos is a managing partner and co-owner of Phoenix Wealth Advisors. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations with financial planning, wealth management, retirement-plan consulting, and asset management. The firm utilizes a mix of fundamental, technical, charting, and cyclical analysis and offers both discretionary and non-discretionary strategies through its Ambassador wrap-fee program administered by Raymond James.

Colby Mank is a financial advisor at Mason & Associates, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Penobscot Financial Advisors and Coppell Advisory Solutions LLC. Outside of financial services, his background includes roles in education and the food industry. Mason & Associates, LLC provides investment management and financial planning services to individuals, high-net-worth clients, and trusts. The firm employs diversified, risk-based model portfolios and offers targeted educational seminars, including those on federal employee retirement benefits.

Kevin Cochran is a financial advisor at Hunter Street Investment Advisors LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms including Verity Asset Management and Raleigh Wealth Solutions. Outside of his advisory role, Mr. Cochran occasionally teaches pickleball private lessons and clinics. Hunter Street Investment Advisors serves individual and high-net-worth households as well as retirement plans, trusts, charities, and business entities, offering discretionary portfolio management, financial planning, and retirement consulting. The firm employs a range of investment strategies and combines institutional and alternative-markets experience across its team.

Allison Fry is a financial advisor at Phoenix Wealth Advisors Inc. in Chapel Hill, NC, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James, Wells Fargo Clearing, and Magic Ears. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations, offering financial planning, wealth management, retirement-plan consulting, and asset management. The firm uses a mix of fundamental, technical, charting, and cyclical analysis to customize advice and manages a relatively high number of accounts per advisor through its seven-advisor team.