Daniel Routh is a CFP® professional with eight years of industry experience. He has been with Old Peak Finance since 2019 and previously worked at Exencial Wealth Advisors from 2016 to 2019. Old Peak Finance is a fee-only wealth management firm serving individuals, families, trusts, and estates, focusing primarily on clients in their prime earning years and higher-net-worth segments. The firm employs an evidence-based, asset-class investment approach, offering diversified portfolios using mutual funds and ETFs, with tailored asset allocation based on clients’ goals and risk tolerance.

Zakariya Wahdan is a financial advisor at Absher Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo. Wahdan is based in Chapel Hill, NC. 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, cost-conscious asset allocation and value-oriented security selection, managing client portfolios primarily on a discretionary basis.

James Mwombela is a CFP® professional with nine years of industry experience, currently serving as an advisor at Nectarine. His prior roles include positions at SLP Wealth and his own firm, Mwombela Financial Planning, LLC. Outside his advisory work, he provides student loan planning and financial coaching through separate ventures. Nectarine serves individual and high-net-worth clients by offering consultative financial planning through a fee-for-service model. The firm emphasizes long-term asset allocation using low-cost index funds and ETFs, delivering advice without managing client portfolios or custody.

James Miller is a CFP® and holds a Series 63 license with 20 years of industry experience. He has been with Woodward Financial Advisors, Inc. since 2009. The firm is an independent, fee-only advisory with a team of six professionals that provides wealth management and comprehensive financial planning to individuals, families, trusts, estates, and related entities. Woodward Financial Advisors manages client portfolios using customized Investment Policy Statements, emphasizing a strategic, globally diversified asset allocation that favors low-cost passive index funds and ETFs while allowing selective active management.

Nathan Byrd is a CFP® and CFA® with 13 years of industry experience, currently serving as an advisor at Hamilton Point Investment Advisors, LLC since 2013. He is based in Chapel Hill, NC, and is part of an eight-advisor team. Hamilton Point provides discretionary investment management and wealth management services to individual and institutional clients, typically with account sizes at or above $1 million. The firm employs a fundamentally driven, hybrid investment approach combining individually purchased securities with mutual funds and ETFs, and offers financial planning and related services as part of its advisory fees.

Todd Iglehart is a financial advisor at Family Legacy Financial Solutions, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Family Legacy since 2016, including prior roles at Cambridge Investment Research Advisors and Mindlance. Outside of his advisory role, he is involved as managing member of Family Legacy Financial Solutions and serves as CFO of Family Legacy Tax Solutions, a related tax-preparation firm. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on retirement planning and transitions. The firm offers financial planning, discretionary investment management, and licensed insurance and annuity sales, using an active, model-based investment approach driven by a proprietary risk-tolerance system.

Kelly Ward is a financial advisor with Phoenix Wealth Advisors Inc. in Chapel Hill, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Raymond James Financial Services, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of advising, Ward owns a yarn distribution company called All Dressed Up. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations with financial planning, wealth management, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment strategies and manages a high client account load through a seven-advisor team.

Jennifer Oravsky is a CFP® professional with 27 years of industry experience, currently serving at Absher Wealth Management, LLC since 2019. Her prior experience includes roles at Wells Fargo Clearing from 2016 to 2019 and Wells Fargo Advisors LLC from 2009 to 2016. Outside of financial advising, she is involved with Mebane Machine & Tool, LLC in a non-investment related capacity. Absher Wealth Management provides investment and wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a value-oriented, long-term investment approach focused on high-quality businesses and tax-efficient, cost-conscious asset allocations, actively managing portfolios to suit client needs and market conditions.

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® with four years of industry experience, currently serving at Atlantic Private Wealth, LLC in Chapel Hill, NC. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Family Legacy Financial Solutions, 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, offering 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 65 and Series 63 licenses with one year of industry experience. Before joining Family Legacy, he was associated with Fidelity Investments and has experience working with the Carolina Mavericks Baseball Club. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on retirement planning and transitions. The firm employs an active, model-based investment approach using a proprietary risk-tolerance system and offers financial planning, discretionary investment management, insurance, annuity sales, and affiliated tax-preparation services.

David Turlington II is a financial advisor at Modern Capital Advisors, LLC in Raleigh, NC, holding a Series 66 designation with five years of industry experience. His career includes roles at MML Investors Services LLC, MassMutual Life Insurance Co, and Abrigo. In addition to advisory work, he is an insurance broker involved in life and fixed annuities sales through an outside insurance agency. 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 a core-and-satellite framework with passive index funds and selectively added active managers or third-party strategists.

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 with Argonautica Private Wealth Management, Inc. in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. Argonautica Private Wealth Management serves individuals, retirement plans, non-profits, and businesses, managing approximately $507 million in client assets. The firm offers customized, risk-adjusted, and tax-aware investment strategies that combine active and passive approaches across various asset classes, supported by individualized investment policy statements and ongoing portfolio monitoring.