Tyler Lamar is a financial advisor at Olde Raleigh Financial Group in Raleigh, NC, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Advisory Services Network, LLC, AMI, Inc, and The Armstrong Company. Olde Raleigh Financial Group provides investment advisory and wealth management services to individuals, families, charitable organizations, and businesses. The firm uses a top-down, theme-based investment process combined with fundamental company research, primarily focusing on larger U.S. equities, and offers retirement plan consulting and standalone tax return preparation services.

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 14 years of industry experience. He has worked at Hamilton Point Investment Advisors, LLC since 2013 and previously spent a year at Altrius Capital Management, Inc. Hamilton Point Investment Advisors, LLC 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 employs a hybrid investment approach combining individually purchased securities with mutual funds and ETFs, and it offers a detailed operational framework that includes alternatives and derivative strategies.

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 licenses and bringing 26 years of industry experience. His career includes roles at Morgan Stanley and Citigroup Global Markets, and he is the owner of a yarn distribution business. Ward also serves as COO and Operations Manager at Phoenix Wealth Advisors. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations with tailored financial planning, wealth management, and retirement-plan consulting. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and manages accounts through both discretionary and non-discretionary strategies, offering a high account load per advisor and a distinctive wrap-fee program integrating third-party and in-house investment strategies.

Kent Gravely is a CFP® professional with 20 years of industry experience, currently with Fortress Private Ledger, LLC since 2019. Prior to that, he worked at LPL Financial from 2016 to 2019. Outside of his advisory role, he is involved in church ministry for music direction and performance. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities, offering financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs a model-driven investment process incorporating trend identification, technical analysis, and multiple strategies, with portfolios regularly monitored and managed in-house or via sub-advisers.

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 and A. G. Edwards & Sons, Inc. Outside of advisory work, she is a check signer for Mebane Machine & Tool, LLC, a manufacturing business in Mebane, NC. Absher Wealth Management provides investment management and financial planning to individual and high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a tax-aware, value-oriented investment approach, combining qualitative and quantitative analysis, and offers discretionary portfolio and wealth management through its bundled portfolio management program.

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.

Grace Kvantas is a CFP® professional with 10 years of experience, currently serving clients at Financial Symmetry Inc. since 2016. She is based in Raleigh, NC, and works within a team of 15 advisors. Financial Symmetry serves a broad range of individual clients, providing financial planning, wealth management, 401(k) advice, and select tax-related services. The firm follows an evidence-based, three-step investment process and offers a mix of discretionary and non-discretionary relationships, with assets under advisement totaling approximately $1.54 billion.

Joseph Mulholand is a financial advisor at Olde Raleigh Financial Group in Raleigh, NC, holding a Series 65 credential with one year of industry experience. His prior work includes roles at James A Lucas Company LLP, Mill Creek Renewables, and NC Electric Cooperative, among others. Olde Raleigh Financial Group provides investment advisory and integrated wealth management services to individuals, families, charitable organizations, and businesses. The firm employs a top-down, theme-based process combined with fundamental research, focusing primarily on larger U.S. equities and customizing portfolios to client goals and risk tolerance.

Alexander Richani is a CFP® professional with 13 years of industry experience, currently serving at Woodward Financial Advisors, Inc. since 2021. His prior roles include positions at Advice and Planning Services, TIAA-CREF, Scottrade, and LPL Financial LLC. Woodward Financial Advisors provides discretionary investment management, financial planning, and wealth management services to individuals, high‑net‑worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes customized portfolios using primarily low-cost mutual funds, ETFs, and bonds, applying a mix of fundamental, technical, and cyclical analysis with ongoing monitoring and formal annual reviews.

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.

Brian Johnson is a financial advisor with BrightPath Wealth Advisors LLC in Raleigh, NC. He holds Series 63 and Series 65 credentials and has 10 years of industry experience. Prior to joining BrightPath in 2022, he worked at several firms including Infinex Investments and Southern Bank. He also operates a sole proprietorship as an insurance agent. BrightPath Wealth Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and certain business entities. The firm employs a client-focused investment approach with ongoing portfolio monitoring and may use third-party sub-advisors while maintaining overall client relationship responsibility.

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 five years of industry experience currently with 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, as well as academic positions at the University of Missouri and Campbell University. Atlantic Private Wealth, LLC manages approximately $894 million in client assets, serving 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, managing primarily discretionary accounts across multiple asset classes including equities, fixed income, mutual funds, ETFs, and cash.

Jay Mckinney is a financial advisor at Fortress Private Ledger, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Barnabas Capital, LLC, Brighthouse Securities, LLC, and METLIFE SECURITIES Inc. In addition to his financial career, Mckinney serves as an officer in the North Carolina Army National Guard. Fortress Private Ledger serves individuals, including high-net-worth clients, employer-sponsored retirement plans, and other entities, offering financial planning, portfolio management, and ERISA-qualified retirement plan consulting, among other services. The firm employs a multi-strategy investment approach with model-driven solutions and provides specialized advisory services such as Qualified Opportunity Zone consulting.

Jill Homan is a Series 65 licensed advisor with Fortress Private Ledger, LLC, based in Raleigh, NC, and has five years of industry experience. She has been involved with Javelin 19 Investments and Javelin 19 Real Estate since 2011, focusing on multi-family property investment and development through various leadership roles. Fortress Private Ledger serves individual and institutional clients, providing financial planning, portfolio management, retirement plan consulting, and specialized Qualified Opportunity Zone advisory services. The firm utilizes a combination of trend identification, technical and fundamental analysis, and diverse investment strategies to manage portfolios, offering both discretionary and non-discretionary services through a network of advisers and third-party managers.

Christian Polanco is a CFP® professional with four years of industry experience, currently serving at Financial Symmetry Inc. in Raleigh, NC. His prior experience includes roles at Wells Fargo Bank and Virginia Polytechnic Institute and State University. Financial Symmetry Inc. is a partner-owned, multi-advisor firm managing over $1 billion in client assets, providing financial planning and wealth management services to individual and family clients across various wealth levels. The firm employs a disciplined, evidence-based investment process with an emphasis on factor-based funds from Dimensional Fund Advisors and offers coordinated planning supported by in-house tax services and an Investment Committee.

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.

Micheal Smith is a CFP® and holds a Series 65 license, with 16 years of experience in the financial industry. He has been with Financial Symmetry Inc. since 2007. Financial Symmetry serves individual clients across a range of wealth levels, advising nearly 1,000 family groups with about $1.54 billion in assets. The firm provides financial planning, ongoing wealth management, specialized services for emerging investors, small business 401(k) advice, and limited tax-return preparation, following an evidence-based investment process overseen by a quarterly Investment Committee.