Richard Clark is a financial advisor at Brighter Financial Capital Management, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes ten years at Throughline Inc. and three years at Madison Avenue Securities, LLC. Brighter Financial Capital Management provides investment and financial planning services to individuals, high-net-worth clients, corporations, and retirement plan sponsors. The firm offers discretionary and non-discretionary portfolio management, ERISA plan advisory, multi-tiered financial planning, and educational seminars, often implementing client programs under discretionary authority with periodic monitoring.

Jessica Sherburne is a financial advisor at Triangle Wealth Management in Raleigh, NC, with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Hatteras Capital Distributors, LLC for eight years and operated JS Brand Consulting, LLC for one year. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm combines portfolio management with financial planning services and employs a consultative process using advanced analytical tools to create tailored, disciplined model portfolios.

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.

Mark Paccione is a CFP® and CFA® with 20 years of industry experience. He is currently a financial advisor at EQV Advisory, LLC, joining the firm in 2025. Prior to this, he held roles at Curi Wealth Management, LLC, Curi RMB Capital LLC, CapFinancial Securities, LLC, and CapTrust. Outside of his advisory work, Paccione serves on the Board of Trustees at William Peace University and is a board member at Virginia Beach Friends School. EQV Advisory, LLC serves qualified and accredited investors, including high-net-worth individuals, corporations, and charitable institutions. The firm combines model-based and customized portfolio construction, applying Modern Portfolio Theory, the Efficient Markets Hypothesis, and Behavioral Finance principles to tailor investment solutions.

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.

Paul Reynolds IV is a financial advisor at Triangle Wealth Management in Raleigh, NC, holding a Series 65 designation with 14 years of industry experience. He has been with Triangle Securities Wealth Management since 2012. Triangle Wealth Management serves a diverse client base including high-net-worth individuals, corporate pension plans, charitable institutions, and trusts. The firm provides portfolio management and financial planning services using a consultative process supported by fundamental securities analysis and advanced analytical tools.

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 with Olde Raleigh Financial Group in Raleigh, NC. He holds a Series 65 designation and has one year of experience in the financial advisory industry. Prior to joining Olde Raleigh Financial Group, he worked in various roles including positions at James A Lucas Company LLP and Mill Creek Renewables. Olde Raleigh Financial Group provides discretionary investment management and financial planning services for individuals and families. The firm employs a top-down, theme-driven investment process combined with fundamental company research and asset-allocation models, managing customized portfolios primarily consisting of U.S. equities, ETFs, and limited fixed income, typically on a discretionary basis.

Bailey Alleman is a financial advisor at Leading Edge Financial Planning LLC in Raleigh, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Leading Edge Financial Planning in 2026, Bailey held roles at Joyce and Company, Kimley-Horn, Forvis, and CliftonLarsonAllen, as well as positions in academia and education. Leading Edge Financial Planning LLC serves individuals, high net worth clients, trusts, estates, and businesses by providing wealth management, financial planning, and discretionary portfolio management. The firm employs a long-term, diversified investment approach using primarily low-cost mutual funds and ETFs, supported by a team of nine advisors across multiple offices.

Geoffrey Hall II is a CFP® professional with 24 years of experience in financial advising. He currently works at Beacon Wealthcare LLC, where he has been since 2012, including the transition to the current firm structure in 2021. His prior experience includes roles at Securian Financial Services, Inc. and Valic Financial Advisors. Beacon Wealthcare is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm focuses on comprehensive financial planning and discretionary portfolio management using broadly diversified, low-cost indexed ETFs, with an investment approach that emphasizes minimizing costs and taxes alongside advanced tools like Monte Carlo probability analysis.

Tracey Nobles is a financial advisor at TradeWinds, LLC with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Nobles has been with TradeWinds since 2022. TradeWinds serves individual investors—including high-net-worth clients—retirement plans, small businesses, and corporations by providing discretionary wealth management and comprehensive financial planning. The firm employs custom, proprietary strategies combining equities, mutual funds, and ETFs, using multiple analytical methods to guide investment decisions.

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.

Matthew Bockhorst is a financial advisor at Capital Advisers, Inc. based in Raleigh, NC. He holds a Series 65 designation and has four years of industry experience, including time at Beacon Pointe Advisors and previous roles outside the financial sector at Clemson University and St. Xavier High School. Capital Advisers serves individual, high-net-worth, and institutional clients with discretionary portfolio management and customized investment solutions across traditional and alternative asset classes. The firm employs an independent, open-architecture investment approach focused on asset allocation and regularly monitors portfolios for risk, cost, tax efficiency, and liquidity.

Paul Elam is a financial advisor at Oak Harbor Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and worked previously at Raymond James & Associates, Inc. from 2013 to 2021. Elam serves as a director of the Thomas R & Elizabeth E Mclean Foundation and is a board member of the Raleigh Charter High School Foundation, both nonprofit organizations with investment oversight responsibilities. Oak Harbor Wealth Partners serves individuals, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management, institutional consulting, and financial planning. The firm employs a strategic asset allocation approach centered on fundamental value analysis, supported by technical analysis for timing decisions, and manages approximately $623 million in assets across about 1,390 clients.

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.

Paul Reynolds III is a financial advisor at Triangle Wealth Management in Raleigh, NC, holding Series 63 and Series 65 licenses with 45 years of industry experience. He previously worked at Triangle Securities, LLC from 2000 to 2010. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm offers portfolio management and financial planning services, employing a consultative and educational process that uses fundamental securities analysis and advanced analytical tools to develop tailored investment portfolios.

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.