Matthew Gomoll is a financial advisor at Trillium Wealth LLC with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Carson Wealth and DGS Capital Management. Outside of his advisory role, he serves as a Battalion Executive Officer in the U.S. Army Reserve and is the founder of Two-One Alpha Group, LLC. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other entities. The firm utilizes a mix of quantitative, fundamental, technical, and economic analysis, incorporating long- and short-term strategies and strategic asset allocation, and manages over $544 million in discretionary assets.

George Nowack is a financial advisor at Hunter Street Investment Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Lenger Capital, Inc. for six years. He has also been employed by the U.S. Treasury Department's Internal Revenue Service since 2010. Hunter Street Investment Advisors offers investment advice and planning to individuals, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan consulting, employing asset-allocation strategies that incorporate equities, ETFs, mutual funds, fixed income, derivative instruments, and option trading.

Jack Raleigh is a financial advisor with Raleigh Capital Management Inc. in Cary, NC. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Raleigh Capital Management, he worked at Quincy Wells Capital, LLC and Great Point Capital LLC. Outside of finance, he is the founder of JWHR Home Consulting LLC, a home renovation company. 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 employs a manager-of-managers approach, using third-party platforms and a range of investment strategies with ongoing portfolio monitoring.

Brent Godwin is a financial advisor with Raleigh Capital Management Inc. in Cary, NC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Fidelity Investments and Bank of America. 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 manages approximately $398 million in discretionary assets and employs a manager-of-managers approach using third-party platforms and a variety of investment strategies.

Mikayla Raleigh is a CFP® professional with six years of industry experience, currently affiliated with Raleigh Capital Management Inc. in Cary, NC. She has worked at several firms including Quincy Wells Capital, Great Point Capital, and AAG Capital, and holds securities licenses Series 65 and Series 63. Outside of her advisory role, she is involved in alternative investment strategies as a registered representative and also serves as an insurance agent. 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 manages approximately $398 million in discretionary assets and typically employs a manager-of-managers approach using third-party platforms and a variety of investment strategies.

Jonathan Wierman is a financial advisor at EQV Advisory, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs and Wells Fargo Securities. EQV Advisory serves qualified and accredited investors, including high-net-worth individuals, corporations, and foundations. The firm combines model-based and custom portfolio construction, applying principles from Modern Portfolio Theory, Efficient Markets Hypothesis, and Behavioral Finance to manage approximately $106.8 million in client assets.

Brian Raleigh is a financial advisor with Raleigh Capital Management Inc. in Cary, NC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Raleigh Capital Management Inc. and Raleigh Wealth Solutions Inc. since 2015. Outside of his advisory roles, he is involved in educating financial advisors through Raleigh Tax Solutions LLC and participates in solar energy ventures and commercial real estate ownership. Raleigh Capital Management provides investment advisory and financial planning services to individuals, business owners, pension plans, trusts, and other entities. The firm employs client-specific risk assessments and portfolio analysis tools to develop tailored investment strategies, offering discretionary portfolio management and access to third-party money managers, with approximately $320.6 million in discretionary assets under management.

Daniel Sigmon is a CFP® professional with 15 years of industry experience, currently serving at Collegiate Capital Management, Inc. in Raleigh, NC. He has worked at Collegiate Capital since 2008 and was previously with Securities Service Network from 2012 to 2016. Outside of advisory work, he holds a limited partner interest in a local restaurant, Che Empanada, LLC. Collegiate Capital Management serves individuals, trusts, pension and profit-sharing plans, and retirement plan sponsors with discretionary portfolio management, financial planning, and ERISA services. The firm offers customized strategies and risk-based model portfolios, emphasizing mutual-fund analysis and structured products accessed through prime broker relationships.

Justin Struble is a financial advisor with BSG Advisers in Apex, NC, holding CFP® and Series 66 credentials and bringing 15 years of industry experience. His prior experience includes roles at AE Wealth Management and Wealth Caps, Inc. Outside of advising, he is involved in multiple business ventures, including serving as CEO of TNT Carpet Cleaning, LLC and as a general partner in vacation rental and family investment partnerships. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and retirement plans, providing financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios and offers educational programs and business-owner-focused services as part of its integrated approach.

Nicholas De Berardino is a financial advisor at Raleigh Capital Management Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Quincy Wells Capital, Great Point Capital, and Raleigh Wealth Solutions. Outside of his advisory role, he is also an insurance producer at Raleigh Wealth Solutions. 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 sub-advisers and model portfolios while maintaining ongoing oversight and employing a range of investment strategies.

Jason Anderson is a financial advisor with Investment Research Corporation in Raleigh, NC, holding a Series 66 designation and 15 years of industry experience. His background includes roles at the U.S. Department of the Treasury and World Capital Brokerage, Inc. Outside of advising, he works as an insurance agent specializing in life and health insurance and operates a sole proprietorship offering securities and insurance guidance. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis and offers both discretionary and non-discretionary management across a broad range of securities.

Jeremy Baltz is a financial advisor with Raleigh Capital Management Inc. in Cary, NC, holding a Series 65 designation and five years of industry experience. Prior to joining Raleigh Capital Management in 2021, he worked at Raleigh Wealth Solutions and Harding Brooks Insurance Agency. He is also involved as an insurance producer, assisting clients and other producers with insurance services. Raleigh Capital Management provides investment advisory and financial planning services to individuals, business owners, pension plans, trusts, and other entities. The firm employs client-specific risk questionnaires and portfolio analysis tools to guide asset allocation and investment strategies, managing approximately $320.6 million in discretionary assets.

Claire Jandrain is a financial advisor at Triangle Wealth Management in Raleigh, NC, holding a Series 65 designation. She joined the firm in 2024 after six years at AIM Advisors and has a background that includes four years at North Carolina State University. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations, offering portfolio management and comprehensive financial planning services. The firm employs a consultative, educational process supported by advanced analytical tools and grounds its investment recommendations primarily in fundamental securities analysis.

Jeremy Smith is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked concurrently with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2011. Smith conducts trust-related business with Members Trust Company in addition to his advisory role. Credit Union Investment Services primarily serves North Carolina resident individual investors, offering non-discretionary portfolio management, asset allocation advice, and retirement planning with an emphasis on long-term goals. The firm focuses on low-cost index mutual funds and ETFs and operates within the State Employees’ Credit Union ecosystem, integrating affiliated services to support clients.

Christina Scagnelli is a financial advisor with Credit Union Investment Services and holds a Series 66 designation. She has two years of industry experience and has been associated with State Employees’ Credit Union since 2012, where she serves as a Financial Services Officer. Christina is also an agent with SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm emphasizes a long-term, goals-based approach using low-cost index funds and ETFs, operating within a credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

Peter Adams is a CFP® with 25 years of experience in the financial services industry. He currently works at Prosperity - An EisnerAmper Company and has held roles at firms including Avantax Advisory Services and HPG Wealthcare Advisors. He is also licensed as an insurance agent, involved in fixed insurance and annuity sales. Prosperity - An EisnerAmper Company serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets and uses a multi-team approach emphasizing asset allocation, diversification, and third-party management solutions.

Laurice Rhem is a financial advisor with First Citizens Asset Management, Inc., holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. Prior to joining First Citizens, Rhem spent 13 years at LPL Financial Services. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, municipalities, and institutions. The firm emphasizes strategic asset allocation and manager research through global multi-asset class model portfolios implemented with funds, ETFs, and income-oriented strategies.

Michael Tove is a financial advisor with Corecap Advisors in Cary, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been the president and owner of Affordable Insurance Network, Inc. since 1998 and is involved in film production through Emerald Oak Productions, LLC. Corecap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, individual equities, and bonds.

Heather Lawton is a financial advisor at Credit Union Investment Services with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Members Trust Company and various entities affiliated with State Employees' Credit Union, including serving as a Financial Advisory Services District Manager. Lawton also acts as an agent for SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm operates within a credit union ecosystem and emphasizes a goals-based, long-term investment approach using low-cost mutual funds and ETFs.

Jeffrey Matthews is a financial advisor at Good Life Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, Cambridge Investment Research Advisors, and USfalcon, Inc. outside of his advisory roles, he has been involved as a life insurance agent on a limited basis. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to a diverse client base including individuals, families, business entities, and charitable organizations. The firm employs a team approach and multiple analysis methods to deliver tailored advice and offers a range of programmatic solutions alongside educational seminars and planning subscription services.