Arne Morris Sr. is a financial advisor at Townsend Asset Management Corp. in Raleigh, NC, holding Series 63 and Series 65 licenses with 24 years of industry experience. Prior to joining Townsend in 2017, he worked at McGladrey Wealth Management LLC for 16 years. Outside of his advisory role, he is involved as an owner and managing member of multiple investment-related firms. Townsend Asset Management Corp. serves individuals, trusts, partnerships, corporations, non-profits, and retirement plans with services including investment management, financial planning, consulting, and tax preparation. The firm employs a disciplined approach combining fundamental and technical analysis, managing portfolios primarily on a discretionary, long-term basis with integrated tax and consulting services.

Kurt Underhill is a financial advisor with First Financial Group in Raleigh, NC, holding the Series 66 designation and bringing 22 years of industry experience. He has been with First Financial Group since 2012 and has also been involved with Mood Food Records, a record label, since 1994. First Financial Group serves individual investors, trusts, estates, and business entities, offering portfolio management and financial planning tailored to both non-high-net-worth and high-net-worth clients. The firm employs a client-driven investment process that includes fundamental and cyclical analysis, customized portfolios, and may utilize non-core strategies such as option writing and margin transactions.

Brooks Nichols is a CFP® with three years of industry experience, currently serving as a financial advisor at LifePlan Group. His prior experience includes roles at Fidelity Investments and Strategic Advisers LLC. LifePlan Group provides financial planning and discretionary portfolio management to individuals, businesses, and employer-sponsored retirement plans, focusing on retirement planning as well as coordinating tax, insurance, and estate considerations. The firm employs a diversified investment approach using institutional platforms, ETFs, and individual securities, and serves approximately $326 million in discretionary client assets.

Andrew Lynch is a financial advisor at Peak Wealth Group LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Peak Wealth Group since 2016, following a two-year period at Peak Brokerage Services, LLC. Outside of his advisory role, Lynch assists life insurance agents with case design and estate planning through Capital Marketing Group and supports charitable planning efforts via the Foundation for Legacy Planning. Peak Wealth Group provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses documented risk analysis and an Investment Policy Statement to guide portfolio construction, employing a range of strategies including long-term holdings and shorter-term trading.

Brian DeBruin is a financial advisor at BrightPath Wealth Advisors LLC in Raleigh, NC, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Carroll Financial Associates and Eqis Capital Management. In addition to his advisory role, he serves as an adjunct professor at Wake Tech Community College, teaching non-credit financial and investment courses. BrightPath Wealth Advisors LLC provides discretionary portfolio management and comprehensive financial planning to individual, high-net-worth, and corporate clients. The firm utilizes fundamental analysis, develops tailored investment policy statements, and manages accounts with regular monitoring and reviews, including the use of third-party sub-advisors when appropriate.

Robert Revels is a CFP® and CFA® with six years of experience in financial advisory roles, currently serving at PieCapital since 2024. His prior experience includes positions at Balentine and BB&T. Outside of his advisory work, he is the author of a children's book titled *Bull & Bear Grow Together*, which teaches kids about money, and serves on the unpaid board of Strong Gray Line Corporation, a nonprofit associated with the West Point Class of 2004. PieCapital provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $69 million for 22 clients. The firm combines fundamental analysis, modern portfolio theory, and quantitative methods, employing a range of investment strategies across various asset classes within a single-advisor structure.

Kyle Roth is a financial advisor at Fortress Private Ledger, LLC with seven years of industry experience. He holds a Series 65 designation and is based in Raleigh, NC. Outside of his advisory work, Roth has been involved in the dental industry for over two decades, working with Encompass Dental Practice Transitions and Carolina Dental Arts. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities, providing a range of services including financial planning, portfolio management, and Qualified Opportunity Zone advisory. The firm uses a model-driven investment process that incorporates trend identification, technical analysis, and a variety of other strategies, with portfolios monitored regularly and managed through in-house or sub-advised solutions.

Robert Bulloch is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 licenses and encompassing 31 years of industry experience. His career includes roles at Infinity Financial Services Advisory since 2020 and LPL Financial from 2010 to 2016. He also operates a separate wealth management business under the name Robert Bulloch, MBA Wealth Management. SB Advisory, LLC is a multi-team advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice using mutual funds, ETFs, individual equities, and third-party managers.

Cameron Hendricks is a CERTIFIED FINANCIAL PLANNER™ professional at Financial Symmetry Inc. with 11 years of industry experience. He has been with Financial Symmetry since 2015. Financial Symmetry serves individual clients across a range of wealth levels, providing financial planning, wealth management, and specialized services such as small business 401(k) advice and limited tax-return preparation. The firm follows an evidence-based investment process emphasizing diversified allocations and ongoing monitoring, with a combination of discretionary and non-discretionary client relationships.

Jade Brookreson is a financial advisor at Financial Symmetry Inc. in Raleigh, NC, holding a Series 65 credential with one year of industry experience. Prior to joining Financial Symmetry, Jade worked at State Employees' Credit Union and held various roles in the food service and education sectors. Jade is currently employed at Darden Restaurants alongside financial advising. Financial Symmetry serves individual and family clients across a range of wealth levels, offering financial planning, wealth management, and specialized advisory services. The firm employs a disciplined, evidence-based investment process overseen by an Investment Committee and emphasizes the use of diversified mutual funds and ETFs, including factor-based funds from Dimensional Fund Advisors.

Ella Rogers is a CFP® affiliated with Financial Symmetry Inc. in Raleigh, NC, with less than one year of industry experience. She has been with Financial Symmetry Inc. since 2023 and has spent several years as a student prior to starting her advisory career. Financial Symmetry serves individual clients across a range of wealth levels, advising roughly 973 family groups with about $1.54 billion in assets under advisement. The firm follows an evidence-based, three-step investment process involving planning, diversified implementation primarily with mutual funds and ETFs, and ongoing monitoring, supported by a quarterly Investment Committee.

Vincent Revels is a financial advisor at Intercarolina Financial Services, Inc. with 24 years of industry experience. He holds a Series 66 designation and has worked at Intercarolina since 2016, following a 13-year tenure at The Strategic Financial Alliance, Inc. Outside of his advisory role, he is involved with Ascendant Financial, focusing on financial services marketing, and also works as an insurance agent with Dempsey Companies. Intercarolina Financial Services provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm employs a range of analytical approaches to portfolio management across equities, fixed income, mutual funds, and ETFs, managing accounts on both discretionary and non-discretionary bases.

Kinston Whitener is a CFP® affiliated with Cordgrass Capital Advisors, LLC in Raleigh, NC. He has professional experience beginning in 2022, including prior roles at Oak Harbor Wealth Partners and Local Government Federal Credit Union. Cordgrass Capital Advisors serves individuals, corporations, foundations, and retirement plans with investment advisory, financial planning, institutional consulting, and retirement plan services. The firm employs a strategic asset allocation process based on client objectives and risk tolerance, utilizing fundamental analysis and third-party managers to scale operations across a large client base.

Adam Seidman is a financial advisor at Modern Capital Advisors, LLC in Raleigh, NC, with two years of industry experience. He holds the Series 66 designation and has worked at Modern Capital Securities, Inc. and MassMutual Life Insurance Co. He is also involved with MMC Financial, where he provides investment and insurance services. Modern Capital Advisors offers financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach, combining passive index funds with actively managed strategies to build globally diversified portfolios.

Joseph Aulisi is a CFP® professional with experience at Foundry Financial LLC since 2026. He previously worked at Trust Company of the South, Bridge Investment Group, and United Bankshares. Aulisi's background also includes four years at Macalester College. Foundry Financial LLC provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and charitable organizations. The firm manages diversified portfolios incorporating multiple investment strategies and maintains an affiliation with an accounting firm, a practice uncommon among team advisory firms.

Aralys Castillo is a financial advisor at Peace of Mind Wealth Management in Raleigh, NC, holding a Series 65 designation. She has one year of experience with the firm and previously worked independently as a self-employed professional for five years. Her work background also includes roles at Advanced Auto Parts and UNCG. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm uses a top-down, macro-environmental approach to tactical asset allocation, blending growth and fixed-income strategies and offering both discretionary and non-discretionary services.

Glenn Andrews is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Cardinal Capital Management Inc in Raleigh, NC since 2004. Cardinal Capital Management provides fee-only investment advisory services to individuals, trusts, estates, charitable organizations, insurance companies, and corporate entities. The firm employs a combination of quantitative, fundamental, and cyclical analysis across equities, fixed income, and ETFs, managing approximately $0.9 billion in client assets with a small advisory team.

Stephen Ross is a financial advisor at TradeWinds, LLC in Raleigh, NC, holding Series 63 and Series 65 designations with 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. TradeWinds primarily serves individual investors, including high net worth clients, as well as small businesses and corporations, offering discretionary wealth management, financial planning, and portfolio management services. The firm employs a multi-advisor team and constructs custom strategies using a blend of equities, mutual funds, ETFs, and various analytical approaches, managing accounts mostly on a discretionary basis.

Grayson Blazek is a CFP® professional with nine years of experience at Financial Symmetry Inc. based in Raleigh, NC. He has been with the firm since 2012, working continuously within its team structure. 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 uses an evidence-based, three-step investment process centered on diversified mutual fund and ETF allocations, guided by a quarterly Investment Committee.

Tyler Lamar is a financial advisor at Olde Raleigh Financial Group with a Series 65 designation and two years of industry experience. He has held roles at multiple firms, including Advisory Services Network, LLC, AMI, Inc, and The Armstrong Company. Olde Raleigh Financial Group provides discretionary investment management and financial planning services for individuals and families, focusing on customized portfolios constructed from U.S. equities, ETFs, and limited fixed income. The firm employs a top-down, theme-driven investment process combined with bottom-up research and generally manages accounts on a discretionary basis with risk profiling and conservative options strategies for some clients.