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.

Tracy Davies is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been with Hamilton Point Investment Advisors, LLC since 2017, with a brief hiatus, and is currently part of their seven-advisor team based in Chapel Hill, NC. Hamilton Point Investment Advisors provides discretionary investment advisory and wealth management services to high-net-worth individuals, trusts, pension plans, and other entities. The firm employs a hybrid investment approach combining proprietary stock lists, mutual funds, ETFs, and alternative strategies, with a focus on fundamental analysis and operational transparency.

James Mosher is a CFP® professional with seven years of industry experience. He has worked at Old Peak Finance since 2024 and previously held roles at Bluesky Wealth Advisors and Merit Wealth Management. His background also includes consulting through Grant Mosher Consulting, LLC. Old Peak Finance is a fee-only wealth management firm serving individuals, families, trusts, and estates, primarily those in their prime earning years or with higher net worth. The seven-advisor team uses an evidence-based, asset-class investment approach with broadly diversified portfolios, tailoring asset allocation to clients’ goals and risk tolerance.

Elizabeth Stancil is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at Hilltop Wealth Advisors, LLC. Her prior experience includes roles at The Vanguard Group, Inc. and Wells Fargo Advisors. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management. The firm employs a tactical asset-allocation strategy based on Modern Portfolio Theory and manages approximately $635 million in client assets.

Christopher Hostetler is a CFP® professional with 20 years of industry experience. He has been with Hilltop Wealth Advisors, LLC since 2016. The firm serves individuals, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management across a range of client types and asset levels. Hilltop Wealth Advisors employs a tactical asset-allocation approach based on Modern Portfolio Theory and offers a variety of model portfolios, including tax-aware and socially responsible options.

Jonathan George is a CFP® with four years of industry experience, currently serving as a financial advisor at Absher Wealth Management, LLC. He previously worked at Aria Financial Services and Northwestern Mutual. Outside of finance, he has been involved with The Garden Church for the past decade. Absher Wealth Management serves individuals, high-net-worth clients, trusts, businesses, and retirement plans with investment management and financial planning. The firm employs a tax-aware, long-term value approach focused on businesses with stable cash flow and dividend growth, using a combination of qualitative and quantitative analysis in portfolio construction.

Stephen Neubig is a CFP® professional with two years of experience in financial advising, currently with Hilltop Wealth Advisors, LLC. His prior work includes positions at Pathfinder Wealth Consulting and Keystone Financial Partners, as well as roles at Gannett Co Inc. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities across a range of net-worth levels, offering financial planning, consulting, and discretionary investment management. The firm uses a combination of fundamental analysis and tactical asset allocation, employing mutual funds, ETFs, and other investment vehicles to tailor portfolios aligned with clients’ risk tolerance and objectives.

Travis Hornsby is a financial advisor at SLP Wealth with CFP®, CFA®, and Series 63 credentials and three years of industry experience. He has been involved in web publishing and consulting through his ownership of Student Loan Planner since 2016. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management, financial planning, and non-discretionary 401(k) services. The firm employs diversified, risk-based portfolios using no-load mutual funds and ETFs, with ongoing monitoring and periodic rebalancing.

Taylor Cole is a CFP® and holds a Series 65 license with three years of industry experience. He is currently part of the six-advisor team at Woodward Financial Advisors, Inc. in Chapel Hill, NC, and previously worked at High Road Management LLC and The Kahn-Williams Family. 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 employs a customized portfolio approach using primarily low-cost mutual funds, ETFs, and bonds, combining fundamental, technical, and cyclical analysis with continuous monitoring and formal annual reviews.

Frank Brown Jr. is a financial advisor at Arjuna Capital, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Arjuna Capital since 2016. Arjuna Capital provides investment advisory and financial planning services to individuals, trusts, charitable organizations, and business entities, while also managing private pooled investment vehicles. The firm integrates sustainability factors into its investment approach and manages approximately $642 million in discretionary assets.

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.

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.

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.

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.

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.

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.