Justin May is a CFP® professional with four years of industry experience, currently serving as an advisor at Old Peak Finance. He previously worked at Triad Financial Advisors, Zeutenhorst Financial, Martin Wardin and Eissner Financial Group, and Mission Wealth Management. Old Peak Finance provides comprehensive fee-only financial planning and wealth management primarily to higher-net-worth individuals, families, trusts, and estates. The firm employs an evidence-based, asset-class investment approach using broadly diversified portfolios of mutual funds and ETFs, with offerings that include Dimensional Fund Advisors and Vanguard funds.

Kenneth Auman is a CFP® and Series 65 registered advisor with 13 years of industry experience. He has been with Lindberg & Ripple since 2012. LRI Investments is a multi-advisor firm managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, with a notable focus on institutional clients and an ERISA fiduciary role in retirement plan consulting.

Mackenzie Bell is a CFP® and ChFC® with five years of industry experience, currently serving as a financial advisor at Hilltop Wealth Advisors, LLC in Chapel Hill, NC. Prior to joining Hilltop Wealth Advisors, Bell held roles at Northwestern Mutual Wealth Management Company and several other firms. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, including both non-high-net-worth and high-net-worth clients, providing financial planning, consulting, and discretionary investment management. The firm employs a tactical asset-allocation approach based on Modern Portfolio Theory and offers a range of model portfolios while also hosting educational seminars and social events for clients.

Benjamin Yeager is a CFP®, ChFC®, and Series 66-registered advisor with 24 years of industry experience. He has been with Hilltop Wealth Advisors, LLC since 2016. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities—ranging from non-high-net-worth to high-net-worth clients—providing financial planning, consulting, and discretionary investment management. The firm combines fundamental analysis with a tactical asset-allocation framework and offers a range of model portfolios while managing approximately $635 million in client assets through a team of ten advisors.

John Yoash is a financial advisor at Modern Capital Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Pruco Securities LLC, The Prudential Insurance Company of America, and Royal Alliance. In addition to his advisory role, he is an insurance agent with Colonial Life, focusing on voluntary employee-paid group insurance benefits. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies through custodial platforms.

Kevin Mishoe is a CFP® with 18 years of industry experience, currently serving at Absher Wealth Management, LLC since 2019. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2010 to 2019. Absher Wealth Management is a fee-only registered investment adviser providing portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm emphasizes tax-efficient, cost-conscious asset allocation with a value-oriented security selection process and manages client accounts primarily on a discretionary basis.

Alexandria Jeter is a CFP® professional at Old Peak Finance with experience at firms including Luca Partners, Credit Suisse, and Fidelity Investments. She joined Old Peak Finance in 2026 and is based in Chapel Hill, NC. Prior to her financial career, she worked with Young Life and Restorative Practices. Old Peak Finance provides comprehensive financial planning and fee-only wealth management primarily for higher-net-worth individuals, families, trusts, and estates. The firm employs an evidence-based, asset-class investment approach using broadly diversified portfolios of mutual funds and ETFs.

Robert Lincoln is a financial advisor at BTS Asset Management, Inc. in Chapel Hill, NC, holding a Series 65 designation with 12 years of industry experience. He has been with BTS Asset Management since 2013 and also has a background with Lincoln Investment Advisers, LLC. Outside of his advisory role, he manages a residential rental business called Redbud Student Rentals. BTS Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management to individuals, including high-net-worth clients, and serves as an investment manager to registered investment companies. The firm employs proprietary quantitative, fundamental, and technical analysis to generate tactical buy/sell signals and offers multi-strategy portfolios incorporating mutual funds, ETFs, and individual equities.

Ryan Campbell is a financial advisor at Kuhn Advisors, Inc. in Durham, NC, holding a Series 65 credential. He has one year of industry experience, with prior roles at Tarheel Advisors, LLC and Northwestern Mutual. Before entering the financial industry, he worked at Umstead Pines Gold and Swim Club. Kuhn Advisors serves individual and high-net-worth clients, trusts, and charitable institutions with discretionary portfolio management, financial planning, and consulting services. The firm employs a value-oriented investment approach emphasizing actively managed mutual funds, long-term holdings, and concentrated portfolios tailored to client objectives.

Robin Mitler is a financial advisor at Strathmore Capital Advisors with 19 years of industry experience. He holds the Series 66 designation and previously worked for New Potomac Partners, LLC for 11 years. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and goals-based financial planning. The firm employs an asset-allocation driven investment approach using mutual funds and ETFs, integrates technology for client service and administrative tasks, and offers distinctive services including a securities-backed lending strategy and integrated tax and estate-planning solutions.

Dhrumil Parikh is a financial advisor with Modern Capital Advisors, LLC in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been affiliated with Liberty Partners Capital Management, LLC and Liberty Partners Financial Services, LLC since 2014. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach using passive index funds and ETFs alongside actively managed funds, and offers Strategic Portfolio Management strategies through custodial platforms.

Amber Roemmich is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. She has worked since 2012 with State Employees' Credit Union in a regional leadership role overseeing financial services, alongside roles at SECU Life Insurance Company, SECU Brokerage Services, and Members Trust Company. Credit Union Investment Services primarily serves individual investors residing in North Carolina, providing non-discretionary portfolio management, asset allocation advice, and financial planning. The firm operates within a credit-union ecosystem and emphasizes a long-term, goals-based investment approach using low-cost index mutual funds and ETFs.

Malcolm Trevillian is a CFA® charterholder with 19 years of industry experience, currently serving at Verity Asset Management since 2011. He is based in Durham, NC. Outside of his advisory role, he volunteers on the finance committee of The Chamber Orchestra of the Triangle, a music and education nonprofit. Verity Asset Management is an SEC-registered adviser providing discretionary portfolio management, model portfolios, retirement-plan advisory, and financial planning to individual, corporate, institutional, and other adviser clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party strategies while operating under fiduciary and ERISA standards.

Philip Ferrara III is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors in Durham, NC. His career includes roles at Northwestern Mutual Wealth Management Company, G Thomas Morris, and Larson Financial Group. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed portfolios supported by an internal Investment Management team.

John Hawkins is a financial advisor at United Brokerage Services, Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at FTB Advisors, PNC Bank, and Edward Jones. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers a range of managed account programs emphasizing strategic and tactical asset allocation, use of mutual funds and ETFs, and incorporates tax-aware strategies when appropriate.

Diane Bonner is a CFP® professional with 22 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has previously worked with Arky & Miller Financial Group, LLC, and Cambridge Investment Research. Bonner is also a partner in Arky & Miller Financial Group. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets across discretionary and non-discretionary mandates. The firm employs a long-term investment approach utilizing ETFs, mutual funds, and other securities, while offering customized portfolio management and various advisory services.

Grant Russell is a CFP® with nine years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC. He has previously worked at Millennium Advisory Services, Inc. and has been involved in lacrosse officiating associations since 2015. HUB Investment Partners serves a diverse client base including institutional investors, public entities, and individual clients. The firm employs a blend of active and passive investment strategies across various asset types, offering portfolio management, retirement planning, and specialized advisory services for banks and municipalities.

Sean Mcgill is a financial advisor at Verity Asset Management in Durham, NC, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Verity Financial Group and its affiliates since 2011. Mcgill is also a partner at PlanScope360, LLC, a plan administration business. Verity Asset Management is an SEC-registered investment adviser that offers discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional, and other adviser clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and manages a proprietary no-load mutual fund while serving as a sub-advisor and service provider to other advisers.

Elizabeth Boehne is a CFP® professional with two years of industry experience, currently serving as an advisor at Abacus Wealth Partners. Her prior experience includes roles at Woodward Financial Advisors and involvement with Presbyterian Campus Ministry and the Greensboro Chamber of Commerce. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, business entities, and charitable organizations. The firm employs a passive-oriented, asset-class investment approach tailored to clients’ risk profiles and goals, and manages private fund investments such as the Align Impact fund.

Kurt Preble is a financial advisor with Verity Asset Management in Durham, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Verity Asset Management and its affiliated entities since 2000 and also serves as an independent consultant for TSP Pilot, LLC, focusing on Thrift Savings Plan consulting. Verity Asset Management is an SEC-registered adviser providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models under fiduciary and ERISA standards.