Lauren Stancil is a financial advisor at Peace of Mind Wealth Management in Raleigh, NC, holding a Series 65 designation with four years of industry experience. Her work history includes roles at Nexxus Partners and multiple entities connected to Peace of Mind Wealth Management. Outside of finance, she also works as a human resources consultant for small businesses. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation with sector rotation and combines internally developed models and third-party portfolios to meet client needs.

David Grubbs is a CFP® and ChFC® with 29 years of industry experience. He is currently with Fortress Private Ledger, LLC and has been associated with LPL Financial LLC since 2010. Outside of advisory roles, he works as a CPA/bookkeeper/tax preparer and serves as a FINRA arbitrator. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans. The firm uses a combination of technical and fundamental analysis to manage portfolios and offers services ranging from financial planning to specialized Qualified Opportunity Zone advisory.

Shaelyn Raleigh is a financial advisor at Raleigh Capital Management Inc. in Cary, NC, with three years at the firm and one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Quincy Wells Capital, LLC and Great Point Capital, LLC. Outside of her advisory role, she is a registered representative offering alternative investments and serves as Director of Administration and licensed insurance agent 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 acts as a manager-of-managers, utilizing third-party platforms and employing a range of investment strategies with routine annual portfolio reviews.

Joshua Burgess is a CFP® professional with four years of experience in financial advising. He is currently with Peace of Mind Wealth Management, where he has worked since 2024. Prior to this, he held positions at Choreo, LLC and RSM US Wealth Management LLC. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation, combining blended growth and fixed-income strategies tailored to client profiles and utilizing both internally developed and third-party model portfolios.

Chris Harrell is a CFA® charterholder with 42 years of industry experience. He is currently with Oak Harbor Wealth Partners, LLC, where he has worked since 2021, and previously spent eight years at Raymond James & Associates, Inc. Oak Harbor Wealth Partners serves individuals, including high-net-worth clients, retirement plans, and institutional and trust clients. The firm focuses on strategic asset allocation and fundamental value analysis, using a combination of mutual funds, ETFs, individual securities, options, and separate account managers to implement investment strategies.

Matthew Maiers is a financial advisor at Hunter Street Investment Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Hobart Private Capital. Outside of his advisory role, he serves on the finance committee of the nonprofit organization Knights of Columbus. Hunter Street Investment Advisors provides investment advice and planning to individuals, retirement plans, trusts, estates, and charitable organizations, offering services such as discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a varied investment approach that includes equities, ETFs, mutual funds, fixed income, derivatives, and option trading, with continuous portfolio monitoring and tactical allocation.

Michael O'Rourke is a financial advisor at Hunter Street Investment Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at Hunter Street since 2021, alongside previous roles at NYLIFE Securities LLC and New York Life Insurance Co. In addition to his advisory work, he serves as a volunteer estate executor. Hunter Street Investment Advisors provides investment advice and planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, using a range of asset-allocation strategies and investment tools including equities, ETFs, mutual funds, fixed income, and derivatives.

Joshua Stubbolo is a CFP® with 10 years of industry experience, currently serving as an advisor at Family Legacy Financial Solutions, LLC since 2021. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2021. Outside of his advisory role, he organizes a local networking group through Triangle Tech Net LLC and leads an affiliated tax consultancy, Family Legacy Tax Solutions, as CEO and managing partner. Family Legacy Financial Solutions primarily serves families planning for and transitioning into retirement, offering financial planning, discretionary investment management, and insurance product recommendations. The firm uses a combination of proprietary risk assessment tools and actively managed portfolios, and operates an affiliated tax-preparation business alongside its insurance services.

Michael Hemmerich is a financial advisor with Fortress Private Ledger, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial LLC since 2013. Outside of his advisory role, he is an executive producer and limited partner in a film production company, Just a Pinch Productions, LLC. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm’s investment approach combines trend identification and technical analysis with fundamental strategies, utilizing a range of securities and third-party managers.

Robert Wiese is a CFP® with 19 years of experience in the financial services industry. He is currently with Raleigh Capital Management Inc., where he has worked since 2026. Prior to this, he spent 12 years at Fidelity Brokerage Services LLC. 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, selecting sub-advisers and model portfolios while retaining authority to monitor and reallocate investments.

William Ramsay is a Certified Financial Planner (CFP®) with nine years of industry experience. He is based in Raleigh, NC, and is affiliated with Financial Symmetry Inc., where he has worked since 2001. Financial Symmetry serves individual and family clients across various wealth levels, providing financial planning, wealth management, and specialized services such as tax preparation and estate planning coordination. The firm employs a disciplined, evidence-based investment approach overseen by a quarterly Investment Committee and emphasizes factor-based funds from Dimensional Fund Advisors in its portfolio management.

Joseph Grabar III is a CFP® practitioner with 30 years of industry experience, currently serving at Fortress Private Ledger, LLC since 2018. Prior to this, he worked at LPL Financial, LLC for seven years. In addition to his advisory role, he is involved in various business activities including co-ownership of a tax preparation service and participation in a marketing service provider for the insurance industry. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities by providing financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm utilizes a range of investment strategies including trend identification, technical analysis, and model-driven portfolio management both in-house and through sub-advisers.

Douglas Carpenter is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Fortress Private Ledger, LLC in Raleigh, NC. Prior to his advisory role, he worked at Comprehensive Hospitality Solutions LLC and Crosstex International. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, providing financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm employs a dynamic investment approach combining trend identification, technical analysis, and complementary strategies across various asset types, delivering services through a network of investment adviser representatives and third-party managers.

Michael Noppinger is a financial advisor at Fortress Private Ledger, LLC with 15 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at T. Rowe Price Investment Services, Inc. for 14 years. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities, providing financial planning, consulting, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs a multi-strategy investment approach with model-driven solutions and combines advisory services with broker-dealer and insurance activities.

Patrick Jennings is a financial advisor with Olde Raleigh Financial Group in Raleigh, NC, holding a Series 66 credential and nine years of industry experience. His career includes roles at Mass Mutual Investors Services and Clear Defense LLC. Jennings is also a licensed independent life, health, and long-term care insurance agent. Olde Raleigh Financial Group provides discretionary investment management and financial planning services primarily to individuals and families with substantial investable assets. The firm employs a top-down, theme-driven investment process combined with fundamental research and customized portfolio construction, typically focusing on individual U.S. equities, ETFs, and limited fixed income.

Christopher Gure is a financial advisor with Fortress Private Ledger, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at LPL Financial for three years before joining Fortress Private Ledger in 2018. In addition to his advisory role, he is part owner of Fortress Tax Services, a tax preparation business. Fortress Private Ledger serves individuals, including high-net-worth clients, retirement plans, and other entities by providing financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm uses a multi-strategy, model-driven investment approach that incorporates technical and fundamental analysis and offers both discretionary and non-discretionary management options.

Josiah Frost is a CFP® and Series 66 registered advisor with Raleigh Capital Management Inc. He has two years of industry experience and previously worked at Janney Montgomery Scott LLC and CAPTrust. Outside of financial services, Frost was involved in Two Roosters Ice Cream for several years. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans by providing financial planning and discretionary investment management. The firm acts as a manager-of-managers, using third-party platforms to select sub-advisers while conducting ongoing portfolio monitoring and reallocation.

Charles Leedy is a CFA® charterholder with 12 years of industry experience. He has worked at Hunter Street Investment Advisors LLC since 2023 and previously spent eight years at Novant Asset Management. He holds Series 65 and Series 63 licenses. Hunter Street Investment Advisors provides investment advice and planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, employing asset-allocation strategies that include equities, ETFs, fixed income, options, and derivative instruments, with continuous monitoring and rebalancing tailored to client needs.

Stephanie Williams is a CFP® with 19 years of industry experience. She is currently with TradeWinds, LLC, where she has worked since 2021. Prior to that, she held positions at Wells Fargo Clearing 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 uses custom strategies combining equities, mutual funds, and ETFs, and applies various analytical approaches while generally managing accounts on a discretionary basis.

James Bowie is a financial advisor at TradeWinds, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Fidelity Investments, CAPTrust, and Beacon Wealthcare. Outside of his advisory career, he has been involved with Raleigh YoungLife and Wake County YoungLife. 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 proprietary investment strategies combining equities, mutual funds, and ETFs, using various analytical methods to tailor allocations based on client suitability factors.