Colby Mank is a financial advisor at Mason & Associates, LLC with a Series 65 designation and two years of industry experience. He has previously worked with Coppell Advisory Solutions LLC and Penobscot Financial Advisors. Mason & Associates serves individual and high-net-worth clients, as well as trusts, providing investment management and financial planning along with services such as divorce planning and educational seminars on federal employee retirement benefits. The firm uses diversified, risk-based model portfolios and often selects independent sub-advisers to manage portfolios while tailoring recommendations to each client’s financial situation and risk tolerance.

Allison Fry is a financial advisor at Phoenix Wealth Advisors Inc. in Chapel Hill, NC, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James, Wells Fargo Clearing, and Magic Ears. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations, offering financial planning, wealth management, retirement-plan consulting, and asset management. The firm uses a mix of fundamental, technical, charting, and cyclical analysis to customize advice and manages a relatively high number of accounts per advisor through its seven-advisor team.

Erin Vickery is a CFP® professional with eight years of experience in financial advising. She is currently with Old Peak Finance, where she has worked since 2022, and previously held roles at Sankalpa Financial, Saint Jaques, and Cambridge Investment Research. Old Peak Finance provides fee-only, fiduciary wealth management and comprehensive financial planning for individuals, families, trusts, and estates, focusing primarily on clients in their prime earning years with multi-million dollar portfolios. The firm employs an evidence-based, asset-class investment approach emphasizing broad diversification, low costs, and long-term discipline, with services delivered by a team of CFP® professionals.

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.

Justin May is a CFP® professional at Old Peak Finance with four years of industry experience. He has worked at several firms, including Triad Financial Advisors and Zeutenhorst Financial, before joining Old Peak Finance. The firm provides fee-only, fiduciary wealth management and comprehensive financial planning to individuals, families, trusts, and estates, primarily serving clients with multi-million dollar portfolios. Old Peak Finance employs an evidence-based, asset-class investment approach focused on broad diversification, low costs, and long-term discipline.

Kenneth Auman is a Certified Financial Planner® (CFP®) with 14 years of industry experience. He has been with Lindberg & Ripple since 2012 and also worked at M HOLDINGS SECURITIES, Inc. during that time. He is based in Chapel Hill, NC. LRI Investments, LLC is a team of 25 investment professionals managing approximately $2.78 billion across a diverse client base including individuals, high-net-worth clients, businesses, financial institutions, and state and municipal government entities. The firm focuses on customized asset allocation with a long-term orientation, offering both discretionary and non-discretionary investment management alongside retirement-plan consulting services.

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.

Kevin Mishoe is a CFP® professional with 18 years of industry experience, currently serving at Absher Wealth Management, LLC since 2019. Prior to joining Absher, he worked at Wells Fargo Clearing from 2016 to 2019. He holds Series 63 and Series 66 licenses. Absher Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a tax-aware, cost-conscious, long-term value-oriented investment approach, focusing on businesses with strong financial metrics and dividend growth, and offers a bundled wrap program that integrates portfolio management and trade execution.

Alexandria Jeter is a CFP® professional at Old Peak Finance with experience at Luca Partners, Credit Suisse, and Fidelity Investments. She has a background that includes work with Young Life and Restorative Practices prior to her financial services career. Old Peak Finance is a fee-only, fiduciary wealth management firm serving individuals, families, trusts, and estates, primarily those with multi-million dollar portfolios. The firm uses an evidence-based, asset-class investment approach focused on broad diversification, low costs, and long-term discipline.

George Barrett III is a CFP® professional with one year of industry experience, currently serving at Woodward Financial Advisors, Inc. Prior to joining Woodward, he worked at Captrust for four years and has entrepreneurial experience with Carolina Solar Services LLC. Woodward Financial Advisors is a six-advisor team providing discretionary investment management, financial planning, and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $641 million in client assets, focusing on customized portfolios using primarily low-cost mutual funds, ETFs, and bonds, and applies a mix of fundamental, technical, and cyclical analysis.

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.

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.

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.

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 financial advisor at Merit Financial Advisors with 23 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His prior experience includes roles at Scholar Financial Advising, Northwestern Mutual Wealth Management Company, and Larson Financial Group. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation managed through centrally coordinated model portfolios and uses a combination of internal investment management and third-party sub-advisers.

John Hawkins is a financial advisor at United Brokerage Services, Inc. with six years of industry experience. He holds a 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’s investment approach includes strategic and tactical asset allocation, use of mutual funds, ETFs, individual securities, third-party research, and tax-aware overlays, typically advising on a non-discretionary basis.

Ashwini Ahluwalia is a CFP® with 36 years of industry experience, currently serving at Prosperity Capital Advisors. Prior to joining Prosperity Capital Advisors in 2023, Ashwini held roles at firms including ONETEAM FINANCIAL LLC, Atlas Advisory Group, and MSI Financial Services. Ashwini is involved in social security planning and serves as a speaker for financial professional training programs. Prosperity Capital Advisors is an SEC-registered firm that provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm emphasizes model-based, asset-allocation strategies and ongoing portfolio supervision using model suites from providers such as BlackRock, Dimensional, and Vanguard.

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.