Michael Absher Jr. is a financial advisor with Absher Wealth Management, LLC in Chapel Hill, NC, holding Series 63 and Series 66 credentials and offering 30 years of industry experience. His career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with Absher Wealth Management since 2019. Absher Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a tax-aware, value-oriented investment approach with portfolios primarily focused on equities and fixed income, combining multiple analysis methods in their security selection.

Zackary Budzik is a financial advisor at Family Legacy Financial Solutions, LLC in Cary, NC, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Family Legacy, he worked at Fidelity Investments and Triad Financial Advisors. Outside of finance, he has been involved with the Carolina Mavericks Baseball Club. Family Legacy Financial Solutions serves individual and high-net-worth families focusing on retirement planning and transition. The firm employs an active, model-based investment approach using a proprietary risk-tolerance system and offers financial planning, discretionary investment management, insurance sales, and affiliated tax-preparation services.

Darian Billingsley is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Financial Symmetry Inc. in Raleigh, NC. He has been with Financial Symmetry since 2016. 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 employs an evidence-based, three-step investment process focused on developing plans, implementing diversified allocations, and ongoing monitoring, and offers services including financial planning, wealth management, and limited-scope 401(k) advice.

David Turlington II is a financial advisor at Modern Capital Advisors, LLC in Raleigh, NC, holding a Series 66 license with five years of industry experience. He has worked previously at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, he is also involved in outside insurance sales as an insurance broker, focusing on life and fixed annuities. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, pension plans, charities, and corporations. The firm employs a strategic asset allocation approach using a core-and-satellite framework combining passive index funds with selective active management.

Robert Picha is a financial advisor at BSG Advisers with 19 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at Intelligent Insights, Inc., MML Investors Services, Mass Mutual Life Insurance Company, and Equitable Advisors. In addition to his advisory role, he operates a sole proprietorship selling life, disability, long-term care, and related insurance products. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and small- to mid-sized retirement plans, offering comprehensive financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios tailored to clients’ needs and provides educational programs, including a structured Financial Wellness program and retirement-plan participant education.

Michael Eklund is a CFP® with 13 years of experience in the financial industry, currently serving at Financial Symmetry Inc. in Raleigh, NC. He has been with Financial Symmetry since 2013. Financial Symmetry serves a broad range of individual clients, providing financial planning, wealth management, small business 401(k) advice, and select tax-return preparation. The firm uses an evidence-based investment process focused on diversified allocations and ongoing monitoring, with a service structure that includes both discretionary and non-discretionary client relationships.

Frank Rambusch is a financial advisor with Argonautica Private Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He joined Argonautica in 2022 after tenure at Wells Fargo Advisors and Wells Fargo Clearing. Rambusch also holds an insurance license and consults clients on insurance coverage allocations. Argonautica Private Wealth Management serves individuals, retirement plans, non-profits, foundations, and businesses, managing approximately $533 million across a team of five advisors. The firm offers customized, risk-adjusted, and tax-conscious investment strategies combining active and passive approaches and provides services including portfolio management, financial planning, and retirement-plan advisory.

Edward Stent is a financial advisor at Family Legacy Financial Solutions, LLC in Cary, NC. He holds a Series 65 designation and has two years of prior experience at PKF O'Connor Davies. Stent joined Family Legacy in 2025. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on those planning for and transitioning into retirement. The firm employs an active, model-based investment approach using a proprietary risk-tolerance system and offers financial planning, discretionary investment management, licensed insurance and annuity sales, and affiliated tax-preparation services.

Joseph Mcleod is a financial advisor at Raleigh Capital Management Inc. in Cary, NC, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Quincy Wells Capital, LLC and Intervest International Equities Corp. He is also involved with Raleigh Wealth Solutions, Inc., where he advises on life insurance and annuities. 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, using third-party platforms to select and monitor sub-advisers and model portfolios while employing various investment strategies and conducting regular portfolio reviews.

Christopher Kelly is a CFP® with 10 years of industry experience, currently serving as an advisor at CapSouth Wealth Management. His prior experience includes roles at Chemung Canal Trust Company, MSI Financial Services, Walnut Street Securities, and Baker Tilly Investment Advisors. CapSouth Wealth Management provides a range of advisory services including investment management, financial planning, and institutional consulting for individuals, high-net-worth clients, and various organizations. The firm focuses on building diversified, long-term portfolios aligned with clients’ financial backgrounds and risk tolerance, managing approximately $1.0 billion in assets.

Christine Foster Perry is a financial advisor at Absher Wealth Management, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Bank from 2007 to 2023. 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, value-oriented portfolio management using a combination of qualitative, quantitative, technical, and relative-strength analysis.

Theodore Waechter Jr. is a CFP® professional with 16 years of experience in financial advising, currently serving at Old Peak Finance in Chapel Hill, NC. He has been with Old Peak Finance LLC since 2010. Old Peak Finance is a fee-only, fiduciary wealth management firm that provides comprehensive financial planning and portfolio management primarily to individuals, families, trusts, and estates, many of whom have multi-million dollar portfolios. The firm employs an evidence-based, asset-class investment approach focused on broad diversification, low costs, and long-term discipline, with a team composed entirely of CFP® professionals.

Matthew Pohlman is a financial advisor at Resurgent Advisors with 16 years of industry experience. He holds a Series 65 designation and has worked at Resurgent Financial Advisors LLC since 2021, following nine years at East Franklin Capital. Outside of his advisory role, he serves as a financial officer and board member of Pohlman CPA, PA, where he provides annual review and management guidance unrelated to investment activities. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities, offering financial planning and investment management services tailored to each client. The firm’s investment approach is based on fundamental analysis, with portfolios typically composed of mutual funds, ETFs, and allocations to independent sub-advisors, managed on both discretionary and non-discretionary bases.

Kenneth Nelson is a financial advisor at Hamilton Point Investment Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Admiral Capital Group and Driehaus Capital Management. Outside of finance, he serves on the board of Tecmotiv LLC, a company providing overhaul and repair services for military vehicles, and is a yoga instructor at CorePower Yoga. Hamilton Point Investment Advisors provides discretionary investment and wealth management services primarily to high-net-worth individuals and institutional clients. The firm employs a fundamentally driven, hybrid investment approach combining individual securities with mutual funds and ETFs, and it offers financial planning along with specialized strategies including alternatives and derivatives.

Michael Jackson is a CFA® charterholder with 26 years of experience in the financial services industry. He has been with Raymond James Financial Services since 2016 and was previously associated with Phoenix Financial, Inc. Jackson founded a nonprofit ministry focused on supporting mission projects and serves on the finance and investment committee of Triangle Grace Church. Phoenix Wealth Advisors is a seven-advisor team managing approximately $641 million in assets across about 1,593 accounts. The firm serves individuals (including high-net-worth clients), retirement plans, trusts, estates, and corporations, offering customized financial planning and wealth management that incorporates fundamental, technical, charting, and cyclical analysis alongside both long- and short-term investment strategies.

David Stephan is a CFA® charterholder with seven 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 a seven-advisor team at the firm. Hamilton Point provides discretionary investment advisory and wealth management services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $1.21 billion in discretionary assets using a fundamental analysis-based investment process that integrates proprietary stock selections with mutual funds, ETFs, and alternative strategies.

Laird Hepburn is a CFP® and holds a Series 66 license, with 17 years of industry experience. He is currently affiliated with BSG Advisers and has held roles at the TLA Group, Inc., Business Owner Strategies Group, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of advising, he is involved in the sale of insurance products and manages a multi-level marketing business focused on prepaid legal service subscriptions. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and small- to mid-sized retirement plans, offering financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios tailored to client-specific financial plans and incorporates educational programs and business-owner planning as distinguishing features.

Patrick Dunn is a financial advisor at Olde Raleigh Financial Group in Raleigh, NC, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Fidelity Brokerage Services LLC for nine years before joining his current firm in 2026. Olde Raleigh Financial Group serves individuals, families, charitable organizations, and businesses by providing investment advisory and wealth management services. The firm employs a top-down, theme-based investment process combined with fundamental research, focusing on larger U.S. equities and customized portfolios aligned with clients’ goals and risk tolerance.

Avery Knowles is an advisor at Family Legacy Financial Solutions, LLC with a Series 65 designation and one year of industry experience. Prior to joining Family Legacy, Avery worked at Modern Woodman and the Academic Achieve Center UNGC. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on households planning for and transitioning into retirement. The firm employs an active, model-based investment approach using a proprietary risk-tolerance system and offers financial planning, discretionary investment management, and licensed insurance and annuity sales.

Allison Berger is a CFP® with 14 years of industry experience, currently serving at Financial Symmetry Inc. since 2008. She holds a Series 65 license and works out of Raleigh, NC. Financial Symmetry serves individual clients across various wealth levels, advising approximately 973 family groups with about $1.54 billion in assets under advisement. The firm employs an evidence-based, three-step investment process and offers services including financial planning, wealth management, small business 401(k) advice, and select tax-return preparation.