Mark Zoril is a financial advisor at PlanVision, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with PlanVision since 2013. PlanVision provides fee-only financial planning and consulting primarily to high-net-worth individuals, delivering advice through written plans or ad-hoc consultations without requiring account minimums. The firm emphasizes fundamental analysis, a long-term allocation strategy favoring passive investments, and operates on a subscription-based fee model rather than asset-based billing.

Micheal Smith is a CFP® and holds a Series 65 license, with 16 years of experience in the financial industry. He has been with Financial Symmetry Inc. since 2007. Financial Symmetry serves individual clients across a range of wealth levels, advising nearly 1,000 family groups with about $1.54 billion in assets. The firm provides financial planning, ongoing wealth management, specialized services for emerging investors, small business 401(k) advice, and limited tax-return preparation, following an evidence-based investment process overseen by a quarterly Investment Committee.

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.

Robert Picha is a financial advisor at BSG Advisers with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Intelligent Insights, Inc., Business Owner Strategies Group, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of his advisory work, he operates a sole proprietorship selling life, disability, and long-term care insurance products. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and small- to mid-sized retirement plans by offering financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios tailored to clients’ financial plans and risk tolerance, and it provides active educational programs and business-owner–focused planning as part of its services.

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.

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.

Richard Battle is a financial advisor at Capital Investment Counsel Inc with 32 years of industry experience. He holds a Series 63 designation and has worked at Capital Investment Counsel, Inc. since 1993 and Capital Investment Brokerage, Inc. since 1997. Outside of his advisory role, he serves as president of the 2500 Club, a social dance club in Raleigh, NC, and as president of the Lakeview Ridge Homeowners Association. Capital Investment Counsel, Inc. is a registered investment adviser providing discretionary, individually tailored portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and estates. The firm follows a contrarian investment philosophy focused on financially strong, cash-rich companies selling at low valuations, complemented by fixed-income holdings, and offers customized portfolios aligned with client objectives.

Kurt Dressler is a financial advisor at Capital Investment Counsel, Inc. in Raleigh, NC, with 32 years of industry experience. He has held roles at Capital Investment Brokerage, Inc. since 1997 and at Capital Investment Counsel, Inc. since 1996. He holds Series 63 and Series 65 licenses. Capital Investment Counsel, Inc. is a registered investment adviser founded in 1984 that offers discretionary, individually tailored portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and estates. The firm follows a contrarian investment philosophy centered on cash-rich, financially strong companies selling at low valuations, emphasizing low turnover, dividend reinvestment, and tax efficiency.

Cory Capps is a financial advisor at Collegiate Capital Management, Inc. in Raleigh, NC, with 21 years of industry experience. He has been with Collegiate Capital Management since 2003 and holds a Series 66 designation. Capps serves on the firm's board of directors and acts as corporate secretary. Collegiate Capital Management serves individuals, trusts, pension and profit-sharing plans, and retirement plan sponsors by providing discretionary portfolio management, financial planning, and ERISA services. The firm offers customized investment strategies and manages both retail brokerage and employer-sponsored retirement accounts, with a focus on mutual funds, ETFs, fixed income, and structured products accessed through prime broker relationships.

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 with Olde Raleigh Financial Group in Raleigh, NC, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining Olde Raleigh Financial Group in 2026, he worked nine years at Fidelity Brokerage Services LLC. Olde Raleigh Financial Group provides discretionary investment management and ongoing financial planning services primarily for individuals and families. The firm employs a top-down, theme-driven investment approach combined with fundamental company research and asset allocation models, focusing on customized portfolios of U.S. equities, ETFs, cash, and limited fixed-income exposure.

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.

Trevor Chambers is a financial advisor at Olde Raleigh Financial Group in Raleigh, NC, with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James Financial Services Advisors and Advisory Services Network. He is president-elect of the Rotary Club of the Capital City and has been a member since 2016. Olde Raleigh Financial Group provides discretionary investment management and financial planning for individuals and families, focusing on a top-down, theme-driven investment process combined with fundamental research and customized portfolio construction. The firm typically manages accounts on a discretionary basis with an emphasis on U.S. equities, ETFs, and conservative options strategies.

George Phipps is a CFP® with 10 years of industry experience, currently serving at Raleigh Capital Management, Inc. He has held roles at Quincy Wells Capital, Raleigh Wealth Solutions, Great Point Capital, Financial Directions Group, and Fidelity Investments. In addition to his advisory work, he is a registered representative focusing on alternative investments and also works as an insurance agent. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans, offering financial planning, discretionary investment management, and access to outside money managers. The firm employs a manager-of-managers approach, utilizing third-party platforms and a range of investment strategies while overseeing ongoing monitoring and annual portfolio reviews.

Michelle Petruolo is a financial advisor with Triangle Wealth Management in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Triangle Securities since 2003. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm provides portfolio management and comprehensive financial planning services using a consultative process and fundamental securities analysis, managing approximately $1.2 billion in discretionary assets.

Todd Shand is a financial advisor at TradeWinds, LLC in Raleigh, NC, holding a Series 66 designation with 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He is also the owner of Shand Wealth Management LLC, an investment-related registered investment adviser. 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 approach and constructs custom strategies using a combination of equities, mutual funds, ETFs, and various analytical methods.