Nathan Byrd is a CFP® and CFA® with 14 years of industry experience. He has worked at Hamilton Point Investment Advisors, LLC since 2013 and previously spent a year at Altrius Capital Management, Inc. Hamilton Point Investment Advisors, LLC provides discretionary investment advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a hybrid investment approach combining individually purchased securities with mutual funds and ETFs, and it offers a detailed operational framework that includes alternatives and derivative strategies.

Todd Iglehart is a financial advisor at Family Legacy Financial Solutions, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Family Legacy since 2016, including prior roles at Cambridge Investment Research Advisors and Mindlance. Outside of his advisory role, he is involved as managing member of Family Legacy Financial Solutions and serves as CFO of Family Legacy Tax Solutions, a related tax-preparation firm. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on retirement planning and transitions. The firm offers financial planning, discretionary investment management, and licensed insurance and annuity sales, using an active, model-based investment approach driven by a proprietary risk-tolerance system.

Kelly Ward is a financial advisor with Phoenix Wealth Advisors Inc. in Chapel Hill, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Morgan Stanley and Citigroup Global Markets, and he is the owner of a yarn distribution business. Ward also serves as COO and Operations Manager at Phoenix Wealth Advisors. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations with tailored financial planning, wealth management, and retirement-plan consulting. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and manages accounts through both discretionary and non-discretionary strategies, offering a high account load per advisor and a distinctive wrap-fee program integrating third-party and in-house investment strategies.

Kent Gravely is a CFP® professional with 20 years of industry experience, currently with Fortress Private Ledger, LLC since 2019. Prior to that, he worked at LPL Financial from 2016 to 2019. Outside of his advisory role, he is involved in church ministry for music direction and performance. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities, offering financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs a model-driven investment process incorporating trend identification, technical analysis, and multiple strategies, with portfolios regularly monitored and managed in-house or via sub-advisers.

Jennifer Oravsky is a CFP® professional with 27 years of industry experience, currently serving at Absher Wealth Management, LLC since 2019. Her prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of advisory work, she is a check signer for Mebane Machine & Tool, LLC, a manufacturing business in Mebane, NC. Absher Wealth Management provides investment management and financial planning to individual and high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a tax-aware, value-oriented investment approach, combining qualitative and quantitative analysis, and offers discretionary portfolio and wealth management through its bundled portfolio management program.

Joseph Mulholand is a financial advisor at Olde Raleigh Financial Group in Raleigh, NC, holding a Series 65 credential with one year of industry experience. His prior work includes roles at James A Lucas Company LLP, Mill Creek Renewables, and NC Electric Cooperative, among others. Olde Raleigh Financial Group provides investment advisory and integrated wealth management services to individuals, families, charitable organizations, and businesses. The firm employs a top-down, theme-based process combined with fundamental research, focusing primarily on larger U.S. equities and customizing portfolios to client goals and risk tolerance.

Tracey Nobles is a financial advisor at TradeWinds, LLC with 27 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing from 2016 to 2022. TradeWinds serves individual investors, including high-net-worth clients, as well as retirement plans, small businesses, and corporations, offering discretionary wealth management and comprehensive financial planning. The firm employs custom, proprietary strategies combining equities, mutual funds, and ETFs, using various analytical approaches to guide investment decisions.

Alexander Richani is a CFP® professional with 13 years of industry experience, currently serving at Woodward Financial Advisors, Inc. since 2021. His prior roles include positions at Advice and Planning Services, TIAA-CREF, Scottrade, and LPL Financial LLC. Woodward Financial Advisors provides discretionary investment management, financial planning, and wealth management services to individuals, high‑net‑worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes customized portfolios using primarily low-cost mutual funds, ETFs, and bonds, applying a mix of fundamental, technical, and cyclical analysis with ongoing monitoring and formal annual reviews.

Emma Jackson is a financial advisor at Phoenix Wealth Advisors Inc. in Chapel Hill, NC, with 16 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Robert W Baird & Co., and Morgan Stanley Smith Barney. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations, providing financial planning, wealth management, retirement-plan consulting, and asset management through both discretionary and non-discretionary strategies. The firm combines external money-manager strategies with in-house overlays and manages a high client account load relative to its seven-advisor team.

Kyle Feduccia is a financial advisor at Kuhn Advisors, Inc. in Durham, NC, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Heritage Wealth Advisors, Fathom Advisors, and LBW Wealth Management. Kuhn Advisors serves individual and high-net-worth clients, trusts, and charitable institutions through discretionary portfolio management, bundled financial planning, and limited consulting services. The firm employs a value-oriented, long-term investment approach with concentrated portfolios and active manager selection.

Matthew Bockhorst is a financial advisor at Capital Advisers, Inc. based in Raleigh, NC. He holds a Series 65 designation and has four years of industry experience, including time at Beacon Pointe Advisors and previous roles outside the financial sector at Clemson University and St. Xavier High School. Capital Advisers serves individual, high-net-worth, and institutional clients with discretionary portfolio management and customized investment solutions across traditional and alternative asset classes. The firm employs an independent, open-architecture investment approach focused on asset allocation and regularly monitors portfolios for risk, cost, tax efficiency, and liquidity.

Andrew Hart is a CFP® with 26 years of industry experience and has been with Delegate Advisors, LLC since 2012. He holds Series 63 and Series 65 licenses and is based in Chapel Hill, NC. Delegate Advisors provides multi-family office and outsourced Chief Investment Officer (CIO) services to high-net-worth individuals, families, and entities such as companies, trusts, endowments, and foundations. The firm emphasizes a non-discretionary, manager-of-managers approach, offering investment selection and oversight, administrative support, and comprehensive planning services.

Joseph Acquanita is a CFP® with five years of industry experience currently with Atlantic Private Wealth, LLC in Chapel Hill, NC. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Family Legacy Financial Solutions, LLC, as well as academic positions at the University of Missouri and Campbell University. Atlantic Private Wealth, LLC manages approximately $894 million in client assets, serving individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs a combination of quantitative and technical analysis within an asset-allocation framework, managing primarily discretionary accounts across multiple asset classes including equities, fixed income, mutual funds, ETFs, and cash.

Paul Elam is a financial advisor at Oak Harbor Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and worked previously at Raymond James & Associates, Inc. from 2013 to 2021. Elam serves as a director of the Thomas R & Elizabeth E Mclean Foundation and is a board member of the Raleigh Charter High School Foundation, both nonprofit organizations with investment oversight responsibilities. Oak Harbor Wealth Partners serves individuals, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management, institutional consulting, and financial planning. The firm employs a strategic asset allocation approach centered on fundamental value analysis, supported by technical analysis for timing decisions, and manages approximately $623 million in assets across about 1,390 clients.

Jay Mckinney is a financial advisor at Fortress Private Ledger, LLC with 11 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked previously at Barnabas Capital, Brighthouse Securities, and METLIFE SECURITIES. Mckinney serves as an officer in the North Carolina Army National Guard. Fortress Private Ledger serves individuals, including high-net-worth clients, employer-sponsored retirement plans, and other entities by providing financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm’s investment approach combines trend identification, technical analysis, and various strategies, offering model-driven solutions managed in-house or through sub-advisers.

Jill Homan is a Series 65 licensed advisor with Fortress Private Ledger, LLC, based in Raleigh, NC, and has five years of industry experience. She has been involved with Javelin 19 Investments and Javelin 19 Real Estate since 2011, focusing on multi-family property investment and development through various leadership roles. Fortress Private Ledger serves individual and institutional clients, providing financial planning, portfolio management, retirement plan consulting, and specialized Qualified Opportunity Zone advisory services. The firm utilizes a combination of trend identification, technical and fundamental analysis, and diverse investment strategies to manage portfolios, offering both discretionary and non-discretionary services through a network of advisers and third-party managers.

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 65 and Series 63 licenses with one year of industry experience. Prior to his current role, he worked at Fidelity Investments and Triad Financial Advisors. He also has experience with the Carolina Mavericks Baseball Club. 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, and licensed insurance and annuity sales.

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.

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.