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.

Grace Kvantas is a CFP® professional with 10 years of experience, currently serving clients at Financial Symmetry Inc. since 2016. She is based in Raleigh, NC, and works within a team of 15 advisors. Financial Symmetry serves a broad range of individual clients, providing financial planning, wealth management, 401(k) advice, and select tax-related services. The firm follows an evidence-based, three-step investment process and offers a mix of discretionary and non-discretionary relationships, with assets under advisement totaling approximately $1.54 billion.

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.

Brian Johnson is a financial advisor at BrightPath Wealth Advisors LLC in Raleigh, NC, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at several firms including Infinex Investments, Southern Bank, and Simplicity Wealth. Johnson also operates a sole proprietorship as an insurance agent. BrightPath Wealth Advisors LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and certain business entities. The firm incorporates fundamental analysis and documented client objectives into its investment decisions, offers ongoing portfolio monitoring, and conducts educational seminars for the public.

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.

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.

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.

Christian Polanco is a CFP® professional with four years of industry experience, currently serving at Financial Symmetry Inc. in Raleigh, NC. His prior experience includes roles at Wells Fargo Bank and Virginia Polytechnic Institute and State University. Financial Symmetry Inc. is a partner-owned, multi-advisor firm managing over $1 billion in client assets, providing financial planning and wealth management services to individual and family clients across various wealth levels. The firm employs a disciplined, evidence-based investment process with an emphasis on factor-based funds from Dimensional Fund Advisors and offers coordinated planning supported by in-house tax services and an Investment Committee.

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.

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.

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.

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.