Chase Wietfeld is a financial advisor at Atlantic Private Wealth, LLC with three years of industry experience. His prior roles include positions at D.A. Davidson and Mutual of Omaha. Atlantic Private Wealth, LLC manages approximately $894 million in client assets for 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, offering discretionary investment management alongside financial planning and corporate retirement plan services.

Russell Eriksen is a financial advisor with Hilltop Wealth Advisors, LLC in Chapel Hill, NC. He holds the CFP®, ChFC®, and Series 66 designations and has 22 years of industry experience. Eriksen has been with Hilltop Wealth Advisors since 2016. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities across a range of wealth levels, providing financial planning, consulting, and discretionary investment management. The firm combines fundamental analysis with a tactical asset-allocation framework based on Modern Portfolio Theory and offers a variety of model portfolios while actively monitoring client accounts.

Cameron Hendricks is a CERTIFIED FINANCIAL PLANNER™ professional at Financial Symmetry Inc. with 11 years of industry experience. He has been with Financial Symmetry since 2015. Financial Symmetry serves individual clients across a range of wealth levels, providing financial planning, wealth management, and specialized services such as small business 401(k) advice and limited tax-return preparation. The firm follows an evidence-based investment process emphasizing diversified allocations and ongoing monitoring, with a combination of discretionary and non-discretionary client relationships.

George Leisure is a financial advisor with BSG Advisers, holding Series 66 and Series 63 licenses and 12 years of industry experience. He previously worked at Eagle Strategies and Avenue Wealth Management, as well as NYLIFE Securities and New York Life Insurance Company. Since August 2024, Leisure has also been engaged in the sale of life, disability, and long-term care insurance as a sole proprietor. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and retirement plans, focusing on integrated financial planning and investment management. The firm emphasizes growth-oriented, diversified portfolios tailored to client needs and offers a distinctive educational program alongside business-owner-specific planning and fiduciary retirement-account services.

Jade Brookreson is a financial advisor at Financial Symmetry Inc. in Raleigh, NC, holding a Series 65 credential with one year of industry experience. Prior to joining Financial Symmetry, Jade worked at State Employees' Credit Union and held various roles in the food service and education sectors. Jade is currently employed at Darden Restaurants alongside financial advising. Financial Symmetry serves individual and family clients across a range of wealth levels, offering financial planning, wealth management, and specialized advisory services. The firm employs a disciplined, evidence-based investment process overseen by an Investment Committee and emphasizes the use of diversified mutual funds and ETFs, including factor-based funds from Dimensional Fund Advisors.

Ella Rogers is a CFP® affiliated with Financial Symmetry Inc. in Raleigh, NC, with less than one year of industry experience. She has been with Financial Symmetry Inc. since 2023 and has spent several years as a student prior to starting her advisory career. 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 follows an evidence-based, three-step investment process involving planning, diversified implementation primarily with mutual funds and ETFs, and ongoing monitoring, supported by a quarterly Investment Committee.

Vincent Revels is a financial advisor at Intercarolina Financial Services, Inc. with 24 years of industry experience. He holds a Series 66 designation and has worked at Intercarolina since 2016, following a 13-year tenure at The Strategic Financial Alliance, Inc. Outside of his advisory role, he is involved with Ascendant Financial, focusing on financial services marketing, and also works as an insurance agent with Dempsey Companies. Intercarolina Financial Services provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm employs a range of analytical approaches to portfolio management across equities, fixed income, mutual funds, and ETFs, managing accounts on both discretionary and non-discretionary bases.

Mark Rhoades is a CFP® professional with 19 years of industry experience currently serving as a financial advisor at Phoenix Wealth Advisors Inc. He has held prior roles at Raymond James Financial Services, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is a member of the advisory board and finance committee for the KDVS foundation, a nonprofit organization. Phoenix Wealth Advisors is a seven-advisor team managing over $641 million in assets across approximately 1,593 accounts. The firm provides financial planning, wealth management, retirement-plan consulting, and both discretionary and non-discretionary asset management, employing a combination of fundamental, technical, and cyclical analysis alongside integrated third-party money-manager strategies.

Kinston Whitener is a CFP® affiliated with Cordgrass Capital Advisors, LLC in Raleigh, NC. He has professional experience beginning in 2022, including prior roles at Oak Harbor Wealth Partners and Local Government Federal Credit Union. Cordgrass Capital Advisors serves individuals, corporations, foundations, and retirement plans with investment advisory, financial planning, institutional consulting, and retirement plan services. The firm employs a strategic asset allocation process based on client objectives and risk tolerance, utilizing fundamental analysis and third-party managers to scale operations across a large client base.

Brittany is a financial advisor at Hilltop Wealth Advisors, a fee-only financial planning firm located in Chapel Hill, NC. Brittany has been with the Hilltop team since 2014, when she started as a financial planning intern while earning her BA in Mathematics at UNC-Chapel Hill. She quickly discovered financial planning to be a perfect combination of problem solving and relationship building, which made it her ideal career path. She is a CERTIFIED FINANCIAL PLANNER™(CFP®) professional and Certified Student Loan Professional (CSLP®), and is passionate about working with Gen X & Gen Y clients. Brittany lives in Raleigh with her husband and dog. When she’s not working, she loves cheering on the Carolina Hurricanes, exploring the local food scene, and traveling to the mountains.

Adam Seidman is a financial advisor at Modern Capital Advisors, LLC in Raleigh, NC, with two years of industry experience. He holds the Series 66 designation and has worked at Modern Capital Securities, Inc. and MassMutual Life Insurance Co. He is also involved with MMC Financial, where he provides investment and insurance services. Modern Capital Advisors offers financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach, combining passive index funds with actively managed strategies to build globally diversified portfolios.

Tracy Davies is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been with Hamilton Point Investment Advisors, LLC since 2017, with a brief hiatus, and is currently part of their seven-advisor team based in Chapel Hill, NC. Hamilton Point Investment Advisors provides discretionary investment advisory and wealth management services to high-net-worth individuals, trusts, pension plans, and other entities. The firm employs a hybrid investment approach combining proprietary stock lists, mutual funds, ETFs, and alternative strategies, with a focus on fundamental analysis and operational transparency.

James Mosher is a CFP® professional with seven years of industry experience. He has worked at Old Peak Finance since 2024 and previously held roles at Bluesky Wealth Advisors and Merit Wealth Management. His background also includes consulting through Grant Mosher Consulting, LLC. Old Peak Finance is a fee-only wealth management firm serving individuals, families, trusts, and estates, primarily those in their prime earning years or with higher net worth. The seven-advisor team uses an evidence-based, asset-class investment approach with broadly diversified portfolios, tailoring asset allocation to clients’ goals and risk tolerance.

Elizabeth Stancil is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at Hilltop Wealth Advisors, LLC. Her prior experience includes roles at The Vanguard Group, Inc. and Wells Fargo Advisors. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management. The firm employs a tactical asset-allocation strategy based on Modern Portfolio Theory and manages approximately $635 million in client assets.

Christopher Hostetler is a CFP® professional with 20 years of industry experience. He has been with Hilltop Wealth Advisors, LLC since 2016. The firm serves individuals, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management across a range of client types and asset levels. Hilltop Wealth Advisors employs a tactical asset-allocation approach based on Modern Portfolio Theory and offers a variety of model portfolios, including tax-aware and socially responsible options.

Jonathan George is a CFP® with four years of industry experience, currently serving as a financial advisor at Absher Wealth Management, LLC. He previously worked at Aria Financial Services and Northwestern Mutual. Outside of finance, he has been involved with The Garden Church for the past decade. Absher Wealth Management serves individuals, high-net-worth clients, trusts, businesses, and retirement plans with investment management and financial planning. The firm employs a tax-aware, long-term value approach focused on businesses with stable cash flow and dividend growth, using a combination of qualitative and quantitative analysis in portfolio construction.

Aralys Castillo is a financial advisor at Peace of Mind Wealth Management in Raleigh, NC, holding a Series 65 designation. She has one year of experience with the firm and previously worked independently as a self-employed professional for five years. Her work background also includes roles at Advanced Auto Parts and UNCG. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm uses a top-down, macro-environmental approach to tactical asset allocation, blending growth and fixed-income strategies and offering both discretionary and non-discretionary services.

Glenda Jensen is a financial advisor with Horter Investment Management, LLC, holding a Series 65 credential and 17 years of industry experience. She has been with Horter Investment Management since 2008 and also serves as President of Golden Retirement Solutions DBA Jensen Financial Group, where she focuses on financial planning and retirement preparedness. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, pension plans, and corporations. The firm employs a combination of tactical and passive multi-manager portfolios, model and custom portfolios, and offers access to alternative investments as part of its investment supervision.

Stephen Neubig is a CFP® professional with two years of experience in financial advising, currently with Hilltop Wealth Advisors, LLC. His prior work includes positions at Pathfinder Wealth Consulting and Keystone Financial Partners, as well as roles at Gannett Co Inc. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities across a range of net-worth levels, offering financial planning, consulting, and discretionary investment management. The firm uses a combination of fundamental analysis and tactical asset allocation, employing mutual funds, ETFs, and other investment vehicles to tailor portfolios aligned with clients’ risk tolerance and objectives.

Travis Hornsby is a financial advisor at SLP Wealth with CFP®, CFA®, and Series 63 credentials and three years of industry experience. He has been involved in web publishing and consulting through his ownership of Student Loan Planner since 2016. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management, financial planning, and non-discretionary 401(k) services. The firm employs diversified, risk-based portfolios using no-load mutual funds and ETFs, with ongoing monitoring and periodic rebalancing.