Joshua Stubbolo is a CFP® with 10 years of industry experience, currently serving as an advisor at Family Legacy Financial Solutions, LLC since 2021. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2021. Outside of his advisory role, he organizes a local networking group through Triangle Tech Net LLC and leads an affiliated tax consultancy, Family Legacy Tax Solutions, as CEO and managing partner. Family Legacy Financial Solutions primarily serves families planning for and transitioning into retirement, offering financial planning, discretionary investment management, and insurance product recommendations. The firm uses a combination of proprietary risk assessment tools and actively managed portfolios, and operates an affiliated tax-preparation business alongside its insurance services.

Andrew Blass is a financial advisor at Atlantic Private Wealth, LLC in Chapel Hill, NC, holding a Series 65 designation with 15 years of industry experience. He worked at Goldman Sachs Personal Financial Management for six years before joining Atlantic Private Wealth in 2021. Atlantic Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, endowments, corporations, and retirement plans, offering investment management, financial planning, and corporate retirement plan services. The firm employs a tailored investment approach using asset allocation combined with technical and quantitative analysis across a variety of instruments and strategies.

Robert Roland IV is a CFP® professional with five years of experience at Absher Wealth Management, LLC in Chapel Hill, NC. Prior to joining Absher in 2021, he spent 11 years at the Law Offices of John T. Orcutt, P.C. Absher Wealth Management serves individual and high-net-worth clients, trusts, businesses, and retirement plans, providing investment management and financial planning services. The firm uses a tax-aware, value-oriented investment approach focused on businesses with predictable free cash flow and a history of dividend growth.

Courtney Cubbin is a CFP® professional at Woodward Financial Advisors, Inc. with three years of industry experience. Prior to joining Woodward, she worked at Standish Management for two years and attended Haverford College. Woodward Financial Advisors, Inc. is an independent, fee-only firm serving individuals, families, trusts, and estates. The firm employs a strategic, globally diversified investment approach focused on low-cost passive index funds and ETFs, providing customized financial planning and discretionary portfolio management.

Robert Wiese is a CFP® with 19 years of experience in the financial services industry. He is currently with Raleigh Capital Management Inc., where he has worked since 2026. Prior to this, he spent 12 years at Fidelity Brokerage Services LLC. 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, selecting sub-advisers and model portfolios while retaining authority to monitor and reallocate investments.

Sofia Pina is a financial advisor at Hilltop Wealth Advisors, LLC in Chapel Hill, NC, holding a Series 65 designation. She has one year of industry experience, including prior roles at G Financial Group and M3 Roofing. Hilltop Wealth Advisors serves individuals, trusts, estates, corporations, and other business entities with financial planning, consulting, and discretionary wealth management services. The firm combines fundamental analysis with a tactical asset allocation approach and offers a range of model portfolios, including socially responsible investing and direct indexing options.

Madison Mitchell is a CFP® professional at Old Peak Finance with one year of industry experience. Prior to joining Old Peak Finance, Madison held roles at Bessemer Trust from 2019 to 2026, totaling seven years. Madison's background also includes work in the hospitality sector and at UNC Chapel Hill. Old Peak Finance is a fee-only, fiduciary wealth management firm serving individuals, families, trusts, and estates, with many clients in their prime earning years and a significant portion holding multi-million dollar portfolios. The firm employs an evidence-based, asset-class investment approach emphasizing broad diversification, long-term discipline, and low costs.

Josiah Frost is a CFP® and Series 66 registered advisor with Raleigh Capital Management Inc. He has two years of industry experience and previously worked at Janney Montgomery Scott LLC and CAPTrust. Outside of financial services, Frost was involved in Two Roosters Ice Cream for several years. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans by providing financial planning and discretionary investment management. The firm acts as a manager-of-managers, using third-party platforms to select sub-advisers while conducting ongoing portfolio monitoring and reallocation.

Charles Leedy is a CFA® charterholder with 12 years of industry experience. He is currently with Hunter Street Investment Advisors LLC and has previously worked at Novant Asset Management, Comperio Retirement Consulting, and Chapel Hill Investment Advisors. Hunter Street Investment Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of strategies including equities, ETFs, fixed income, derivatives, and option trading, with continuous portfolio monitoring and rebalancing to align with client needs and market conditions.

Charles Rankin is a CFP® professional at Hilltop Wealth Advisors, LLC with seven years of industry experience. Prior to joining Hilltop Wealth Advisors in 2025, he worked six years at Edward Jones and held positions with Ole Miss Athletics Foundation, The Educational Foundation, and The Rams Club. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management for both non-high-net-worth and high-net-worth clients. The firm employs a tactical asset-allocation approach based on Modern Portfolio Theory and offers specialized model portfolios alongside retirement-plan support and ongoing account monitoring.

Richard Woods is a CFA® charterholder and Series 65 licensee with 19 years of experience in investment advisory. He has been with Hamilton Point Investment Advisors, LLC since 2007, working within a team of seven advisors based in Chapel Hill, NC. Hamilton Point provides discretionary investment advisory and wealth management services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $1.21 billion in discretionary assets and employs a hybrid investment approach that combines proprietary stock lists with mutual funds, ETFs, and alternative strategies.

Mark Kuhn is a financial advisor at Kuhn Advisors, Inc. in Durham, NC, with 22 years of industry experience. He holds a Series 65 designation and has been with Kuhn Advisors since 1993. In addition to his advisory role, Kuhn is a certified public accountant who performs accounting and tax work and serves as an investment committee member for the Triangle Community Foundation. Kuhn Advisors serves individual and high-net-worth clients, as well as trusts and charitable institutions, primarily through discretionary portfolio management and bundled financial planning. The firm employs a value-oriented, long-term investment approach with concentrated portfolios and active management, overseeing over $753 million in discretionary assets.

Georgios Livanos is a financial advisor and managing partner at Phoenix Wealth Advisors Inc. in Chapel Hill, NC, with 32 years of industry experience. His prior work includes roles at Morgan Stanley and Citigroup Global Markets. He is a Series 63 and Series 65 license holder. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations by providing financial planning, wealth management, retirement-plan consulting, and asset management. The firm uses a mix of fundamental, technical, and cyclical analysis combined with both long- and short-term strategies, managing a high account load with a blend of third-party manager models and in-house overlays.

Kevin Cochran is a financial advisor at Hunter Street Investment Advisors LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms including Verity Asset Management and Raleigh Wealth Solutions. Outside of his advisory role, Mr. Cochran occasionally teaches pickleball private lessons and clinics. Hunter Street Investment Advisors serves individual and high-net-worth households as well as retirement plans, trusts, charities, and business entities, offering discretionary portfolio management, financial planning, and retirement consulting. The firm employs a range of investment strategies and combines institutional and alternative-markets experience across its team.

Allison Fry is a financial advisor at Phoenix Wealth Advisors Inc. in Chapel Hill, NC, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James, Wells Fargo Clearing, and Magic Ears. Phoenix Wealth Advisors serves individuals, retirement plans, trusts, estates, and corporations, offering financial planning, wealth management, retirement-plan consulting, and asset management. The firm uses a mix of fundamental, technical, charting, and cyclical analysis to customize advice and manages a relatively high number of accounts per advisor through its seven-advisor team.

Erin Vickery is a CFP® professional with eight years of experience in financial advising. She is currently with Old Peak Finance, where she has worked since 2022, and previously held roles at Sankalpa Financial, Saint Jaques, and Cambridge Investment Research. Old Peak Finance provides fee-only, fiduciary wealth management and comprehensive financial planning for individuals, families, trusts, and estates, focusing primarily on clients in their prime earning years with multi-million dollar portfolios. The firm employs an evidence-based, asset-class investment approach emphasizing broad diversification, low costs, and long-term discipline, with services delivered by a team of CFP® professionals.

George Nowack is a financial advisor at Hunter Street Investment Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Lenger Capital, Inc. for six years. He has also been employed by the U.S. Treasury Department's Internal Revenue Service since 2010. Hunter Street Investment Advisors offers investment advice and planning to individuals, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan consulting, employing asset-allocation strategies that incorporate equities, ETFs, mutual funds, fixed income, derivative instruments, and option trading.

Justin May is a CFP® professional at Old Peak Finance with four years of industry experience. He has worked at several firms, including Triad Financial Advisors and Zeutenhorst Financial, before joining Old Peak Finance. The firm provides fee-only, fiduciary wealth management and comprehensive financial planning to individuals, families, trusts, and estates, primarily serving clients with multi-million dollar portfolios. Old Peak Finance employs an evidence-based, asset-class investment approach focused on broad diversification, low costs, and long-term discipline.

Kenneth Auman is a CFP® and holds a Series 65 license with 14 years of industry experience. He has worked at Lindberg & Ripple and M HOLDINGS SECURITIES, Inc. since 2012. LRI Investments, LLC serves individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm employs a team of 25 professionals who manage approximately $2.78 billion in client assets, focusing on customized asset allocation with a long-term investment approach.

Mackenzie Bell is a CFP® and ChFC® with five years of industry experience, currently serving as a financial advisor at Hilltop Wealth Advisors, LLC in Chapel Hill, NC. Prior to joining Hilltop Wealth Advisors, Bell held roles at Northwestern Mutual Wealth Management Company and several other firms. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, including both non-high-net-worth and high-net-worth clients, providing financial planning, consulting, and discretionary investment management. The firm employs a tactical asset-allocation approach based on Modern Portfolio Theory and offers a range of model portfolios while also hosting educational seminars and social events for clients.