Top concentrated stock management financial advisors in Durham, NC

Gary Gaulden is a CFP® with 33 years of industry experience, currently affiliated with OSAIC Advisory Services, LLC. His prior roles include positions at Ameriprise Financial Services, Inc., Arbor Point Advisors, and Securities America, Inc. He operates a satellite office in Atlantic Beach, NC, through Gaulden & Associates. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and nonprofit organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and offering access to alternative investments and affiliated capabilities.

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.

Gary Crenshaw is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Pinnacle Bank/Pinnacle Financial Partners and Suntrust Investments. He is also an associate at Pinnacle Asset Management, where he serves as a financial consultant. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and encourages clients to implement recommendations through various advisory programs.

Brad Corbett is a financial advisor at Verity Asset Management with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Verity since 2014. Outside of his advisory role, he serves as a board member for Thalweg Capital Management, a real estate firm, providing oversight and governance. Verity Asset Management is a multi-team SEC-registered firm managing approximately $1.15 billion across 55 advisers. The firm serves individuals, retirement plans, institutional clients, and other investment advisers, using a largely model-based investment approach that includes both internally managed specialty strategies and third-party models.

Nahnsan Guseh is a financial advisor at Capital Solutions Advisors, LLC in Durham, NC, holding a Series 65 designation with three years of industry experience. In addition to his advisory role, he works as a data scientist at Intuitive Surgical, a medical device company. Capital Solutions Advisors provides investment advisory and financial planning services primarily to individual clients, tailoring investment programs to each client's goals, risk tolerance, and time horizon. The firm employs a range of strategies including options and hedged equity approaches, and it supports active trading with custodians offering fully digital account integration.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Chad Clay is the sole advisor at Glass City Capital Management, LLC in Maumee, OH, holding a Series 65 credential with seven years of industry experience. Before founding his firm in 2018, he worked as an investor and previously served for eleven years with the City of Springfield, Illinois Fire Department. His background includes experience as a firefighter and EMT. Glass City Capital Management is an independent, fee-only firm providing discretionary investment management focused on long-term capital appreciation for individuals and various entities. The firm emphasizes a concentrated, actively managed equity strategy built around a core “best ideas” approach, typically holding five to forty individual securities with a preference for large-cap companies.