Raleigh Capital Management Inc.

Nicholas Beglane is a financial advisor at Raleigh Capital Management Inc. with five years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Quincy Wells Capital, Raleigh Wealth Solutions, Fidelity Investments, and Equitable Advisors. 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 manages approximately $398 million in discretionary assets and typically uses a manager-of-managers approach, selecting sub-advisers and model portfolios through third-party platforms while conducting ongoing monitoring and reallocations.

Joseph Mcleod is a financial advisor at Raleigh Capital Management Inc. in Cary, NC, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Quincy Wells Capital, LLC and Intervest International Equities Corp. He is also involved with Raleigh Wealth Solutions, Inc., where he advises on life insurance and annuities. 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, using third-party platforms to select and monitor sub-advisers and model portfolios while employing various investment strategies and conducting regular portfolio reviews.

George Phipps is a CFP® with 10 years of industry experience, currently serving at Raleigh Capital Management, Inc. He has held roles at Quincy Wells Capital, Raleigh Wealth Solutions, Great Point Capital, Financial Directions Group, and Fidelity Investments. In addition to his advisory work, he is a registered representative focusing on alternative investments and also works as an insurance agent. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans, offering financial planning, discretionary investment management, and access to outside money managers. The firm employs a manager-of-managers approach, utilizing third-party platforms and a range of investment strategies while overseeing ongoing monitoring and annual portfolio reviews.

Jack Erickson is a financial advisor at Raleigh Capital Management Inc. with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Quincy Wells Capital, Great Point Capital, and Ameriprise Financial. Erickson has also been involved in the hospitality industry, working at MyWay Tavern and Mellow Mushroom. 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, using third-party platforms to select sub-advisers and model portfolios while conducting ongoing monitoring and reallocations.

Shaelyn Raleigh is a financial advisor with Raleigh Capital Management Inc. in Cary, NC, holding Series 63 and Series 65 licenses and having three years of industry experience. She previously worked at Quincy Wells Capital, LLC and Great Point Capital, LLC. In addition to her advisory role, she serves as Director of Administration and a licensed insurance agent at Raleigh Wealth Solutions. Raleigh Capital Management serves individuals, business entities, trusts, and retirement plans, providing financial planning, discretionary investment management, and referrals to outside money managers. The firm acts as a manager-of-managers, using third-party platforms to select sub-advisers while conducting ongoing monitoring and reallocations.

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.

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.

Jack Raleigh is a financial advisor with Raleigh Capital Management Inc. in Cary, NC. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Raleigh Capital Management, he worked at Quincy Wells Capital, LLC and Great Point Capital LLC. Outside of finance, he is the founder of JWHR Home Consulting LLC, a home renovation company. 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 employs a manager-of-managers approach, using third-party platforms and a range of investment strategies with ongoing portfolio monitoring.

Brent Godwin is a CFP® with two years of industry experience, currently serving at Raleigh Capital Management Inc. in Cary, NC. His prior roles include positions at Quincy Wells Capital, RedHawk Wealth Advisors, Fortress Financial Partners, Fidelity Investments, and Bank of America. 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 manages approximately $398 million in discretionary assets and typically acts as a manager-of-managers, employing a range of investment strategies with routine annual portfolio reviews.

Mikayla Raleigh is a CFP® professional with seven years of experience in financial advising. She is currently with Raleigh Capital Management Inc. and has held roles at Great Point Capital, LLC, and Quincy Wells Capital, LLC. Outside of her advisory work, she serves as a registered representative focusing on alternative investment strategies and works as an insurance agent. 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 manages approximately $398 million in discretionary assets and typically acts as a manager-of-managers, employing multiple investment strategies and conducting annual portfolio reviews.

Brian Raleigh is a financial advisor with Raleigh Capital Management Inc. in Cary, NC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Raleigh Capital Management Inc. and Raleigh Wealth Solutions Inc. since 2015. Outside of his advisory roles, he is involved in educating financial advisors through Raleigh Tax Solutions LLC and participates in solar energy ventures and commercial real estate ownership. Raleigh Capital Management provides investment advisory and financial planning services to individuals, business owners, pension plans, trusts, and other entities. The firm employs client-specific risk assessments and portfolio analysis tools to develop tailored investment strategies, offering discretionary portfolio management and access to third-party money managers, with approximately $320.6 million in discretionary assets under management.

Nicholas De Berardino is a financial advisor at Raleigh Capital Management Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Quincy Wells Capital, Great Point Capital, and Raleigh Wealth Solutions. Outside of his advisory role, he is also an insurance producer at Raleigh Wealth Solutions. 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, using third-party platforms to select sub-advisers and model portfolios while maintaining ongoing oversight and employing a range of investment strategies.

Jeremy Baltz is a financial advisor with Raleigh Capital Management Inc. in Cary, NC, holding a Series 65 designation and five years of industry experience. Prior to joining Raleigh Capital Management in 2021, he worked at Raleigh Wealth Solutions and Harding Brooks Insurance Agency. He is also involved as an insurance producer, assisting clients and other producers with insurance services. Raleigh Capital Management provides investment advisory and financial planning services to individuals, business owners, pension plans, trusts, and other entities. The firm employs client-specific risk questionnaires and portfolio analysis tools to guide asset allocation and investment strategies, managing approximately $320.6 million in discretionary assets.