Raymond Eustace is a financial advisor at Eustace Advisors in Cary, NC, holding a Series 65 designation with three years of industry experience. Prior to founding Eustace Advisors, he worked at ClearComm Technical Sales from 2003 to 2020 and operated Nadaje Holdings LLC from 2013 to 2022. Eustace Advisors is an independent, fee-only firm that provides advice-only financial planning and investment analysis to individuals and high-net-worth clients. The firm’s approach is based on Modern Portfolio Theory with a focus on long-term, passive investment strategies, and it offers services including financial plan development, project-based planning, ongoing planning, educational seminars, and optional tax return preparation.

Christopher Fauchier Nobles is the President and Chief Compliance Officer of Confiance Financial LLC and holds a Series 65 designation. He has prior experience at Mediant Communications Inc. and Betanxt, where he was involved in investor communications and back-office technology platforms. Nobles divides his time between his advisory role and his executive responsibilities at BetaNXT. Confiance Financial provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a fundamentally driven, primarily long-term investment approach and may engage third-party independent managers to implement portfolio strategies.

Naveen Reddy Gollapally is the sole advisor at gnrfunds LLC, an independent registered investment adviser based in Morrisville, NC. He holds a Series 65 credential and has four years of industry experience, including over a decade at Epsilon Data Management LLC prior to founding gnrfunds in 2021. Outside of his advisory work, he serves as treasurer for several day care centers planned to open in 2026 and 2027, and he is president of a UPS store, as well as a database administrator for a technology consulting firm. gnrfunds LLC serves individual investors, high-net-worth clients, and small businesses with discretionary portfolio management and retirement plan advice. The firm focuses on concentrated equity portfolios through fundamental analysis and employs various strategies including long/short positions and derivatives, offering performance-based fee arrangements to qualified clients.

Michael Mccall is a financial advisor at BFWM LLC in Holly Springs, NC, holding a Series 65 credential with industry experience beginning in 2022. His prior work includes roles at Buffalo Finances Inc., Site Services, and EVA Garland Associates. BFWM LLC is an independent registered investment adviser offering discretionary managed accounts, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a personalized, multi-strategy investment approach that incorporates asset allocation, dollar-cost averaging, and technical analysis, tailored to client time horizons and risk tolerances.

Jean Masse is the sole advisor at J. Pierre Masse, an independent firm based in Venice, FL. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Since 2015, he has managed his own practice following prior registration with a broker-dealer. The firm serves individual clients, including some high-net-worth individuals, offering financial planning and discretionary portfolio management. Its investment approach combines fundamental business analysis with asset allocation, diversification, and risk management, emphasizing a conservative, low-turnover strategy.

John Young is a CFP® with 27 years of industry experience, currently serving as the sole advisor at Cardinal Wealth Partners, LLC in Chapel Hill, NC. His prior experience includes roles at Red Oak Capital Management, Inc and Allen C. Ewing & Co. He is also involved in providing life insurance solutions through the Cardinal Wealth Partners Insurance Agency. Cardinal Wealth Partners is an independent investment adviser offering discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, corporations, and select 401(k) plans. The firm manages approximately $13 million across 55 client households, employing diversified portfolios primarily using ETFs and mutual funds, with tailored investment advice and regular account reviews.

David Elliott is a financial advisor at Artifex Advisory Group, Inc. in Cary, NC, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has operated as a sole proprietor since 2013. In addition to his advisory work, Elliott is also a licensed insurance agent involved in insurance sales. Artifex Advisory Group provides fee-based investment management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages portfolios on a discretionary basis using both fundamental and technical analysis and offers ERISA-plan services including fiduciary responsibilities and participant education.

Hi! My name is Ian Bloom. I started my firm, Open World Financial Life Planning because I wanted to serve other nerds, not sell financial products. I focus on systematizing my clients’ financial lives to reduce their stress and worry, so that they can focus on their passions. As a nerd, I understand what it’s like to have hobbies and priorities outside of the norm. Whether your interests lie in gaming, programming, collecting, or something tamer, my goal is to make your financial life much more simple so that you have less stress and more time to focus on your interests. Life shouldn’t be about scrolling through google searches to solve a complex financial question. Your time should be spent doing the things you love and taking care of the people you care about. My philosophy on financial life planning was shaped through my experience getting my CFP® and RLP® designations, my bachelor’s degree in Psychology, and three years of amazing mentorship in the financial industry. Comprehensive financial life planning with my firm combines the skills I’ve developed through my experience and education, the perspective I have as a nerd and Millennial, and the drive I have to increase financial literacy within my community. I chose a fee-only structure for the firm in order to minimize conflicts of interest and make payment as transparent for my clients as possible. Having no product sales involved means I can focus on the perfect solution for my clients, not getting paid. Working with my firm starts with a complimentary first meeting in which we talk through your values, goals, and finances. If we decide to work together we will gather details on your finances, analyze and prioritize your goals, and eventually arrive at a plan through collaboration. I will help with the implementation of that plan, educating you on the what’s and why’s of each checklist item so that you feel comfortable with the changes. At the end of a year, we will review our progress and reassess the plan going forward. On the personal side of things, my passions lie in gaming. I love tabletop games, trading card games, and video games. I specifically love anything that is geared toward difficult strategic decisions. My passion for gaming is what got me so interested in financial strategies! Go ahead and book that first meeting to get started! It’s always FREE. If you're not sure yet, check out my books on Amazon to learn more about my financial philosophy: https://www.amazon.com/dp/B0FH5P83

Steven Lewis is the principal advisor at Lewis and Associates Capital Advisors, LLC in Holly Springs, NC, with 16 years of industry experience. He holds a Series 65 designation and previously worked at Formulafolio Investments, LLC and Brookstone Capital Management, LLC. Lewis is also the owner of Financial Greenhouse, LLC, where he oversees insurance-based product recommendations. Lewis and Associates Capital Advisors provides asset management and financial advice to individual and institutional clients, including high-net-worth individuals, trusts, corporate pension plans, and nonprofit organizations. The firm develops customized portfolios using a combination of modern portfolio theory and fundamental, technical, and cyclical analyses, offering both discretionary and non-discretionary management along with pension consulting and insurance product advice.

Ryan Wojciechowski is a financial advisor at Adtigo Investment Advisors, LLC with eight years of industry experience. He has held his current position since 2017 and previously worked at CDR Optimal Consulting Group from 2015 to 2017. Outside of his advisory role, he maintains insurance licensing and is employed in an actuarial capacity. Adtigo Investment Advisors serves a small client base including high-net-worth individuals, pension plans, and business entities, managing approximately $20 million. The firm provides discretionary portfolio management using fundamental analysis and modern portfolio theory, offering both performance-based and standard asset-based fee arrangements.

Nicholas Seligman is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Center Peak Financial. He previously worked at Edward Jones for 13 years. Outside of his advisory role, he is also licensed as an insurance agent. Center Peak Financial Services is a state-registered investment adviser providing discretionary and non-discretionary investment management, retirement plan advisory, financial planning, and consulting services to institutional clients and individual households. The firm emphasizes strategic asset allocation with tactical flexibility and offers specialized pension consulting and retirement-plan fiduciary services.

Charles Galt is the sole advisor at Wellness Financial Associates LLC in Cary, NC, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has operated Wellness Financial Associates since 2015 and also owns Wellness Security LLC, an insurance agency offering accident, health, disability, and life insurance products, as well as fixed and indexed annuities. Wellness Financial Associates LLC provides financial planning, portfolio management, and retirement plan consulting services to individuals, plan sponsors, corporations, and other business entities. The firm emphasizes asset allocation based on value, safety, and quality principles, focusing on risk control and loss avoidance, with a notable specialization in 401(k) and pension plan consulting.

Brian Bewley is a financial advisor with Aligned Wealth Solutions, LLC in Raleigh, NC, holding a Series 65 credential and 14 years of industry experience. He has held roles at Virtue Capital Management, Retirement Wealth Advisors, and Horter Investment Management, among others. Outside of his advisory work, he serves as president of NAITECH, a financial reporting and IT consulting firm, and acts as an independent insurance agent specializing in life and disability insurance. Aligned Wealth Solutions is a North Carolina-registered investment adviser that serves pooled investment vehicles, family offices, and other advisors, providing financial planning, treasury management, and solicitor referrals. The firm focuses on fundamental analysis and short-term cash management strategies, primarily investing discretionary treasury accounts in U.S. Treasury bills.

Jonathan Morgan is a financial advisor at Taelos Financial Partners LLC in Apex, NC, with eight years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones Investments, VAM Partners, and Securian Financial Services. Morgan is a licensed insurance agent but does not sell commission-based insurance or annuity products to clients. Taelos Financial Partners serves individual clients, including family trusts and estates, providing asset management, financial planning, and retirement-account rollover advice. The firm emphasizes value investing with a long-term approach, utilizing tactical and strategic asset allocation, and offers educational seminars and workshops.

Your Trusted Financial Partner and Experience You Can Rely On With over three decades in the financial industry, I've dedicated my career to empowering individuals and families to achieve financial well-being. As a CERTIFIED FINANCIAL PLANNER® Professional, Dave Ramsey Master Financial Coach and Fee-Only Financial Advisor based in Raleigh, NC, I offer personalized guidance and unwavering support, drawing on my extensive experience to navigate the complexities of the market and tailor solutions to your unique needs. Your Financial Goals, My Priority I believe that everyone deserves to feel confident and in control of their financial future. Whether you're saving for retirement, planning for your children's education, or seeking comprehensive wealth management, I'll work with you to develop a personalized plan that aligns with your goals and values. As a Dave Ramsey Master Financial Coach, I also utilize the proven Dave Ramsey 7 Baby Step process to help you build a strong financial foundation and achieve lasting financial peace. My Fee-Only approach ensures transparency and prioritizes your best interests. Comprehensive Guidance for a Secure Future From investment management to retirement planning, tax strategies to estate planning, I offer comprehensive guidance to address all aspects of your financial life. I'll be there every step of the way, providing reassurance, answering your questions, and adjusting your plan as life evolves. Rooted in the Community As a North Carolina resident and active member of the Wakefield Rotary Club of Wake Forest community, I understand the local landscape and can provide insights tailored to your specific needs. Let's Build a Brighter Financial Future Together Take the first step towards achieving your financial goals. Start with a Complimentary Retirement Review: https://app.rightcapital.com/account/sign-up?referral=3c861414-45bc-4056-8e9d-63371f536cf0&type=client&advisor_id=WyovNSEMqImVmkOBpo0ePA Schedule a Complimentary Consultation: https://calendly.com/getaplan/fee-only-initial-consultation Check out my website as I transparently list how I work with clients and post my fees: https://universityfinancialstrategies.com/ Remember: It's never too late to start planning for your future. With 30+ years of experience, a genuine passion for helping others and the tools of a Dave Ramsey Master Financial Coach, I'm here to guide you every step of the way.

Ryan Emminger is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He has worked at Fidelity Investments for 15 years before founding JME Wealth Management, an independent advisory firm based in Raleigh, NC. In addition to his advisory work, he is an independent insurance agent involved in fixed insurance sales and service. JME Wealth Management serves individuals, high-net-worth clients, and small businesses with comprehensive financial planning and portfolio management. The firm employs a blended investment approach that includes active and passive strategies, core-and-satellite construction, and uses derivatives and hedging techniques within separately managed accounts.

Bradley Turlington is a financial advisor at White Oak Wealth Partners in Raleigh, NC, holding a Series 66 designation with 14 years of industry experience. He has worked at White Oak Wealth Partners since 2015 and has prior experience at Kestra Financial Services, Inc., NFP Advisor Services, LLC, and has operated The Turlington Group, Inc. since 1996. White Oak Wealth Partners provides advisory services to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-HNW clients. The firm offers comprehensive financial planning, discretionary wealth management, and portfolio implementation with an emphasis on downside risk management and regular portfolio reviews.

James Spirko is the principal advisor at Sovereign Financial Group in Raleigh, NC, holding Series 63 and 65 licenses with 20 years of industry experience. He has led Sovereign Financial Group since 2005. Sovereign Financial Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients through three service programs: Investment, Legacy, and Wealth Management. The firm manages accounts on a discretionary basis, issues tailored Investment Policy Statements, conducts periodic reviews, and coordinates with tax, estate, and insurance professionals at higher service levels.

Sherri Rose is a CFP® and Series 63 credentialed financial advisor at Azimuth Planning Group, LLC with no prior industry experience. She is the founder and managing director of Rose Group CPAs, PLLC, a CPA firm where she oversees auditing, accounting, tax preparation, and business consulting. Rose is also involved in several business ventures, including founding FastFile1040, LLC, providing online tax filing services, and co-founding SageCFO Group, Inc., which offers outsourced CFO advisory services. Azimuth Planning Group, LLC provides fee-only financial planning primarily to solopreneurs, service-based founders, and business owners, focusing on business planning, retirement and estate coordination, tax-aware wealth strategies, and succession planning. The firm delivers written financial plans and investment recommendations emphasizing asset allocation, tax efficiency, and passive investment strategies rather than discretionary asset management.

Carolyn Larsen Wieber is a financial advisor at CLW Financial Planning LLC in Raleigh, NC, with 14 years of industry experience. She holds the PFS™ designation and previously worked at Paraklete Financial and Steward Ingram & Cooper PLLC. In addition to financial advising, she owns a CPA practice that provides tax compliance and consulting services for small business owners and their families. CLW Financial Planning LLC is an independent, fee-only advisory firm serving individuals, high-net-worth clients, trusts, and small businesses. The firm integrates discretionary investment management with comprehensive financial planning and tax preparation, using a Modern Portfolio Theory approach focused on long-term, diversified allocations primarily through passive mutual funds and ETFs.