Lucid Wealth Planning ("LWP") was founded to improve the lives of others by helping clients make better-informed financial decisions in both their daily lives and long-term plans. We believe our impact provides added security, confidence, and overall joy in the lives of our clients. Given our focus on clients that strive to improve the world around them, such as Health Care Professionals and Academic professors, we anticipate the ripple effect of betterment to be limitless. Education: B.S.B. degree in Finance Certified Financial Planner™ (CFP®), and Chartered Retirement Planning Counselor (CRPC®), and Certified Student Loan Professional (CSLP®), and Behavioral Financial Advisor (BFA®) Experience: The completion of over 800 comprehensive financial plans for individuals and families since joining the industry in 2006. This includes specialized areas such as student loan analysis, estate planning, tax planning, portfolio management, and cash flow strategizing (to name a few). As a financial planner, my main goal is to help you make well-informed decisions on all financial matters, not just what investments are right for you. I'll always listen to your concerns, devise the best strategy, and treat your financial goals with the same care and interest I devote to my own. I look forward to being your trusted advisor and expert resource as you build a secure, and confident financial life.

Cody Peck is a financial advisor at Limber Capital LLC in Wake Forest, NC, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Ankura and Bloomberg. Limber Capital LLC offers discretionary portfolio management to individual investors, focusing on equities, fixed-income securities, ETFs, and short-term cash instruments. The firm employs a value-oriented investment approach and incorporates long-term equity options (LEAPS) in client portfolios, operating as a solo practitioner with full discretionary authority while executing trades within each client’s individual brokerage account.

Patrick Lyons is the principal of Lyons Den Capital, an independent advisory firm based in Zebulon, NC. He holds Series 63 and Series 65 licenses and has 25 years of experience in the financial industry. Lyons has operated Lyons Den Capital since 2010 and also has a background in insurance sales through his self-employed practice, Patrick Lyons Insurance Services. Lyons Den Capital provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm constructs diversified portfolios using fundamental and technical analysis, with a focus on exchange-traded funds and options-based hedging, and offers ongoing consultation tailored to clients’ investment guidelines.

Matthew Sweeney is a CFA® charterholder and the sole advisor at Molokai Investments. He has held roles at Thales Management Inc, Radeas LLC, Luma Capital LLC, and Stetson University, with a combined professional history dating back to 2015. Molokai Investments is an investment management firm providing portfolio and private fund management along with financial planning and individual consultation services to pooled vehicles, institutional, and organizational investors. The firm employs a bottom-up, fundamental-analysis approach focused on total return through concentrated equity positions and long-term holdings, and it uses detailed valuation procedures and offers performance-based compensation for certain funds.

Sivakumar Sitaraman is a financial advisor at Trillium Square Advisors LLC with Series 63 and Series 65 licenses. He has three years of industry experience, including his current role following prior employment at Pruco Securities LLC and Verizon Communications. He has also been enrolled in graduate studies. Trillium Square Advisors serves individuals, small businesses, retirement plans, and institutional clients by providing financial planning, portfolio management, retirement-plan advisory, corporate cash management, and consulting services. The firm employs a blend of active, quantitative, and traditional investment approaches, incorporating algorithmic models and multiple portfolio construction techniques.

Sean Hilliard is a CFP® professional with eight years of experience in financial advisory roles. He is currently with Rivertree Wealth and has previously worked at firms including Empower Financial Services, Personal Capital Advisors Corporation, and Fidelity. Rivertree Wealth LLC, founded in 2024, provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a passive investment approach based on Modern Portfolio Theory, using diversified, risk-based allocations across mutual funds, ETFs, stocks, and bonds.

Justin Baas is a CFP® and Series 66 registered advisor with 13 years of industry experience. He is currently with Oak Wealth Advisors LLC and has previously worked at FORVIS Mazars Wealth Advisors LLC and Dixon Hughes Goodman Wealth Advisors. Oak Wealth Advisors provides discretionary investment management and financial planning primarily for individuals, families, trusts, estates, and certain employer retirement plans, focusing on individual and high-net-worth clients. The firm employs a broadly diversified, low-cost, tax-efficient investment approach, favoring passive management, periodic rebalancing, and long-term holding periods.

Sukesh Pai is a CFA® charterholder with seven years of industry experience. He is a managing partner at Everest AI Ventures, an AI technology company, and has worked at Trillium Square Advisors LLC since 2018. His prior roles include positions at Prabhu Inc, QMS Capital Management LP, and self-employment. Trillium Square Advisors serves individuals, small businesses, retirement plans, and institutional clients by providing financial planning, portfolio management, retirement-plan advisory, and corporate cash management. The firm’s investment approach combines active, quantitative, and traditional analysis with algorithmic models and multiple portfolio construction methods.

Andrew Lynch is a financial advisor at Peak Wealth Group LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Peak Wealth Group since 2016. Outside of his advisory role, Lynch is involved with the Foundation for Legacy Planning, assisting donors with charitable planning and gifts, and supports life insurance agents through Capital Marketing Group. Peak Wealth Group provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $37 million and employs client risk analyses and written investment policy statements to guide investment decisions.

Kevin Matthews is a financial advisor at Wealth More Enterprise, Inc. with four years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at WillowTree, Novozymes, and Citigroup. Outside of his advisory role, Matthews is the CEO and owner of Building Bread, an education-focused business where he also serves as an author and speaker. Wealth More Enterprise provides investment advisory and financial planning services to individual U.S. investors through a primarily digital platform. The firm combines proprietary algorithms and human consultations to manage discretionary portfolios via a wrap-fee program.

Christopher Rolf is a CFA® charterholder and holds the Series 66 license, with 13 years of experience in the financial industry. He has been with Altrius Capital Management, Inc. since 2015. Altrius Capital Management serves a diverse client base including individuals, retirement plans, trusts, estates, corporations, and charitable organizations, providing discretionary investment management, financial planning, and advisory consulting. The firm employs a fundamentally based, value-oriented, and risk-managed investment process with an economics foundation, utilizing asset allocation across various securities and maintaining compliance with Global Investment Performance Standards (GIPS).

Kevin Brown is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Fortress Private Ledger, LLC. His prior experience includes roles at Fidelity Investments and Simplicity Wealth. Outside of his advisory work, he is also active as an Uber driver. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans. The firm employs a dynamic investment approach that combines trend identification, technical analysis, and complementary strategies across a variety of securities and model programs.

Christopher Securcher is a financial advisor with Henderson Brothers Financial Partners LLC and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including prior roles at LPL Financial, Kestra Financial, and The Newport Group. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm offers both discretionary and non-discretionary asset management, employing a range of analytical techniques and a broad product menu that includes mutual funds, ETFs, options, private placements, and digital assets.

Tyler Bayless Edwards is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Hilltop Wealth Advisors and DASH Carolina. Edwards is also a licensed North Carolina real estate broker and advises clients in residential real estate transactions. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on doctors, dentists, and their practices. The firm combines financial planning, discretionary wealth management, and retirement-plan advisory services, using broad diversification and a buy-and-hold investment approach supported by third-party consultants and an internal investment committee.

Giovanni Todesco is a financial advisor at Belpointe Asset Management LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Belpointe since 2016. Outside of his advisory role, he also works as a parcel delivery supervisor. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that combine internal management with third-party relationships tailored to client objectives and risk tolerance.

Emily Cardillo is a financial advisor with Integrity Advisory Solutions, holding a Series 65 designation and two years of industry experience. She has worked as an independent insurance agent since 2019 and currently operates out of Raleigh, NC. In addition to her advisory role, she is involved with Integrated Trust Systems, providing estate planning referrals. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and a variety of investment strategies.

Benjamin Foreman is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with Members Trust Company since 2019 and has been affiliated with State Employees' Credit Union and its related entities since 2014. Foreman also serves as a financial advisory services specialist and life insurance agent for State Employees' Credit Union and its affiliates. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, mostly index-based mutual funds and ETFs, with salaried advisers who provide recommendations while clients retain final decision authority.

David Brunswick III is a financial advisor at G. A. Repple & Company with eight years of industry experience. He holds a Series 66 designation and has worked at Kingdom Financial Services since 2022, in addition to his role at G. A. Repple & Company beginning in 2017. Prior to his advisory career, he was employed at Kohl's Department Store for seven years. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of portfolio management options and employs various analytical approaches to align portfolios with client goals and risk tolerances.

John Lopp is a financial advisor at Credit Union Investment Services with one year of industry experience. He holds a Series 66 designation and has worked in various roles at SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2023. Outside of his advisory work, Lopp serves as Youth Director at Horne Memorial United Methodist Church, where he organizes activities for youth members and volunteers. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based planning approach, with recommendations implemented at the client’s discretion.

Robert Barton II is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including Institute For Wealth Management LLC and Cherry Investment Advisors. Outside of his advisory role, he is a fitness trainer who teaches group strength training classes. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a blend of proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies to manage client portfolios.