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.

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.

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.

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.