Raleigh Capital Management Inc.

Nicholas Beglane is a financial advisor with Raleigh Capital Management Inc. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Raleigh Capital Management in 2025, he worked at Fidelity Investments for three years and at Equitable Advisors, LLC for one year. 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 tailor asset allocation and investment strategies, managing approximately $320.6 million in discretionary assets.

Joseph Mcleod is a financial advisor at Raleigh Capital Management Inc. with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raleigh Capital Management since 2017. Prior to that, he was associated with Intervest International Equities Corp and Raleigh Wealth Solutions, Inc., where he also advises on life insurance and annuities. Raleigh Capital Management provides investment advisory and financial planning services to individuals, business owners, pension plans, trusts, and other entities. The firm offers discretionary portfolio management and acts as a manager-of-managers, employing client-specific risk assessments and portfolio analysis tools to guide asset allocation and investment strategies.

James Groves is a financial advisor at Raleigh Capital Management Inc. with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Raleigh Capital Management in 2018, Groves worked at PNC Investments from 2014 to 2017. He also serves as an advisor for Raleigh Wealth Solutions, where he processes insurance applications and recommends insurance products. Raleigh Capital Management provides investment advisory and financial planning services to individuals, business owners, pension plans, trusts, and other entities, managing approximately $320.6 million in discretionary assets. The firm employs client-specific risk assessments and portfolio analysis tools to tailor investment strategies, offering services that include discretionary portfolio management, manager-of-managers approaches, and financial planning.

George Phipps is a CFP® and Series 66-registered financial advisor with nine years of industry experience. He is currently with Raleigh Capital Management Inc. and has worked previously at Fidelity Investments and Financial Directions Group. Outside of his advisory role, he is a registered representative with Great Point Capital LLC, focusing on alternative investments, and an insurance agent with Raleigh Wealth Solutions. 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 manage discretionary portfolios, often using third-party managers and platforms, and oversees approximately $320.6 million in discretionary assets.

Jack Erickson is a financial advisor at Raleigh Capital Management Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial and Raleigh Wealth Solutions. Outside of advisory work, he has experience in the hospitality industry, including roles at MyWay Tavern and Mellow Mushroom. 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 manage discretionary assets of approximately $320.6 million, offering strategies that range from strategic allocation to shorter-term trading and option strategies.

Shaelyn Raleigh is a financial advisor at Raleigh Capital Management Inc. with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked at Great Point Capital, LLC since 2025, where she serves as a registered representative focusing on alternative investment strategies. She is also the Director of Administration and a licensed insurance agent at Raleigh Wealth Solutions. 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 tailor asset allocation and investment strategies, managing approximately $320.6 million in discretionary assets.

Josiah Frost is a financial advisor at Raleigh Capital Management Inc. with one year of industry experience. He holds a Series 66 designation and has previous experience at Janney Montgomery Scott LLC and CAPTrust. Outside of finance, he worked for Two Roosters Ice Cream for several years. 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 tailor asset allocation and investment strategies, managing approximately $320.6 million in discretionary assets.

Jack Raleigh is a financial advisor at Raleigh Capital Management Inc. in Cary, NC, holding Series 63 and Series 65 licenses with one year of industry experience. He has worked at Great Point Capital LLC and Raleigh Wealth Solutions Inc., and is the founder of JWHR Home Consulting LLC, a home renovation company. 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 tailor asset allocation and investment strategies, managing approximately $320.6 million in discretionary assets.

Brent Godwin is a financial advisor at Raleigh Capital Management Inc. in Cary, NC, holding a Series 66 designation with experience spanning roles at Fidelity Investments, Bank of America, and several wealth advisory firms since 2023. Prior to his advisory career, he held various positions in the fitness and service industries. Raleigh Capital Management provides investment advisory and financial planning services to individuals, business owners, pension plans, and trusts. The firm employs client-specific risk assessments and portfolio analysis tools to tailor strategies ranging from strategic allocation to option trading, managing approximately $320.6 million in discretionary assets.

Mikayla Raleigh is a CFP® professional with six years of industry experience, currently affiliated with Raleigh Capital Management Inc. She has held roles at Great Point Capital, LLC and AAG Capital Inc., and serves as a registered representative offering alternative investment strategies. Raleigh is also an insurance agent with Raleigh Wealth Solutions. Raleigh Capital Management provides investment advisory and financial planning services to individuals, business owners, pension plans, and trusts, managing over 350 client relationships. The firm employs client-specific risk assessments and portfolio analysis tools to guide asset allocation and offers both discretionary management and manager-of-managers strategies.

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 Series 63 and Series 65 licenses and one year of industry experience. He has held roles at Great Point Capital, LLC, Raleigh Wealth Solutions, and Amazon, among others. Outside of advisory work, he serves as an Insurance Producer at Raleigh Wealth Solutions. Raleigh Capital Management provides investment advisory and financial planning services to individuals, business owners, pension plans, and trusts. The firm offers discretionary portfolio management, manager-of-managers solutions, and financial planning, implementing strategies that range from strategic asset allocation to shorter-term trading using both direct and third-party platforms.

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.