Known as "Coach Pete" on the radio, Mr. D'Arruda has over 31 years in the financial arena with NO complaints. Coach Pete is also a SMARTVESTOR PRO with Dave Ramsey. He has authored 6 books and co-authored 2. Two of his books have reached the best-sellers list on Amazon. The most noteworthy book, Successonomics, is one that Coach Pete co-authored with Steve Forbes. But, by far, his favorite book just happens to be his most recent, 7 Baby Steps to a ridiculously Reliable Retirement Income. His newest book, AMERICA ASKS COACH is a great read as well. He has just been named to the prestigious Forbes Leadership Council and will be submitting at least 6 articles a year to Forbes. He is a graduate of The University of North Carolina. He is a proud father of daughter, Caroline, age 17 with his wife, Kim. A+ rating with the BBB (Better Business Bureau) and the National Ethics Association.

About Capital Financial Advisory Group, LLC

Known as "Coach Pete" to his listeners and clients, Coach Pete and his firm are a committed group of professional fiduciaries dedicated to providing superior investment advice to their high networth clients. Coach Pete is also a SMARTVESTOR PRO with Dave Ramsey. A fiduciary is any person or institution that has the power to act on behalf of another in situations that require great trust, honesty, and loyalty. His radio show, "The Financial Safari" first aired in 2005 and can be heard weekly on more than 50 stations nationwide. Other Shows founded and hosted by Coach Pete are AMERICA'S 401K SHOW, ROCK ON RETIREMENT, and A+ RETIREMENT. All these shows are heard weekly throughout North Carolina and much of the nation. Also known as the King of Income Planning, Coach Pete's approach to systematic, lifetime income planning is followed by many who wish to reduce retirement worries. The firm provides personalized investment and income strategies as well as tax and estate evaluation for all sizes of portfolios and estates. Call today and see if this is the family atmosphere you've always wanted.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Jonathan has been serving and helping families with Retirement and Investment Planning for over 20 years in Western NC. He has a passion to educate and empower his clients to help them gain the financial knowledge necessary to navigate the different phases of retirement. His main focus is to help secure his clients retirement income thru proper planning and maintaining that income for the rest of his client's lives. He strives to make sure his clients retire comfortably and maintain their lifestyle throughout retirement helping to make sure they can cover unexpected healthcare costs and rising inflation. Jonathan teaches different workshops and classes on various Retirement and Investment Planning topics around the surrounding areas thru local libraries and universities. He has a beautiful wife, Nicole, with 3 amazing daughters, Gabby, Josie, and Andi, that keep him busy.

About Epic Income Advisors

At Epic Financial, we are people just like you. We have families that we love and want to protect. We employ the same strategies and products that we recommend to our clients. We are in the same boat as you. We may not be in the same phase of life, but we are working toward the same goal. We want to be financially secure, protect our families, efficiently use our money, and have a comfortable retirement. Let us help you obtain financial security thru educating, developing, and implementing your unique plan.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

I live in Durham, North Carolina, in the heart of the Research Triangle. I have a wonderful wife of 37 years, Lynn, and a daughter and son. My favorite activities involve spending time with friends and family. I love to ski, play golf, camp, and I walk with my father most every day. Service has always been a part of my family history. My parents were physicians, my grandparents missionaries in China and small business owners. My other relatives are college professors, business owners, estate attorneys, missionaries and foundation executives, and my two grown children are both educators. Most of my family went to Wake Forest University, though my loyalty lies with UNC and Duke. I earned an undergraduate degree with focus on Economics, Business, and Psychology from UNC in Chapel Hill, NC. Not realizing that would be a perfect background for financial planning, I kept reinventing myself as an executive to create value in 14 high-growth startups. In my spare time while running the IT group for a highly profitable 24/7/365 manufacturing facility (part of a Fortune 20 company), I earned a Duke MBA. In 2005 I decided to start a financial planning practice, garnering my CERTIFIED FINANCIAL PLANNER^™ professional designation three years later. Since then I've accumulated another 7 planning designations, and I still attend upwards of 15 conferences and industry events a year: I believe it's my obligation to clients to keep on top of current research, changes in policy, and thought leadership so I can serve them better and get them to the best possible outcomes. I specialize in financial independence, life, and legacy planning for clients in or near retirement, as well as business owners and executives.

About Northwestern Mutual -Tom Morris

You have decisions in your financial picture, you're the CEO of your financial life. Your job is to take all these ideas and decisions and make sure there's no gaps or overlaps. You have an asset management, risk management, and tax management divisions in your business management. One question: when you think about your whole financial picture, when was the last time someone besides you saw the whole thing in one place? Our team is going to do a deep dive on the whole picture and report back to you about what you're doing that's really well-aligned, and typically find a few areas to talk about. And more importantly, there are going to be some strategy things that you didn't know you didn't know. At the end of the day, financial planning is not just about the numbers -- how much you have and how much you need -- but about why the things you want are important to you. We go into much, much deeper planning than the math alone would dictate because we want to help people live focused on the joy in their lives. It's about the finances supporting your life, not your life supporting the finances.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Tony is the founder of ACM Wealth Management and Vice President of Business Development for Prospera Financial Services, a seven-time Independent Broker Dealer of the year by Investment Advisor Magazine. Tony is a Registered Investment Advisor and currently holds Series 7, 63, 65 and 31 licenses as well as life, health and long-term care insurance licenses. Additionally, he is a Certified Investment Management Analyst (CIMA) professional, a designation that is earned in conjunction with the Wharton School of Business and the Investments & Wealth Institute. Tony has been named a Five Star Wealth Manager seven times by Charlotte Magazine for Best in Client Satisfaction. He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Registered Rep Magazine and FUNDfire. Tony is a member of the UNC Rams Club and is a life member of the UNC Alumni Association. He is a former member of Verdict Ridge Country Club, and an active member of the Investments & Wealth Institute and the Financial Services Institute. Tony is also a past board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Steele Creek/Lake Wylie area of Charlotte with his wife Lesley, and their three children, Evan, Logan and Emma.

About ACM Wealth Management

As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

The Blue Financial team believes you deserve a financial plan built on a foundation of smart simplicity. Our 5-step proprietary "Retirement Blueprint Process" starts with a dream, followed by a plan to make it happen. Our methods are focused on achieving your goals because that's the only benchmark that matters.

About Blue Financial

We work for our CLIENTS not a company. Blue Financial is built upon developing a stable, independent retirement for you. It's not just our job--it's our passion. Putting clients first and setting ourselves apart from industry norms is our number one priority. We take a look at one aspect most advisors rarely do: taxes. At Blue, we take a distinctly unique approach to investment management and financial planning centered on strategies for creating potentially tax-free investments and efficient distribution of income in retirement. This specialized focus puts us in the position to work with and advise individuals, even those who already have an advisor without affecting their current relationship. If a majority of your money is in retirement plans like 401(k)s or IRAs then your income at retirement is taxable. Our attention to critical tax strategies helps our clients prepare to have tax free assets at retirement thus further protecting their life's work and savings. Our methods are focused on achieving your goals because that's the only benchmark that matters!

Deeply influenced by her parents and grandparents, who taught her the power of financial independence and the importance of a strong work ethic, Autumn is dedicated to making a significant impact on the lives of her clients and their families by helping them plan and prepare for all of life's transitions. Autumn has over twenty years of experience in the Financial Services Industry, beginning her career as a Financial Advisor in 1996 for Morgan Stanley Wealth Management. She has held a variety of positions at the firm including: Financial Advisor: Branch Manager, Regional Business Services Officer, and Regional Business Development Manager. She was one of the first Vice Presidents in Banking & Lending Services and was awarded the title of Senior Vice President in 2011. Autumn was named to the 2015 MAKERS class, an award that honors women leaders within the firm and the industry.
Autumn also holds the Morgan Stanley Family Wealth Advisor (FWA) designation. In attaining the FWA designation, she completed an accreditation program focused on the skills needed to deliver comprehensive, family-centric wealth management advice and services.
Autumn also serves on the National Diversity & Inclusion (D&I) Alumni Council for Morgan Stanley and previously chaired the Business Development Committee for the D&I Council.
She and her husband Eugene make their home in Holly Springs NC, with their children: daughter Noah- Bell, born in 2007, joined by son R-JAY in 2009. Active in their church, the family also participates in a variety of activities - basketball, baseball, and soccer. They also enjoy entertaining and hosting game nights for family and friends.

About Morgan Stanley

Investors choose to work with Morgan Stanley because the firm and its Financial Advisors mirror the values that instill their own success: a commitment to perform at the highest level, with no shortcuts, compromises or excuses. For nearly 80 years, our firm has been a leader, innovator and partner for successful individuals and their families, as well as corporations, foundations and endowments.
Our Financial Advisors work from an extensive knowledge base built on diverse skills, experience, training and professional interests. They take time to understand your most important goals and have the resources to help you navigate volatile markets and changing life circumstances. They can help select the insights that are most meaningful for your portfolio from the daily barrage of market data and opinion.
Behind every Financial Advisor stands Morgan Stanley. In planning and executing strategies that can help you attain your objectives, our Financial Advisors can draw on our resources and intellectual strength as a global financial services leader.
Whatever your financial goals, and however you prefer to pursue them, Morgan Stanley offers you insights and a wide range of capabilities to help meet your unique needs.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Ken Nelson started in the investment industry in Manhattan immediately after the crash of 1987. He earned an Engineering degree from Tufts University and has very strong quantitative skills as evidenced by his perfect Math SAT score, and State Chess Championship. He became a branch manager of a major brokerage firm at age 26, one of the youngest in his firms history.
Ken has provided economic commentary on TV and radio since 1990. He can be heard in the Triangle on 680AM. Ken earned his MBA (3.9 GPA) from Duke University in 2001. At graduation, Ken was asked by his Professors to return and guest lecture. Ken has guest lectured at Duke in the MBA program and Olli Program. Prior to the Covid pandemic in 2020, Ken taught a class on "The History of Money and Financial Markets" in the Olli Program. He is in the process of turning his course into a book.
Ken has utilized Duke, UNC,and NC State Phd candidates, Masters candidates and undergraduates as interns since 1991. They help Ken with his academic research in the financial markets.
Ken and his fiance' have 10 children and 6 grandchildren. Ken coached boys and girls soccer at the recreational, Challenge and Classic level periodically from 1992 - 2012 (mostly with CASL). Ken loves soccer, chess, skiing, history, and investments. While Ken has 35 years in the industry, he hopes to work 35 more. His investment practice is a family affair. His fiance' and son also work in the investment practice.

About Nelson Wealth Advisors

We are a committed group of professionals dedicated to providing superior investment advice to our corporate and high net worth clients. We average over 30 years of experience in the financial industry. We strive to provide the best, most professional and personalized service possible. We act honestly, with pride and integrity, and always in the best interest of our clients. We earn our clients trust and respect. We believe our knowledge, combined with the exceptional service we provide, ensure our clients are proud to recommend us to their family members, colleagues and friends.
Also located at 9121 Anson Way, Suite #204, Raleigh NC, 27615

About Wells Fargo Advisors

Our mission is to help clients live the one life they have, in the best way possible, without undue financial sacrifice or overexposure to risk. We want to understand a clients values, priorities, and personal as well as financial goals, so we can assist them with life's challenges both financial and otherwise.

Granville has over 11 years of experience in the financial services industry and he began his practice at Merrill in 2022. Before joining Merrill Granville spent six years as an Assistant Vice President with PNC Investments where he built a financial practice in Charlotte, NC. His Focus offers a comprehensive approach to managing wealth that begins with understanding a clients needs. He then ensures every strategy is grounded in that understanding. Granville is driven to deliver an exceptional service experience for each client by helping them pursue their objectives with integrity. Granville studied investment planning at, "The College of Financial Planning", where he obtained is CRPC designation. He also studied for the Certification for Investment Management Analysts at Yale. Though he is a Charlotte native he currently resides in Concord, NC with his new wife Ahlivia and their two "bruisers" for dogs, Titan & Raleigh. They are also active members of their church and avid volunteers for causes near and dear to them.

About Merrill Lynch

Advisory Services Provided:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

About Masonboro Advisors

We are not your typical financial advisors. With decades of experience, our local team consists of a CERTIFIED FINANCIAL PLANNER^™, a mechanical engineer, an MBA holder, and a former manager for a major investment solutions company. Our diverse backgrounds, education, and experience allow us to challenge conventional wisdom in our approach to investment planning. Our approach to financial planning is tailored to your individual goals. We not only take into consideration your financial goals, but we also include stage of life, risk assessment, and future cash flow requirements. Our goal is to prepare you for today, tomorrow and for whatever life brings you. And after many years in business, we've gotten pretty good at that.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

About Strategic Investment Partners

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with personalized information, services, and products to help you reach your goals. Strategic Investment Partners is a sub-branch of Conway & Company Financial Services. We operate as FIDUCIARIES so we are ethically and legally required to invest our client assets in their best interest. A long-term perspective of the Dow Jones Industrial Average reveals the reality there are extended periods of time which the US equity market will trend upwards, and also long periods of time where the market will instead stagnate or move generally lower. Our Fact-Based Strategy - Underpinning our Fact-Based strategy is a set of core beliefs about the market. These core beliefs are: 1. We don't know where the market will go - and neither does anyone else. 2. Wherever the market goes, it will get there by trending. 3. Along the way, there will be outperformers and underperformers. Armed with these three core beliefs, we are well equipped to handle whatever the market brings - ALL WITHOUT HAVING TO MAKE A SINGLE PREDICTION. Using supply and demand analysis, our Fact- Based strategy concentrates on identifying outperformers to include in our portfolios. Together, they give us the "when" and "what" - the two essential ingredients of success.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts

About Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts