Broker Check


Nicholas J. Pino, CFP®, AIF®


(919) 719-3811

Nicholas J. Pino, is a CERTIFIED FINANCIAL PLANNER™ Practitioner and Accredited Investment Fiduciary®. Nick has been with Capitol Financial Solutions for 20 years, and has 22 industry years...

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Brian Carr, CPWA®, CFP,® AIF®

Certified Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ Practitioner, Accredited Investment Fiduciary®

(919) 719-3831

Brian is a seasoned financial advisor and co-founder of Team RetireWell. He oversees growth of the team and inspires collaboration with subject matter experts, advisors, analysts and administrative staff to bring a holistic...

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Phil Romano, CIMA®, CFP®, AIF®


(919) 719-3848

Phil is a skilled financial advisor and financial planner with Team RetireWell. He is responsible for developing advanced financial planning strategies and collaborates...

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Matthew Hall, CFP®


(919) 719-3837

Matt seeks to provide his clients with clarity and guidance on their path to financial independence. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, he approaches client concerns and priorities from a holistic perspective. By...

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Nick Pangakis, RICP®, FSCP®, LUTCF

Financial Advisor

(984) 235-7222

Nick began his financial practice in 1997. His goal is to provide individuals, families and business owners with assistance in building their financial freedom. His mission is to become a lifetime resource for each and every one of his...

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Crystal Beard, ESQ


(919) 880-5957

Crystal Beard, attorney at Beard Law, PLLC specializes in Estate Administration, Estate Planning and Guardianship Law. Crystal’s firm website is Crystal lives in Creedmoor, NC with her husband, daughters...

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Eric Schofield

Health/Medicare Consultant

(919) 390-1880

(919) 400-4252

Eric is recognized as one of the leading experts in the industry in the Medicare market. He brings 18 years of experience along with a genuine concern for his clients and a passion for mentoring. Eric is uniquely positioned in the...

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Maya Tobin

Registered Assistant

(336) 701-2550

Maya Rose Tobin is our Scheduling Assistant and Client Service Specialist.  She has worked in the financial services industry since 1999, as a Registered Sales Assistant and Financial Planning Assistant with expertise in compliance.  

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Meike Wiest, MSW, CCM

Aging Life Care Manager

(919) 378-1121

Meike Wiest* is a geriatric care manager and guardianship of person provider in the Triangle. Meike’s firm website is and she and her team have a combined 200 years of experience advocating for seniors and...

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