Kathleen Villegas is a CFP® professional with eight years of industry experience. She currently works at Root Financial Partners and previously held roles at Ellevest and Old Peak Finance LLC. Prior to her financial advisory career, she worked at Duke University. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement plans. The firm emphasizes broadly diversified, passive portfolios tailored to client goals and offers specialized strategies when appropriate, along with educational programming and separate paid online academies.

Jo Beth Mullens is a financial advisor at Verity Asset Management with two years of industry experience. She holds a Series 65 credential and has worked in tax services as a tax analyst for H&R Block. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment process focused on tactical asset allocation across diverse asset classes and offers discretionary portfolio management, retirement-plan advisory, and financial planning services.

Terrence Donoghue is a financial advisor with Founders Financial Alliance, LLC in Durham, NC, holding Series 63 and Series 66 licenses and over 47 years of industry experience. He has been with Founders Financial Alliance and affiliated with LPL Financial since 2016, previously working at Invest Financial Corporation and National Equities Management Co. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning services to individual and high-net-worth clients, charitable organizations, and corporate retirement plans. The firm employs an evidence-based investment approach tailored to client goals and risk tolerances, combining asset allocation, rebalancing, and multiple strategies along with third-party manager solutions.

Lawrence Mcmanus Jr. is a CFP® professional with 22 years of industry experience, currently serving at Modern Wealth Management, LLC since 2024. His prior roles include positions at Advisory Services Network, LLC and Team Wealth Planning and Management, Inc. He serves as treasurer and finance chair on the board of directors for Carol Woods Retirement Community and holds board roles with County Hall Insurance Company. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, modular financial planning, tax and estate planning, and ERISA plan services.

Gordon Wegwart is a financial advisor at Verity Asset Management with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Verity Asset Management, Inc. and related entities since 1996. Wegwart serves as an officer and director of Verity Financial Group, an insurance agency, and is a board member of PlanScope360, LLC, which focuses on retirement plan governance and administration. Verity Asset Management is a multi-team SEC-registered advisory firm with 53 advisors overseeing approximately $1.15 billion. The firm serves individuals, retirement plan sponsors and participants, institutional clients, and other advisers, employing a largely model-based investment process that includes internally managed specialty strategies and third-party manager models.

Michael De Camillis is a financial advisor at Verity Asset Management with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with multiple firms, including The Leaders Group DBA Simplicity Investments and Tidewater Financial Group of NC. Outside of advisory work, he is involved in sales and marketing roles related to health and insurance products through several business activities. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, and institutional clients with discretionary portfolio management, retirement-plan advisory, and financial planning. The firm uses a model-driven investment process focused on tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

Joseph Gordon is a CFP® professional with 46 years of industry experience, currently serving as an advisor at Summit Financial, LLC. He previously led Gordon Asset Management, LLC for over two decades and has been president of Strategic Financial Management, Inc. since 1981, where he offers fixed-life insurance and employee benefits. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in client assets, offering investment advisory, portfolio management, and retirement plan services to a diverse client base through both discretionary and consultative platforms.

Paul Bode is a financial advisor at Franklin Street Advisors Inc. with nine years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Safe Harbor Family Capital, LLC and Johnson Development Associates. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high-net-worth individuals and various institutional clients. The firm uses a team-based manager research process and offers separately managed accounts, combining in-house equity and fixed income management with access to third-party managers.

Jasmine Young is a financial advisor at Core Planning with one year of industry experience. She holds a Series 65 designation and concurrently works as a Data Scientist and Software Engineer at Microsoft, where she develops AI agents for sales support. Core Planning provides fee-only financial planning and wealth management services primarily for individual and high-net-worth clients, including ERISA 3(21) retirement-plan advisory services. The firm employs a tailored investment approach using third-party model portfolios and automated rebalancing tools.

Richard Blankenship is a CFA® charterholder with 22 years of industry experience, currently serving at Franklin Street Advisors, Inc. He has been with Franklin Street Partners, Inc. since 1997. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high-net-worth individuals and various institutional clients. The firm employs a team-based manager research process and manages client portfolios on a discretionary basis, offering access to both internal portfolio teams and third-party managers.

Joseph Moore is a financial advisor at Summit Financial, LLC in Durham, NC, with 16 years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Summit Financial in 2024, he worked at Gordon Asset Management, LLC and Gibraltar Financial, LLC. Outside of his advisory role, he is a managing partner at a real estate holding company. Summit Financial, LLC is a multi-team advisory firm with 216 advisors serving approximately 17,800 clients and managing about $26.35 billion in assets. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory, operating both discretionary and consultative service models.

Christopher Mann is a CFP® professional with 32 years of industry experience. He currently works at Titleist Asset Management, LLC and previously held roles at Fidelity and Fisher Investments. Titleist Asset Management provides customized investment advice and financial planning services to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm uses a rules-based Total Return framework and offers a range of portfolio strategies overseen by an investment committee.

Roger Eubanks is a financial advisor at Franklin Street Advisors, Inc. in Chapel Hill, NC, with 21 years of industry experience. He has been with Franklin Street Advisors since 2016 and holds the Series 63 and Series 66 designations. Franklin Street Advisors provides discretionary, customized investment management to high-net-worth individuals and institutional clients, utilizing a team-based approach that combines strategic and tactical asset allocation through a range of models and tailored mandates. The firm offers separately managed accounts and a Fund Advisory Program with access to both internal portfolio teams and third-party managers.

Allen Huggins is a financial advisor with Verity Asset Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Verity Financial and Verity Asset Management since 1997, and more recently with The Leaders Group DBA Simplicity Investments since 2025. Outside of his advisory role, Huggins is active as a group fitness instructor in Wilmington, NC. Verity Asset Management is a multi-team advisory firm managing approximately $1.15 billion for individual and institutional clients. The firm employs a largely model-based investment approach with tactical asset allocation, offering discretionary portfolio management, retirement plan consulting, and sub-advisory services.

John Lyon Jr. is a financial advisor with Rossby Financial, LLC in Durham, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Cambridge Investment Research and MML Investors Services. Outside of finance, he serves as a pastor for House of Prayer Ministries and performs as a compensated musician for churches and events. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension plans, corporations, and other entities. The firm manages approximately $565 million in discretionary assets and uses a variety of analytical approaches to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Brad Corbett is a financial advisor at Verity Asset Management with 12 years of industry experience. He holds Series 65 and Series 63 designations and has been with Verity since 2014. Corbett serves as a board member for Thalweg Capital Management, a real estate company, providing oversight and governance. Verity Asset Management is a multi-team SEC-registered firm managing approximately $1.15 billion and serving individuals, retirement plans, institutions, and other advisers. The firm uses a largely model-based investment approach with tactical asset allocation and offers both internally managed and third-party model portfolios, along with sub-advisory and financial planning services.

Brandon Furlong is a financial advisor at Larson Financial Group, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Larson Financial Group and its affiliated broker-dealer since 2012. Prior to that, he worked at LPL Financial in 2009. He is also a shareholder in Larson Financial Holdings, LLC, a non-operating holding company. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs, employing both strategic and tactical approaches, and incorporates AI-assisted tools alongside human review for client advice.

Robert Martin is a financial advisor with Bison Wealth, LLC in Chapel Hill, NC, holding a Series 65 license and seven years of industry experience. His prior roles include positions at Truadvice, LLC and Oxley Capital Management, LLC. In addition to advisory services, he works as an insurance agent, collaborating on private pension plans and overseeing their execution and maintenance. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations with financial planning, portfolio management, model portfolios, and ERISA retirement plan services. The firm utilizes outcome-focused, multi-manager model portfolios combining liquid and private-market strategies and provides specialized services through its Turnkey Asset Management Platform.

Ellen Bailey is a CFP®-certified financial advisor with 16 years of industry experience. She currently serves at Verity Asset Management and has prior experience at firms including Morgan Stanley and BB&T Securities. Outside of advisory work, she is also an insurance agent with Advisor Share, LLC. Verity Asset Management is a multi-team advisory firm managing approximately $1.15 billion and serving individuals, retirement plan sponsors, institutional clients, and other advisers. The firm employs a model-based investment approach with a focus on tactical asset allocation and offers services including portfolio management, retirement consulting, and sub-advisory solutions.

William Hopwood is a financial advisor at Verity Asset Management with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with related firms including Verity Investments, Inc., and The Leaders Group DBA Simplicity Investments. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, institutional clients, and other advisers. The firm offers discretionary portfolio management, retirement-plan advisory, and financial planning, employing a model-driven investment process focused on tactical asset allocation across diverse asset classes.