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® with 32 years of industry experience, currently serving as a financial advisor with Titleist Asset Management, LLC. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm employs a rules-based investing approach and offers a range of allocation strategies, combining advisory services with affiliated brokerage, insurance, and tax/accounting offerings.

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 at Rossby Financial, LLC in Durham, NC, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research Advisors, Inc., MML Investors Services, and Massachusetts Mutual Life Insurance Co. Outside of his advisory role, Lyon is a musician who performs for churches and events, and he serves as a pastor at House of Prayer Ministries. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm 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 in Durham, NC, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Verity Asset Management since 2014. Corbett serves as a board member at Thalweg Capital Management, a real estate company, providing oversight and governance. Verity Asset Management is an SEC-registered multi-team advisory firm managing approximately $1.15 billion and serving individuals, retirement plan sponsors, institutional clients, and other registered investment advisers. The firm employs a largely model-based investment approach with tactical asset allocation, utilizing both internally managed and third-party strategies, and offers services such as portfolio management, retirement plan consulting, and sub-advisory arrangements.

Brandon Furlong is a financial advisor at Larson Financial Group, LLC in Durham, NC, holding a Series 66 credential with 14 years of industry experience. He has been with Larson Financial Group and its affiliated broker-dealer, Larson Financial Securities, LLC, since 2012. Furlong 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 particular focus on doctors and related businesses. The firm employs a mix of strategic and tactical investment approaches, including model portfolios, custom discretionary programs, option overlays, and separately managed accounts, supported by AI-assisted research tools.

Ellen Bailey is a CFP® with 16 years of experience in the financial industry. She is currently with Verity Asset Management and has previously worked at BB&T Securities and Morgan Stanley. In addition to her advisory role, she is also an insurance agent with Advisor Share, LLC. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, and institutional clients with discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning. The firm employs a model-driven investment process with tactical asset allocation across diverse asset classes and offers both internally managed and third-party models while operating under fiduciary and ERISA standards.

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.

Amy Simonson is a financial advisor at Verity Asset Management with 32 years of industry experience. She holds Series 63 and Series 65 designations and has been affiliated with various Verity entities since 1996. In addition to her advisory role, she serves as CFO and COO of PlanScope360, LLC, a third-party administration firm focused on finance, operations, and strategic business development. Verity Asset Management is an SEC-registered investment adviser serving individual investors, corporate and institutional clients, and other advisers. The firm offers discretionary portfolio management, retirement-plan advisory, and financial planning, using a model-driven investment process that emphasizes tactical asset allocation across multiple asset classes.

William Orchard Hays III is a financial advisor with HBW Advisory Services LLC in Durham, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Silver Oak Securities, Cetera Wealth Services, and multiple financial services firms he has been associated with since 2005. He is also involved with Stepwise Financial, an independent financial professional business. HBW Advisory Services manages approximately $1.75 billion in client assets and offers discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach, utilizing third-party money managers and multi-manager diversification, and is noted for its institutional and intermediary services alongside a high client load per advisor.

Kurt Hollar is a financial advisor at Verity Asset Management with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with multiple entities under the Verity name since 1997. His prior experience includes work with The Leaders Group DBA Simplicity Investments and Verity Investments, Inc. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment approach focused on tactical asset allocation across diverse asset classes, offering discretionary portfolio management, retirement-plan advisory, and financial planning services.

Whitney H Ill is a CFP® professional with three years of industry experience, currently serving at Creative Planning. Prior to joining Creative Planning, Whitney worked at Collective Wealth Partners and GRID 202 Partners. Outside of financial advising, Whitney is involved in entrepreneurial ventures including ownership in an ecommerce business and a quick-service restaurant franchise. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base ranging from individuals to institutions. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, tax-loss harvesting, and selective private market exposure while managing approximately $295.6 billion in client assets.

Diane Bonner is a Certified Financial Planner® with 22 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC since 2025. Her prior experience includes roles at Arky & Miller Financial Group, Wells Fargo Clearing, and Truist Investment Services. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm providing wealth management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm’s investment approach focuses on customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other securities, supported by an extensive network of advisors and sub-advisory arrangements.

Daniel Knox is a financial advisor with Valic Financial Advisors in Durham, NC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at VALIC Financial Advisors since 2002 and has been associated with Agia since 2022, where he acts as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

James Contino is a CFP® professional with 33 years of experience in the financial industry. He is affiliated with Valic Financial Advisors and has worked at AIG Valic since 2003 and Agia since 2022. Outside of advisory work, he is involved in non-securities insurance product sales. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to manage roughly $29.2 billion in assets.

Gary Gaulden is a CFP®-certified advisor with over 33 years of experience in financial services. He has worked at Osaic Advisory Services, LLC since 2024 and previously held roles at Securities America, Inc., Arbor Point Advisors, and Ameriprise Financial Services, Inc. He operates a satellite office in Atlantic Beach, North Carolina, under Gaulden & Associates. Osaic Advisory Services, LLC is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models, utilizing a combination of proprietary guidance and third-party platforms.

Jeffrey Marko is a financial advisor at Beacon Pointe Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at DMJ & Co., PLLC, where he is a partner, and Dixon Hughes Goodman, LLP. He serves on the finance committee of Housing for New Hope, a nonprofit organization. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using third-party platforms and sponsors proprietary investment vehicles and private funds.