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.

Amy Simonson is a financial advisor with Verity Asset Management in Durham, NC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been affiliated with Verity Financial Group and Verity Asset Management since 1996 and served in executive roles at PlanScope360, LLC, focusing on finance, operations, and strategic business development. 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 advisers. The firm employs a largely model-based investment process emphasizing tactical asset allocation and acts as a manager-of-managers through customized model portfolios and sub-advisory arrangements.

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.

Mitchell Ludwig is a CFP® professional with seven years of industry experience, currently associated with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA. His prior work includes roles at OSAIC, FSC, Wealthcare Capital Management LLC, and The Family Firm. He is also involved as an Associate Partner in Carolina Wealth Partners, a marketing entity based in Raleigh, NC. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent Investment Adviser Representatives and employs a mix of custodians and third-party managers to implement client strategies.

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.

Kevin Berry is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds the Series 65 designation and has worked at Brookstone Capital Management since 2022. His prior experience includes roles at Security Financial, Retirement Wealth Advisors, FormulaFolio Investments, and Secure Financial Solutions. Outside of his advisory work, he owns and operates Security Financial, providing insurance sales and investment advisory services. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset allocation models, a turnkey asset management platform, and a variety of investment strategies, serving both direct clients and other advisory programs.

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® professional with 33 years of experience in financial advising. He currently works with Osaic Advisory Services, LLC and has previously held roles at Securities America, Inc., Arbor Point Advisors, and Ameriprise Financial Services, Inc. He also operates a satellite office for client services in Atlantic Beach, NC under Gaulden & Associates. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a wide range of clients, including high-net-worth individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers various managed programs, retirement plan consulting, and access to alternative investments, utilizing both fundamental and technical analysis and partnering with multiple platform providers.

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.