Christy Phillips Strigel is a financial advisor with Franklin Street Advisors, Inc. in Chapel Hill, NC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has been with Franklin Street Advisors since 2013. Outside of her advisory role, she is a partner and officer in two non-investment businesses involved in the importation and sales of European sport horses and equestrian activities, though she does not have active management responsibilities in these ventures. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to a range of clients including individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. The firm employs an open-architecture approach combining in-house and external managers, guided by a quarterly Investment Policy Committee, and offers strategic asset allocation models as well as bespoke mandates.

Colton Neighbors is a financial advisor at New Edge Wealth with two years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Fidelity Investments, Northwestern Mutual, and other financial firms. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics to tailor portfolios.

James Rosselle is a financial advisor with Curi Capital, LLC in Denver, CO, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at RMB Capital Management, LLC since 2012. Outside of advising, he owns and manages a small residential property management business. Curi Capital serves individuals, families, institutions, and charitable organizations with wealth management, asset management, retirement plan solutions, and family office services. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach across equity and fixed income strategies, combining in-house and external managers with proprietary risk analysis tools.

Peter Klas is a financial advisor with Verity Asset Management in Durham, NC, holding a Series 66 designation and 25 years of industry experience. He has worked at Verity Investments, Inc. and Verity Asset Management, Inc. for over a decade. Outside of his advisory role, he is also an insurance agent operating independently through Verity Financial Group, Inc. Verity Asset Management is an SEC-registered investment adviser offering discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to 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 manages both internally developed and third-party models while operating under fiduciary and ERISA standards.

Craig Letendre is a CFA® charterholder with 10 years of industry experience. He is an Institutional Portfolio Strategist at First Citizens Asset Management, Inc., where he has worked since 2019. Prior to that, he held roles at Parametric Portfolio Associates and Eaton Vance Management. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and offers global, multi-asset model portfolios using a combination of quantitative and qualitative methods.

Matthew Inman is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Franklin Street Advisors, Inc. since 2016. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high‑net‑worth individuals and institutional clients, including pension plans and trusts. The firm employs a team-based manager research process and offers tailored mandates across equity and fixed income strategies, combining internal portfolio teams with access to third-party managers.

Justin Marcinkiewicz is a CFA® charterholder with over a year of experience in the financial industry. He currently works at First Citizens Asset Management, Inc., where he has been since 2024, and has been affiliated with First Citizens Bank since 2014. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million through a multi-team platform and constructs global, multi-asset model portfolios using a combination of quantitative and qualitative research.

Tommy Porter is a financial advisor with Founders Financial Alliance, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Founders Financial Alliance and LPL Financial LLC since 2014. Founders Financial Alliance provides discretionary investment management, financial planning, retirement plan consulting, and related advisory services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process that customizes portfolios to client goals using ETFs, third-party managers, and ongoing monitoring, and offers a family-office style program under a flat fee arrangement.

Joseph Knowles is a financial advisor at Curi Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Credit Suisse Securities (USA) LLC for eight years. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up approach to equity strategies and a fundamental relative-value approach to fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Michael Wong is a financial advisor with Abacus Wealth Partners in Durham, NC. He holds a Series 65 designation and began his advisory career in 2026 after eight years at Duke University's Fuqua School of Business and two years at UNC Kenan-Flagler Business School. Abacus Wealth Partners provides financial planning, consulting, and investment management to a diverse client base including individuals, high-net-worth clients, families, and institutional entities. The firm employs an asset-class investing approach grounded in academic research, utilizing primarily no-load mutual funds, ETFs, and passive institutional funds, while incorporating ESG screening and private pooled investments for qualified clients.

David Arthur is a CFA® charterholder with 24 years of industry experience. He is currently with Curi Capital, LLC and has previously worked at Park Ridge Asset Management, LLC. Outside of his advisory role, he is also licensed as an insurance agent. Curi Capital serves a diverse client base including individuals, families, institutions, and charitable organizations, offering services such as wealth management, asset management, and retirement plan solutions. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers, managing approximately $9.83 billion in assets.

Jason Barbera is a CFA® charterholder with four years of industry experience. He has worked at Heritage Wealth Advisors since 2024 and previously held roles at Towards Equilibrium, LLC and SOJE Capital LLC. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, non-profits, and retirement plans with portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm constructs personalized asset-allocation models and manages both discretionary and non-discretionary portfolios using a variety of investment vehicles while also acting as investment manager and general partner to multiple private investment funds.

Charles Johnson is a CFP® with 10 years of industry experience, currently serving at First Citizens Asset Management, Inc. He has held various roles within First Citizens-affiliated entities since 2013 and previously worked at PNC Bank and its affiliates from 2020 to 2024. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and public entities. The firm constructs global multi-asset class model portfolios using fundamental, quantitative, and technical analysis, with an emphasis on strategic asset allocation and risk management.

Jason Harris is a financial advisor with Strategic Blueprint, LLC in Raleigh, NC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Strategic Blueprint since 2019 and has also been associated with The Strategic Financial Alliance Inc. and Cornerstone Wealth Management for over a decade. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management and financial planning services through a network of independent advisory representatives, with notable features including a subscription advisory program and a focus on client education.

Matthew Dellaero is a Certified Financial Planner® at Facet with 10 years of industry experience. He previously worked at The Vanguard Group for seven years and has entrepreneurial experience from Matt & Wills Toys. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients across a range of wealth levels, using technology-driven processes and model-based asset allocations that emphasize exchange-traded funds.

Brian Kurtzer is a financial advisor at Verity Asset Management in Durham, NC, holding a Series 66 designation with 21 years of industry experience. He has worked at Verity Asset Management since 2011 and previously at Verity Financial Group starting in 2004. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other registered investment advisers. The firm employs a model-driven investment process emphasizing tactical asset allocation across multiple asset classes and offers both internally managed and third-party manager models.

Todd Young is a financial advisor at Franklin Street Advisors, Inc. in Chapel Hill, NC, holding a Series 65 designation with nine years of industry experience. His prior roles include positions at KDI Capital Partners LLC and Echelon Point Advisors, LLC before joining Franklin Street Advisors. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. The firm employs an open-architecture approach combining in-house and external managers, guided by a quarterly Investment Policy Committee and a disciplined manager-research process.

Andrew James is a financial advisor at Franklin Street Advisors, Inc. He holds Series 65 and Series 66 licenses and has six years of industry experience. He has worked at Franklin Street Partners, Inc. since 2002. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high-net-worth individuals and institutional clients such as pension plans and trusts. The firm employs a team-based approach with dedicated equity and fixed income management, offering separately managed accounts and a Fund Advisory Program that uses mutual funds and ETFs.

Sheldon Fox is a CFP® and Series 65 advisor at Curi Capital, LLC with seven years of industry experience. He previously worked at KDI Capital Partners, LLC for 17 years before joining Curi Capital and its affiliated entities. Outside of his advisory role, he serves as Executive Director of the Altamira Foundation, a private charitable organization. Curi Capital serves individuals, families, institutions, retirement plan sponsors, and charitable organizations with a range of wealth management, asset management, and retirement plan services. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach combining in-house strategies with external managers and proprietary risk analysis tools.

Duncan Gibson is a Series 66 licensed financial advisor at Curi Capital, LLC with 10 years of industry experience. He previously worked at SharpVue Capital, LLC and Curi Wealth Management LLC before joining Curi RMB Capital LLC. Outside of finance, he is a member manager of Trash Hounds, LLC, a waste and recycling management business. Curi Capital is an SEC-registered investment adviser with approximately $11.6 billion in regulatory assets under management, serving individuals, employers, institutions, and family offices. The firm employs a long-term, fundamental investment approach combining proprietary strategies, third-party managers, mutual funds, and private funds.