Todd Zempel is a financial advisor at Summit Financial, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Gordon Asset Management, LLC for 12 years. Outside of his advisory work, he is a co-managing member of Z & M Real Estate Holdings, LLC, a passive real estate investment entity. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative approaches.

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.

Evan Kramlich is a financial advisor at Redhawk Wealth Advisors, Inc. in Cary, NC, with 14 years of industry experience. He holds a Series 66 credential and previously worked for Axa Advisors, LLC from 2011 to 2017. Outside of advisory work, he is also licensed as an insurance agent with various carriers. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm uses a strategic and tactical asset allocation approach across multiple asset classes and supports multi-generational wealth needs, separately managed accounts, and educational seminars.

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® with 46 years of industry experience. He is currently with Summit Financial, LLC and Purshe Kaplan Sterling Investments, and previously led Gordon Asset Management, LLC for over two decades. He also owns and serves as president of Strategic Financial Management, Inc., which offers fixed life, disability, long-term care insurance, and employee benefits. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside comprehensive financial planning and retirement plan advisory services.

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.

Lori Taylor is a CFP® credentialed financial advisor with 23 years of industry experience, currently serving at CWA Asset Management Group since 2020. Her prior roles include positions at Fifth Third Securities and Truist Investment Services. CWA Asset Management Group provides investment advisory and financial planning services to individual and institutional clients, employing proprietary research and quantitative strategies across globally diversified portfolios. The firm also offers fiduciary retirement plan services and facilitates insurance product transactions through affiliated entities.

Nathaniel Brown is a financial advisor at Geneos Wealth Management, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Cambridge Investment Research and Commonwealth Financial Network. Outside of his advisory work, he owns Networking With Nate LLC, which hosts professional job networking events. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority.

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.

Erich Spoonhour is a financial advisor at Trajan Wealth, L.L.C. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney, Wells Fargo Advisors, and PNC Wealth Management. In addition to his advisory role, he occasionally acts as an insurance agent, offering related products to clients. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and other entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific circumstances while integrating tax, estate, and insurance planning.

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.