Orlando Rosario is a financial advisor with SeaCrest Wealth Management, LLC in Durham, NC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Advised Assets Groups, LLC. SeaCrest Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that combines fundamental and technical analysis and incorporates both internal and third-party AI tools as decision support.

Christopher Demetropoulos is a financial advisor at Modern Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at Advisory Services Network, LFM Wealth Management, Team Wealth Investments, and Trillium Asset Management, LLC. He serves on the advisory board for First in Families of North Carolina. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm provides discretionary and non-discretionary investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and institutional clients, employing a centralized investment committee and a combination of model portfolios, third-party managers, and tactical adjustments.

Lorren Bryant is a CFP® with 36 years of industry experience, currently serving at Verity Asset Management. His career includes roles at Verity Investments, Inc., Verity Financial Group, and The Leaders Group Inc DBA Simplicity Investments. Outside of his advisory work, he is president of Manton Financial Services. Verity Asset Management is an SEC-registered investment adviser providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, institutional clients, and other 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 models under fiduciary and ERISA standards.

Craig Sullivan is a CFA® charterholder with 18 years of industry experience. He has been with Franklin Street Securities, Inc. since 2012. The firm provides discretionary investment management and advisory services to individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. Franklin Street Advisors employs an open-architecture approach that combines in-house and external management, guided by a quarterly Investment Policy Committee and a disciplined manager-research process.

Roy Ray is a financial advisor with Gibbs Wealth Management, LLC in Durham, NC, holding a Series 65 credential and having two years of industry experience. He has also served as CEO of Strategic Retirement Solutions, Inc., a firm focused on insurance-related products, since 2010. In addition to his advisory roles, Mr. Ray is involved in managing a commercial and residential rental property business. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists. The firm focuses on assessing clients’ financial situations and risk tolerance to select and monitor model portfolios rather than managing individual securities directly.

Bruce Frankel is a financial advisor at Parallel Advisors, LLC with 23 years of industry experience. He holds the CFP® and Series 66 credentials. Prior to joining Parallel Advisors in 2024, he worked at MGO Private Wealth, Eckhoff Wealth Management, LLC, and Yerba Buena Financial Partners, LLC. Outside of his advisory role, he is a member of AB Bedding, LLC, a bedding products company, where he provides strategic support. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-faceted investment approach including fixed income, mutual funds, ETFs, and independent managers, and incorporates technology platforms for tax-efficient rebalancing and held-away account management.

Joe Poran is a financial advisor at Credit Union Investment Services with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked in investment-related roles at Members Trust Company and SeCU Life Insurance Company since 2014. He previously served for 16 years at State Employees' Credit Union, where he provided financial services and opportunities aimed at improving members' economic and social conditions. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning focused on long-term goals. The firm emphasizes the use of no-load, low-cost index funds and ETFs, with recommendations tailored to clients without discretionary trading.

Madison Held is a Series 65 licensed financial advisor with five years of industry experience. He is currently associated with Nelson Wealth Management, LLC and Mariner Platform Solutions since 2022. Prior to this, he worked at AdvicePeriod, LLC and Nelson Financial Partners, LLC. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of 119 advisers using both model and customized portfolios.

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.

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.

Wesley Frady is a financial advisor at Credit Union Investment Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked since 2013 in various roles including Financial Advisory Services District Manager at State Employees' Credit Union and as a trust representative with Members Trust Company. He also serves as an agent with SeCU Life Insurance Company. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, retirement, and financial planning advice. The firm emphasizes a long-term, goals-based approach using low-cost mutual funds and ETFs, and operates within the credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

Tevin Pettiford Dubose is a financial advisor with Credit Union Investment Services in Durham, NC, holding Series 63 and Series 65 registrations and two years of industry experience. Prior to joining his current firm, he worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. He also holds roles with the State Employees' Credit Union and SECU Life Insurance Company, where he provides financial advisory and life insurance services, respectively. Credit Union Investment Services primarily serves North Carolina residents with non-discretionary financial planning and portfolio advice, focusing on long-term goals and low-cost investment options within a credit-union structure.

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.

Michael Wong is a financial advisor at Abacus Wealth Partners with a Series 65 designation and one year of industry experience. Prior to joining Abacus Wealth Partners, he spent eight years at Duke University’s Fuqua School of Business and two years at UNC Kenan Flagler Business School. Abacus Wealth Partners serves individuals, families, trusts, charitable organizations, and business entities with financial planning, consulting, and investment management services. The firm employs a passive-oriented, asset-class investment approach supplemented by fundamental manager analysis and ESG screening, tailoring portfolios to clients’ risk profiles and goals.

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.

Matthew Dellaero is a CFP® professional with 10 years of industry experience, currently serving at Facet since 2023. Prior to joining Facet, he worked for The Vanguard Group, Inc. for seven years and was involved with Matt & Wills Toys in 2017. Facet serves individual members across a broad range of wealth levels and offers tiered, subscription-based financial planning and investment services. The firm delivers holistic financial planning through a Total Financial Life Resources framework and uses discretionary asset-allocation programs primarily based on ETFs, operating at scale with approximately 87 advisors and $7.6 billion in discretionary assets under management.

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.