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® professional with 46 years of industry experience, currently serving at Summit Financial, LLC since 2024. He has held roles at firms including Purshe Kaplan Sterling Investments and Valmark Securities, and founded Gordon Asset Management, LLC in 2001. In addition to his advisory work, he is president and owner of Strategic Financial Management, Inc., a firm offering fixed life insurance, disability, long-term care, and employee benefits. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with over $26 billion in assets under management and more than 200 advisors. The firm provides investment advisory, portfolio management, financial planning, retirement plan advisory, and access to alternative investments through a combination of discretionary and consultative 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.

Olivia Van Amsterdam is a financial advisor at SVB Wealth with four years of industry experience and holds a Series 65 credential. Her background includes roles at UKG, Kronos Incorporated, Northeastern University, Babson College, and a brief tenure at An Unlikely Story. Olivia is based in Raleigh, NC. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a combination of fundamental, quantitative, and technical analysis to oversee investment allocations and manager adherence, supported by an Investment Committee.

Eraine Parker is a financial advisor at First Citizens Asset Management, Inc. with 30 years of industry experience. Parker holds Series 63 and Series 65 licenses and has held roles at several firms including M. S. Howells & Co. and EF Legacy Securities, LLC. Outside of investment advisory, Parker is the president and owner of Byond Compliance LLC, providing regulatory compliance consulting and training. First Citizens Asset Management provides model-based sub‑advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm employs a global multi-asset class approach that integrates fundamental, quantitative, and technical analysis through discretionary management and periodic portfolio rebalancing.

Christopher Bettis is a CFP® with 26 years of industry experience, currently serving at First Citizens Asset Management, Inc. since 2025. He has held roles at affiliated firms including First Citizens Investor Services and First Citizens Bank since 2016, and previously worked at LPL Financial and Principal Financial Services. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and public entities. The firm employs a multi-asset class investment approach combining fundamental, quantitative, and technical analysis with continuous monitoring and periodic portfolio rebalancing.

Robert Spires Jr. is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with First Citizens Asset Management since 2007 and First Citizens Investor Services since 2016. Outside of his advisory role, he is a partner at Relentless Training Corps, a personal and group fitness training and conditioning business. 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, offering global, multi-asset portfolios with dynamic asset allocation and access to third-party managers.

Jasmine Young is a financial advisor at Core Planning with a Series 65 designation and one year of industry experience. Prior to joining Core Planning, she worked as a Data Scientist and Software Engineer at Microsoft, where she develops AI agents to support business functions. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party managers, and model portfolios.

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.

Brad Pinter is a financial advisor at Founders Financial Alliance, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including SunTrust Investment Services and TIAA-CREF. Outside of advising, he serves as an Account Executive at Sailpoint, a technology company specializing in identity management and governance for unstructured data access. Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process using ETFs, third-party managers, and ongoing portfolio monitoring, and offers a family-office style program under a flat fee arrangement.

William Sanderson is a CFP® professional with five years of industry experience. He has worked at Curi Capital since 2019 and previously at Captrust Financial Advisors from 2016 to 2019. Sanderson is based in Raleigh, NC. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, mutual funds, private funds, and family offices. The firm uses a long-term, fundamental investment approach with a mix of proprietary strategies, third-party managers, and private funds, and offers specialized services including Wealth Management and a subscription education product for medical professionals.

Chad Trevithick is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC. His prior experience includes roles at Modern Capital Securities, Inc., Liberty Partners Financial Services, LLC, and BB&T Investment Services, Inc. He holds the Series 66 license. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to meet diverse client needs.

Joseph Miller is a CFP® professional with 32 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has previously worked at Arky & Miller Financial Group and The Variable Annuity Marketing Company. Miller also teaches CFP Board educational courses as an adjunct faculty member at Guilford College. Concurrent Investment Advisors, LLC is a multi-team registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers, supported by a network of approximately 286 advisors serving over 13,000 clients.

Jessica Pasquale is a CFP® with 11 years of industry experience, currently affiliated with Curi Capital, LLC in Raleigh, NC. Her prior work includes roles at Integrity Alliance, Lion Street Financial, Cetera Investment Services, and First Citizens Bank. Outside of financial advising, she owns and operates a sole proprietorship where she paints and sells original acrylic paintings. Curi Capital serves a diverse client base including individuals, families, institutions, and retirement plan sponsors, managing approximately $9.83 billion across various investment vehicles. The firm employs a long-term, fundamental investment approach for equities and a relative-value strategy for fixed income, combining in-house and external management resources with proprietary risk analysis tools.

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.

John Sleesman is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Summit Financial, LLC and previously held roles at Modern Capital Securities, Inc., Liberty Partners Financial Services, LLC, Secrest Blakey & Associates, LLC, and LPL Financial Corporation. Outside of his advisory work, he is a 25% partner in an agricultural land business, JNH Land Company, LLC. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory, portfolio management, and retirement plan services through discretionary and consultative models.

Trina Coltrain is a financial advisor at Founders Financial Alliance, LLC with 17 years of industry experience. She holds a Series 66 designation and has been with Founders Financial Alliance and LPL Financial since 2016. 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 using ETFs, third-party managers, and ongoing portfolio monitoring, and offers a family-office style program under a flat fee arrangement.

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.

Ethan Porter is a financial advisor with Founders Financial Alliance, LLC in Raleigh, NC, holding a Series 66 designation and five years of industry experience. He has worked at Founders Financial Alliance since 2017 and previously was associated with LPL Financial, LLC. Outside of his advisory role, he has a background connected to the Chapel Hill Tennis Club during his college years at Elon University. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning 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 manages approximately $1.18 billion in assets across a multi-advisor team.

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.