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® and holds a Series 66 license with 23 years of industry experience. She has worked at CWA Asset Management Group since 2020 and previously spent six years at Fifth Third Securities. CWA Asset Management Group provides portfolio management and financial planning services to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm offers a range of services including family-office offerings, retirement plan fiduciary services, and access to private pooled investment vehicles, utilizing proprietary research and a combination of active fundamental analysis and multi-factor quantitative rankings.

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.

Anna Bischoff is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 licenses. She has eight years of industry experience, including roles at Members Trust Company and SECU Life Insurance Company. Bischoff also serves as a Financial Services Officer at State Employees' Credit Union, where she provides financial services to eligible members. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning within a credit-union ecosystem. The firm emphasizes a goals-based, long-term investment approach using low-cost index funds and ETFs.

Kyle Hoopes is a financial advisor with Credit Union Investment Services in Carrboro, NC, holding Series 63 and Series 65 licenses and three years of industry experience. He has been affiliated with State Employees' Credit Union since 2014, serving as a Financial Advisory Services Specialist, and also works as an agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs alongside a goals-based, long-term planning approach.

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.

Alicia Love is a financial advisor at Credit Union Investment Services with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple related entities, including State Employees’ Credit Union, where she serves as a Financial Advisory Services District Manager. Her roles also include trust representation at Members Trust Company and life insurance agent at Secu Life Insurance Company. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with investment adviser representatives as salaried employees of the parent credit union.

Erich Spoonhour is a financial advisor at Trajan Wealth, L.L.C. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney, Wells Fargo Advisors, and Elements Consulting. Outside of his advisory role, he is also licensed as an insurance agent and occasionally offers insurance products to clients. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment approach tailored to client objectives and documented through investment policy statements.

Tracy Cohen Mcluckie is a financial advisor at B. Riley Wealth Advisors, Inc. with 36 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at National Securities Corp. Outside of her advisory role, she is also the Vice President of Investments at North Shore Wealth Management, LLC, an affiliated business conducted through B. Riley Wealth. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of programs and utilizes platforms such as Envestnet to manage approximately $4.21 billion in client assets.

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® with 31 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. He has held roles at Arky & Miller Financial Group since 2009, where he is a managing partner, and has worked in various capacities with Cambridge Investment Research and The Variable Annuity Marketing Company. Miller also serves as adjunct faculty at Guilford College, teaching CFP Board educational courses. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios and a long-term investment approach.

Elizabeth Gates is a financial advisor at Credit Union Investment Services with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several affiliated firms, including Secu Life Insurance Company, Members Trust Company, and State Employees' Credit Union. Gates serves as a Financial Advisory Services Specialist at State Employees' Credit Union, providing financial services to eligible members. Credit Union Investment Services serves residents of North Carolina, primarily individual investors and some trust clients, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.

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.

Christopher Satalino is a financial advisor with Credit Union Investment Services in Durham, NC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining CUIS, he worked at Wells Fargo Bank and Policygenius. He also serves as a Financial Advisory Services Specialist at State Employees’ Credit Union and as an agent for SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm’s advisers are salaried employees of the parent credit union, and clients retain final decision authority on investment implementation.

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.