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 CFP® with 23 years of industry experience, currently serving at Parallel Advisors, LLC since 2024. His prior roles include positions at MGO Private Wealth, Eckhoff Wealth Management, Yerba Buena Wealth Advisors, LPL Financial, and other firms dating back to 2003. Outside of financial advising, he is involved with 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 employs a multi-strategy investment approach that includes fixed income, mutual funds, ETFs, independent managers, and options strategies, while using technology platforms to support tax-efficient rebalancing and portfolio management.

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.

Matthew James is a financial advisor at Guardian Wealth Advisors, LLC in Durham, NC, with two years of industry experience. He holds a Series 65 credential and has prior experience at Brighton Jones and other organizations including the National Taxpayers Union Foundation and the U.S. Bureau of Labor Statistics. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional entities. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage 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.

Lawrence Hamilton is a CFP® and PFS™ credentialed financial advisor with 24 years of industry experience. He is currently with Prosperity - An EisnerAmper Company in Raleigh, NC, where he has worked since 2024. His prior experience includes long tenures with Hpg Wealthcare Advisors, Avantax Investment Services, and 1st Global Advisors. Hamilton is also a partner at EisnerAmper, specializing in tax and accounting services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, utilizing third-party managers and technology platforms to support client services.

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.

Matthew Hynes is a financial advisor with Prosperity - An EisnerAmper Company, holding a PFS™ designation along with Series 63 and Series 66 licenses. He has six years of industry experience, including prior roles at JP Morgan Private Bank and PwC Advisory Services LLC. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in client assets and emphasizes asset allocation and diversification, using both discretionary and non-discretionary management with third-party independent managers and model portfolios.

Hallvard Boehn is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, holding a Series 65 designation. He has been with Guardian Wealth Advisors since 2024 and has prior experience at Charter Oak Financial, College Steps, and several other firms and organizations. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities with investment advisory, financial planning, and retirement plan consulting services. The firm uses a combination of fundamental and technical analysis within a systematic framework to manage client portfolios, primarily through ETFs and mutual funds.

Arthur Pittman is a financial advisor at Prosperity - An EisnerAmper Company with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms including Avantax Investment Services and HPG Wealthcare Advisors. Pittman is also involved in fixed insurance and annuity sales and provides consulting services through Hughes Pittman & Gupton, LP. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a diversified investment approach, utilizing third-party managers and technology platforms to support clients and manages approximately $5 billion in assets.

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. in Chapel Hill, NC, holding Series 65 and Series 66 licenses with six years of industry experience. He has been with Franklin Street Partners, Inc. since 2002. Franklin Street Advisors provides discretionary, customized investment management to high-net-worth individuals and various institutional clients. The firm employs a team-based, research-driven approach to strategic and tactical asset allocation across multiple investment models and offers access to both internal and third-party portfolio managers.

Edward Secrest is a CFP®-certified financial advisor with over 34 years of industry experience. He is currently with Summit Financial, LLC and has previously worked at Modern Capital Securities, Inc., Liberty Partners Financial Services, and LPL Financial, among others. Outside of advising, he is involved in product development and mentorship for Accessible AI, a firm building CRM solutions for managing 401(k) plans, where he holds an equity stake. Summit Financial, LLC is a multi-team advisory firm serving approximately 17,800 clients with $26.35 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary management with advisor-led consultative services.

Morgan Gojanovich is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, holding a Series 65 designation. He has industry experience beginning in 2025, with prior roles at a family office, Advisory Services Network / Olde Raleigh Financial Group, First Horizon Bank, and American Savings Bank. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by providing investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm uses ETFs and mutual funds within a systematic, quantitative framework combining fundamental and technical analysis, and offers both discretionary and non-discretionary management.

Rodger Isom is a CFP® and holds a Series 65 license with 10 years of experience in the financial industry. He has worked with Advisors Capital Management since 2023 and previously held positions at West Financial Services Inc. and 1st Portfolio Wealth Advisors. Advisors Capital Management provides discretionary portfolio management to a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs. The firm combines top-down macro analysis with bottom-up security selection across proprietary equity, fixed-income, and tactical strategies, managing over $8.1 billion in assets and serving nearly 18,000 clients.

Jason Knight is a CFP® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2011 and previously spent ten years at Charles Schwab. Knight provides investment advisory services through Great Valley Advisor Group, LLC. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals—including high-net-worth clients—retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a combination of in-house strategies and third-party managers.

Wilson Li is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Abacus Wealth Partners with two years of industry experience. Prior to joining Abacus Wealth Partners in 2024, he worked at Woodward Financial Advisors from 2021 to 2024. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base including individuals, families, charitable organizations, and business entities. The firm employs an asset-class investing approach grounded in academic research, utilizing primarily no-load mutual funds, ETFs, and passive institutional funds, along with ESG screening and private pooled vehicles in client portfolios.

Adam Coleman is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Compound Planning, Inc. since 2026 and previously held roles at Maia Wealth, Colorado Wealth Group, LLC, and Dell. Outside of his advisory role, he is a licensed insurance agent. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm offers a range of investment options, including direct indexing and alternative strategies, and operates as a fiduciary with risk-based model allocations tailored to client goals.

Bryan Dearolf is a CFP® and ChFC® with three years of industry experience, currently affiliated with Mariner Independent in Raleigh, NC. Prior to joining Mariner Platform Solutions, he worked at Abundant Life Financial and CWM, LLC. He served in various capacities with the U.S. Navy from 2011 to 2023. Outside of financial advising, he teaches personal finance at Cary Christina School. 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 a range of financial planning and investment management services supported by in-house and third-party resources, with access to alternative investments and affiliated business solutions.

Gavin Speck is an advisor at SEIA with a Series 66 designation and approximately one year of industry experience. Prior to joining SEIA, he was affiliated with SES LLC and spent several years as a student. SEIA is an SEC-registered, multi-team advisory firm with about 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services, combining strategic asset allocation with tactical and qualitative investment processes.