Craig Letendre is a CFA® charterholder with 11 years of industry experience. He has worked at First Citizens Asset Management, Inc. since 2019 as an Institutional Portfolio Strategist and has held various roles within affiliated First Citizens entities since 2018. Prior to joining First Citizens, he was with Parametric Portfolio Associates and Eaton Vance from 2015 to 2018. First Citizens Asset Management, Inc. provides model-based sub-advisory and direct investment advisory services to a range of clients, including individuals, trusts, municipalities, and institutions. The firm constructs global multi-asset class portfolios using a combination of fundamental, quantitative, and technical analysis, with an emphasis on strategic asset allocation and risk management.

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.

Justin Marcinkiewicz is a CFA® charterholder with over a year of experience in the financial industry. He currently works at First Citizens Asset Management, Inc., where he has been since 2024, and has been affiliated with First Citizens Bank since 2014. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million through a multi-team platform and constructs global, multi-asset model portfolios using a combination of quantitative and qualitative research.

Joseph Knowles is a financial advisor with Curi Capital, LLC in Raleigh, NC. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Curi Capital, he worked at Credit Suisse Securities (USA) LLC for eight years. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across a variety of portfolio management strategies and service offerings.

Michael Wong is a financial advisor with Abacus Wealth Partners in Durham, NC. He holds a Series 65 designation and began his advisory career in 2026 after eight years at Duke University's Fuqua School of Business and two years at UNC Kenan-Flagler Business School. Abacus Wealth Partners provides financial planning, consulting, and investment management to a diverse client base including individuals, high-net-worth clients, families, and institutional entities. The firm employs an asset-class investing approach grounded in academic research, utilizing primarily no-load mutual funds, ETFs, and passive institutional funds, while incorporating ESG screening and private pooled investments for qualified clients.

David Arthur is a CFA® charterholder with 24 years of industry experience. He is currently with Curi Capital, LLC and previously worked at Park Ridge Asset Management, LLC and Bb&T Asset Management, Inc. Since 2017, he has also been licensed as an insurance agent. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach combining bottom-up equity analysis and relative-value fixed income strategies across various managed accounts and funds.

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.

Charles Johnson is a CFP® with 10 years of industry experience, currently serving at First Citizens Asset Management, Inc. He has held various roles within First Citizens-affiliated entities since 2013 and previously worked at PNC Bank and its affiliates from 2020 to 2024. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and public entities. The firm constructs global multi-asset class model portfolios using fundamental, quantitative, and technical analysis, with an emphasis on strategic asset allocation and risk management.

Jason Harris is a financial advisor with Strategic Blueprint, LLC in Raleigh, NC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Strategic Blueprint since 2019 and has also been associated with The Strategic Financial Alliance Inc. and Cornerstone Wealth Management for over a decade. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management and financial planning services through a network of independent advisory representatives, with notable features including a subscription advisory program and a focus on client education.

Matthew Dellaero is a Certified Financial Planner® at Facet with 10 years of industry experience. He previously worked at The Vanguard Group for seven years and has entrepreneurial experience from Matt & Wills Toys. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients across a range of wealth levels, using technology-driven processes and model-based asset allocations that emphasize exchange-traded funds.

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. with six years of industry experience. He holds the Series 65 and Series 66 designations and has been associated with Franklin Street Partners, Inc. since 2002. Franklin Street Advisors provides discretionary, customized investment management to high-net-worth individuals and institutional clients. The firm employs a team-based approach to asset allocation and offers separately managed accounts along with pooled investment vehicles, combining internal portfolio teams with access to third-party managers.

Sheldon Fox is a CFP® and Series 65 credentialed advisor at Curi Capital, LLC with seven years of industry experience. He previously worked at KDI Capital Partners, LLC for 17 years before joining Curi Capital in 2022. Outside of his advisory role, he serves as Executive Director of the Altamira Foundation, a private charitable nonprofit. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across a variety of vehicles, including separately managed accounts, mutual funds, and private funds.

Kristine Carothers is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC. She holds a Series 66 designation and has six years of industry experience. Prior to joining First Citizens Asset Management in 2021, she worked with First Citizens Investor Services and First South Financial Services. 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 and offers global, multi-asset model portfolios with dynamic asset allocation and ongoing monitoring.

Duncan Gibson is a financial advisor at Curi Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at SharpVue Capital, LLC and Morgan Stanley. Outside of his advisory role, he is involved in waste and recycling management services as a member manager of Trash Hounds, LLC. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach implemented through various strategies including separately managed accounts, mutual funds, and private funds.

Edward Monaghan is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Monaghan Wealth Management, Capital Investment Advisory Services, LLC, and Capital Investment Group, Inc. since 2017, following a year at Wells Fargo Clearing. Outside of his advisory work, Monaghan serves as treasurer and secretary for Brentwood Office Park POA. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, trusts, and charitable institutions. The firm customizes portfolios based on client objectives, time horizon, and risk tolerance and predominantly manages assets on a discretionary basis using a variety of analytical methods and investment strategies.

Katherine Sumner is a CFP® and holds a Series 65 license, with five years of industry experience. She has worked at Abacus Wealth Partners since 2021 and previously served in private family wealth roles and at Spotted Dog. Outside of finance, she has been involved with Girls Rock NC, Inc. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, and institutions. The firm employs an asset-class investing strategy grounded in academic research, including the use of no-load mutual funds, ETFs, and passive institutional funds, and integrates ESG screening and private pooled investments for qualified clients.

Timothy Nugent is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with SVB Wealth and has previously worked at First Citizens Bank, Fidelity, Truist Investment Services, and Wells Fargo Clearing. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm uses a documented due diligence process to select and monitor third-party managers and operates as a wholly owned, non-bank subsidiary of First Citizens Bank.

Martin Hensley is a financial advisor at Foundations Investment Advisors LLC with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including EQIS Capital Management and Capital Financial Advisory Group. Outside of his advisory role, he is involved in insurance sales through Full Court Wealth. Foundations Investment Advisors LLC serves a broad client base including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning, portfolio management, and sub-advisory services, employing a blend of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.