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.

Sheldon Fox is a CFP® and Series 65 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 and its affiliated entities. Outside of his advisory role, he serves as Executive Director of the Altamira Foundation, a private charitable organization. Curi Capital serves individuals, families, institutions, retirement plan sponsors, and charitable organizations with a range of wealth management, asset management, and retirement plan services. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach combining in-house strategies with external managers and proprietary risk analysis tools.

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 Series 66 licensed financial advisor at Curi Capital, LLC with 10 years of industry experience. He previously worked at SharpVue Capital, LLC and Curi Wealth Management LLC before joining Curi RMB Capital LLC. Outside of finance, he is a member manager of Trash Hounds, LLC, a waste and recycling management business. Curi Capital is an SEC-registered investment adviser with approximately $11.6 billion in regulatory assets under management, serving individuals, employers, institutions, and family offices. The firm employs a long-term, fundamental investment approach combining proprietary strategies, third-party managers, mutual funds, and private funds.

Edward Monaghan is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Capital Investment Advisory Services and Monaghan Wealth Management in 2017. Outside of advising, he manages agricultural operations through Riverlab Farms, LLC and Kelbo Farms, LLC, and serves as treasurer and secretary for Brentwood Office Park POA. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a variety of analytical methods and ongoing portfolio monitoring.

Katherine Sumner is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Abacus Wealth Partners since 2021 and previously gained experience in private family wealth and nonprofit organizations. She has also been involved with Girls Rock NC, Inc. Abacus Wealth Partners serves individuals, families, trusts, charitable organizations, and business entities with financial planning and investment management services. The firm emphasizes a passive, asset-class investment approach, incorporates ESG screening upon request, and sponsors the Align Impact private fund for qualified clients.

Timothy Nugent is a CFP® with 20 years of industry experience currently affiliated with SVB Wealth. He previously worked at First Citizens Bank and First Citizens Investor Services, holding various roles over seven years. SVB Wealth LLC provides wealth management, financial planning, and retirement advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and institutional clients. The firm employs a documented due diligence process for manager selection and oversight and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Martin Hensley is a financial advisor with Foundations Investment Advisors LLC in Durham, NC, holding Series 63, 65, and 66 licenses and 21 years of industry experience. He has held multiple roles within Foundations Investment Advisors as well as at EQIS Capital Management, Capital Financial Advisory Group, J B Fitz Inc., and Brookstone Capital Management. In addition to his advisory work, he is involved in insurance sales through Full Court Wealth. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients, offering portfolio management, financial planning, retirement-plan support, and sub-advisory services through a large network of investment adviser representatives.

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.

Rodger Isom is a CFP® and Series 65 professional with nine years of industry experience. He currently works at Advisors Capital Management, LLC and previously held roles at West Financial Services Inc. and 1st Portfolio Wealth Advisors. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and the clients of unaffiliated broker-dealers and RIAs. The firm offers discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution, managing over $8 billion in assets with a combination of top-down and bottom-up investment analysis.

Susan Whitfield is a Certified Financial Planner® with 22 years of industry experience, currently affiliated with Capital Investment Advisory Services, LLC in Raleigh, NC. She has held roles at Cic Advisers, LLC, Capital Investment Group, Inc., and Ballantyne Tax & Finance over the past two decades. Whitfield is the founder and owner of Ballantyne Tax & Financial, where she provides tax and financial planning services. Capital Investment Advisory Services offers portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm customizes portfolios to clients’ objectives and risk tolerance, managing the majority of assets on a discretionary basis through various investment strategies.

Jason Knight is a CFP® professional with 27 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC in Raleigh, NC. He has worked at Gaines Financial Group and LPL Financial since 2011. Outside of his advisory role, he provides non-variable insurance services including life, health, disability, and long-term care insurance. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts through personalized portfolio construction, ongoing oversight, and a combination of in-house strategies and third-party platforms. The firm supports a network of approximately 190 advisors and offers a range of investment management and financial planning services.

Wilson Li is a financial advisor with Abacus Wealth Partners in Chapel Hill, NC. He holds a Series 65 designation and has two years of industry experience. Prior to joining Abacus Wealth Partners, he worked at Woodward Financial Advisors for three years and has experience in hospitality roles at several local establishments. Abacus Wealth Partners serves individuals, families, institutions, and organizations with financial planning and investment management services. The firm uses a passive, asset-class-based investment approach, incorporates ESG screening when requested, and offers access to third-party platforms and private fund investments for qualified clients.

Kenneth Duncan is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 63, 65, and 66 credentials and offering 30 years of industry experience. His prior roles include various positions at PNC Bank and its affiliates. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, municipalities, and institutions, using global multi-asset class model portfolios that combine fundamental, quantitative, and technical analysis.

Philip Brown is a financial advisor with Credit Union Investment Services in Chapel Hill, NC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with Members Trust Company since 2017 and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2010. Brown also serves as a Financial Advisory Services District Manager 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, 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 adviser representatives as salaried employees of the parent credit union.

John Palko is a CFP® professional with 27 years of industry experience, currently serving at Capital Investment Advisory Services, LLC since 2018. He previously worked at Bb&T Securities, LLC from 2013 to 2017. Outside of his advisory role, he is a general board member of the Matthews Area Chamber of Commerce. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, estates, foundations, and charitable institutions. The firm offers customized investment solutions through separately managed accounts, third-party asset managers, and financial planning services, managing most assets on a discretionary basis.

Mary Mcbroom is a financial advisor with Credit Union Investment Services in Durham, NC, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has worked at Members Trust Company since 2016 and has been affiliated with multiple entities under the State Employees' Credit Union umbrella since 2013. Outside of her advisory roles, she has experience as an agent with SECU Life Insurance Company and previously managed operations at McAlister Little Farms, Inc. Credit Union Investment Services serves primarily individual investors and some trust clients in North Carolina, 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, with salaried advisers and client-directed implementation.

Phillip Neuhart is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with First Citizens Asset Management since 2017 and also maintains roles with First Citizens Bank and First Citizens Investor Services. In addition to his advisory duties, he serves as a Portfolio Strategist for Institutional Business within his firm. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, charitable organizations, and municipalities. The firm offers global multi-asset class model portfolios through various implementation frameworks, combining fundamental, quantitative, and technical analysis with strategic asset allocation and ongoing risk management.

Charles Mahaffey is a financial advisor at Franklin Street Advisors, Inc. in Chapel Hill, NC, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Franklin Street Advisors since 2010. 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 that combines in-house management with external managers, guided by a quarterly Investment Policy Committee and a disciplined manager-research process.

Evan Lockwood is a financial advisor with Arkadios Wealth Advisors in Raleigh, NC, holding a Series 66 credential and three years of industry experience. Prior to his current role, he served in the Army National Guard for 11 years and worked with the Baltimore City Police Department. Outside of advising, he leads the tax division at Proximity Financial Partners and Proximity Tax Strategies, providing tax planning and preparation services. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a combination of advisor-managed accounts, third-party money managers, and an internal portfolio team that supports discretionary account management through fundamental, technical, and cyclical analysis.