Kurt Preble is a financial advisor with Verity Asset Management in Durham, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Verity Asset Management and its affiliated entities since 2000 and also serves as an independent consultant for TSP Pilot, LLC, focusing on Thrift Savings Plan consulting. Verity Asset Management is an SEC-registered adviser providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models under fiduciary and ERISA standards.

Sujatha Avutu is a CFA® charterholder with seven years of industry experience. She is currently a financial advisor at Verity Asset Management and serves as a senior advisor for a private equity fund at Aston Peak. Avutu also holds a role as treasurer on the board of directors for New Leaf Behavioral Health, a not-for-profit organization in Raleigh, NC. Verity Asset Management is an SEC-registered multi-team advisory firm managing approximately $1.15 billion for a diverse client base including individuals, retirement plan sponsors and participants, institutional clients, and other registered investment advisers. The firm utilizes a largely model-based investment approach emphasizing tactical asset allocation and acts as a manager-of-managers through internal and third-party managed strategies.

Connor Low is a financial advisor at Private Client Services, LLC with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Private Client Services in 2025, he worked for Northwestern Mutual in various capacities from 2022 to 2025. Outside of advisory work, he is involved in a residential and commercial cleaning business and real estate renovation and development ventures. Private Client Services is an independent SEC-registered investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm employs a discovery-driven approach that focuses on risk profiling and tailored investment platform selection, offering a range of advisory options including proprietary wealth management and third-party asset manager programs.

Kamisha Aileen Mcknight is a financial advisor at Good Life Advisors, LLC in Durham, NC, holding a Series 66 designation with three years of industry experience. She has worked with firms including LPL Financial LLC and Fidelity Investments. Outside of her advisory role, Kamisha is involved with Zest Cafe & Home Art, reflecting interests beyond finance. Good Life Advisors is a registered investment adviser with approximately 95 advisors managing about $4.35 billion in assets. The firm serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement consulting, and access to third-party asset managers, with an investment process tailored to client objectives and risk tolerance.

Orlando Rosario is a financial advisor with SeaCrest Wealth Management, LLC in Durham, NC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Advised Assets Groups, LLC. SeaCrest Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that combines fundamental and technical analysis and incorporates both internal and third-party AI tools as decision support.

Lorren Bryant is a CFP® with 36 years of industry experience, currently serving at Verity Asset Management. His career includes roles at Verity Investments, Inc., Verity Financial Group, and The Leaders Group Inc DBA Simplicity Investments. Outside of his advisory work, he is president of Manton Financial Services. Verity Asset Management is an SEC-registered investment adviser providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, institutional clients, and other 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 models under fiduciary and ERISA standards.

Colton Neighbors is a financial advisor with New Edge Wealth in Durham, NC, holding Series 63 and Series 66 licenses. He has two years of industry experience and has worked at firms including Fidelity Investments and Northwestern Mutual. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, and institutional clients. The firm focuses on asset allocation and investor behavior, offering diversified portfolio management and advisory services enhanced by AI-assisted analytics combined with adviser judgment.

David Brunswick III is a financial advisor at G. A. Repple & Company with nine years of industry experience. He holds a Series 66 designation and has been with G. A. Repple & Company since 2017. He is also employed at Kingdom Financial Services as a financial planning and investment advisor assistant. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to develop individualized portfolios and offers multiple account options, including an ETF-focused program and a Biblically-Responsible Investing model.

Peter Klas is a financial advisor with Verity Asset Management in Durham, NC, holding a Series 66 designation and 25 years of industry experience. He has worked at Verity Investments, Inc. and Verity Asset Management, Inc. for over a decade. Outside of his advisory role, he is also an insurance agent operating independently through Verity Financial Group, Inc. Verity Asset Management is an SEC-registered investment adviser offering discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment process focused on tactical asset allocation across diverse asset classes and manages both internally developed and third-party models while operating under fiduciary and ERISA standards.

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.

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.

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.

Robert Barton II is a financial advisor with CreativeOne Wealth, LLC and holds Series 65 and Series 66 licenses. He has eight years of industry experience and has previously worked at Institute for Wealth Management and Cherry Investment Advisors. Outside of his advisory role, Barton works as a fitness trainer, teaching group strength training classes. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages discretionary accounts using a combination of proprietary models and third-party managers, employing strategies that include ETFs, mutual funds, options, and private investments.

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.

Marcus Davis is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 designations and two years of industry experience. His career includes roles at Massachusetts Mutual Life Insurance Co, Ultimate Choice Insurance Group Inc, Erie Insurance Group, and Citigroup Global Markets. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients and ERISA plan participants, managing approximately $506.8 million in discretionary assets. The firm emphasizes third-party money manager selection and oversight, employing tactical and strategic asset allocation with discretionary account management and fundamental analysis.

Todd Zempel is a financial advisor at Summit Financial, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Gordon Asset Management, LLC for 12 years. Outside of his advisory work, he is a co-managing member of Z & M Real Estate Holdings, LLC, a passive real estate investment entity. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative approaches.

Kathleen Villegas is a CFP® professional with eight years of industry experience. She currently works at Root Financial Partners and previously held roles at Ellevest and Old Peak Finance LLC. Prior to her financial advisory career, she worked at Duke University. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement plans. The firm emphasizes broadly diversified, passive portfolios tailored to client goals and offers specialized strategies when appropriate, along with educational programming and separate paid online academies.

Jo Beth Mullens is a financial advisor at Verity Asset Management with two years of industry experience. She holds a Series 65 credential and has worked in tax services as a tax analyst for H&R Block. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment process focused on tactical asset allocation across diverse asset classes and offers discretionary portfolio management, retirement-plan advisory, and financial planning services.

Gordon Wegwart is a financial advisor at Verity Asset Management with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Verity Asset Management, Inc. and related entities since 1996. Wegwart serves as an officer and director of Verity Financial Group, an insurance agency, and is a board member of PlanScope360, LLC, which focuses on retirement plan governance and administration. Verity Asset Management is a multi-team SEC-registered advisory firm with 53 advisors overseeing approximately $1.15 billion. The firm serves individuals, retirement plan sponsors and participants, institutional clients, and other advisers, employing a largely model-based investment process that includes internally managed specialty strategies and third-party manager models.