Joseph Fox is a CFP® and CFA® with 18 years of industry experience. He has been with Franklin Street Advisors, Inc. since 2007. The firm provides discretionary investment management and advisory services to individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. Franklin Street Advisors employs an open-architecture approach combining in-house management with external managers, guided by a quarterly Investment Policy Committee and a disciplined manager-research process.

Colin Bates is a financial advisor at Franklin Street Advisors, Inc. in Chapel Hill, NC, holding a Series 65 designation with seven years of industry experience. He has been with Franklin Street Advisors since 2016. 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, offering strategic asset allocation models and bespoke mandates, and serves as adviser to several private “Manager of Managers” funds.

Christopher Demetropoulos is a financial advisor at Modern Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at Advisory Services Network, LFM Wealth Management, Team Wealth Investments, and Trillium Asset Management, LLC. He serves on the advisory board for First in Families of North Carolina. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm provides discretionary and non-discretionary investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and institutional clients, employing a centralized investment committee and a combination of model portfolios, third-party managers, and tactical adjustments.

Craig Sullivan is a CFA® charterholder with 18 years of industry experience. He has been with Franklin Street Securities, Inc. since 2012. The firm provides discretionary investment management and advisory services to individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. Franklin Street Advisors employs an open-architecture approach that combines in-house and external management, guided by a quarterly Investment Policy Committee and a disciplined manager-research process.

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.

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.

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.

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.

Gavin Speck is a financial advisor at SEIA with a Series 66 credential and has recently begun his career in the industry. His work history includes positions at SES LLC and SEIA LLC since 2024, following his time as a student. SEIA serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable entities through a multi-team advisory platform with approximately 140 advisors. The firm’s investment approach blends strategic macro asset allocation with tactical adjustments, supported by both discretionary and non-discretionary management, and offers a range of financial planning and consulting services.

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.

Lawrence Mcmanus Jr. is a CFP® professional with 22 years of industry experience, currently serving at Modern Wealth Management, LLC since 2024. His prior roles include positions at Advisory Services Network, LLC and Team Wealth Planning and Management, Inc. He serves as treasurer and finance chair on the board of directors for Carol Woods Retirement Community and holds board roles with County Hall Insurance Company. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, modular financial planning, tax and estate planning, and ERISA plan services.

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.

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.

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.

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.

Robert Martin is a financial advisor at Bison Wealth, LLC in Chapel Hill, NC, holding a Series 65 license with seven years of industry experience. Prior to joining Bison Wealth, he worked at truAdvice, LLC and Oxley Capital Management, LLC. In addition to his advisory role, Martin serves as an insurance agent with Zenith Retirement Planning, where he collaborates on private pension plans and oversees related client services. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach centers on outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Mitchell Ludwig is a CFP® professional with seven years of industry experience, currently associated with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA. His prior work includes roles at OSAIC, FSC, Wealthcare Capital Management LLC, and The Family Firm. He is also involved as an Associate Partner in Carolina Wealth Partners, a marketing entity based in Raleigh, NC. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent Investment Adviser Representatives and employs a mix of custodians and third-party managers to implement client strategies.

David Hackney is a financial advisor with Money Concepts Capital Corp in Pittsboro, NC, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Money Concepts, Inc. since 2008 and ProEquities, Inc. since 2003. Outside of his advisory role, he is involved in consulting services through David G Hackney Consulting. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and utilizes model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis in its investment approach.