Diane Bonner is a CFP® professional with 22 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has previously worked with Arky & Miller Financial Group, LLC, and Cambridge Investment Research. Bonner is also a partner in Arky & Miller Financial Group. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets across discretionary and non-discretionary mandates. The firm employs a long-term investment approach utilizing ETFs, mutual funds, and other securities, while offering customized portfolio management and various advisory services.

Grant Russell is a CFP® with nine years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC. He has previously worked at Millennium Advisory Services, Inc. and has been involved in lacrosse officiating associations since 2015. HUB Investment Partners serves a diverse client base including institutional investors, public entities, and individual clients. The firm employs a blend of active and passive investment strategies across various asset types, offering portfolio management, retirement planning, and specialized advisory services for banks and municipalities.

Sean Mcgill is a financial advisor at Verity Asset Management in Durham, NC, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Verity Financial Group and its affiliates since 2011. Mcgill is also a partner at PlanScope360, LLC, a plan administration business. Verity Asset Management is an SEC-registered investment adviser that offers discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional, and other adviser clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and manages a proprietary no-load mutual fund while serving as a sub-advisor and service provider to other advisers.

Elizabeth Boehne is a CFP® professional with two years of industry experience, currently serving as an advisor at Abacus Wealth Partners. Her prior experience includes roles at Woodward Financial Advisors and involvement with Presbyterian Campus Ministry and the Greensboro Chamber of Commerce. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, business entities, and charitable organizations. The firm employs a passive-oriented, asset-class investment approach tailored to clients’ risk profiles and goals, and manages private fund investments such as the Align Impact fund.

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.

Johns Ellington is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Franklin Street Advisors, Inc. since 2015. He holds Series 63 and Series 66 licenses and is based in Chapel Hill, NC. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to a diverse client base, including high-net-worth individuals, pensions, trusts, non-profits, and governmental entities. The firm employs an open-architecture investment approach that integrates in-house management with external managers, supported by a quarterly Investment Policy Committee and a disciplined manager research process.

Joshua Turner is a financial advisor at Franklin Street Advisors, Inc. in Chapel Hill, NC, holding a Series 66 designation with 11 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 uses an open-architecture approach that combines in-house management with external managers and offers strategic asset allocation models as well as bespoke mandates.

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.

Milton Brown is a CFP® professional with 16 years of industry experience, currently serving at Franklin Street Advisors, Inc. since 2009. Outside of his advisory role, he manages Annie C Charters, LLC, which owns a sportfishing charter boat operated by a professional crew during occasional for-hire trips. 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 investment approach combining in-house and external management, supported by a quarterly Investment Policy Committee and a disciplined manager-research process.

Jerrold Bergner is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been associated with SCF Investment Advisors, Inc. and SCF Securities, Inc. since 2015. Outside of his advisory role, he serves as a trustee and guardian for a family member. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs and manages a substantial portion of assets on a non-discretionary basis.

Connor Low is a financial advisor with Private Client Services, LLC in Durham, NC, holding Series 65 and Series 63 credentials and four years of industry experience. Prior to joining Private Client Services, he worked for Northwestern Mutual Wealth Management Company and its related entities from 2022 to 2025. Outside of advising, Low is involved in a housekeeping business and participates in residential and commercial construction ventures. Private Client Services is an SEC-registered independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm employs a discovery-driven process with an emphasis on risk profiling and tailored platform selection, offering both discretionary and non-discretionary portfolio management alongside brokerage services.

Alison Yuk Ngai is a CFP® professional affiliated with CGN Advisors, LLC, with experience spanning several roles since 2020, including positions at Chinese Abraham Investment Advisors LLC and Sycamore Financial Planning LLC. She has also worked at Durham Academy for over a decade. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, utilizing various asset-allocation strategies and tax-aware investment vehicles. The firm serves individuals, trusts, businesses, pension plans, and charitable organizations, and offers additional services such as educational workshops and pension consulting.

Dennis Greenway II is a CFA® charterholder and Series 63 licensee with 11 years of experience in the financial industry. He has been with Franklin Street Partners, Inc. since 2015. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high-net-worth individuals and institutional clients, including pension plans and governmental entities. The firm uses a team-based manager research process and offers separately managed accounts along with a Fund Advisory Program that employs strategic asset allocations through mutual funds and ETFs.

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.

Kamisha Aileen Mcknight is a financial advisor at Good Life Advisors, LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at firms including LPL Financial and Fidelity Investments. Outside of her advisory role, she is involved with Zest Cafe & Home Art. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to a diverse client base including individuals, families, business entities, and charitable organizations. The firm uses a team-based approach and multiple analytical methods to tailor advice and manage portfolios aligned with clients’ objectives and risk tolerances.

Eric Hawkins is a financial advisor with Credit Union Investment Services and holds Series 65 and Series 63 credentials. He has 11 years of industry experience, including roles at Members Trust Company, SeCU Life Insurance Company, SeCU Brokerage Services, and State Employees' Credit Union. He also serves as a Financial Advisory Services Specialist with State Employees' Credit Union and as an agent for SeCU Life Insurance Company. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and retirement planning focused on long-term, goals-based strategies using low-cost mutual funds and ETFs. The firm operates as a subsidiary of State Employees’ Credit Union and integrates multiple affiliated businesses to provide comprehensive financial services.

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.

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.

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.