Ryan Campbell is a financial advisor at Kuhn Advisors, Inc. in Durham, NC, holding a Series 65 credential. He has one year of industry experience, with prior roles at Tarheel Advisors, LLC and Northwestern Mutual. Before entering the financial industry, he worked at Umstead Pines Gold and Swim Club. Kuhn Advisors serves individual and high-net-worth clients, trusts, and charitable institutions with discretionary portfolio management, financial planning, and consulting services. The firm employs a value-oriented investment approach emphasizing actively managed mutual funds, long-term holdings, and concentrated portfolios tailored to client objectives.

Robin Mitler is a financial advisor at Strathmore Capital Advisors with 19 years of industry experience. He holds the Series 66 designation and previously worked for New Potomac Partners, LLC for 11 years. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and goals-based financial planning. The firm employs an asset-allocation driven investment approach using mutual funds and ETFs, integrates technology for client service and administrative tasks, and offers distinctive services including a securities-backed lending strategy and integrated tax and estate-planning solutions.

Malcolm Trevillian is a CFA® charterholder with 19 years of industry experience, currently serving at Verity Asset Management since 2011. He is based in Durham, NC. Outside of his advisory role, he volunteers on the finance committee of The Chamber Orchestra of the Triangle, a music and education nonprofit. Verity Asset Management is an SEC-registered adviser providing discretionary portfolio management, model portfolios, 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 offers both internally managed and third-party strategies while operating under fiduciary and ERISA standards.

Philip Ferrara III is a financial advisor at Merit Financial Advisors with 23 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His prior experience includes roles at Scholar Financial Advising, Northwestern Mutual Wealth Management Company, and Larson Financial Group. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation managed through centrally coordinated model portfolios and uses a combination of internal investment management and third-party sub-advisers.

John Hawkins is a financial advisor at United Brokerage Services, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at FTB Advisors, PNC Bank, and Edward Jones. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach includes strategic and tactical asset allocation, use of mutual funds, ETFs, individual securities, third-party research, and tax-aware overlays, typically advising on a non-discretionary basis.

Ashwini Ahluwalia is a CFP® with 36 years of industry experience, currently serving at Prosperity Capital Advisors. Prior to joining Prosperity Capital Advisors in 2023, Ashwini held roles at firms including ONETEAM FINANCIAL LLC, Atlas Advisory Group, and MSI Financial Services. Ashwini is involved in social security planning and serves as a speaker for financial professional training programs. Prosperity Capital Advisors is an SEC-registered firm that provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm emphasizes model-based, asset-allocation strategies and ongoing portfolio supervision using model suites from providers such as BlackRock, Dimensional, and Vanguard.

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® with two years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners. Prior to joining Abacus, she worked at Woodward Financial Advisors and has experience with Presbyterian Campus Ministry and the Greensboro Chamber of Commerce. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base including individuals, families, trusts, and charitable organizations. The firm employs an asset-class investing approach based on academic research, utilizing no-load mutual funds, ETFs, and passive institutional funds, and integrates ESG screening and private pooled vehicles into suitable portfolios.

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 with LaSalle St. Investment Advisors, L.L.C. He holds Series 63, 65, and 66 credentials and has 32 years of industry experience. His prior work includes roles at SCF Securities, Inc., SCF Investment Advisors, Inc., and Edward Jones. Outside of his advisory work, he serves as a family trustee and guardian for a relative. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs with a notable predominance of non-discretionary assets under management.

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.

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 eight years of industry experience. He has been with Franklin Street Advisors 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 separately managed accounts alongside fund advisory programs that utilize mutual funds and ETFs.