Douglas Dean Alden

Warren Overman Jr. is a financial advisor at Springboard Financial Services in Black Mountain, NC, holding a Series 65 designation with three years of industry experience. He also operates Springboard Tax Preparation and works as a river guide for Asheville Adventure Company during the summer months. Springboard Financial Services serves individual and family clients with tailored financial planning and portfolio management, primarily using passive investment strategies implemented through model portfolios from a single recommended custodian. The firm offers ongoing oversight and one-on-one planning through virtual and in-person consultations.

Jean Alden is a Series 65 licensed financial advisor with 18 years of experience, serving clients through Liberated Investor Advisors, LLC since 2008. The firm provides discretionary portfolio management and financial planning primarily for individual clients, including both high-net-worth and non-HNW investors. Liberated Investor Advisors utilizes model portfolios and third-party money managers to implement investment strategies focused on diversification and long-term purchase approaches across ETFs, mutual funds, and individual stocks. The firm operates as a small, single-advisor practice, with Jean Alden directly managing client relationships.

Collie Financial Planning is a Fee-Only financial planning and investment management firm, founded by Mike Collie in 2005. As of 2023, Collie Financial Planning serves just over 200 client households. Our team consists of two advisors, Mike and Logan. Together we help our clients use their financial resources to achieve their most important goals in life, often incorporating their values into their planning and investments. We address comprehensive planning needs, including investment, retirement, tax, estate, education, insurance and charitable planning, making sure all of these components are working together to help clients achieve their goals. Mike's most important thing in life are his faith and his family, which includes wife Randi and sons Logan, Reece and Graham, and daughter-in-law McKenzie. We enjoy spending time together outside in the mountains and on the lake.

Upon graduating from Liberty University with a Bachelor's Degree in Business Administration and a major in Financial Planning in 2019, Logan began his career at a firm in Atlanta. After getting married in 2021, Logan and his wife McKenzie left the big city for the mountains of Colorado, while Logan worked remotely for a large firm in Chicago. Logan has passed the Series 65 exam, Uniform Investment Advisor Law Examination, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). Logan says, "I enjoy this business because it gives me an opportunity to build strong relationships and serve clients in a very important area of their lives. I take that responsibility very seriously and really look forward to building long-lasting and meaningful relationships with those that I get to interact with and serve." Logan was a collegiate athlete during his time at Liberty University and loves being outside. Logan and McKenzie enjoy spending time with their family and friends, as well as hiking, biking, camping and water sports, all of which are motivating factors in bringing them back to western NC (although they look forward to vacationing out west during ski season!). They are passionate about serving in their community, and will look to do so through their church and other volunteer opportunities.

Frank Cooper III is a financial advisor with Grand Central Investment Group, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Grand Central Investment Group provides portfolio management, financial planning, and consulting services to individuals, retirement plans, charitable organizations, and businesses. The firm employs a top-down approach to asset allocation, emphasizing dividend-oriented equities selected through quantitative and fundamental analysis, and utilizes a diverse range of investment instruments to manage risk and volatility.

Alexis Cole is a CFP® professional with 20 years of industry experience, currently serving at California Capital Management since 2013. Her prior roles include positions at Purshe Kaplan Sterling Investments and LPL Financial. Outside of her advisory duties, she serves as treasurer and board member of the Southern California Reined Cow Horse Association and holds board positions with other local community organizations. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities, managing approximately $358 million in discretionary assets. The firm offers customized portfolio management through a wrap fee program and retirement plan consulting, utilizing a range of investment vehicles tailored to each client’s risk tolerance and goals.