Frank Everett Cooper III

Daniel Heth is a financial advisor with Preserve Wealth Management in Weaverville, NC. He holds Series 63, 65, and 66 licenses and has 27 years of industry experience. Prior to founding Preserve Wealth Management in 2019, he worked for UBS Financial Services and Merrill. He is involved with the Heth Family Foundation, serving on its committee for grant making and investment allocation. Preserve Wealth Management serves individuals, high-net-worth families, pension and 401(k) plans, and corporations. The firm offers discretionary portfolio management and comprehensive financial planning, using quantitative risk modeling and a documented investment process that includes institutional mutual funds, ETFs, and alternative instruments.

Anne McFarland is the founder of Integrated Financial Coaching and Planning, an independent firm based in Weaverville, NC. She holds the CFP® designation and a Series 65 license, with 11 years of experience in financial planning. Prior to founding her current firm, she worked at Davis Financial Planning for nine years. In addition to her financial advisory role, she provides life and business coaching through a separate registered entity. Integrated Financial Coaching and Planning serves individuals, families, high-net-worth clients, and small businesses with comprehensive financial planning and investment management. The firm employs a strategic asset-allocation approach focused on diversification, cost control, and tax efficiency, primarily using no-load mutual funds and ETFs, and offers fixed-fee and limited-engagement billing arrangements.

Elmer Wessel is the principal advisor at Wessel Investment Counsel, L.L.C. in Asheville, NC, holding CFP®, CFA®, and Series 63 designations with 22 years of industry experience. He has been with Wessel Investment Counsel since 2003. Wessel Investment Counsel provides personalized asset management and financial planning services to both high-net-worth and non-HNW individual clients. The firm uses a combination of fundamental, technical, and cyclical analysis supported by third-party research, offering discretionary and non-discretionary portfolio management alongside financial planning tailored to client needs.

John Coleman is a CFP® and ChFC® with 16 years of experience in financial advisory services. He is the sole advisor at Coleman Advisory, LLC, based in Asheville, NC, and previously worked at Questar Asset Management. In addition to his advisory work, he is licensed to offer life insurance, long-term care, and annuity products. Coleman Advisory provides personalized financial planning, investment advisory, and portfolio management to individuals, trusts, estates, small businesses, and select corporate pension and profit-sharing plans. The firm emphasizes asset allocation, multi-level diversification, and tailored investment policy statements, offering a range of strategies from buy-and-hold to tactical management depending on client needs.

Steven Pollock is a CFP® professional with 13 years of industry experience. He has been the sole advisor at Pollock Planning Associates Inc. since 2001, operating an independent advisory firm based in Asheville, NC. Pollock Planning Associates, Inc. is an SEC-registered independent advisory firm serving primarily high-net-worth individuals, trusts, and estates. The firm offers discretionary investment management and financial planning services, utilizing a diversified asset allocation approach that includes mutual funds, ETFs, individual equities, and fixed income, with an emphasis on periodic portfolio reviews and consolidated reporting.

David Wells is a CFP®-certified financial advisor with 32 years of industry experience. He has led Wells Financial Management, LLC since 2011. The firm serves individual and high-net-worth clients as well as entities such as corporations, trusts, estates, and charitable organizations, providing discretionary investment portfolio management and financial planning. Wells Financial Management emphasizes diversified, asset-allocation strategies tailored to client-specific goals and incorporates macro risk assessment, quantitative and qualitative screening, and may include ESG considerations and alternative strategies when appropriate.