Jack Conrad Bishop III

Lisa Johnson is a financial advisor at Respire Wealth Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. In addition to her advisory role, she is CEO and tax planner at On The Mark Financial Services, Inc. Respire Wealth Management provides fee-only financial planning and investment advisory services to individuals, high-net-worth clients, and small businesses. The firm emphasizes tailored portfolios based on written investment policy statements and offers retirement plan advisory services including limited-scope ERISA 3(21) fiduciary support.

Erika Jensen is a financial advisor at Respire Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for seven years before joining Respire in 2017. Respire Wealth Management serves individual and high-net-worth clients, small businesses, and qualified retirement plans with fee-only financial planning and investment management. The firm offers customized investment programs through a wrap-fee platform, combining fundamental, technical, and quantitative analysis, and provides ERISA 3(21) plan advisory services alongside ongoing client education and financial wellness sessions.

Heinz Brisske is a financial advisor at KRM Financial Planning & Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 credential and has previously worked at Arete Wealth Management, LLC and Robert B. Ausdal & Co., Inc. Brisske is also a full-time partner at Huck & Brisske, LLC, a law firm, and has an additional interest in photography through Brisske Business, Ltd. KRM Financial Planning & Wealth Management is an SEC-registered investment adviser serving high-net-worth individuals, trusts, foundations, endowments, pension and profit-sharing plans, and businesses. The firm offers asset management, comprehensive financial planning, and retirement plan consulting, utilizing firm models and third-party money managers with an emphasis on fiduciary retirement plan services and client education.

Wendolyn Forbes is a CFP® professional with 17 years of experience in the financial services industry. She is currently with Advisory Services Network and has previously worked at Bank of America, Merrill, and Wells Fargo. Outside of her advisory role, she is an author of fiction, non-fiction, and poetry, and serves on multiple nonprofit boards including Working Wheels, Haywood Chamber of Commerce, Haywood Vocational Opportunities, Haywood Community College Foundation, and Lake Logan Retreat Center. She also leads indoor cycling classes. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting using a variety of strategies across asset classes, managing approximately $8.6 billion in client assets.

Sebastien Gruaz is a CFP® and Series 66 licensed advisor with Valic Financial Advisors and three years of industry experience. Prior to joining Valic Financial Advisors in 2023, he worked at United Surgical Partners International and held positions at MD Anderson Cancer Center and Houston Methodist. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and a range of model-based investment solutions.

Cameron Bennett is a financial advisor with Eagle Strategies (New York Life) based in Waynesville, NC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with Eagle Strategies since 2022 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2020. Outside of his advisory role, Bennett serves as a board member for the AYSO youth soccer organization and is pursuing a Master of Arts in Theological Studies through Westminster Theological Seminary. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.