James Timothy Shand

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.

Jacques Fogel is the sole advisor at Fogel Investment Advisory Group, Inc. in Fletcher, NC, with 28 years of industry experience. He has held Series 63, 65, and 66 licenses and has been leading his independent advisory firm since 2007. Prior to founding his firm, he was associated with Purshe Kaplan Sterling Investments. Fogel Investment Advisory Group, Inc. manages approximately $53.9 million for around 80 clients, including individuals and employer-sponsored retirement plans. The firm emphasizes diversified portfolio construction using a collaborative process based on long-term historical data, and it primarily manages assets on a non-discretionary basis, providing retirement income planning and participant education as part of its service offering.

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.

I founded Carrington Financial Planning, LLC, for the single purpose of helping my clients achieve financial success.  I feel a deep sense of responsibility when entrusted with this important aspect of people’s lives.  I also believe that good financial planning must be collaborative in order to be successful.  I work with clients through every step of the process on the way to achieving financial peace of mind.  As a fiduciary advisor, I always put the interests of my clients first and ensure that I meet their needs in a holistic fashion.  That means that I view investment portfolios as just one component of a client’s financial picture.  Good comprehensive financial planning should bring together all aspects of your financial life.  With a well-constructed financial plan, composed of clearly defined goals, combined with a solid investment strategy, we will work together to put you on the pathway to financial success.