Mark Kennon Lear

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.

Gary Lutes Jr. is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Tillman Hartley LLC since 2004. He holds a Series 65 license and works out of Candler, NC. Tillman Hartley LLC provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment process is based on Modern Portfolio Theory and includes individualized Investment Policy Statements, model portfolios, and ongoing portfolio monitoring.

Kerry Keihn is a CFP® with eight years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners since 2025. Prior to this, Kerry worked at Prime Capital Investment Advisors, LLC and Earth Equity Advisors, LLC. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, high-net-worth clients, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-class investing approach grounded in academic research, utilizing no-load mutual funds, ETFs, and passive institutional funds, while incorporating ESG screening and private pooled investments for qualified clients.

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.