Pamela Rathbun

Stephanie Hagan is a financial advisor with Carter Financial Group, Inc. She holds a Series 66 designation and has 13 years of industry experience. Her work history includes positions at VOYA Financial Advisors, Mutual Securities, Inc., and Carter Financial Group. Carter Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs proprietary model portfolios and combines quantitative analysis with third-party managers to implement and rebalance client strategies.

Kurt Berry is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at First Advisors National, Vanderbilt Securities, Regulus Advisors, and Massmutual. He is also the owner of Stillwater Financial, LLC, where he works as a financial health coach and provides insurance sales and strategies for families. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm uses a web-based platform for independent advisers and typically implements client strategies through third-party sub-advisers and model portfolios, with ongoing manager evaluation to maintain alignment with client goals.

Christopher Hinchey is a financial advisor at Advisor Share Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining ASWM, he worked at ClarkDietrich for 14 years and has experience as an independent insurance agent. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a platform for independent advisers and employs third-party sub-advisers and model portfolios to implement client strategies with ongoing manager evaluation.

We strive to deliver values-aligned planning advice to improve people’s lives. Living a higher quality of life means making decisions and having experiences that are aligned with your closest held personal values. We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area of your life. With a customized personal financial plan, you can make informed decisions, take advantage of opportunities – and avoid potential obstacles and pitfalls – so that you can make measurable progress toward your goals. At Vested Wealth, we measure our success by the quality of life you achieve.

Karen Kight is a financial advisor at &PARTNERS with 33 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns an antique market with a coffee counter in Boone, NC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan advisory services, utilizing a combination of proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Jeffery Ledford is a financial advisor with Edward Jones in Elizabethton, TN, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent five years at Dex Media. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.