Richard Perpetuel Trouillot

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.

Frank Cooper III is a financial advisor with Grand Central Investment Group, LLC in Montreat, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His past roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Grand Central Investment Group provides portfolio management, financial planning, and consulting services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a top-down investment approach focused on asset allocation and dividend-paying equities, offering both discretionary and non-discretionary management primarily through a bundled wrap-fee program alongside a separate consulting service.

Michelle Jackson is a Series 65-licensed advisor with Chicory Wealth in Weaverville, NC. She has been with Chicory Wealth since 2025 and previously spent ten years with The Look & The Feel, LLC. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm also offers tax preparation, estate planning assistance, business consulting, and model portfolio services to other registered investment advisers.

Kristen Revis is a CFP® professional with one year of industry experience, currently affiliated with Mercer Global Advisors Inc. She has held various roles within Mercer since 2022 and has prior experience at Starks Financial Group and Valta Inc. Outside of finance, she worked at Fantastic Sams from 2015 to 2021. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other vehicles, and offers specialized services including retirement plan consulting and charitable advisory.

James Hofheimer is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at Toroso Investment, LLC and Rothschild Investment Corp. Outside of his advisory work, he serves sporadically as an arbitrator in FINRA dispute resolution. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets with a structured planning process that employs firm-approved tools and modeling techniques.