Richard Trouillot

Daniel Heth is a financial advisor at Preserve Wealth Management in Weaverville, NC, with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at UBS Financial Services Inc for 11 years before joining Preserve Wealth Management in 2019. He is involved with the Heth Family Foundation, serving on a committee responsible for grant making and investment allocation. Preserve Wealth Management offers discretionary portfolio management, financial planning, and pension consulting for individual, high-net-worth clients, and retirement plans. The firm uses a risk-focused investment approach supported by the Riskalyze tool and delivers financial planning through an Agile Planning process with a dynamic client portal.

Anne McFarland is a CFP® and Series 65-licensed advisor with 10 years of industry experience. She is the principal of Integrated Financial Coaching and Planning and previously worked at Davis Financial Planning. In addition to her advisory role, she provides business and life coaching through a separate entity, Anne L McFarland Coaching. Integrated Financial Coaching and Planning serves individuals, families, high-net-worth clients, and small businesses, offering financial planning, investment management, and focused Financial Fitness Review engagements. The firm employs a strategic asset allocation approach using diversified mutual funds and ETFs, with an emphasis on periodic rebalancing and factor tilts, operating under a fee-only, fixed annual fee structure.

Frank Cooper III is a financial advisor with Grand Central Investment Group, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Grand Central Investment Group since 2014 and previously worked at Grand Central Group, LLC from 2015 to 2017. Grand Central Investment Group offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, retirement and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a top-down investment approach with a dividend-focused equity framework and integrates fixed income, exchange-traded products, and alternative investments, tailoring advice to each client’s objectives and constraints.

Matthew Sykes is a financial advisor with Credit Union Investment Services and holds a Series 66 designation. He has one year of industry experience and has worked at several related entities, including SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union. Outside of finance, he is involved in a family painting business. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.

Jordan Williams is a financial advisor at OSAIC Institutions, Inc. in Weaverville, NC, holding a Series 66 designation. He has been with OSAIC and HomeTrust Bank since 2025 and has prior experience at NTCA - The Rural Broadband Association and other firms across various industries. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services and financial planning, operating a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary assets.

Kristen Revis is a CFP® professional with four years of industry experience. She is currently with Mercer Global Advisors Inc., where she has worked since 2022. Prior to that, she held positions at Starks Financial Group and Valta Inc., and she also has experience outside finance from her time at Fantastic Sams. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.