Robert Burks Wood III

Daniel Heth is a financial advisor at PRESERVE Wealth Management with 26 years of industry experience. He has been with Preserve Wealth Management since 2019 and previously worked at UBS Financial Services Inc for 11 years. He holds Series 63, Series 65, and Series 66 credentials. Outside of his advisory work, he serves on the committee of the Heth Family Foundation, a personal donor-advised fund focused on charitable contributions and grant making. PRESERVE Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth households, and business clients, including pension and 401(k) plans. The firm emphasizes a risk-first approach centered on documented Investment Policy Statements and uses Riskalyze to align portfolios with clients’ risk targets, offering ongoing portfolio management and pension consulting services that include fiduciary support and employee education.

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.

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.

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.

Steven Pollock is a CFP® professional with 13 years of industry experience. He has been the sole advisor at Pollock Planning Associates Inc. since 2001, operating an independent advisory firm based in Asheville, NC. Pollock Planning Associates, Inc. is an SEC-registered independent advisory firm serving primarily high-net-worth individuals, trusts, and estates. The firm offers discretionary investment management and financial planning services, utilizing a diversified asset allocation approach that includes mutual funds, ETFs, individual equities, and fixed income, with an emphasis on periodic portfolio reviews and consolidated reporting.

David Wells is a CFP®-certified financial advisor with 32 years of industry experience. He has led Wells Financial Management, LLC since 2011. The firm serves individual and high-net-worth clients as well as entities such as corporations, trusts, estates, and charitable organizations, providing discretionary investment portfolio management and financial planning. Wells Financial Management emphasizes diversified, asset-allocation strategies tailored to client-specific goals and incorporates macro risk assessment, quantitative and qualitative screening, and may include ESG considerations and alternative strategies when appropriate.