Christopher Church is a financial advisor with C2 Financial Planning LLC in Mills River, NC. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. C2 Financial Planning LLC, founded in 2025, provides discretionary asset management and comprehensive financial planning primarily for individual clients. The firm uses functional and cyclical analysis to align portfolios with client objectives and offers ongoing reviews covering a broad range of financial planning topics.

Lisa Johnson is a financial advisor at Respire Wealth Management, LLC with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research Advisors, Inc. and Questar Asset Management, Inc. In addition to her advisory role, she serves as CEO and tax planner at On The Mark Financial Services, Inc. since 1991. 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 and emphasizes ongoing client education and ERISA-focused advisory services.

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.

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.

William Vlahoulis is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, offering access to third-party money managers and a range of portfolio management options. The firm uses a mix of technical, fundamental, and qualitative analysis to tailor portfolios and manages the majority of client assets on a non-discretionary basis.

Janet Galloway is a CFP® certificant with 11 years of industry experience, currently affiliated with Integrated Advisors Network LLC. Her prior experience includes roles at Merrill and SA Stone Investment Advisors, among others. Outside of financial advising, she serves as a part-time instructor for Kaplan, is a lead educator for the Federal Benefits Information Center in North Carolina, and holds leadership roles with nonprofit organizations including Kiawania and Second Saturday. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management and financial planning, using a combination of fundamental and quantitative analysis alongside third-party sub-adviser platforms to implement client investment strategies.

James Neal is a financial advisor at Credit Union Investment Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at State Employees' Credit Union since 2011, serving as a Financial Advisory Services Specialist. Neal is also an agent with SECU Life Insurance Company and a Trust Representative at Members Trust Company. Credit Union Investment Services serves individual investors and trust clients in North Carolina, offering 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, with advisor recommendations implemented at the client’s discretion.

Colbie Dwiggins is a Series 66-licensed financial advisor at Credit Union Investment Services with two years of industry experience. She has held roles at Members Trust Company, SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union. Outside of advising, she serves as a life insurance agent and trust representative within affiliated organizations. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm operates as a salaried employee model under State Employees’ Credit Union and emphasizes client decision-making in investment implementation.

Kerry Keihn is a Certified Financial Planner™ with eight years of industry experience, currently serving at Abacus Wealth Partners. Prior to joining Abacus in 2025, Keihn worked at Prime Capital Investment Advisors and Earth Equity Advisors, gaining experience in various advisory roles. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, and institutions. The firm employs a passive-oriented, asset-class investment approach with ESG screening options, and offers tailored portfolio management along with private fund investment opportunities through its Align Impact fund.

Mariah Dockery is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked with Members Trust Company since 2015, Secu Life Insurance Company since 2014, and Credit Union Investment Services since 2014. Dockery also serves as a Financial Advisory Services Specialist at State Employees' Credit Union, a role she has held since 1999. Credit Union Investment Services serves North Carolina residents, primarily individual investors, offering non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm operates as a subsidiary of State Employees’ Credit Union and maintains a salaried advisory staff without exercising trading discretion over client accounts.

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.

Paul Cathey is a financial advisor with Credit Union Investment Services in Asheville, NC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked with State Employees' Credit Union since 2002 and has concurrent roles with Secu Life Insurance Company and Members Trust Company. Credit Union Investment Services serves primarily individual investors in North Carolina, offering 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, with advisor representatives employed on a salaried basis.

Jack Bishop III is a CFP® professional with 11 years of industry experience. He is currently affiliated with Commonwealth Financial Network and operates Bishop Financial Group, LLC. Prior to his current roles, he spent 10 years with Edward Jones. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and support services, including discretionary model portfolios managed by its Investment Management and Research team, and offers various program structures tailored to advisors’ client needs.

Lonnie Kerbs is a financial advisor with Bankers Life Advisory Services, Inc. in Asheville, NC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at Proequities Inc and Bankers Life Securities, Inc., with over two decades at Bankers Life & Casualty, Inc. Kerbs also works as an insurance agent selling non-variable insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and retirement plan consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Sebastien Gruaz is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked in various healthcare-related positions including at United Surgical Partners International and MD Anderson Cancer Center. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Cameron Bennett is a financial advisor with Eagle Strategies (NY Life) in Hendersonville, NC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as experience outside finance with Bob McGrath Construction and community involvement through local churches. Bennett serves as a board member for AYSO, a youth soccer organization in Waynesville and Haywood County, and is pursuing a Master of Arts in Theological Studies through Westminster Theological Seminary. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with a combined advisory and insurance structure.

Eric Henry is a financial advisor with Bankers Life Advisory Services, Inc. in Asheville, NC, holding a Series 66 designation and eight years of industry experience. He has been with Bankers Life and its affiliated entities since 2004 and also serves as a unit field trainer, recruiting and training new insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis.

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.

Rebecca Upton is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial Services and Starks Financial Group. Outside of finance, she teaches piano lessons in Clyde, North Carolina. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm utilizes a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios and offers a range of portfolio management and financial planning services.