Jacques Fogel is the principal of Fogel Investment Advisory Group, Inc. in Fletcher, NC, holding Series 63, 65, and 66 licenses with 27 years of industry experience. He has been with Fogel Investment Advisory Group since 2007 and also has a concurrent affiliation with Purshe Kaplan Sterling Investments. Fogel Investment Advisory Group provides investment management and retirement services to individual clients, including high-net-worth individuals, and sponsors of employer-sponsored retirement plans. The firm emphasizes customized, long-term diversified portfolios with a predominantly non-discretionary asset base and offers participant education and workshop-style services for retirement plans.

Daryl Shankland is a financial advisor at Shankland Financial Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Shankland Financial Advisors in various capacities since 2006. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life insurance and annuities. Shankland Financial Advisors provides financial and retirement planning, consulting, and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-HNW clients, employing a combination of fundamental and technical analysis with a long-term investment approach that includes tactical flexibility and periodic rebalancing.

I founded Carrington Financial Planning, LLC, for the single purpose of helping my clients achieve financial success.  I feel a deep sense of responsibility when entrusted with this important aspect of people’s lives.  I also believe that good financial planning must be collaborative in order to be successful.  I work with clients through every step of the process on the way to achieving financial peace of mind.  As a fiduciary advisor, I always put the interests of my clients first and ensure that I meet their needs in a holistic fashion.  That means that I view investment portfolios as just one component of a client’s financial picture.  Good comprehensive financial planning should bring together all aspects of your financial life.  With a well-constructed financial plan, composed of clearly defined goals, combined with a solid investment strategy, we will work together to put you on the pathway to financial success.

Matthew Burril is the sole advisor at Brick Street Equity Management, LLC, an independent registered investment adviser based in Fletcher, NC. He holds Series 63 and Series 65 designations and has 22 years of industry experience. Mr. Burril has led Brick Street Equity Management since 2003. Outside of his advisory work, he serves as president of Cane Creek Aviation, LLC, a company established to own and maintain an aircraft. Brick Street Equity Management provides discretionary portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $28 million across about 15 client relationships, using a combination of fundamental and technical analysis and employing both long- and short-term trading strategies, including the use of margin and short sales when appropriate.

Lenward Jones III is a ChFC® credentialed financial advisor with three years of experience at Envision Planning, LLC. He also operates Wesley Jones CPA PLLC, a tax preparation and consulting firm he founded in 1998. Envision Planning, LLC is a state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, including smaller, non-high-net-worth clients, as well as select institutional clients. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, integrating financial planning and educational services into its advisory work.

Paul Mayes is a financial advisor with Veritas Investment Advisory Group LLC in Hendersonville, NC. He holds a Series 65 credential and has five years of industry experience. Prior to founding Veritas, he worked at Shankland Financial Advisors, LLC and BorgWarner Turbo Systems LLC. Mayes is also a licensed insurance agent operating Mayes Financial & Insurance Solutions LLC. Veritas Investment Advisory Group LLC serves individuals, families, charitable organizations, corporations, and other business entities. The firm offers financial and retirement planning, discretionary portfolio management, third-party money manager selection, and educational seminars, combining fundamental and technical analysis with tactical strategies and tax-aware rebalancing.

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.

Kenneth Downer is a CFP® with 18 years of industry experience, currently serving at Kenneth Frenke & Co since 2007. He holds the Series 65 license and is based in Arden, NC. Kenneth Frenke & Co. provides fee-only financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, and estates. The firm integrates financial counsel from a Biblical perspective and employs methods such as fundamental analysis and modern portfolio theory to develop individualized Investment Policy Statements.

Germaine brings to the Inspired Financial mix her considerable experience as a financial planner, investment advisor and wealth manager — along with a keen sense of humor, honed by her life’s rich experience. Germaine has ridden out not just one hurricane, but two. In 1969 she lost her childhood Pass Christian home to Hurricane Camille then Hurricane Katrina destroyed their Ocean Springs home in 2005! Hurricane forces are nothing compared to Germaine’s. Having “flunked Retirement 101” (her words) she leaped at the opportunity to co-found Inspired Financial Planners with Tricia Kollath, CFP(r), CPA, in 2019. Their combined talents pair well with their shared passion for helping people navigate a complex financial world. Germaine has a master’s degree from the University of Southern Mississippi, and a bachelor’s degree from the University of Mississippi. She is a CPA with a Personal Financial Specialist™ credential (MS certificate 5504 and NC certificate 43722), as well as a Certified Financial Planner™ practitioner. Germaine founded and continues to chair the North Carolina CPA Association’s Financial Planning Networking Group to help her fellow CPAs understand the complex financial planning issues their clients face. Outside of her career, Germaine is an enthusiastic advocate for the arts. She is a life member of the Walter Anderson Museum of Art, having served various roles including its board since the early 1990s. She and her husband John (a physician) stay young by hiking the Blue Ridge Mountains that surround their North Carolina home. These days, Germaine and John divide their time between western North Carolina and the Mississippi Gulf Coast, where Germaine enjoys kayaking … when the waters are calm.

Eric Warren is a financial advisor at Blueprint Financial Advisors with six years of industry experience. He holds a Series 65 designation and has worked previously at Spartan Planning & Wealth Management, Henderson County Tax Department, and Kilpatrick Land Surveying. Blueprint Financial Advisors serves individuals, trusts, pension and ERISA plans, foundations, and endowments, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a globally diversified investment approach combining strategic and tactical allocations based on proprietary Trend Following and momentum-based signals.

William Zimmer is a financial advisor at Fortress Private Ledger, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fortress, he worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, Zimmer is co-founder and co-owner of Ecusta Brewing Company, a brewery located in Pisgah Forest, NC. Fortress Private Ledger serves individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, consulting, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm’s investment approach integrates trend identification and technical analysis with complementary strategies across various asset types, delivering tailored portfolio solutions through a network of investment adviser representatives.

Scott Turner is a financial advisor with Landolt Securities, Inc. in Tryon, NC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Landolt Securities since 2009. Outside of his advisory role, he serves as an independent contractor for Turner Trading LLC, providing administrative support and record-keeping services. Landolt Securities offers investment management and consulting services to individuals, trusts, estates, and corporations, managing approximately $105.6 million in discretionary assets for about 173 clients. The firm’s investment approach focuses on fundamental analysis and intrinsic value, with a significant allocation to small-cap growth stocks tailored to client objectives.

Walter Hart is a financial advisor with Credit Union Investment Services in Brevard, NC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with Members Trust Company, Secu Life Insurance Company, Secu Brokerage Services, and State Employees’ Credit Union. Outside of his advisory roles, he has income from musical performances. Credit Union Investment Services serves primarily individual investors and some trust clients in North Carolina, providing non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm’s advisers are salaried employees of the parent credit union, and clients retain final authority over their investment decisions.

Melissa Finch is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has worked at Members Trust Company since 2016 and has been affiliated with Credit Union Investment Services, SeCU Life Insurance Company, SeCU Brokerage Services, and State Employees' Credit Union since 2013-2015. Finch also serves as a trust representative and life insurance agent within affiliated entities. 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 planning approach, with salaried investment adviser representatives who provide recommendations while clients retain final decision authority.

Stephanie Shaw is a financial advisor at Credit Union Investment Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. She serves as co-pastor of New Life Hendersonville Church, where she leads worship and youth activities. 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.

George Baughman is a CFP® professional with Series 63 and 66 licenses, currently serving at Modera Wealth Management, LLC. He has worked in the financial advisory industry since 2016, including seven years at Parsec Financial Management Inc. and multiple terms at Modera Wealth Management. Modera Wealth Management offers wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation approach based on Modern Portfolio Theory and combines investment management with integrated accounting, tax, and business coaching services.

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.

Daniel Andreotta is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and Consolidated Planning Inc. Outside of his advisory work, he is active as a church musician. Foundations Investment Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, registered investment companies, and businesses. The firm utilizes model allocations and third-party sub-advisers to manage portfolios and operates through a large network of affiliated offices and licensed representatives.

Dudley Whitlock is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Advisory Services Network, LLC since 2014. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets.

Lena Meredith is a financial advisor at Primerica Advisors with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life Insurance since 2015. Meredith is also involved with Blue Ridge Wealth Management, LLC, a non-investment-related business. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and retirement planning. The firm utilizes a variety of investment strategies and platforms, including proprietary models and third-party managers, managing approximately $15 billion in regulatory assets under management.