Patrick Burke is a financial advisor at 133 Legacy with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch and Empower Advisory Group. In addition to his advisory role, he is a licensed insurance agent and also works part-time as a roofing contractor with Redemption Solar & Roofing. 133 Legacy Planning Group is an independent advisory firm serving individuals, trusts, estates, and corporate clients. The firm provides discretionary asset management, financial planning, and ERISA 3(21) consulting for retirement plans, employing an investment process that includes asset allocation, fundamental and technical analysis, and the use of derivatives and leverage in managed accounts.

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.

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.

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.

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.

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.

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.

Dollie Halford is a CFP® professional with 19 years of industry experience, currently serving at Forvis Mazars Wealth Advisors, LLC since 2024. She previously worked at FORVIS Wealth Advisors LLC and Dixon Hughes Wealth Advisors LLC. Outside of her advisory role, she is Vice President of the NC Apple Festival, a volunteer position with no compensation. Forvis Mazars Wealth Advisors is an SEC-registered firm serving individuals, families, businesses, retirement plans, institutions, and nonprofits. The firm employs a committee-driven investment approach centered on client-specific policy statements, combining active and passive strategies, and integrates financial planning with tax and accounting services from its parent firm.

Jeremie Kelt is a CFP® with three years of industry experience, currently affiliated with PFG Advisors in Hendersonville, NC. His background includes positions in emergency medical centers and financial services firms such as Securities America and iHn Family Legacy Planning, where he is also involved through a DBA. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs and supports a distributed network of over 100 advisors across multiple platforms.

Michael Teel is a financial advisor with Leavell Investment Management, Inc. in Flat Rock, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Leavell Investment Management and its predecessor firm since 1998 and also served at Samford University for 30 years. Leavell Investment Management oversees approximately $3.0 billion in discretionary assets and offers portfolio management, financial planning, and family-office services to a diverse client base including individuals, families, businesses, and institutional entities. The firm employs a fundamental investment approach focused on broad diversification, risk control, and long-term compounding, managing client accounts through team-based oversight and regular portfolio reviews.

Suzanne Holbert is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 23 years of industry experience. She holds the PFS™ designation and has worked at Dixon Hughes Wealth Advisors LLC and FORVIS Wealth Advisors LLC prior to her current role. Forvis Mazars Wealth Advisors is an SEC-registered firm serving individuals, families, businesses, retirement plans, institutions, and nonprofits. The firm uses a committee-driven investment approach based on client-specific policy statements, combining active and passive strategies with ETFs, mutual funds, and third-party managers, while integrating financial planning with tax and accounting services from its parent firm.

Lauchlin Hines is a financial advisor with Thurston Springer Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Thurston Springer Miller Herd & Titak, Inc. since 2015 and has operated Targeted Retirement Strategies since 2008. Outside of his advisory work, he provides very part-time consulting for the chemical and automotive industries. Thurston Springer Advisors serves individuals, corporations, charitable institutions, foundations, endowments, estates, and retirement plans, offering financial planning, portfolio management, retirement-plan consulting, and sub-advisory services. The firm employs Tactical Momentum and Earnings Momentum investment strategies combined with fundamental, technical, and cyclical analysis, managing client accounts primarily on a discretionary basis.

Michael Timmons is a financial advisor with Credit Union Investment Services in Hendersonville, NC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has held roles at Members Trust Company, SECU*RE, Inc., and State Employees’ Credit Union, where he serves as a Financial Advisory Services Specialist. Outside of finance, he performs as a bassist for yoga classes. 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.

Allen Secor Jr. is a financial advisor at GWN Securities Inc. with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2004. Outside of his advisory work, Secor serves as president of a marketing company, is a director of a charitable foundation, manages a family humanitarian project organization, and performs as a bass trombone musician in big bands. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, including legacy market-timing and momentum-based strategies.

Renee Lague is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and three years of industry experience. She also serves as a client service manager and advisor at J. Biance Financial, where she is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining AEWM-managed models, third-party strategists, and advisor-managed models to provide various portfolio management and financial planning services.