Brandi Holmes is a Certified Financial Planner® with 24 years of industry experience. She is currently an advisor at Advisory Services Network and has previously worked at Calton & Associates, Inc., among other firms. Holmes is also a licensed insurance agent involved in the sale and service of insurance products. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers customized portfolio management, financial planning, and retirement-plan consulting, utilizing a variety of investment strategies and implementation options tailored to client objectives.

Wallace Carlson is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has worked at Advisory Services Network since 2018 and previously at TL Private Wealth and Allstate Insurance Co. Outside of his advisory role, Carlson is the owner and president of Fruit of the Vine, Ltd., a service corporation related to his financial practice. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

James Copeland is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has worked at Advisory Services Network since 2018 and previously held roles at Ameriprise Financial Services, Strategic Advisors, and Fidelity Brokerage Services. Outside of his advisory work, he is an independent insurance agent specializing in annuities and life insurance and serves as president of Copeland Way LLC, a service company for business income, expenses, and taxes. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of 208 independent advisers manages approximately $8.6 billion in client assets, offering portfolio management, financial planning, and retirement plan consulting through a variety of investment strategies and implementation options.