Brandi Holmes is a CFP® with 25 years of industry experience, currently with Advisory Services Network. She previously worked at Calton & Associates, Inc. and Fidelity, and has been associated with Anchor Private Planning since 2015. Holmes is also licensed as an insurance agent involved in the sale and service of insurance products. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, employing strategies tailored to clients’ objectives and risk tolerances.

Wallace Carlson is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 licenses and has 27 years of industry experience. His career includes roles at Fidelity, Fidelity Personal Trust Company, TL Private Wealth, and Advisory Services Network since 2018. He is also the owner and president of Fruit of the Vine, Ltd., a service corporation associated with his financial practice, and works as an independent insurance agent offering life and health insurance and annuity advice. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers a range of portfolio management and consulting services with a flexible engagement model and a large platform of advisors managing over $10 billion in discretionary 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.