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.

Harvey Jenkins is a financial advisor at Altamont Capital Management with nine years of industry experience. He holds a Series 65 designation and has worked at Altamont since 2001. In addition to his advisory role, Jenkins is extensively involved with Gould Killian CPA Group, P.A., a firm he has been part of since 1978 and where he spends the majority of his professional time. Altamont Capital Management is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate entities. The firm focuses on long-term asset allocation strategies based on Modern Portfolio Theory and fundamental analysis, utilizing institutional-class mutual funds and offering comprehensive portfolio management and client reporting services.

Robert Baschnagel is a Certified Financial Planner® at Holcombe & McGrath with 11 years of industry experience. He has been with the firm since 2007. Holcombe & McGrath provides discretionary portfolio management and standalone financial planning services primarily for individual and high-net-worth clients. The firm employs a proprietary investment philosophy focused on broad diversification, cost awareness, and long-term outcomes.

Susan McGrath is a CFP® professional with 13 years of industry experience, affiliated with Holcombe & McGrath since 1998. She holds a Series 65 license and operates out of Asheville, NC. Holcombe & McGrath is a small registered investment adviser managing approximately $155.9 million for around 268 clients, primarily individuals including high-net-worth clients, as well as at least one employee benefit plan. The firm offers discretionary portfolio management, standalone financial planning, and pension consulting, utilizing a proprietary investment philosophy focused on broad diversification, low costs, and a probability-oriented, long-term approach.

Collie Financial Planning is a Fee-Only financial planning and investment management firm, founded by Mike Collie in 2005. As of 2023, Collie Financial Planning serves just over 200 client households. Our team consists of two advisors, Mike and Logan. Together we help our clients use their financial resources to achieve their most important goals in life, often incorporating their values into their planning and investments. We address comprehensive planning needs, including investment, retirement, tax, estate, education, insurance and charitable planning, making sure all of these components are working together to help clients achieve their goals. Mike's most important thing in life are his faith and his family, which includes wife Randi and sons Logan, Reece and Graham, and daughter-in-law McKenzie. We enjoy spending time together outside in the mountains and on the lake.

Douglas Alden is a financial advisor with Liberated Investor Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with Liberated Investor Advisors since 2007 and also holds roles at Winning Point Advisors, L.L.C. and Efficient Advisors, LLC. Alden is president of Alden Agency, Inc., an independent insurance agency selling life and disability products. Liberated Investor Advisors, LLC provides discretionary portfolio management and financial planning to individual clients, including both high-net-worth and non-HNW investors. The firm primarily uses model portfolios and third-party money managers, focusing on diversification and long-term investment strategies across ETFs, mutual funds, and individual stocks.

Paidemoyo Charasika is a financial advisor at Copperwood Financial with 23 years of industry experience. He holds a Series 66 designation and has worked at several firms including Greyhawk Capital Management and American Capital Management Inc. Charasika co-founded Pro Athlete Wealth, a division focused on athlete and entertainer wealth management, where he serves as director and advisor. Copperwood Financial provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers retirement plan consulting and fiduciary services, including a tactical allocation approach using a broad range of investment instruments, and operates Pro Athlete Wealth to support financial literacy and coaching for athletes.

Luke Gerolimatos is a financial advisor at White Oak Financial Management, Inc with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at W&S Brokerage Services and Western & Southern Life. Outside of finance, he contributes to Mountain Area Community Services, providing support and input for individuals with disabilities. White Oak Financial Management offers personalized financial strategies and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes risk management and capital preservation through a combination of strategic and tactical asset allocation, utilizing a variety of investment vehicles and periodic portfolio rebalancing.

Meredith Drake is a financial advisor at New Perspectives, Inc. with three years of industry experience. She holds a Series 65 credential and has previously worked at Parkway Church and Germantown High School. New Perspectives, Inc. serves individuals, trusts, small businesses, and foundations by providing financial planning, discretionary portfolio management, periodic publications, and other financial consulting. The firm follows a long-term, buy-and-hold investment approach that emphasizes fundamental analysis and diversification through no-load mutual funds and ETFs, offering both discretionary management and hourly consulting services.

Glen Martin is a CFP® and Series 66 credentialed advisor at Horizons Wealth Management in Asheville, NC, with 20 years of industry experience. He has been with Horizons Wealth Management since 2003. Horizons Wealth Management serves individuals, business owners, executives, high-earning technology employees, and charitable organizations by providing comprehensive financial planning, wealth management, and retirement-plan consulting. The firm emphasizes a tiered client engagement model and strategic asset allocation primarily through index ETFs and diversified vehicles.

Douglas English is a CFP® professional with 32 years of industry experience. He is currently with ACT Advisors, where he has worked since 2014, following a 14-year tenure at LPL Financial. He operates out of Asheville, NC. ACT Advisors serves individual and high-net-worth clients as well as participants and sponsors of employer-sponsored retirement plans, delivering discretionary investment management, limited financial planning, and retirement plan consulting with a blend of fundamental and technical analysis informed by Modern Portfolio Theory.

Upon graduating from Liberty University with a Bachelor's Degree in Business Administration and a major in Financial Planning in 2019, Logan began his career at a firm in Atlanta. After getting married in 2021, Logan and his wife McKenzie left the big city for the mountains of Colorado, while Logan worked remotely for a large firm in Chicago. Logan has passed the Series 65 exam, Uniform Investment Advisor Law Examination, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). Logan says, "I enjoy this business because it gives me an opportunity to build strong relationships and serve clients in a very important area of their lives. I take that responsibility very seriously and really look forward to building long-lasting and meaningful relationships with those that I get to interact with and serve." Logan was a collegiate athlete during his time at Liberty University and loves being outside. Logan and McKenzie enjoy spending time with their family and friends, as well as hiking, biking, camping and water sports, all of which are motivating factors in bringing them back to western NC (although they look forward to vacationing out west during ski season!). They are passionate about serving in their community, and will look to do so through their church and other volunteer opportunities.

Chad Storck is a Series 65 licensed advisor at Joel Adams and Associates Inc. with two years of industry experience. Prior to joining Joel Adams and Associates, he worked for Storck CPA, P.C. for 14 years. Outside of his advisory role, he manages a commercial real estate property in Asheville, NC, overseeing building maintenance and tenant relations. Joel Adams and Associates Inc. provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, small businesses, and charitable organizations. The firm employs a primarily long-term investment approach using fundamental and technical analysis, managing about $282 million in discretionary assets across 268 client relationships.

Susan Cook is a financial advisor at Horizons Wealth Management in Asheville, NC, holding a Series 65 designation with nine years of industry experience. She has been with Horizons Wealth Management since 2015. Outside of her advisory role, she is a part owner of the Rough and Tumble Lodge in New Zealand and provides hourly-based financial planning through her practice, Susan Cook Financial Planning. Horizons Wealth Management serves individuals, business owners, and charitable organizations with comprehensive financial planning, wealth management, and retirement plan consulting. The firm employs a strategic asset allocation approach using primarily ETFs, customizes portfolios to client Investment Policy Statements, and offers both full-service and lower-touch managed portfolio options.

Shon Norris is a CFP® professional with 16 years at Altamont Capital Management and over 26 years with Gould Killian CPA Group, PA. He has two years of industry experience in financial advising and operates out of Asheville, NC. Norris’s background includes a long-standing role at an accounting firm alongside his advisory work. Altamont Capital Management, LLC is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate entities. The firm follows a long-term, asset-allocation strategy based on Modern Portfolio Theory and fundamental analysis, utilizing passively managed institutional-class mutual funds and providing comprehensive portfolio management and monitoring services.

Frank Cooper III is a financial advisor with Grand Central Investment Group, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Grand Central Investment Group provides portfolio management, financial planning, and consulting services to individuals, retirement plans, charitable organizations, and businesses. The firm employs a top-down approach to asset allocation, emphasizing dividend-oriented equities selected through quantitative and fundamental analysis, and utilizes a diverse range of investment instruments to manage risk and volatility.

Jacob Barfield is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Shining Rock Advisors LLC, where he has worked since 2026. His prior experience includes roles at Asheville Capital Management, Bares Capital Management, and Nine Ten Capital Management. Shining Rock Advisors serves individual investors, business entities, trusts, estates, and charitable organizations, managing approximately $154 million in client assets. The firm offers discretionary portfolio management for publicly traded assets and advisory access to private Rule 506 offerings, tailoring investment programs to clients’ objectives and risk profiles.

Martha Hays is a financial advisor at ACT Advisors in Asheville, NC, holding Series 65 and Series 63 designations with two years of industry experience. She previously worked at Goldman Sachs for five years and has experience at the University of Georgia and Pendleton Place. ACT Advisors serves individual and high-net-worth clients, as well as participants and sponsors of employer-sponsored retirement plans, offering discretionary investment management, limited financial planning, and retirement plan consulting. The firm uses a blended investment approach that includes fundamental and technical analysis along with Modern Portfolio Theory, managing most accounts on a discretionary basis and acting as a fiduciary in retirement-account advice.

Patrick Latta is a financial advisor with ACT Advisors in Asheville, NC, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has worked at ACT Advisors since 2015 and previously was with LPL Financial from 2015 to 2023. Outside of his advisory role, he is involved in managing financial aspects of family-owned business entities. ACT Advisors serves individual and high-net-worth clients, as well as participants and sponsors of employer-sponsored retirement plans, offering discretionary investment management, limited financial planning, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis alongside Modern Portfolio Theory to build and monitor portfolios, providing tailored asset management including passive strategies for smaller accounts.

Roger Johnson is a CFP® with 23 years of industry experience, currently serving at ACT Advisors since 2014. He previously worked at LPL Financial for 10 years. Outside of his advisory role, he has occasional involvement in real estate rental activities. ACT Advisors serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, offering discretionary investment management, limited financial planning, and retirement plan consulting. The firm combines fundamental and technical analysis with Modern Portfolio Theory to construct and manage client portfolios, maintaining fiduciary standards in retirement advice.