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 PFS™ credentialed financial advisor with 24 years of industry experience. She is currently with Forvis Mazars Wealth Advisors, LLC, having previously worked at FORVIS Wealth Advisors LLC and Dixon Hughes Wealth Advisors LLC. Holbert is based in Hendersonville, NC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, discretionary and non-discretionary investment management, and consulting services, with a notable affiliation to a national accounting and professional services parent firm that supports integrated tax and accounting services alongside wealth management.

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, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has worked at several affiliated organizations including Members Trust Company and SECU*RE, Inc. Additionally, he performs as a bassist for yoga classes. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes a goals-based, long-term investment approach using low-cost index funds and ETFs, operating within a credit union ecosystem connected to several affiliated financial service entities.

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 at AE Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and has worked at AE Wealth Management since 2022. She also has a role as a client service manager and advisor in insurance sales and services at J. Biance Financial. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors, utilizing a model portfolio and discretionary management approach.

James Stike is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Wealth Enhancement, he worked at LPL Financial and RBC Capital Markets and spent 15 years as founder and board member of Materials Innovation Technologies, an advanced materials development and manufacturing company. He also serves on the board of Carbon Conversion, Inc., another advanced materials manufacturer. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Carlton Murrey is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with AE Wealth Management and J. Biance Financial, Inc. since 2019. Outside of his advisory roles, he was involved with the Cradle of Forestry in America Interpretive Association for 11 years and Curtis Wright Outfitters, LLC for 19 years. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, and financial planning, supporting advisors with an internal investment consulting group and various licensing programs.

Charles Smith is a financial advisor at OSAIC Institutions, Inc. with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Fifth Third Securities, SunTrust Investment Services, and BB&T Securities. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing advisory and brokerage services through customized engagements. The firm offers a range of solutions including financial planning, ERISA plan services, access to alternative investments, and lending and cash-management options, with a notable emphasis on non-discretionary assets and integrated banking relationships.

Dominic Shea is a financial advisor with \u0026PARTNERS in Hendersonville, NC, holding a Series 66 designation and 22 years of industry experience. He previously worked at Wells Fargo Advisors in various capacities from 2009 to 2026. Shea serves as a contingent trustee for a family trust and has ownership interests in investment-related firms, including Dominic Shea Inc. and a 30% stake in Norwich Wealth Management LLC. \u0026PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, employing a range of portfolio management strategies through the Envestnet platform, and operates as both a broker-dealer and registered investment adviser.

Joshua Tallent is a financial advisor with OSAIC Institutions, INC. based in Charlotte, NC. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. His prior roles include positions at Infinex Investments, Inc., HomeTrust Bank, and LPL Financial. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements and access to alternative investments, with a notable focus on predominantly non-discretionary assets.

Byron Dechellis is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65, Series 66, and Series 63 licenses and has seven years of industry experience. His prior work includes roles at Wells Fargo Mortgage and Oxbird. First Citizens Investor Services provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, offering portfolio management, wrap programs, model portfolios, and financial planning. The firm employs a client-focused approach that incorporates fundamental, quantitative, and technical analysis across various asset classes.

Bradley Groth is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with Commonwealth Financial Network and is also the owner of Groth Wealth Management, LLC. His prior experience includes eight years at Edward Jones. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Amelia Shechet is a financial advisor at AE Wealth Management, LLC with one year of industry experience. She holds a Series 65 credential and has prior experience with J Biance Wealth Management and J Biance Financial. Outside of her advisory role, she serves as a volunteer member of the finance board at Immaculate Conception Catholic Church in Hendersonville, NC. 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 offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that combines internal and third-party managed models.

Frederick Stansberry is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and Questar Capital Corporation. Outside of his advisory role, he serves as a substitute teacher for Henderson County Public Schools and is involved in fixed insurance product sales through National Agents Alliance. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs using various portfolio strategies and custodial platforms.

Robert Logan is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2015. He holds the Series 66 license and is based in Landrum, South Carolina. Outside of his advisory role, he is involved with Calmwater Advisors, a fixed insurance sales business conducted at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and retirement consulting, serving individual and institutional clients with a range of investment options and back-office services.

Joshua Knights is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and three years of industry experience. He previously worked at Capital Analysts and Lincoln Investment for four years each and has been involved with American Senior Benefits since 2017. He is the owner and founder of Knights Family LLC, which provides tax and accounting services related to his insurance and securities income. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and a range of investment programs through advisor-managed accounts and third-party platforms.

Jason Kelley is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Renegade Bee Company and rideshare companies Lyft and Uber. He has been affiliated with First Citizens Bank since 2009. First Citizens Investor Services serves a diverse client base, including individuals, pension plans, and charitable organizations, offering portfolio management, automated investing platforms, and financial planning. The firm emphasizes IAR-led client assessments and utilizes fundamental, quantitative, and technical analysis to guide investment allocation.

Thomas Connelly is a financial advisor with AE Wealth Management, LLC, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at AIG Retirement Services and Retirement Clearinghouse. He is also involved with J. Biance Wealth Management, where he sells annuities and life insurance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a platform-based approach utilizing discretionary model portfolios and various investment strategies, managing approximately $49.8 billion for over 127,000 clients.