Douglas English is a CFP® professional with 32 years of industry experience, currently serving at Act Advisors since 2014. He previously worked at LPL Financial for 14 years. His credentials include Series 63 and Series 65 licenses. Act Advisors serves individual and high-net-worth clients as well as sponsors and participants of employer-sponsored retirement plans, offering discretionary investment management, limited financial planning, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis with Modern Portfolio Theory to construct and rebalance portfolios, managing most accounts on a discretionary basis while acting as a fiduciary in retirement-related advice.

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 licenses and 26 years of industry experience. He has been with Grand Central Investment Group since 2014 and previously worked at Grand Central Group, LLC from 2015 to 2017. Grand Central Investment Group offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, retirement and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a top-down investment approach with a dividend-focused equity framework and integrates fixed income, exchange-traded products, and alternative investments, tailoring advice to each client’s objectives and constraints.

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 licenses 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 retirement plan participants and sponsors, offering discretionary investment management, limited financial planning, and retirement plan consulting. The firm uses a blend of fundamental and technical analysis with Modern Portfolio Theory to manage portfolios and acts as a fiduciary for retirement account advice.

Patrick Latta is a financial advisor at ACT Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with ACT Advisors since 2015, having previously worked at LPL Financial. Outside of advising, he is involved in managing non-investment business entities, including AVLATTA LLC, where he dedicates significant time. ACT Advisors serves individual and high-net-worth clients, retirement accounts, trusts, employer-sponsored plan participants, and various institutional clients. The firm combines fundamental and technical analysis with Modern Portfolio Theory, offering both active and passive investment strategies alongside financial planning and consulting services.

Roger Johnson is a CFP® professional with 23 years of industry experience. He has worked at ACT Advisors since 2014 and previously spent 10 years at LPL Financial. ACT Advisors serves individual and high-net-worth clients, retirement accounts, trusts, employer-sponsored plan participants, and institutional clients. The firm offers discretionary investment management, financial planning, and consulting, combining fundamental and technical analysis with Modern Portfolio Theory through both active and passive strategies.

Ashley Israel is a CFP® professional with 14 years of experience in wealth management. She currently works at Vandalia Wealth, having previously held roles at Forvis Mazars Wealth Advisors LLC and Dixon Hughes Goodwin Wealth Advisors LLC. Vandalia Wealth offers discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using model portfolios composed of low-cost mutual funds, ETFs, individual securities, and selected alternative investments and digital assets.

Katherine Morosani is a CFP® and ChFC® with 11 years of industry experience. She is currently with Sharp Financial and has previously worked at Edward Jones and several other financial firms. Morosani also uses her sole proprietorship, KM Consulting, to deliver speeches related to her Doctoral Studies in Organizational Leadership. Sharp Financial serves a diverse client base including individuals, high-net-worth clients, trusts, and family offices, managing approximately $502 million across eight offices. The firm employs a tactical, risk-based investment process that combines internal research and third-party quantitative tools to guide dynamic asset allocation and portfolio management.

Alexis Cole is a CFP® professional with 19 years of industry experience, currently serving at California Capital Management since 2013. She previously worked at Purshe Kaplan Sterling Investments from 2016 to 2018. Outside of her advisory role, Cole is involved as treasurer and board member of the Southern CA Reined Cow Horse Association and serves on the board of Cottages on Liberty Green. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities, managing approximately $358 million in discretionary assets. The firm offers customized portfolio management through a wrap fee program and retirement plan consulting, utilizing a range of investment vehicles including ETFs, mutual funds, equities, fixed income, derivatives, and options.

Aaron Symonette is a financial advisor at Global Assets Advisory, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with International Assets Advisory and affiliated firms since 2016. Outside of his advisory roles, Symonette serves as an assistant football coach and defensive coordinator for youth sports in Swannanoa, NC. Global Assets Advisory, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million and offers customized portfolios primarily invested in mutual funds, ETFs, equities, and fixed income, utilizing a combination of internal management and third-party asset managers.

Michelle Jackson is a Series 65-licensed advisor with Chicory Wealth in Weaverville, NC. She has been with Chicory Wealth since 2025 and previously spent ten years with The Look & The Feel, LLC. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm also offers tax preparation, estate planning assistance, business consulting, and model portfolio services to other registered investment advisers.

Allison De Graaf is a CFP® affiliated with Peak Planning Group, LLC in Asheville, NC. She joined the firm in 2024 and has prior experience at KBR, SOS International, Leidos, and Deloitte Consulting LLP. Peak Planning Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and estates. The firm employs a long-term, fundamentals-based investment approach with diversified portfolios and offers both discretionary and non-discretionary portfolio management.

Robert Wood is a CFP® with 39 years of industry experience, currently serving at Southland Equity Partners, LLC since 2016. He also maintains a role with FSC Securities Corporation since 2009. Wood is involved in an investment advisory and portfolio management business outside of his primary firm. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, providing financial planning, discretionary and non-discretionary asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized portfolios and manages the majority of accounts on a discretionary basis.

Ira Starr is a financial advisor with IFC in Asheville, NC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with IFC and Insurance Marketing, Inc. since 2020 and has been the managing member of Myth Free Financial, LLC, an educational and coaching platform related to his published book, since 2015. Additionally, he operates as a sole proprietor in insurance sales. IFC is a team of seven advisors managing approximately $110 million in client assets, offering investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm uses mutual funds and ETFs for portfolio construction, provides ongoing investment management, and offers educational seminars and newsletters.

Perry Argiropoulos is a financial advisor at Leelyn Smith, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at The Retirement Network. Leelyn Smith, LLC serves individual clients, pension and profit-sharing plans, corporations, business entities, and trusts, offering portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes allocations across equities, fixed income, mutual funds, and ETFs, utilizing both in-house and external managers, with support from multiple technology platforms for reporting and risk analysis.

Mark Covell is a financial advisor with Leading Edge Financial Planning LLC in Asheville, NC. He holds a Series 65 designation and has five years of industry experience. In addition to his advisory role, he works as an airline pilot with American Airlines. Leading Edge Financial Planning LLC serves individuals, high net worth clients, trusts, estates, and businesses by providing wealth management and financial planning, including discretionary portfolio management. The firm employs a long-term, diversified investment approach using primarily low-cost mutual funds and ETFs, while also offering tailored solutions with stocks, bonds, annuities, or independent managers.