Jeffrey Cooper is a financial advisor with Lifestyle Freedom Advisory Group, LLC and holds a Series 65 designation. He has 12 years of industry experience and also serves as an attorney and CPA, operating the Cooper Law Firm, P.C. dba Sentry Law, Wealth and Tax, where he spends the majority of his time. His career includes roles at Matson Money, Inc. and AlphaMark Wealth fka Sentry Wealth, Inc. Lifestyle Freedom Advisory Group is a registered investment adviser that serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management, financial planning, and ERISA plan services, with a focus on customized portfolios based on clients’ goals, time horizons, and risk tolerances.

Scott Turner is a financial advisor at Landolt Securities, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Landolt Securities since 2009. Outside of his advisory role, he serves as an independent contractor for Turner Trading LLC, where he assists with administrative tasks and tax-related documentation. He is also a co-trustee for five family accounts. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages $137.8 million in assets and focuses on small-cap growth stocks, employing both discretionary and non-discretionary portfolio management approaches tailored to client objectives and risk tolerances.

Robin Barber is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Colton Groome Financial Advisors, LLC and has previously worked at Boys Arnold & Company. Colton Groome Financial Advisors, LLC provides investment advisory services, financial planning, and retirement plan consulting to individuals, high-net-worth clients, retirement plans, and institutional entities. The firm uses a strategic asset allocation approach combining passive and active managers and employs various analytical tools and an Investment Committee to oversee alternative investments.

Jay Reese is a CFA® charterholder with 19 years of experience in the financial advisory industry. He has been with Colton Groome Financial Advisors, LLC since 2020 and previously worked for Boys, Arnold & Company, Inc. for 15 years. Reese holds Series 63 and Series 65 licenses. Colton Groome Financial Advisors, LLC provides investment advisory services, financial planning, and retirement plan consulting to individuals, high-net-worth clients, retirement plans, and institutional entities. The firm’s investment approach combines strategic asset allocation with both passive and active management, utilizing tools such as Monte Carlo simulations and Modern Portfolio Theory.

Gary Lutes Jr. is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Tillman Hartley LLC since 2004. He holds a Series 65 license and works out of Candler, NC. Tillman Hartley LLC provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment process is based on Modern Portfolio Theory and includes individualized Investment Policy Statements, model portfolios, and ongoing portfolio monitoring.

David Nelson is a financial advisor at Colton Groome Financial Advisors, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at ValMark Securities, Inc., ValMark Advisers, Inc., Ameritas Investment Company, LLC, and Chase Investment Services Corp. Nelson is also involved in retirement plan advisory services, assisting plan sponsors with fiduciary responsibilities. Colton Groome Financial Advisors provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a team-based approach using strategic asset allocation with a mix of passive and active management and offers custom reporting and benchmarking to support client investments.

Matthew Donohue is a CFP® and CFA® credentialed financial advisor with nine years of industry experience. He has worked at Colton Groome Financial Advisors, LLC since 2018, following prior roles at Valmark Securities, Inc., Raymond James Financial Services Advisors Inc., and Webb Investment Services, Inc. Colton Groome Financial Advisors, LLC provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, retirement plans, and institutional entities. The firm employs a strategic asset allocation approach using both passive and active managers and utilizes tools such as Monte Carlo simulations and Modern Portfolio Theory to support portfolio management.

Eric Warren is a financial advisor at Blueprint Financial Advisors with six years of industry experience. He holds a Series 65 designation and has previously worked at Spartan Planning & Wealth Management, the Henderson County Tax Department, and Kilpatrick Land Surveying. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets, offering diversified portfolios and incorporating a proprietary strategic-and-tactical framework that emphasizes trend-following and momentum across multiple asset classes.

Jake Giles IV is a financial advisor at Prosperity Capital Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Northwestern Mutual Investment Services and Pure Wealth Strategies. Mr. Giles is involved with the local chapter of the American Financial Education Alliance, where he conducts seminars aimed at improving financial literacy. Prosperity Capital Advisors is an SEC-registered enterprise adviser offering financial planning, consulting, and discretionary investment management to individual and institutional clients. The firm utilizes model-based, asset-allocation strategies with portfolios managed to model targets, incorporating providers such as BlackRock, Dimensional, and Vanguard.

Dustyn Livesay is a financial advisor with Prosperity Capital Advisors in Arden, NC, holding a Series 65 designation and two years of industry experience. He has previously worked at Infinity Wealth Management, South-West Insurance Agency, Crutchfield, and Northwestern Mutual Life Insurance Company. In addition to his advisory role, Mr. Livesay is involved with the American Financial Education Alliance, conducting seminars to promote financial literacy. Prosperity Capital Advisors is an SEC-registered firm serving a diverse client base including individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies supported by multiple providers and offers services ranging from discretionary investment management to turnkey asset management programs and retirement plan solutions.

Adam Carey is a financial advisor at Blueprint Financial Advisors with six years of industry experience. He holds a Series 65 credential and has worked previously at firms including International Assets Investment Management and The Dantas Advisory Group. Outside of advisory services, he is a licensed insurance agent offering fixed insurance products. Blueprint Financial Advisors is a multi-advisor SEC-registered firm that provides portfolio management, financial planning, and retirement consulting to a diverse client base including individuals, trusts, pension plans, and nonprofits. The firm manages approximately $1.4 billion in assets using a proprietary strategic-and-tactical framework that incorporates trend-following and momentum rules to guide asset allocation.

George Baughman is a CFP® professional with 16 years of industry experience. He is currently with Modera Wealth Management, LLC and has previously worked at Parsec Financial Management Inc. and Holistiplan. Modera Wealth Management, LLC offers wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm’s investment strategy is based on diversified asset allocation using Modern Portfolio Theory and combines large-scale advisory operations with in-house accounting and tax services.

Paul Kisielewski is a financial advisor with Signal Advisors Wealth, LLC in Asheville, NC, holding a Series 65 designation and one year of industry experience. He has worked at Lionhead Financial Planning and has prior experience with Southern Appalachian Anglers and JustRite Manufacturing. In addition to his advisory role, he is also active as an insurance agent involved in the sales of various insurance products. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation, sector rotation, and a combination of fundamental, quantitative, and technical analysis.

Joshua Miller is a financial advisor with Mutual Advisors, LLC and holds a Series 65 designation. He has one year of experience in financial advising and concurrently works with Mitchell CPA PLLC. He previously worked at Hospice of Henderson County and BGW CPA. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm employs a mix of active and passive portfolio management strategies tailored to client objectives and is notable for its large-scale institutional work and variety of specialized services.

Glen Pier is a financial advisor at Prosperity Capital Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Prosperity Capital Advisors and its affiliated entities since 2012. Outside of advisory work, Mr. Pier is involved in educational activities as the chapter president for the American Financial Education Alliance in Asheville, NC, where he teaches retirement planning courses, and he operates a training business as an Avatar Master. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm uses a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to a range of mutual funds, ETFs, SMAs, and alternative investments.

Daniel Andreotta is a financial advisor with Foundations Investment Advisors LLC in Hendersonville, NC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Consolidated Planning Inc, and Independent Life Insurance. Outside of his advisory work, he serves as a church musician. Foundations Investment Advisors provides financial planning and ongoing portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with asymmetric rebalancing, and offers services through a large network of affiliated advisers.

Dean St. Marie is a CFP® professional with 25 years of industry experience, currently serving as an advisor at The Fiduciary Alliance since 2025. He previously worked at Bison Wealth, LLC for five years and led St Marie Financial Advisors for six years. Outside of advisory work, he is a board member and finance committee participant for SAFE Womens Domestic Violence Services and serves on the board for the Ecusta Trail Rail Trail Project in Brevard, NC. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, retirement plans, and other advisers. The firm employs a mix of fundamental, technical, cyclical, and charting analysis in portfolio supervision and offers discretionary management alongside estate, business, and risk-planning support.

Catherine Reid is a financial advisor at Prosperity Capital Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Innovation Partners LLC and Mercap Securities, LLC. Outside of her advisory work, she is involved in caregiving services for individuals with disabilities. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, businesses, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and offers institutional and sub-advisory services.

Paul Buckle is a CFP® and Series 65-licensed advisor with nine years of industry experience. He is currently with Signal Advisors Wealth, LLC and also serves as CEO of Paul Buckle CPA, PC, providing tax consulting services integrated into his financial planning work. Buckle has held prior roles at Lionhead Financial Planning, LLC, AE Wealth Management, and Raymond Marx Financial Advisory Group. Signal Advisors Wealth offers investment management and financial planning services to retail clients and independent RIAs, utilizing a top-down, macro-environmental investment approach that includes tactical asset allocation and sector rotation implemented through discretionary model portfolios. The firm manages over $1.3 billion in discretionary assets across a team of ten advisors.

Dollie Halford is a CFP® professional with 20 years of experience in financial advising. She is currently with Forvis Mazars Wealth Advisors, LLC and previously worked at Dixon Hughes Wealth Advisors LLC. Halford serves as Vice President of the North Carolina Apple Festival, an unpaid community role. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers integrated financial planning and investment management services, managing approximately $12 billion in assets with a disciplined approach that includes committee-approved portfolios and third-party money managers.