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 in Campobello, SC, holding a Series 66 designation and over 23 years of industry experience. He has been with Thurston Springer Miller Herd & Titak, Inc. since 2015 and owns a part-time consulting business serving the chemical and automotive industries. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing both buy-and-hold and active investment strategies tailored to client goals.

Allen Secor Jr. is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he serves as President of Great Lakes Financial Group, Inc., a marketing company, and is a director of The Norman A. Schoell Charitable Foundation. He is also involved in humanitarian projects as manager of the Secor Family Assembly and plays bass trombone in big bands. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, employing a mix of affiliated and unaffiliated sub-advisers and model portfolios. The firm incorporates both traditional asset allocation and tactical strategies, including market-timing and momentum-based approaches, across its multiple branded platforms.

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 with OSAIC Institutions, Inc., holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at First Bancorp, Fifth Third Securities, SunTrust Investment Services, BB&T Securities, and Merrill. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm combines advisory and broker‑dealer registrations, providing customized financial planning, consulting, alternative investments, and lending solutions while allowing clients discretion over transactions.

Dominic Shea is a financial advisor at &Partners with 22 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and its related entities for 14 years. He serves as a contingent trustee for his niece’s trust and holds ownership interests in investment-related businesses, including Dominic Shea Inc. and Norwich Wealth Management LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services, utilizing both proprietary and third-party strategies, and operates as a dual registered investment adviser and broker-dealer.

Joshua Tallent is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. His work history includes roles at Infinex Investments, Inc., HomeTrust Bank, LPL Financial, and Truist Investment Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary accounts.

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 four years of industry experience. He previously worked at Capital Analysts and Lincoln Investment, and also has nine years with American Senior Benefits. Knights is the owner and founder of Knights Family LLC, a tax and accounting business supporting his insurance and securities activities. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves a wide range of clients, including individuals, corporations, and retirement plans, offering portfolio management, financial planning, and access to both discretionary and non-discretionary investment strategies.

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.

Lisa Booth is a financial advisor with First Citizens Investor Services, Inc. She holds Series 63 and Series 65 licenses and has four years of industry experience. Her prior work includes roles at First Citizens Bank & Trust Company, First Bank, First Horizon, and Highlands Union Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis to manage diversified portfolios across equities, fixed income, mutual funds, and ETFs.