Erika Jensen is a financial advisor at Respire Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for seven years before joining Respire in 2017. Respire Wealth Management serves individual and high-net-worth clients, small businesses, and qualified retirement plans with fee-only financial planning and investment management. The firm offers customized investment programs through a wrap-fee platform, combining fundamental, technical, and quantitative analysis, and provides ERISA 3(21) plan advisory services alongside ongoing client education and financial wellness sessions.

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.

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 holds a Series 66 license, with 19 years of experience in the financial advisory industry. He has been with Horizons Wealth Management in Asheville, NC since 2003. Horizons Wealth Management serves individuals, business owners, and charitable organizations, including high-earning executives and technology employees, providing financial planning, wealth management, investment advisory, and retirement plan consulting. The firm employs a strategic asset allocation approach using ETFs and customizes portfolios based on each client’s Investment Policy Statement, offering both comprehensive wealth management and lower-touch managed-portfolio options.

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.

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.

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.

Todd Burkhalter is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Colton Groome Financial Advisors, LLC and previously worked at Edward Jones and Pfizer Inc. 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, supported by various analytical tools and an Investment Committee that reviews alternative investments when appropriate.

Taylor Poteat is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Colton Groome Financial Advisors, LLC since 2016 and previously spent 13 years with MCS Defense. 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, supported by various analytical tools and an Investment Committee that oversees private placements and alternative investments.

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.