Edmund Hughes is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining PNC in 2019, he worked at Wells Fargo Clearing and Wells Fargo Bank NA from 2013 to 2019. Outside of finance, Hughes has served as a Drill Sergeant in the U.S. Army. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available by invitation only to employees with PNC Bank online credentials. The firm implements investment strategies via approved models managed by PNC or third-party strategists, using mutual funds and ETFs with annual rebalancing and algorithm-driven enrollment.

Gregory Jones is a financial advisor at Beacon Pointe Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Altavista Wealth Management, Inc. for 19 years before joining Beacon Pointe in 2022. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach using proprietary due diligence processes and sponsors multiple private funds as well as a registered interval fund.

James Norris is a CFP® certificant with 27 years of industry experience. He has worked at Oppenheimer & Co since 2011 and previously spent time at Morgan Stanley and Citigroup Global Markets. He is based in Asheville, NC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services including strategic asset allocation, manager selection, and retirement consulting, operating both discretionary and non-discretionary accounts while maintaining custody of client assets.

Boyd Phillips II is a financial advisor with Eagle Strategies (NY Life) based in Marion, NC, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Eagle Strategies since 2007 and has maintained concurrent roles with Nylife Securities LLC, New York Life Insurance Co, and Phillips Financial Group, LLC since 2006. Outside of advisory work, Phillips owns and operates a seedling plant business and participates in several local boards, including the McDowell County Schools board and the Mission Hospital McDowell oversight board. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

John Mills is a financial advisor with Primerica Advisors in Swannanoa, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked with Primerica Advisors and Guardian Life Insurance Company since 2014 and more recently with Park Avenue Securities beginning in 2025. Outside of his advisory work, Mills manages a shared farm property in Kansas and serves as a successor trustee and executor for a family estate. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, financial planning, and consulting services. The firm employs a variety of proprietary and third-party investment strategies across multiple account types, managing roughly $15 billion in regulatory assets under management through an integrated operating model.

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.

Jeffrey Howden is a financial advisor at Beacon Pointe Advisors, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at Beacon Pointe since 2022, following seven years at Altavista Wealth Management. He serves as a trustee for a non-client family trust. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and retirement plans. The firm employs a manager-focused investment approach, utilizing a proprietary “Focus List” and combining active and passive strategies, while sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Nathan Garnett is a financial advisor with Brookstone Capital Management LLC in Arden, NC, holding Series 65 and Series 66 licenses and having 10 years of industry experience. He has worked at Brookstone Capital Management since 2019 and also engages in insurance sales with Amerilife, focusing on health insurance products for the senior market. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through various platforms, including serving as a sub-advisor to other advisory programs.

Kyle Boyd is a financial advisor at Beacon Pointe Advisors, LLC with 24 years of industry experience. He previously worked for Altavista Wealth Management, Inc. for 19 years before joining Beacon Pointe in 2022. Based in Asheville, NC, Boyd holds professional credentials pertinent to his advisory role. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, including charitable organizations and retirement plans. The firm employs a manager-driven investment approach using proprietary due diligence and a mix of active and passive strategies, and it sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Paul Collins III is a financial advisor with Truist Advisory Services in Asheville, NC, holding a Series 66 designation and bringing 10 years of industry experience. His previous roles include positions at Triad Advisors, Peachtree Wealth Advisors, and Waddell & Reed. Collins has worked at Truist Investment Services since 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its investment solutions.

Jeffrey White is a financial advisor at OSAIC Institutions, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including First Bancorp, Infinex Investments, Inc., and First Citizens Investor 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 support, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets.

Kathleen King is a financial advisor with Oppenheimer in Asheville, NC, holding a Series 66 designation and 12 years of industry experience. She has been with Oppenheimer since 2012. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services using both discretionary and non-discretionary approaches, managing equity, balanced, and fixed-income portfolios alongside tailored retirement solutions.

Abraham Johnson is a financial advisor at Brookstone Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2021. Johnson is also a managing director and independent agent at Amerilife, where he sells life and health insurance products and is involved in training and recruiting insurance agents. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Joshua Dillard is a financial advisor at Oppenheimer with Series 66 credentials and three years of industry experience. Prior to joining Oppenheimer, he was involved with Bhramari Brewing Company for eight years and briefly worked at Black Mountain Pizza & Ale House. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services, including asset management, financial planning, and retirement consulting, with both discretionary and non-discretionary account management.

Lewis Akers Jr. is a CFP® with 29 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2022. His prior roles include nearly two decades at Altavista Wealth Management, Inc. and six years at Merrill. In addition to his advisory work, he owns a small tax preparation business focused on limited income tax returns. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party managers across active and passive strategies and offers proprietary private funds alongside comprehensive reporting and participant education.

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.

Casey Allison is a financial advisor at Truist Advisory Services with three years of industry experience. He holds a Series 66 credential and previously worked at Truist Bank for ten years. Outside of his advisory role, Allison serves as a deacon at First Baptist Church Hendersonville, where he participates in monthly meetings addressing church business and stewardship activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements, and integrates services across its affiliated entities.

Mary Kiser is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior experience includes five years at Altavista Wealth Management and roles at Cumberland Trust & Investment Co and Page and Windrow. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach using a proprietary Focus List and offers discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions.

Brendan Reidy Jr. is a financial advisor at Beacon Pointe Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Mather Group, Mercer Global Advisors, Churchill Management Group, and US Trust Bank of America. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach using proprietary due diligence and asset allocation strategies, and it sponsors proprietary investment vehicles and private funds.

Eric Hauser is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Kestra Advisory since 2017 and previously spent seven years with Williams Financial Group. Hauser also operates KB Elliot Financial Advisors, conducting registered representative and independent insurance agent activities through Kestra entities under a DBA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, investment advice, and employee education, serving large institutional investors including sovereign wealth funds and managing approximately $79.8 billion in assets.