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.

Stacey Anderson is a Series 66-licensed financial advisor with 11 years of industry experience. She has worked at Colton Groome Financial Advisors, LLC since 2019 and has prior experience with Wells Fargo Advisors, LPL Financial, and McQuilling Financial Services. Anderson also serves as a retirement plan advisor through a related business activity. Colton Groome Financial Advisors, LLC manages approximately $725 million in client assets and provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, and institutions. The firm employs a strategic asset allocation approach using both passive and active management and supports clients with custom performance reporting and detailed portfolio analysis.

William Vlahoulis is a financial advisor at SB Advisory, LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer & Co. Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs, primarily providing non-discretionary advice through a blend of fundamental, technical, and qualitative investment analysis.

Jacob Sadler is a CFP® and Series 65-licensed advisor with 14 years of industry experience. He is currently with Curio Wealth, LLC, joining the firm in 2024 after previously working at Annapolis Financial Services, LLC and Woodstone Financial, LLC. Curio Wealth provides personalized financial planning and discretionary investment management for individuals, trusts, estates, small businesses, and retirement plans. The firm employs diversified portfolios primarily consisting of no-load mutual funds, ETFs, individual equities, and fixed income, and offers additional services such as standalone financial plans and tax preparation.

Alexis Cole is a CFP® professional with 20 years of industry experience, currently serving at California Capital Management since 2013. Her prior roles include positions at Purshe Kaplan Sterling Investments and LPL Financial. Outside of her advisory duties, she serves as treasurer and board member of the Southern California Reined Cow Horse Association and holds board positions with other local community organizations. 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 tailored to each client’s risk tolerance and goals.

Matthew Groome is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Colton Groome Financial Advisors, LLC since 2010. He has prior experience at ValMark Advisers, Inc. and ValMark Securities, Inc., where he held roles spanning over a decade. Outside of his advisory work, Groome is involved in nonprofit governance as Board Chair of the WNC Bridge Foundation and serves as president of the Ramblers Sports Club, a local organization. Colton Groome Financial Advisors, LLC is a team of ten advisors managing approximately $725 million in client assets. The firm provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutions, employing a strategic asset allocation approach that includes both passive and active managers alongside alternative strategies.

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.

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.

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.

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.

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.

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.

Mark Covell is a financial advisor with Leading Edge Financial Planning LLC in Asheville, NC, holding a Series 65 credential and five years of industry experience. He has been with Leading Edge Financial Planning since 2020 and also works as an airline pilot for American Airlines. Leading Edge Financial Planning LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm offers discretionary portfolio management alongside financial planning, emphasizing strategic asset allocation, diversification, and a long-term investment approach.

Douglas Bazley is a CFP® professional with 22 years of industry experience, currently serving at Modera Wealth Management, LLC. His prior roles include positions at Prudential Insurance Company of America and Diversified Investors Securities Corp. Outside of his advisory work, he is involved in real estate development as a landlord in Asheville, NC. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, offering a range of wealth management and financial planning services, including tax preparation and trustee roles for select clients.