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 III is a CFP® with 40 years of industry experience, currently serving at Southland Equity Partners, LLC, where he has worked since 2016. His prior roles include positions at FSC Securities Corporation and Raymond James Financial Services. Outside of his advisory work, he owns Wood Asset Management, focusing on investment advice and portfolio management. Southland Equity Partners advises individuals, pension plans, and businesses, employing a combination of fundamental and technical analysis to create customized portfolios. The firm manages nearly $900 million in discretionary assets across more than 2,700 accounts, offering both direct management and third-party manager selection.

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 Series 65-licensed financial advisor with Leading Edge Financial Planning LLC in Asheville, NC. He has six years of industry experience and has been with Leading Edge since 2020. Outside of financial advising, Covell works as an airline pilot for American Airlines. Leading Edge Financial Planning LLC serves individuals, high net worth clients, trusts, estates, and businesses by providing wealth management and financial planning, including discretionary portfolio management. The firm emphasizes strategic asset allocation and diversification through low-cost mutual funds and ETFs, supplemented by other investments when appropriate, and operates a team of nine advisors across multiple offices.

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.

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.

Boone Butler is a financial advisor at Modera Wealth Management, LLC in Asheville, NC. He holds a Series 65 designation and joined Modera in 2025. Prior to his advisory role, Boone was a student at Brigham University Idaho for four years and has experience as a self-employed full-time student and other roles. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines investment management with in-house accounting, tax services, and business coaching.

Brian Hjalmarson is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC in Asheville, NC. His prior roles include positions at Empower Advisory Group, Personal Capital Advisors Corporation, Merrill, Bank of America, and Charles Schwab. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach is allocation-driven and based on Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, private-placement opportunities, and optional ESG integration.

Chad Foster is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. He previously worked at Parsec Financial Management Inc. for nine years before joining Modera. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory and offers a range of services including wealth management, retirement plan consulting, tax preparation, and trust-related services.

Isabel Pereira is a financial advisor at Modera Wealth Management, LLC with two years of industry experience. She previously worked at Baird for two years and Morgan Stanley for ten years. Isabel holds the Series 66 designation and is based in Asheville, NC. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, estates, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual debt securities, and selected equities tailored to client objectives and risk tolerance.

Travis Boyer is a CFP® and CFA® with 17 years of industry experience. He is currently with Modera Wealth Management, LLC and has previously worked at Parsec Financial Management Inc, Edelman Financial Services, LLC, and Wells Fargo Clearing. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation based on Modern Portfolio Theory with in-house accounting and tax services, offering an integrated advisory and accounting model that serves high-net-worth clients and others.

Roger James Jr. is a financial advisor at Modera Wealth Management, LLC in Asheville, NC, holding a Series 65 designation with 18 years of industry experience. He previously worked at Parsec Financial Management Inc. for seven years before joining Modera in 2023. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers, private placements, and optional ESG integration.

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.

Mark Lewis is a financial advisor with Modera Wealth Management, LLC, holding a Series 65 license and 19 years of industry experience. He previously worked at Parsec Financial Management, Inc. for 12 years before joining Modera in 2023. Modera Wealth Management provides wealth management, retirement plan consulting, portfolio management, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm integrates investment management with accounting, tax planning, and business coaching, applying diversified asset allocation strategies centered on Modern Portfolio Theory.