Eric Warren is a financial advisor at Blueprint Financial Advisors with six years of industry experience. He holds a Series 65 designation and has previously worked at Spartan Planning & Wealth Management, the Henderson County Tax Department, and Kilpatrick Land Surveying. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets, offering diversified portfolios and incorporating a proprietary strategic-and-tactical framework that emphasizes trend-following and momentum across multiple asset classes.

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.

James Weikart is a financial advisor with Perigon Wealth Management, LLC in Asheville, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. His career includes roles at Prager Metis Wealth Management, LPL Financial, and Private Advisor Group. Outside of advisory work, he is an author and freelance fiction writer and also prepares tax returns as a tax preparer and enrolled agent. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, and banking institutions. The firm offers discretionary portfolio management and oversight of sub-advisors with a focus on individualized portfolio construction and ongoing monitoring.

Virginia Hansen is a CFP® professional with 29 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2006. She previously worked at Morgan Stanley DW Inc. from 2003 to 2006. Outside of her advisory role, Ms. Hansen is involved in community service as a Guardian ad Litem volunteer, representing children’s interests in court proceedings. She also holds positions as owner of Paige Hansen, Inc. and as a board member of Hansen Montanari & Associates. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and multiple advisory platforms, including both discretionary and non-discretionary management options.

Anna Bruder is a Certified Financial Planner (CFP®) at Modera Wealth Management, LLC with four years of industry experience. She previously worked at Parsec Financial Management, Inc. and held roles at Blue Ridge Bone & Joint and Perimeter Orthopedics. Outside of her advisory work, she is an artist and owner of Little Bit of Sunshine, a business based in Asheville, NC. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors with wealth management, retirement plan consulting, and financial planning. The firm combines diversified investment strategies based on Modern Portfolio Theory with in-house accounting and tax services, offering an integrated advisory and accounting approach.

Adam Carey is a financial advisor at Blueprint Financial Advisors with six years of industry experience. He holds a Series 65 credential and has worked previously at firms including International Assets Investment Management and The Dantas Advisory Group. Outside of advisory services, he is a licensed insurance agent offering fixed insurance products. Blueprint Financial Advisors is a multi-advisor SEC-registered firm that provides portfolio management, financial planning, and retirement consulting to a diverse client base including individuals, trusts, pension plans, and nonprofits. The firm manages approximately $1.4 billion in assets using a proprietary strategic-and-tactical framework that incorporates trend-following and momentum rules to guide asset allocation.

Michael Reep is a financial advisor at Tucker Asset Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.W. Cole Advisors, Inc. and Alpha Peak Capital, LLC. He is also the sole owner and president of Reep Wealth Planning, Inc., where he provides insurance and tax services. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory. The firm uses a macroeconomic asset-allocation approach and integrates alternative investments through the CAIS platform.

Noelle Smith is a financial advisor with Capital Analysts based in Asheville, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She previously worked at Lincoln Investment for nine years and Legend Equities Corporation for 23 years. Outside of her advisory role, she serves as Treasurer of the Broadway Asheville Homeowners Association. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice, providing both discretionary investment management through an in-house team and non-discretionary options via advisors and external managers.

Neal Nolan is a CFP® professional with 21 years of industry experience. He is currently with Modera Wealth Management, LLC and previously worked at Parsec Financial Management, Inc. for 17 years. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and business entities. The firm’s investment approach is allocation-driven and based on Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers and optional ESG integration.

Harli Palme is a CFP®, CFA®, and holds a Series 65 license with 20 years of industry experience. She currently works at Modera Wealth Management, LLC and previously spent seven years at Parsec Financial Management, Inc. Outside of her advisory role, Harli serves on the board of directors for Mountain True, an environmental nonprofit, and leads board meetings for OnTrack Financial Education and Counseling, a nonprofit focused on financial literacy and asset building. Modera Wealth Management, LLC 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, utilizing diversified portfolios and a mix of strategies tailored to client objectives and risk tolerance.

James Brunner is a financial advisor at Modera Wealth Management, LLC with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Northwestern Mutual and Empower Financial Services. He serves as an unpaid board member of the Asheville Hockey League, a nonprofit organization. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm integrates diversified asset allocation strategies with in-house accounting and tax capabilities, offering a combination of investment management and ancillary services uncommon among firms of its size.