Amelia Shechet is a financial advisor at AE Wealth Management, LLC with one year of industry experience. She holds a Series 65 credential and has prior experience with J Biance Wealth Management and J Biance Financial. Outside of her advisory role, she serves as a volunteer member of the finance board at Immaculate Conception Catholic Church in Hendersonville, NC. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that combines internal and third-party managed models.

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.

Eric Henry is a financial advisor with Bankers Life Advisory Services, Inc. in Asheville, NC, holding a Series 66 credential and nine years of industry experience. He has been with Bankers Life and its affiliated entities since 2004 and serves as a unit field trainer, recruiting and training new insurance agents. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary and non-discretionary portfolio management, consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across a range of securities based on clients’ goals and risk tolerances.

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.

Madison Ramella is a CFP® and holds a Series 66 license, with three years of industry experience. She is currently with Mercer Global Advisors Inc. and previously worked at Raymond James Financial Services Advisers. Outside of finance, she has experience working with Flour Shop. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning as well as family office services. The firm’s investment approach is based on Modern Portfolio Theory and utilizes globally diversified, risk-appropriate portfolios with multi-factor tilts, implemented through ETFs, index funds, separate account managers, direct indexing, and other options.

Joshua Knights is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and four years of industry experience. He previously worked at Capital Analysts and Lincoln Investment, and also has nine years with American Senior Benefits. Knights is the owner and founder of Knights Family LLC, a tax and accounting business supporting his insurance and securities activities. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves a wide range of clients, including individuals, corporations, and retirement plans, offering portfolio management, financial planning, and access to both discretionary and non-discretionary investment strategies.

David Werle is a CFP® with 14 years of industry experience and is currently an advisor at Mercer Global Advisors Inc. He previously worked at Raymond James Financial Services Advisors Inc., Raymond James Financial Services, Inc., and Starks Financial Group. Werle serves as a director on the board of OnTrack Financial Education & Counseling, a nonprofit organization focused on financial education. Mercer Global Advisors provides investment advisory services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm’s approach emphasizes globally diversified, risk-appropriate portfolios implemented with low-cost funds and incorporates specialized services such as retirement plan consulting and charitable advisory.

Sarah Dupree is a financial advisor with AE Wealth Management, LLC in Asheville, NC, holding a Series 65 designation and three years of industry experience. Prior to joining AE Wealth Management, she worked at J Biance Financial for eight years and Mack McKeller Law Office for seven years. Outside of advisory work, she owns and operates Freedom Travels, a travel agency focused on organizing company retreats and travel arrangements. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a range of investment strategies supported by regular performance reporting and a high client-to-advisor ratio.

Jason Kelley is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Renegade Bee Company and rideshare companies Lyft and Uber. He has been affiliated with First Citizens Bank since 2009. First Citizens Investor Services serves a diverse client base, including individuals, pension plans, and charitable organizations, offering portfolio management, automated investing platforms, and financial planning. The firm emphasizes IAR-led client assessments and utilizes fundamental, quantitative, and technical analysis to guide investment allocation.

Jennifer Adams is a CFP® with 25 years of industry experience. She has worked at Mercer Global Advisors Inc. since 2022 and previously spent over two decades with Raymond James Financial Services. Outside of advisory roles, she has served as a Notary Public and was involved with Starks-Thomas Properties, LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach that emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial and estate planning services.

Thomas Connelly is a financial advisor with AE Wealth Management, LLC, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at AIG Retirement Services and Retirement Clearinghouse. He is also involved with J. Biance Wealth Management, where he sells annuities and life insurance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a platform-based approach utilizing discretionary model portfolios and various investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Lisa Booth is a financial advisor with First Citizens Investor Services, Inc. She holds Series 63 and Series 65 licenses and has four years of industry experience. Her prior work includes roles at First Citizens Bank & Trust Company, First Bank, First Horizon, and Highlands Union Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis to manage diversified portfolios across equities, fixed income, mutual funds, and ETFs.

William Gold Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes roles at Merrill, UBS Financial Services, Raymond James Financial Services, and multiple Steward Partners entities. Outside of advisory work, he serves on the board of the Hendersonville Country Club and consults for Tommy Tolles Enterprises, which manages professional golfers. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and portfolio management solutions.

Richard Alexander Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding CFP® and ChFC® designations and over 23 years of industry experience. He previously worked at Bank of America, Merrill, and Valmark Securities. He serves as chairman of the Henderson County Chamber of Commerce, a civic organization that supports local businesses in Hendersonville, North Carolina. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services.

George Rescigno is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63, 65, and 66 licenses and has 20 years of industry experience. He has worked with Bankers Life & Casualty since 2006 and Bankers Life Securities Inc since 2017. In addition to his advisory role, he is also an insurance agent with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Carl Leblanc is a financial advisor at AE Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work history includes roles at J Biance Wealth Management, J Biance Financial, LPL Enterprise, Pruco Securities, The Prudential Insurance Company of America, Lincoln Investment Planning, and New York Life Insurance Company. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, serving approximately 127,213 clients with a focus on scalable, platform-driven services.

Efren Vintimilla is a financial advisor at First Citizens Investor Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors prior to joining his current firm. Efren is involved in community organizations, serving on the board of the Blue Ridge Humane Society and as treasurer for the Asheville Biltmore Rotary Club. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes a client process led by investment advisor representatives that incorporates fundamental, quantitative, and technical analysis across multiple asset classes.

Heather Knox is a financial advisor at RBC Capital Markets in Asheville, NC, holding a Series 66 designation with two years of industry experience. Prior to joining RBC Capital Markets in 2024, she worked at First Bank, Movement Bank, Self Help Credit Union, and PNC Bank, where she spent 20 years. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing a combination of in-house and third-party managers and investment options.

Angelyn Breda is a financial advisor with Morgan Stanley in Millsriver, NC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Breda serves as a trustee and co-trustee in Sarasota, Florida, involving investment decisions and estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Jeffery Palmer is a ChFC®-designated financial advisor at LPL Enterprise with 36 years of industry experience. He has worked at Prudential Insurance Company of America since 1990 and joined LPL Enterprise in 2024. Palmer serves on the advisory board of The Makers Box, a nonprofit organization formerly known as Orbie for Orphans. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, as well as institutional entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of insurance and trustee services.