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.

Michael Reep is a financial advisor with Tucker Asset Management LLC in Asheville, NC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with multiple firms including J.W. Cole Advisors, Inc. and Alpha Peak Capital, LLC, and he is the sole owner and president of Reep Wealth Planning, Inc., a business focused on insurance and tax services. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations by offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm employs a top-down, macroeconomic asset-allocation approach and integrates a range of strategies including alternative investments and third-party managers.

Noelle Smith is a financial advisor at Capital Analysts with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Lincoln Investment since 2017 and previously at Legend Equities Corporation from 1994 to 2017. She serves as Treasurer of the Broadway Asheville Homeowners Association. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base, including individuals, high-net-worth investors, trusts, foundations, and businesses. The firm offers both discretionary and non-discretionary investment management through an in-house team and third-party managers, supported by a proprietary mutual-fund screening process.

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 with Modera Wealth Management, LLC in Asheville, NC, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Empower Financial Services, Inc. He serves on the board of the nonprofit Asheville Hockey League. 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 offers integrated accounting and tax services alongside traditional investment management.

Paul Kisielewski is a financial advisor with Signal Advisors Wealth, LLC in Asheville, NC, holding a Series 65 designation and one year of industry experience. He has worked at Lionhead Financial Planning and has prior experience with Southern Appalachian Anglers and JustRite Manufacturing. In addition to his advisory role, he is also active as an insurance agent involved in the sales of various insurance products. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation, sector rotation, and a combination of fundamental, quantitative, and technical analysis.

Ashley Gragtmans is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. She has prior experience with Parsec Financial Management Inc., where she worked for over a decade. 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 strategies with in-house accounting and tax services, offering an integrated advisory model alongside business coaching and trustee services.

Elizabeth Cunagin is a CFP®-certified financial advisor with 15 years of industry experience. She has worked at Modera Wealth Management, LLC since 2023 and previously spent seven years at Parsec Financial Management. Modera Wealth Management, LLC provides wealth management, portfolio 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 offers integrated accounting and tax services alongside investment management.

Glen Pier is a financial advisor at Prosperity Capital Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Prosperity Capital Advisors and its affiliated entities since 2012. Outside of advisory work, Mr. Pier is involved in educational activities as the chapter president for the American Financial Education Alliance in Asheville, NC, where he teaches retirement planning courses, and he operates a training business as an Avatar Master. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm uses a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to a range of mutual funds, ETFs, SMAs, and alternative investments.

Omar Smith is a financial advisor at Modera Wealth Management, LLC with a Series 65 designation and seven years of industry experience. He previously worked at TDG Financial LLC and has additional experience in retail roles at CVS and Walgreens. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation based on Modern Portfolio Theory with in-house accounting and tax capabilities, serving a broad client base including high-net-worth individuals.

Richard Widick is a CFP® and Series 66 registered financial advisor with four years of industry experience. He currently works at Modera Wealth Management, LLC and previously was with CPS Investment Advisors. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and standalone financial planning to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and offers integrated accounting and tax services alongside its investment management.

Catherine Reid is a financial advisor at Prosperity Capital Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Innovation Partners LLC and Mercap Securities, LLC. Outside of her advisory work, she is involved in caregiving services for individuals with disabilities. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, businesses, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and offers institutional and sub-advisory services.

Paul Buckle is a CFP® and Series 65-licensed advisor with nine years of industry experience. He is currently with Signal Advisors Wealth, LLC and also serves as CEO of Paul Buckle CPA, PC, providing tax consulting services integrated into his financial planning work. Buckle has held prior roles at Lionhead Financial Planning, LLC, AE Wealth Management, and Raymond Marx Financial Advisory Group. Signal Advisors Wealth offers investment management and financial planning services to retail clients and independent RIAs, utilizing a top-down, macro-environmental investment approach that includes tactical asset allocation and sector rotation implemented through discretionary model portfolios. The firm manages over $1.3 billion in discretionary assets across a team of ten advisors.

Jacob Prater is a financial advisor at Modera Wealth Management, LLC with a Series 65 credential. Based in Asheville, NC, he has one year of industry experience and prior work history that includes positions at Pizza Hut and involvement with Highland Christian Church. 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 guided by Modern Portfolio Theory and offers a combination of investment management with accounting, tax, and business coaching services.

Elizabeth Bosworth is a CFP® professional with 14 years of experience in the financial advisory industry. She has worked at Perigon Wealth Management, LLC since 2021 and spent seven years at Lakeview Capital Partners, LLC prior to that. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction aligned with client goals and risk tolerance, and serves as sponsor and overseer of wrap-fee programs and sub-advisor relationships.

Janet Galloway is a CFP® with 11 years of industry experience, currently serving as an advisor at Integrated Advisors Network LLC. Her career includes roles at Merrill, SA Stone Investment Advisors, Synergy Investment Group, and stewardship of B&B Strategic Management. Outside of her advisory work, she is a part-time instructor for Kaplan and serves as president of the nonprofit Kiawania. Integrated Advisors Network is an SEC-registered multi-team investment adviser providing portfolio management, financial planning, and consulting services to a diverse client base. The firm employs a risk-profile framework and a blend of fundamental and quantitative strategies, frequently utilizing third-party sub-advisers and managing portfolios within wrap-fee and managed account programs.

Richard Manske is a Certified Financial Planner® with 24 years of industry experience. He is currently with Modera Wealth Management, LLC and previously worked at Parsec Financial Management, Inc. Manske serves as secretary and on the finance and investment committees of the Southern Appalachian Highlands Conservancy and is a board member and finance committee member at Helpmate, a domestic violence services organization. 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 supplemented by independent managers, private placements, and optional ESG integration.