Mark Lewis is a financial advisor at Modera Wealth Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has previously worked at Parsec Financial Management, Inc. for 12 years. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and businesses. 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.

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 28 years of experience in the financial services industry, currently serving at Prospera Financial Services, Inc. since 2006. She is the owner of Paige Hansen, Inc., and a board member of Hansen Montanari & Associates, both investment-related businesses. Additionally, she volunteers as a Guardian ad Litem in Asheville, representing children's interests in court. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion in assets across about 207 advisors. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through multiple platforms and customizable portfolio 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 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.

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.

Ashley Gragtmans is a CFP® professional with 12 years of experience in financial advisory. She is currently with Modera Wealth Management, LLC, where she has worked since 2023. Prior to that, she was with Parsec Financial Management Inc. from 2014 to 2023. 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’s investment approach is allocation-driven and grounded in Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies to align with client objectives and risk tolerance.

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.

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.

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.

Paul Lloyd is a CFP® professional with 12 years of experience, currently serving at Credit Union Investment Services. He previously worked at ACT Advisors Wealth Management and has roles connected to the State Employees' Credit Union and SECU Life Insurance Company, where he provides financial advisory and insurance services. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary, goals-based portfolio management and financial planning through a range of mutual funds, ETFs, and fixed income products. The firm operates within a credit-union ecosystem and emphasizes long-term investment horizons and low-cost index funds.

Janet Galloway is a CFP®-certified financial advisor with 11 years of industry experience, currently with Integrated Advisors Network LLC. She has worked at several firms, including Merrill and SA Stone Investment Advisors, and is also the owner of B&B Strategic Management. Outside of her advisory role, she teaches Kaplan curriculum virtually, leads a nonprofit group providing information to those considering divorce, and serves as president of a nonprofit organization. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and institutional plans. The firm offers portfolio management, financial planning, and consulting services using a disciplined investment policy statement framework and a combination of fundamental, quantitative, and tactical strategies.

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.

James Neal is a financial advisor at Credit Union Investment Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at State Employees' Credit Union since 2011, serving as a Financial Advisory Services Specialist. Neal is also an agent with SECU Life Insurance Company and a Trust Representative at Members Trust Company. Credit Union Investment Services serves individual investors and trust clients in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with advisor recommendations implemented at the client’s discretion.

Lee Cox is a CFP® with the Series 66 designation currently serving at Modera Wealth Management, LLC. He has experience working at several firms including Cornerstone Advisors, TD Bank, Baird Private Wealth, and Northwestern Mutual. His background also includes seasonal roles at Ridgecrest Summer Camps. Modera Wealth Management offers wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm integrates accounting and tax services alongside investment management, employing diversified asset allocation with a tilt toward small-cap and value equities.

Nicholas Aldridge is a financial advisor with Credit Union Investment Services in Black Mountain, NC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with multiple affiliated firms, including Secu Life Insurance Company, Members Trust Company, and State Employees’ Credit Union, where he serves as a Financial Advisory Services Specialist. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program with a focus on low-cost, index-based mutual funds and ETFs. The firm operates as a subsidiary of State Employees’ Credit Union and manages over $3.0 billion in non-discretionary advisory assets.