Logan Bolick is a CFP®, CFA®, and Series 65 credentialed advisor with 11 years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2022 and previously spent nine years at Altavista Wealth Management, Inc. He is based in Asheville, NC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach utilizing proprietary manager due-diligence processes and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

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.

Amber Mccleerey is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Oppenheimer & Co., Inc. since 2015. Outside of her advisory work, she serves as a board member on the Henderson Tourism Development Authority. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management and consulting, with a focus on strategic asset allocation, manager selection, and client-specific investment policies.

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.

Sydney Hyatt is a financial advisor with Transamerica Financial Advisors in Asheville, NC, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Transamerica, Hyatt worked at Western & Southern Life and W&S Brokerage. Hyatt also has experience in the hair salon industry. Transamerica Financial Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

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.

Cal Rains II is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2006, following eight years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of advisory programs and services, including asset management, consulting, and retirement planning, utilizing both discretionary and non-discretionary approaches.

Andrew Hall is a CFP® professional at Beacon Pointe Advisors, LLC with experience starting in 2019 across multiple roles both within and outside the financial industry. His background includes time at FORVIS/DHG and involvement with Camp Cedar Cliff. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced CIO services to individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

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.

Jonathan Payne is a financial advisor with Oppenheimer who holds Series 65 and Series 66 licenses and has 27 years of industry experience. He has worked at Oppenheimer since 2009, following roles at Stanford Group Company, UBS Financial Services, and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

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.

Brenda Mccleerey is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. She has worked at Oppenheimer since 2009 and previously spent nine years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base that includes individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services that include strategic asset allocation and personalized consulting, with a notable proportion of assets managed on a non-discretionary basis.

Sandra Newberry is a financial advisor at Oppenheimer with 24 years of industry experience. She has been with Oppenheimer since 2018 and previously worked at First Citizens Investor Services for seven years. She holds Series 63 and Series 66 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, as well as corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

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.

Justin Powell is a financial advisor with LPL Financial in Asheville, NC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2021. Outside of his advisory work, he is a freelance musician and part of a music band. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs, with advisors using both model and customized investment strategies.

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.

Suzanne Landan is a financial advisor with Edward Jones in Asheville, NC, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones for a total of ten years, and previously worked at FCO Bend for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Angela Rutledge is a Series 66 registered financial advisor at Merrill in Asheville, NC, with 18 years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2014. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

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.