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.

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.

Daniel Andreotta is a financial advisor with Foundations Investment Advisors LLC in Hendersonville, NC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Consolidated Planning Inc, and Independent Life Insurance. Outside of his advisory work, he serves as a church musician. Foundations Investment Advisors provides financial planning and ongoing portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with asymmetric rebalancing, and offers services through a large network of affiliated advisers.

Aaron Symonette is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His career includes roles at International Assets Advisory, LLC, and IAA Wealth Management. Outside of his advisory work, Symonette serves as an assistant coach and defensive coordinator for youth football. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using a range of investment vehicles and may employ third-party managers or wrap programs to meet client objectives.

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®-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.

Dollie Halford is a CFP® professional with 20 years of experience in financial advising. She is currently with Forvis Mazars Wealth Advisors, LLC and previously worked at Dixon Hughes Wealth Advisors LLC. Halford serves as Vice President of the North Carolina Apple Festival, an unpaid community role. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers integrated financial planning and investment management services, managing approximately $12 billion in assets with a disciplined approach that includes committee-approved portfolios and third-party money managers.

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.

Jeremie Kelt is a CFP® with three years of industry experience, currently affiliated with PFG Advisors in Hendersonville, NC. His background includes positions in emergency medical centers and financial services firms such as Securities America and iHn Family Legacy Planning, where he is also involved through a DBA. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs and supports a distributed network of over 100 advisors across multiple platforms.

Noah Brandt is a financial advisor with OneAscent Financial Services LLC, holding a Series 65 designation and beginning his career in 2026. His prior work experience includes roles at Signal Advisors Wealth, LLC, Lionhead Financial Planning, and Hajoca Corporation. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers a range of services including asset management, financial planning, Unified Managed Account solutions, and outsourced CIO and CCO services.

Suzanne Holbert is a PFS™ credentialed financial advisor with 24 years of industry experience. She is currently with Forvis Mazars Wealth Advisors, LLC, having previously worked at FORVIS Wealth Advisors LLC and Dixon Hughes Wealth Advisors LLC. Holbert is based in Hendersonville, NC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, discretionary and non-discretionary investment management, and consulting services, with a notable affiliation to a national accounting and professional services parent firm that supports integrated tax and accounting services alongside wealth management.

Kerry Keihn is a CFP® with eight years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners since 2025. Prior to this, Kerry worked at Prime Capital Investment Advisors, LLC and Earth Equity Advisors, LLC. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, high-net-worth clients, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-class investing approach grounded in academic research, utilizing no-load mutual funds, ETFs, and passive institutional funds, while incorporating ESG screening and private pooled investments for qualified clients.

Lisa Lawwill is a financial advisor with Prospera Financial Services, Inc. in Asheville, NC. She holds Series 63 and Series 66 registrations and has 28 years of industry experience. Lawwill has been with Prospera since 2006, following two years at Morgan Stanley DW Inc. Prospera Financial Services 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, providing financial planning, portfolio management, and access to multiple advisory programs and platforms.