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® professional with 11 years of industry experience, currently serving at Integrated Advisors Network LLC. Her prior roles include positions at Merrill and SA Stone Investment Advisors. Outside of her advisory work, she is a part-time instructor for Kaplan and is involved in nonprofit leadership as president of Kiawania and group leader for Second Saturday, a 501(c)(3) organization assisting individuals through divorce. Integrated Advisors Network is a multi-team SEC-registered investment adviser that serves a variety of clients including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a diverse investment approach that combines fundamental and quantitative analysis, with a focus on customized portfolio management through third-party sub-advisers and managed account solutions.

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.

Christian Chavez Alvarez is a Series 65-licensed advisor at Modera Wealth Management, LLC with four years of industry experience. Prior to joining Modera in 2022, he held roles at Appalachian State University, Newberry College, and TC Roberson High School. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm integrates investment management with accounting and tax services, employing a diversified asset allocation strategy influenced by Modern Portfolio Theory.

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.

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.

Lisa Lawwill is a financial advisor at Prospera Financial Services, Inc. in Asheville, NC, with 29 years of industry experience. She has held Series 63 and Series 66 licenses and previously worked at Morgan Stanley DW Inc. before joining Prospera in 2006. Prospera Financial Services is a multi-team advisory firm with over 270 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 access to various advisory programs and third-party platforms.

Sarah Dergarabedian is a CFA® charterholder and holds a Series 66 license, with 20 years of experience in the financial advisory industry. She has worked at Modera Wealth Management, LLC since 2023 and previously spent 16 years at Parsec Financial. Modera Wealth Management 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 services including accounting, tax preparation, and business coaching.

Lonnie Kerbs is a financial advisor with Bankers Life Advisory Services, Inc. based in Asheville, NC. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. He has worked with Bankers Life Advisory Services since 2018 and has been associated with related entities in the Bankers Life group since 2000. Outside of advisory services, he also sells non-variable insurance products as an insurance agent. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and non-discretionary consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

James Austin is a financial advisor with Truist Advisory Services in Asheville, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Bb&T Securities, First Citizens Investor Services, and Wachovia Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Laurence Casper is a financial advisor with Oppenheimer in Asheville, NC, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Oppenheimer since 2011 and previously at Edward Jones from 2007 to 2011. 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 broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation, manager selection, and periodic portfolio reviews.

Edmund Hughes is a financial advisor with PNC Wealth Management in Arden, NC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of finance, he serves as a drill sergeant in the US Army, providing training. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments to manage investments primarily via mutual funds and ETFs.

Neill Yelverton is a financial advisor at Prime Capital Financial with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Earth Equity Advisors, LLC and Minerva Planning Group. Prime Capital Financial is an SEC-registered firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, retirement plan services, and family office offerings. The firm employs various investment strategies and provides integrated tax and financial administration services through affiliated entities.

Gregory Jones is a financial advisor at Beacon Pointe Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Altavista Wealth Management, Inc. for 19 years before joining Beacon Pointe in 2022. 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 using proprietary due diligence processes and sponsors multiple private funds as well as a registered interval fund.