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.

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.

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.

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.

William Saylor is a financial advisor with Valic Financial Advisors in Asheville, NC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Valic Financial Advisors since 2011. Outside of his advisory role, he performs as a guitarist and books shows in his spare time. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with National Financial Services as custodian.

James Norris is a CFP® certificant with 27 years of industry experience. He has worked at Oppenheimer & Co since 2011 and previously spent time at Morgan Stanley and Citigroup Global Markets. He is based in Asheville, NC. 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 range of programs and advisory services including strategic asset allocation, manager selection, and retirement consulting, operating both discretionary and non-discretionary accounts while maintaining custody of client assets.

Karen Clerici is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. Her career includes roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2016, as well as previous experience with Prospera Financial Services and Raymond James Financial. Outside of her advisory work, she leads weekend hikes for Asheville Adventures, a local hiking company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs that provide asset allocation and retirement planning guidance. The firm uses proprietary software and model portfolios developed with Morningstar Investment Management to deliver personalized retirement-focused advice and operates at scale with a large client base and advisor team.

Robert Jones Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 registrations and 18 years of industry experience. He has worked at Commonwealth since 2015 and has been president and co-owner of Edwin Yeates Financial, Inc., an investment-related firm, since 2005. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Jonathan Robinson is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Truist Advisory Services since 2021. His prior experience includes roles at Bb&T Securities, LLC and Scott & Stringfellow, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a multi-affiliate operational structure.

Austin Grier is a financial advisor at TIAA-CREF with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining TIAA-CREF, he held positions at Bank of America and Merrill. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, applying a fiduciary standard while utilizing model and customized portfolios.

David Helgeson is a financial advisor with Valic Financial Advisors in Asheville, NC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Valic Financial Advisors since 2001 with a one-year period at Gunnallen Financial, Inc. and currently holds a position with Agia involving non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm utilizes discretionary unified managed accounts through Envestnet’s platform and serves a large client base with a technology-driven approach.

John Mills is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Guardian Life since 2014 and previously at Stifel and Merrill. Outside of his advisory role, he manages a shared farm property in Kansas and serves as successor trustee and executor for a family estate. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside planning and consulting services tailored to client needs.

Austin Bell is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Asheville, NC, with 12 years of industry experience. He has worked at Valic Financial Advisors since 2015 and is currently also affiliated with Agia. Outside of his advisory role, he serves as a middle school golf coach at Asheville Christian Academy, teaching and supervising golf practice and matches. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and a range of investment options.