Kerry Keihn is a Certified Financial Planner™ with eight years of industry experience, currently serving at Abacus Wealth Partners. Prior to joining Abacus in 2025, Keihn worked at Prime Capital Investment Advisors and Earth Equity Advisors, gaining experience in various advisory roles. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, and institutions. The firm employs a passive-oriented, asset-class investment approach with ESG screening options, and offers tailored portfolio management along with private fund investment opportunities through its Align Impact fund.

Zachary Curtis is a financial advisor at Credit Union Investment Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Outside of his advisory role, Curtis operates a lawn care business in his local community. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm follows a goals-based, long-term investment approach that emphasizes low-cost index funds and ETFs, with investment representatives operating as salaried employees within the credit union ecosystem.

Lisa Lawwill is a financial advisor at Prospera Financial Services, Inc. in Asheville, NC, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with Prospera Financial Services since 2006. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through a network of about 207 advisors and offers investment advisory and financial planning services across multiple platforms, combining firm models, third-party sub-advisers, and customizable allocations.

Sarah Dergarabedian is a CFA® charterholder with 19 years of industry experience. She is currently with Modera Wealth Management, LLC, where she has worked since 2023, following previous roles at 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, institutions, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers a range of services such as wealth management, portfolio management, retirement plan consulting, and tax-related services.

Mariah Dockery is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has been associated with multiple related firms, including Members Trust Company and Secu Life Insurance Company, since 2014 and has worked with State Employees’ Credit Union since 1999. Dockery also serves as a Financial Advisory Services Specialist for State Employees’ Credit Union. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a goals-based, long-term approach using primarily low-cost index mutual funds and ETFs, with investment representatives who are salaried employees of the parent credit union.

Paul Cathey is a financial advisor with Credit Union Investment Services in Asheville, NC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked with State Employees' Credit Union since 2002 and has concurrent roles with Secu Life Insurance Company and Members Trust Company. 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. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with advisor representatives employed on a salaried basis.

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 who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Truist Advisory Services since 2021 and has prior experience at Bb&T Securities, LLC dating back to 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Laurence Casper is a financial advisor with Oppenheimer in Asheville, NC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Oppenheimer and Company since 2011. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm offers a range of investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

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.

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.

Michael Vines is a financial advisor at Prime Capital Financial in Asheville, NC with a Series 66 designation and one year of industry experience. His prior work includes roles at Hornor, Townsend & Kent LLC, Penn Mutual Life Insurance Company, and PNC Bank. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through services such as asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a variety of investment strategies and also operates an affiliated accounting subsidiary that provides tax planning and bill-pay services.

James Norris is a CFP® professional with 27 years of experience in the financial services industry. He has been with Oppenheimer & Co since 2011. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Karen Clerici is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 35 years of industry experience. She has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2016, and previously with Prospera Financial Services, Inc. from 2012 to 2016. In addition to her advisory work, she leads weekend hikes for a local hiking company in Asheville. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, leveraging Morningstar Investment Management’s proprietary tools and model portfolios. The firm supports a large client base with both discretionary and non-discretionary investment services and is part of the broader Transamerica/AEGON group.

Jonathan Robinson is a financial advisor with Truist Advisory Services in Asheville, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Scott & Stringfellow, Inc., and Bb&T Securities, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager‑selection program through both discretionary and non‑discretionary approaches. The firm integrates inter‑affiliate resources and uses AI-enabled research tools to support its investment strategies.

Kathryn Beach is a CFP®-certified financial advisor at Mercer Global Advisors Inc. in Asheville, NC, with five years of industry experience. She previously worked at Raymond James Financial Services Advisors and On Track WNC before joining Mercer Global Advisors. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, and offers a range of implementation options and affiliated service lines.

David Helgeson is a financial advisor with Valic Financial Advisors in Asheville, NC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Valic Financial Advisors since 2004 and also holds a position with Agia, offering non-securities insurance products. 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 provides discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

John Mills is a financial advisor with Primerica Advisors in Swannanoa, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked with Primerica Advisors and Guardian Life Insurance Company since 2014 and more recently with Park Avenue Securities beginning in 2025. Outside of his advisory work, Mills manages a shared farm property in Kansas and serves as a successor trustee and executor for a family estate. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, financial planning, and consulting services. The firm employs a variety of proprietary and third-party investment strategies across multiple account types, managing roughly $15 billion in regulatory assets under management through an integrated operating model.

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.