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® 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 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.

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 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.

Charles Smith is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at First Bancorp, Fifth Third Securities, SunTrust Investment Services, BB&T Securities, and Merrill. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm combines advisory and broker‑dealer registrations, providing customized financial planning, consulting, alternative investments, and lending solutions while allowing clients discretion over transactions.

Jonathan Gossens is a CFA® charterholder currently with Mercer Global Advisors Inc. He has 15 years of prior experience at Northern Trust. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of portfolio management and planning services.

Joseph Kiely is a financial advisor at Mercer Global Advisors Inc. holding a Series 65 designation with 28 years of industry experience prior to joining Mercer in 2024. He previously led Kiely Wealth Advisory Group, Inc. There are no additional notable outside activities reported. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory and offers a range of portfolio management and financial planning services.

Jeffrey Howden is a financial advisor at Beacon Pointe Advisors, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at Beacon Pointe since 2022, following seven years at Altavista Wealth Management. He serves as a trustee for a non-client family trust. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and retirement plans. The firm employs a manager-focused investment approach, utilizing a proprietary “Focus List” and combining active and passive strategies, while sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Nathan Garnett is a financial advisor with Brookstone Capital Management LLC in Arden, NC, holding Series 65 and Series 66 licenses and having 10 years of industry experience. He has worked at Brookstone Capital Management since 2019 and also engages in insurance sales with Amerilife, focusing on health insurance products for the senior market. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through various platforms, including serving as a sub-advisor to other advisory programs.

Robert Hooks Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has worked with Truist and its predecessor firms since 2013. Outside of his advisory role, he serves as a board member of the North Asheville Little League. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing third-party platforms and inter-affiliate resources to implement and oversee investment strategies.

Kyle Boyd is a financial advisor at Beacon Pointe Advisors, LLC with 24 years of industry experience. He previously worked for Altavista Wealth Management, Inc. for 19 years before joining Beacon Pointe in 2022. Based in Asheville, NC, Boyd holds professional credentials pertinent to his advisory role. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, including charitable organizations and retirement plans. The firm employs a manager-driven investment approach using proprietary due diligence and a mix of active and passive strategies, and it sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Paul Collins III is a financial advisor with Truist Advisory Services in Asheville, NC, holding a Series 66 designation and bringing 10 years of industry experience. His previous roles include positions at Triad Advisors, Peachtree Wealth Advisors, and Waddell & Reed. Collins has worked at Truist Investment Services since 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its investment solutions.

Suzanne Bell is a financial advisor with Empower Advisory Group in Asheville, NC, holding Series 66 and Series 63 licenses and 15 years of industry experience. She has worked with several firms, including Independent Investment Bankers Corp and Ba Securities, LLC. Bell is also involved with SJH Synergy, LLC, an activity she has maintained for 10 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its advisory services with Empower’s recordkeeping and administrative platforms.