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.

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.

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 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, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining PNC in 2019, he worked at Wells Fargo Clearing and Wells Fargo Bank NA from 2013 to 2019. Outside of finance, Hughes has served as a Drill Sergeant in the U.S. Army. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available by invitation only to employees with PNC Bank online credentials. The firm implements investment strategies via approved models managed by PNC or third-party strategists, using mutual funds and ETFs with annual rebalancing and algorithm-driven enrollment.

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 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.

Renee Lague is a financial advisor at AE Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and has worked at AE Wealth Management since 2022. She also has a role as a client service manager and advisor in insurance sales and services at J. Biance Financial. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors, utilizing a model portfolio and discretionary management approach.

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.

James Stike is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Wealth Enhancement, he worked at LPL Financial and RBC Capital Markets and spent 15 years as founder and board member of Materials Innovation Technologies, an advanced materials development and manufacturing company. He also serves on the board of Carbon Conversion, Inc., another advanced materials manufacturer. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

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.

Carlton Murrey is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with AE Wealth Management and J. Biance Financial, Inc. since 2019. Outside of his advisory roles, he was involved with the Cradle of Forestry in America Interpretive Association for 11 years and Curtis Wright Outfitters, LLC for 19 years. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, and financial planning, supporting advisors with an internal investment consulting group and various licensing programs.