Jason Kelley is a financial advisor with First Citizens Investor Services, Inc. in Asheville, NC, holding Series 63 and Series 65 designations and four years of industry experience. His work history includes roles at Renegade Bee Company, Lyft, and Uber, along with a long-term tenure at First Citizens Bank dating back to 2009. First Citizens Investor Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers a range of advisory and brokerage services, combining fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Peter Krull is a financial advisor at Prime Capital Financial with 26 years of industry experience. He holds a Series 66 designation and has worked at Prime Capital Investment Advisors, Earth Equity Advisors, and Minerva Planning Group. He is also an author under contract with John Wiley & Sons to write a book on sustainable investing for financial advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, retirement plan services, and family office offerings. The firm employs a range of investment strategies and also provides integrated tax advisory and family office services.

John Delaloye is a financial advisor with Truist Advisory Services, holding a Series 66 designation and two years of industry experience. Before joining Truist in 2026, he spent ten years at Diamond Brand Gear. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting and offers the AMC Advantage manager-selection program supported by AI-enabled equity research and inter-affiliate integration.

Joe Young Jr. is a financial advisor at Farther with 15 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Farther, he worked for Waypoint Strategic Advisors for 12 years. Outside of his advisory role, he operates as an independent insurance agent. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm uses a Modern Portfolio Theory-based investment approach with bespoke and algorithmic model portfolios, focusing on ETFs, mutual funds, equities, and fixed income.

Kristen Revis is a CFP® professional with one year of industry experience, currently affiliated with Mercer Global Advisors Inc. She has held various roles within Mercer since 2022 and has prior experience at Starks Financial Group and Valta Inc. Outside of finance, she worked at Fantastic Sams from 2015 to 2021. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other vehicles, and offers specialized services including retirement plan consulting and charitable advisory.

Lisa Booth is a financial advisor with First Citizens Investor Services, Inc. She holds Series 65 and Series 63 licenses and has four years of industry experience. Her career includes roles at First Citizens Investor Services and First Citizens Bank & Trust Company, as well as prior experience at First Bank, First Horizon, and Highlands Union Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and business entities. The firm’s investment approach incorporates fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Amber Mccleerey is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Oppenheimer & Co., Inc. since 2015. Outside of her advisory work, she serves as a board member on the Henderson Tourism Development Authority. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management and consulting, with a focus on strategic asset allocation, manager selection, and client-specific investment policies.

William Smith is a CFP®-designated financial advisor with 23 years of industry experience. He currently works at Truist Advisory Services and Truist Investment Services, having previously spent 12 years with TD Bank, N.A. and TD Private Client Wealth LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Sydney Hyatt is a financial advisor with Transamerica Financial Advisors in Asheville, NC, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Transamerica, Hyatt worked at Western & Southern Life and W&S Brokerage. Hyatt also has experience in the hair salon industry. Transamerica Financial Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Maxie Cox is a financial advisor at Valic Financial Advisors in Asheville, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Valic Financial Advisors in 2025, Maxie worked at Fidelity Investments and held roles with VERSUS Rivalry Swag, Camp Craft Cocktails, and Wicked Barley Brewing Company. Maxie is also appointed as an agent to sell non-securities insurance products for AGIA. 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-developed portfolio models with an emphasis on asset allocation and rebalancing.

Lukas Voith is a financial advisor with Mariner, holding a Series 66 designation and five years of industry experience. Prior to joining Mariner in 2025, he worked at Goldman Sachs for four years and Equitable Advisors for one year. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and retirement plan consulting. The firm utilizes discretionary, customized portfolios supported by internal research and third-party managers, along with integrated tax and accounting services that distinguish its enterprise-scale platform.

Robert Sheppard is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and has worked at Truist Investment Services and Truist Bank. Outside of finance, he owns and operates Basil and Bunz Ventures LLC, a custom woodworking, furniture, and laser engraving business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Mack Nesbit is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and four years of industry experience. He has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Davis Financial Planning. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Cal Rains II is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2006, following eight years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of advisory programs and services, including asset management, consulting, and retirement planning, utilizing both discretionary and non-discretionary approaches.

Jonathan Payne is a financial advisor with Oppenheimer who holds Series 65 and Series 66 licenses and has 27 years of industry experience. He has worked at Oppenheimer since 2009, following roles at Stanford Group Company, UBS Financial Services, and Merrill. 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 variety of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Michael Scott is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes roles at TD Bank N.A., North Star Heritage Group, Allstate Financial Services, TD Ameritrade, Edward Jones, LPL Financial, and Sammons Financial Network. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Brenda Mccleerey is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. She has worked at Oppenheimer since 2009 and previously spent nine years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base that includes individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services that include strategic asset allocation and personalized consulting, with a notable proportion of assets managed on a non-discretionary basis.

Sandra Newberry is a financial advisor at Oppenheimer with 25 years of industry experience. She has held roles at Oppenheimer since 2018 and previously worked at First Citizens Investor Services for seven years. She holds Series 63 and Series 66 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a variety of investment and consulting services across discretionary and non-discretionary accounts, with a focus on strategic asset allocation, manager selection, and client-specific investment policy development.

Brian Weinkle is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo since 2016. Prior to that, he spent over 20 years at Morgan Stanley in various roles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, and retirement plan consulting. The firm combines research from its investment institute with third-party data to support diversified portfolio construction and provides both brokerage and advisory services.

Peter Roe Jr. is a financial advisor with Cetera in Asheville, NC, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His work history includes roles at Fora Travel, Huffman & Associates, and Cetera Advisors LLC. Outside of advising, he serves as chair of the Camp Grier board and president of the Community Land Trust of Western North Carolina. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers portfolio management, financial planning, retirement services, and access to various program structures and third-party managers.