Linda Puryear is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hometrust Bank and Infinex Investments since 2020, with prior experience at BB&T and its affiliates from 2011 to 2019. Outside of her advisory role, she serves on the finance committee of Children’s First/Communities in Schools and is the board treasurer for RiverLink, a local environmental nonprofit. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a network of representatives and operates a hybrid adviser/broker-dealer model with a focus on providing both discretionary and non-discretionary investment management.

Brendan Reidy Jr. is a financial advisor at Beacon Pointe Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Mather Group, Mercer Global Advisors, Churchill Management Group, and US Trust Bank of America. 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 and asset allocation strategies, and it sponsors proprietary investment vehicles and private funds.

Eric Hauser is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Kestra Advisory since 2017 and previously held roles at Williams Financial Group and Valic Financial Advisors. Hauser operates under the DBA KB Elliot Financial Advisors, providing investment advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Donald Weidemann is a financial advisor with Oppenheimer who holds the CFP® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including roles at Morgan Stanley and Citigroup Global Markets before joining Oppenheimer in 2010. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment programs and advisory services, operating with a mix of discretionary and non-discretionary account management while maintaining custody of client assets.

James Novello is a financial advisor at Oppenheimer with Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Oppenheimer in 2024, he worked at John Hancock and its related entities from 2019 to 2023. He is also the owner of Glassmine Publishing LLC, an editing and publishing business started in 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a variety of advisory programs with a focus on both discretionary and non-discretionary management, including equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

David Plaisance is a financial advisor at Farther with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Waypoint Strategic Advisors for 15 years. In addition to 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 employs a Modern Portfolio Theory-based investment approach, utilizing bespoke and algorithmic model portfolios with automatic rebalancing, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Richard Brown is a CFP® and Series 65 credentialed advisor at Focus Partners Wealth, LLC with nine years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Davis Financial Planning. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and proprietary tools within an enhanced open architecture framework.

David Werle is a CFP® with 14 years of industry experience and is currently an advisor at Mercer Global Advisors Inc. He previously worked at Raymond James Financial Services Advisors Inc., Raymond James Financial Services, Inc., and Starks Financial Group. Werle serves as a director on the board of OnTrack Financial Education & Counseling, a nonprofit organization focused on financial education. Mercer Global Advisors provides investment advisory services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm’s approach emphasizes globally diversified, risk-appropriate portfolios implemented with low-cost funds and incorporates specialized services such as retirement plan consulting and charitable advisory.

Christina Simpson is a financial advisor with Oppenheimer, holding a Series 66 designation and 19 years of industry experience. She has worked at Oppenheimer since 2012, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. in the earlier part of her career. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, utilizing both discretionary and non-discretionary approaches with a focus on strategic asset allocation, manager selection, and comprehensive portfolio oversight.

Christina Gier is a financial advisor at Oppenheimer with Series 66 registration and four years of industry experience. Before joining Oppenheimer in 2022, she worked in the hospitality sector with Asheville Hotel Group and retail at Target. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a variety of advisory programs and services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Sarah Dupree is a financial advisor with AE Wealth Management, LLC in Asheville, NC, holding a Series 65 designation and three years of industry experience. Prior to joining AE Wealth Management, she worked at J Biance Financial for eight years and Mack McKeller Law Office for seven years. Outside of advisory work, she owns and operates Freedom Travels, a travel agency focused on organizing company retreats and travel arrangements. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a range of investment strategies supported by regular performance reporting and a high client-to-advisor ratio.

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.

Jennifer Adams is a CFP® with 25 years of industry experience. She has worked at Mercer Global Advisors Inc. since 2022 and previously spent over two decades with Raymond James Financial Services. Outside of advisory roles, she has served as a Notary Public and was involved with Starks-Thomas Properties, LLC. Mercer Global Advisors provides investment advisory and planning services to 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 that emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial and estate planning 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.

Rebecca Upton is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial Services and Starks Financial Group. Outside of finance, she teaches piano lessons in Clyde, North Carolina. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm utilizes a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios and offers a range of portfolio management and financial planning services.

Logan Bolick is a CFP®, CFA®, and Series 65 credentialed advisor with 11 years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2022 and previously spent nine years at Altavista Wealth Management, Inc. He is based in Asheville, NC. 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 utilizing proprietary manager due-diligence processes and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

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.