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.

Jordan Williams is a Series 66-licensed financial advisor with OSAIC Institutions, Inc. in Weaverville, NC, and has one year of industry experience. His prior roles include positions at HomeTrust Bank and NTCA - The Rural Broadband Association. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser and broker-dealer structure and emphasizes delegated investment analysis and client-controlled transaction authority.

Eric Hauser is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Kestra Advisory since 2017 and previously spent seven years with Williams Financial Group. Hauser also operates KB Elliot Financial Advisors, conducting registered representative and independent insurance agent activities through Kestra entities under a DBA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, investment advice, and employee education, serving large institutional investors including sovereign wealth funds and managing approximately $79.8 billion in assets.

Donald Weidemann is a CFP® with 38 years of industry experience, currently affiliated with Oppenheimer since 2010. He holds Series 63 and Series 65 licenses. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a range of investment approaches varying by program, with assets under management totaling approximately $36.7 billion as of year-end 2025.

James Novello is a financial advisor at Oppenheimer with four years of industry experience. He holds Series 65 and Series 63 registrations and previously worked at John Hancock in various roles from 2019 to 2023. Outside of his advisory work, he is the owner of Glassmine Publishing LLC, an editing and publishing business. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation across multiple asset classes.

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® with nine years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Davis Financial Planning. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm offers a range of services such as investment management, financial counseling, family office and wealth services, retirement plan fiduciary services, and sub-advisory solutions, employing a long-term, tax- and fee-sensitive investment approach with enhanced open architecture.

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 at Oppenheimer with 19 years of industry experience. She holds the Series 66 designation and has been with Oppenheimer since 2012. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Christina Gier is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. Prior to joining Oppenheimer, she worked at Asheville Hotel Group and Target. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor and includes strategic and tactical asset allocation across multiple asset classes, manager selection, and periodic rebalancing.

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 in Asheville, NC. He holds a Series 66 designation and has one year of industry experience. Prior to joining Truist, he worked for Diamond Brand Gear for ten years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and extensive 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.

Brock Himan is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. He has previously worked at Merrill and BB&T Securities before joining Truist in 2021. Outside of his advisory role, he serves on the board of a Christian youth program, providing advisory support for their programming. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Kristen Revis is a CFP® professional with experience at Mercer Global Advisors Inc. dating back to 2022, as well as prior roles at Starks Financial Group and Valta Inc. She is currently based in Leicester, NC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services combined with financial, tax, retirement, estate planning, and family office solutions. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles.

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.

Amber Mccleerey is a financial advisor at Oppenheimer with nine years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2015. Outside of her advisory role, she serves as a board member on the Henderson Tourism Development Authority, overseeing tourism development in Henderson County. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies to construct client solutions, with accounts reviewed periodically and cash balances managed through its Advantage Bank Deposit Program.

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 and holds Series 63 and Series 65 licenses. She has three years of industry experience, including work at Western & Southern Life as a full-time sales agent. Prior to her financial services career, Hyatt has held various roles outside the industry, including in hair salons and education. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to large institutions, providing both advisory and broker-dealer services through proprietary and third-party model portfolios and multiple program options.