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.

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.

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 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 four years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

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.

Andrew Hall is a CFP® professional at Beacon Pointe Advisors, LLC with experience starting in 2019 across multiple roles both within and outside the financial industry. His background includes time at FORVIS/DHG and involvement with Camp Cedar Cliff. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced CIO services to individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

George Rescigno is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63, 65, and 66 licenses and has 20 years of industry experience. He has worked with Bankers Life & Casualty since 2006 and Bankers Life Securities Inc since 2017. In addition to his advisory role, he is also an insurance agent with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

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 at TD Private Client Wealth LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Edward Jones, LPL Financial LLC, and Allstate Financial Services. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.