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 three years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Davis Financial Planning. His background also includes various roles in education and public service. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Cal Rains II is a financial advisor with Oppenheimer in Asheville, NC, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Oppenheimer & Co since 2006. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, financial planning, and private-fund management. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies, with a notable emphasis on both discretionary and non-discretionary accounts.

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 & Co, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm emphasizes strategic and tactical asset allocation, manager selection, and a range of investment strategies tailored to client objectives.

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.

Brenda Mccleerey is a financial advisor at Oppenheimer with 47 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Outside of her advisory role, she co-owns a family business unrelated to investments. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Sandra Newberry is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at Oppenheimer since 2018 and previously spent seven years with First Citizens Investor Services. 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 along with various investment strategies tailored to client objectives.

Brian Weinkle is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

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.

Gary Hannah is a financial advisor with Robert Baird & Co. in Asheville, NC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Robert Baird & Co. since 2019 and spent over two decades at J.J.B. Hilliard, W.L. Lyons, Inc. prior to that. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a range of strategies from traditional allocations to complex non-traditional investments, including discretionary management and overlay services.

Belva Evans is a Financial Advisor with Merrill Lynch Wealth Management in Asheville, North Carolina. She joined Merrill Lynch in 2021 as a Client Associate after a 21-year career in banking management and transitioned in 2024 to the role of Financial Advisor alongside her longtime colleague. In her current role, Belva focuses on personal retirement planning, women and wealth, and retirement income, utilizing her extensive experience in banking and wealth management to assist clients in meeting their financial goals. Belva holds a bachelor's degree from the University of North Carolina System. She is a Personal Investment Advisor (PIA) and emphasizes building strong client relationships through listening and understanding unique circumstances and multi-generational goals. Her approach includes expanding clients' financial knowledge to support informed decision-making. Outside of her professional commitments, Belva is an active member of her local church in Haywood County. She lives in Waynesville, North Carolina, with her husband Josh, their two children, and their Boston terrier. She also volunteers with the Tuscola Athletic Club and has served on the Waynesville Rotary Board. Belva enjoys spending time with family and friends, traveling, and attending Georgia Bulldog football games.

Skye Ferrell is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. Prior to joining Wells Fargo in 2023, Skye worked at UBS Financial Services for seven years. Outside of advising, Skye has ownership interests in an e-commerce business and commercial real estate ventures in Asheville, NC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Justin Powell is a financial advisor with LPL Financial in Asheville, NC, holding a Series 66 credential and having 10 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2021. Outside of his advisory work, he is involved as a musician in a band. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutions. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Rose Price is a financial advisor at Edward Jones in Asheville, NC, holding a Series 66 designation. She joined Edward Jones in 2026 and has prior experience at North Carolina State University, Tupelo Honey Southern Kitchen & Bar, and Barnes & Noble. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

James Hofheimer is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at Toroso Investment, LLC and Rothschild Investment Corp. Outside of his advisory work, he serves sporadically as an arbitrator in FINRA dispute resolution. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets with a structured planning process that employs firm-approved tools and modeling techniques.

Catherine Hitesman is a financial advisor with Wells Fargo Clearing in Asheville, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2010 to 2016. She serves on the Endowment Committee of the YMCA of Western North Carolina, participating in efforts to promote and grow the local YMCA’s endowment fund. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.