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., holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Renegade Bee Company and rideshare companies Lyft and Uber. He has been affiliated with First Citizens Bank since 2009. First Citizens Investor Services serves a diverse client base, including individuals, pension plans, and charitable organizations, offering portfolio management, automated investing platforms, and financial planning. The firm emphasizes IAR-led client assessments and utilizes fundamental, quantitative, and technical analysis to guide investment allocation.

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.

Thomas Connelly is a financial advisor with AE Wealth Management, LLC, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at AIG Retirement Services and Retirement Clearinghouse. He is also involved with J. Biance Wealth Management, where he sells annuities and life insurance. 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 a platform-based approach utilizing discretionary model portfolios and various investment strategies, managing approximately $49.8 billion for over 127,000 clients.

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.

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 63 and Series 65 licenses and has four years of industry experience. Her prior work includes roles at First Citizens Bank & Trust Company, 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 corporate entities. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis to manage diversified 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.

William Gold Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes roles at Merrill, UBS Financial Services, Raymond James Financial Services, and multiple Steward Partners entities. Outside of advisory work, he serves on the board of the Hendersonville Country Club and consults for Tommy Tolles Enterprises, which manages professional golfers. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and portfolio management solutions.

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.

Richard Alexander Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding CFP® and ChFC® designations and over 23 years of industry experience. He previously worked at Bank of America, Merrill, and Valmark Securities. He serves as chairman of the Henderson County Chamber of Commerce, a civic organization that supports local businesses in Hendersonville, North Carolina. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services.

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.