Jacques Fogel is the sole advisor at Fogel Investment Advisory Group, Inc. in Fletcher, NC, with 28 years of industry experience. He has held Series 63, 65, and 66 licenses and has been leading his independent advisory firm since 2007. Prior to founding his firm, he was associated with Purshe Kaplan Sterling Investments. Fogel Investment Advisory Group, Inc. manages approximately $53.9 million for around 80 clients, including individuals and employer-sponsored retirement plans. The firm emphasizes diversified portfolio construction using a collaborative process based on long-term historical data, and it primarily manages assets on a non-discretionary basis, providing retirement income planning and participant education as part of its service offering.

Daryl Shankland is a financial advisor at Shankland Financial Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Shankland Financial Advisors in various capacities since 2006. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life insurance and annuities. Shankland Financial Advisors provides financial and retirement planning, consulting, and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-HNW clients, employing a combination of fundamental and technical analysis with a long-term investment approach that includes tactical flexibility and periodic rebalancing.

I founded Carrington Financial Planning, LLC, for the single purpose of helping my clients achieve financial success.  I feel a deep sense of responsibility when entrusted with this important aspect of people’s lives.  I also believe that good financial planning must be collaborative in order to be successful.  I work with clients through every step of the process on the way to achieving financial peace of mind.  As a fiduciary advisor, I always put the interests of my clients first and ensure that I meet their needs in a holistic fashion.  That means that I view investment portfolios as just one component of a client’s financial picture.  Good comprehensive financial planning should bring together all aspects of your financial life.  With a well-constructed financial plan, composed of clearly defined goals, combined with a solid investment strategy, we will work together to put you on the pathway to financial success.

Matthew Burril is the sole advisor at Brick Street Equity Management, LLC, where he has provided investment advisory services since 2003. He holds Series 65 and Series 63 licenses and has 23 years of industry experience. Outside of his advisory work, Burril serves as president of Cane Creek Aviation, LLC, a company established to own an aircraft. Brick Street Equity Management is an independent registered investment adviser offering discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $26.2 million for 17 clients, emphasizing a single-advisor structure with a small client base and utilizes both fundamental and technical analysis, including long- and short-term trading strategies.

Jon Green is a CFP® and PFS™ credentialed financial advisor with 21 years of industry experience. He has been the principal of Encompass Advisors, Ltd. since 2004. In addition to his advisory role, he is an author conducting research and writing on investment-related topics. Encompass Advisors, Ltd. provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm focuses on customized, long-term portfolio construction using a combination of low-cost mutual funds, ETFs, and individual securities, employing fundamental, technical, and cyclical analysis with ongoing portfolio monitoring and formal annual reviews.

Lenward Jones III is a ChFC® credentialed financial advisor with three years of experience at Envision Planning, LLC. He also operates Wesley Jones CPA PLLC, a tax preparation and consulting firm he founded in 1998. Envision Planning, LLC is a state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, including smaller, non-high-net-worth clients, as well as select institutional clients. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, integrating financial planning and educational services into its advisory work.

Paul Mayes is a financial advisor with Veritas Investment Advisory Group LLC in Hendersonville, NC. He holds a Series 65 credential and has five years of industry experience. Prior to founding Veritas, he worked at Shankland Financial Advisors, LLC and BorgWarner Turbo Systems LLC. Mayes is also a licensed insurance agent operating Mayes Financial & Insurance Solutions LLC. Veritas Investment Advisory Group LLC serves individuals, families, charitable organizations, corporations, and other business entities. The firm offers financial and retirement planning, discretionary portfolio management, third-party money manager selection, and educational seminars, combining fundamental and technical analysis with tactical strategies and tax-aware rebalancing.

Kenneth Downer is a CFP® with 18 years of industry experience, currently serving at Kenneth Frenke & Co since 2007. He holds the Series 65 license and is based in Arden, NC. Kenneth Frenke & Co. provides fee-only financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, and estates. The firm integrates financial counsel from a Biblical perspective and employs methods such as fundamental analysis and modern portfolio theory to develop individualized Investment Policy Statements.

Germaine brings to the Inspired Financial mix her considerable experience as a financial planner, investment advisor and wealth manager — along with a keen sense of humor, honed by her life’s rich experience. Germaine has ridden out not just one hurricane, but two. In 1969 she lost her childhood Pass Christian home to Hurricane Camille then Hurricane Katrina destroyed their Ocean Springs home in 2005! Hurricane forces are nothing compared to Germaine’s. Having “flunked Retirement 101” (her words) she leaped at the opportunity to co-found Inspired Financial Planners with Tricia Kollath, CFP(r), CPA, in 2019. Their combined talents pair well with their shared passion for helping people navigate a complex financial world. Germaine has a master’s degree from the University of Southern Mississippi, and a bachelor’s degree from the University of Mississippi. She is a CPA with a Personal Financial Specialist™ credential (MS certificate 5504 and NC certificate 43722), as well as a Certified Financial Planner™ practitioner. Germaine founded and continues to chair the North Carolina CPA Association’s Financial Planning Networking Group to help her fellow CPAs understand the complex financial planning issues their clients face. Outside of her career, Germaine is an enthusiastic advocate for the arts. She is a life member of the Walter Anderson Museum of Art, having served various roles including its board since the early 1990s. She and her husband John (a physician) stay young by hiking the Blue Ridge Mountains that surround their North Carolina home. These days, Germaine and John divide their time between western North Carolina and the Mississippi Gulf Coast, where Germaine enjoys kayaking … when the waters are calm.

William Zimmer is a financial advisor at Fortress Private Ledger, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fortress, he worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, Zimmer is co-founder and co-owner of Ecusta Brewing Company, a brewery located in Pisgah Forest, NC. Fortress Private Ledger serves individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, consulting, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm’s investment approach integrates trend identification and technical analysis with complementary strategies across various asset types, delivering tailored portfolio solutions through a network of investment adviser representatives.

William Vlahoulis is a financial advisor at SB Advisory, LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer & Co. Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs, primarily providing non-discretionary advice through a blend of fundamental, technical, and qualitative investment analysis.

Eric Warren is a financial advisor at Blueprint Financial Advisors with six years of industry experience. He holds a Series 65 designation and has previously worked at Spartan Planning & Wealth Management, the Henderson County Tax Department, and Kilpatrick Land Surveying. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets, offering diversified portfolios and incorporating a proprietary strategic-and-tactical framework that emphasizes trend-following and momentum across multiple asset classes.

Adam Carey is a financial advisor at Blueprint Financial Advisors with six years of industry experience. He holds a Series 65 credential and has worked previously at firms including International Assets Investment Management and The Dantas Advisory Group. Outside of advisory services, he is a licensed insurance agent offering fixed insurance products. Blueprint Financial Advisors is a multi-advisor SEC-registered firm that provides portfolio management, financial planning, and retirement consulting to a diverse client base including individuals, trusts, pension plans, and nonprofits. The firm manages approximately $1.4 billion in assets using a proprietary strategic-and-tactical framework that incorporates trend-following and momentum rules to guide asset allocation.

Joshua Miller is a financial advisor with Mutual Advisors, LLC and holds a Series 65 designation. He has one year of experience in financial advising and concurrently works with Mitchell CPA PLLC. He previously worked at Hospice of Henderson County and BGW CPA. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm employs a mix of active and passive portfolio management strategies tailored to client objectives and is notable for its large-scale institutional work and variety of specialized services.

Daniel Andreotta is a financial advisor with Foundations Investment Advisors LLC in Hendersonville, NC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Consolidated Planning Inc, and Independent Life Insurance. Outside of his advisory work, he serves as a church musician. Foundations Investment Advisors provides financial planning and ongoing portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with asymmetric rebalancing, and offers services through a large network of affiliated advisers.

Dean St. Marie is a CFP® professional with 25 years of industry experience, currently serving as an advisor at The Fiduciary Alliance since 2025. He previously worked at Bison Wealth, LLC for five years and led St Marie Financial Advisors for six years. Outside of advisory work, he is a board member and finance committee participant for SAFE Womens Domestic Violence Services and serves on the board for the Ecusta Trail Rail Trail Project in Brevard, NC. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, retirement plans, and other advisers. The firm employs a mix of fundamental, technical, cyclical, and charting analysis in portfolio supervision and offers discretionary management alongside estate, business, and risk-planning support.

Dollie Halford is a CFP® professional with 20 years of experience in financial advising. She is currently with Forvis Mazars Wealth Advisors, LLC and previously worked at Dixon Hughes Wealth Advisors LLC. Halford serves as Vice President of the North Carolina Apple Festival, an unpaid community role. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers integrated financial planning and investment management services, managing approximately $12 billion in assets with a disciplined approach that includes committee-approved portfolios and third-party money managers.

Jeremie Kelt is a CFP® with three years of industry experience, currently affiliated with PFG Advisors in Hendersonville, NC. His background includes positions in emergency medical centers and financial services firms such as Securities America and iHn Family Legacy Planning, where he is also involved through a DBA. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs and supports a distributed network of over 100 advisors across multiple platforms.

Michael Teel is a financial advisor with Leavell Investment Management, Inc. in Flat Rock, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Leavell Investment Management and its predecessor firm since 1998 and also served at Samford University for 30 years. Leavell Investment Management oversees approximately $3.0 billion in discretionary assets and offers portfolio management, financial planning, and family-office services to a diverse client base including individuals, families, businesses, and institutional entities. The firm employs a fundamental investment approach focused on broad diversification, risk control, and long-term compounding, managing client accounts through team-based oversight and regular portfolio reviews.

Suzanne Holbert is a PFS™ credentialed financial advisor with 24 years of industry experience. She is currently with Forvis Mazars Wealth Advisors, LLC, having previously worked at FORVIS Wealth Advisors LLC and Dixon Hughes Wealth Advisors LLC. Holbert is based in Hendersonville, NC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, discretionary and non-discretionary investment management, and consulting services, with a notable affiliation to a national accounting and professional services parent firm that supports integrated tax and accounting services alongside wealth management.